Figs Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
30.3%projected annual EPS growth
Analyst Coverage
8analysts covering
FY Revenue (est.)
$761.1Mnext fiscal year
FY EPS (est.)
$0.36next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 5 Nov 2026 |
| Q4 2026 Earnings Release | 4 Mar 2027 |
Monitoring Framework
Key Performance Indicators
Active Customers Quarterly3MTarget: Continued expansion above 3.0 million
Average Order Value (AOV) Quarterly124.0Target: Sustained premium pricing and favorable product mix
Net Revenues per Active Customer Quarterly220.0Target: Increasing customer lifetime value and repeat purchase frequency
Adjusted EBITDA Margin Quarterly8.7%Target: 13.0% to 13.2% for Full Year 2026
Watch Items
- Tariff and Trade Policy HeadwindsTrigger: Planned unmitigated tariff impact of approximately 280 basis points on top of the 120 basis point impact from fiscal 2025Action: Monitor sourcing diversification to alternative regions like Vietnam and Jordan, and track gross margin trends relative to the conservative 15% assumed tariff rate.
- Inventory Management and Write-offsTrigger: Inventory write-offs exceeding historical averages (e.g., $5.6 million recorded in Q4 2025)Action: Evaluate inventory turnover efficiency and promotional markdown strategies to protect premium brand positioning.
- Marketing Expense LeverageTrigger: Elevated marketing spend tied to major campaigns (e.g., 2026 Winter Olympics campaign)Action: Assess customer acquisition cost (CAC) efficiency and word-of-mouth referral dynamics to ensure fixed-cost leverage.
Research as of 20 Jun 2026