FIGS, Inc.

Сильный индекс, значительно упал. Быки в растерянности.

Strong index, significantly down. The bulls are confused.

Сильный индекс, значительно вырос. Рынок на стороне быков.

Strong index, significantly up. The market is on the bulls' side.

Сильный индекс, значительно вырос. Приток средств в лонги на высоком уровне.

Strong index, significantly up. Inflow of funds into longs at a high level.

Domino's Pizza, Inc. DPZ reported second-quarter fiscal 2026 results, with earnings missing the Zacks Consensus Estimate and revenues beating the same. The top and bottom lines increased on a year-over-year basis.
The company reported meaningful second-quarter order growth across both delivery and carryout channels despite persistent consumer demand pressures in the broader U.S. quick-service restaurant industry. Sustained order expansion remains a central component of Domino’s long-term growth framework, supported by new customer acquisition, greater loyalty program participation, increased supply chain throughput and continued store development. The company also cited its scale and competitive positioning as structural advantages that could support additional market-share gains and long-term shareholder value creation.
DPZ's Q2 Earnings & Revenues
Domino's reported second-quarter 2026 earnings of $4.07 per share, missing the Zacks Consensus Estimate of $4.11 by 1%. However, the bottom line increased 6.8% from $3.81 reported in the year-ago quarter.
Domino's Pizza Inc Price, Consensus and EPS Surprise
Quarterly revenues of $1.19 billion surpassed the consensus estimate of $1.17 billion by 2.1% and rose 4.3% year over year. Higher supply chain revenues, franchise royalties and advertising revenues supported growth, while U.S. same-store sales increased 0.1% year over year.
DPZ's Q2 Supply Chain Business Drives Revenue Growth
Supply chain revenues increased to $731.7 million from $687.1 million reported in the prior-year quarter. The improvement reflected higher-order volumes and a 2.2% increase in food basket pricing. Our estimate for the metric was $749.9 million.
In the second quarter, U.S. franchise royalties and fees rose to $164.2 million compared with $156.3 million reported in the prior-year quarter. Our estimate for the metric was $140.7 million.
International franchise royalties and fees advanced to $81.8 million from $77.2 million, supported by net store growth and a $1.1 million favorable foreign currency impact. Our estimate for the metric was $82.8 million.
U.S. franchise advertising revenues increased to $134.9 million from $132.2 million. Our estimate for the metric was $119.1 million.
Domino's Q2 Comparable Sales Show Uneven Demand
Global retail sales increased 3% year over year, excluding foreign currency movements. U.S. retail sales rose 1.9%, while international retail sales increased 4.1% on a constant-currency basis.
Comparable sales trends were more subdued. U.S. same-store sales edged up 0.1% compared with 3.4% growth a year earlier. Company-owned store comps increased 2.1% year over year, while franchise store comps were flat. International same-store sales declined 0.1% against a 2.4% increase reported in the prior-year quarter.
Domino's Q2 Margin Performance Remains Mixed
In the second quarter, Gross margin dollars came in at $478.2 million compared with $461 million reported in the prior-year quarter. However, gross margin as a percentage of revenues contracted 30 basis points year over year to 40%. Our estimate for the metric was 39%.
Supply chain gross margin expanded 20 basis points year over year to 12%, aided by procurement productivity. The benefit was partly offset by higher food basket costs. General and administrative expenses came in at $115.4 million compared with $107.6 million reported in the prior-year quarter.
DPZ Posts Higher Operating Income and Net Profit
In the second quarter, income from operations increased 3.1% year over year to $232 million. Excluding the favorable currency impact on international franchise royalties, operating income rose 2.6%, driven by franchise royalty growth and higher supply chain gross profit. Our estimate for the metric was $242.1 million.
Net income advanced 3.6% year over year to $135.8 million. Results also benefited from a favorable $3.6 million change in pre-tax unrealized and realized losses tied to the company’s investment in DPC Dash.
DPZ Extends Its Global Store Expansion
Domino’s posted global net store growth of 209 during the quarter. The company added 26 net stores in the United States and 183 internationally, bringing its worldwide store count to 22,531.
The U.S. system ended the period with 7,231 locations, while the international network reached 15,300 stores. Over the trailing four quarters, net store growth totaled 995, including 170 domestic and 825 international additions.
Domino's Cash Flow Moderates in the First Half
Net cash provided by operating activities totaled $352.6 million during the first two quarters of 2026, down from $366.9 million in the comparable 2025 period. Capital expenditures increased to $39 million from $35.2 million reported in the prior-year period.
Free cash flow declined 5.5% year over year to $313.6 million. The decrease reflected changes in operating assets and liabilities, along with the timing and amount of advertising-related payments. Cash and cash equivalents stood at $164.8 million as of June 14, 2026.
DPZ Returns Capital While Lowering Leverage
Domino’s repurchased 443,917 shares for $156.2 million during the quarter. The company had $1.23 billion remaining under its share repurchase authorization at quarter-end.
The leverage ratio improved to 4.3 times from 4.7 times a year earlier. Following the quarter, the board declared a quarterly dividend of $1.99 per share, payable Sept. 30, 2026, to its shareholders of record as of Sept. 15.
DPZ’s Zacks Rank
Domino's currently has a Zacks Rank #4 (Sell).
Stocks to Consider
Here are some better-ranked stocks from the Zacks Retail-Wholesale sector:
Five Below, Inc. FIVE presently sports a Zacks Rank #1 (Strong Buy). The company delivered a trailing four-quarter earnings surprise of 70.1%, on average. FIVE stock has gained 3.4% in the past six months. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Five Below’s 2026 sales and EPS indicates growth of 14.8% and 35.1%, respectively, from the year-ago period’s levels.
FIGS, Inc. FIGS has a Zacks Rank #2 (Buy) at present. The company delivered a trailing four-quarter earnings surprise of 212.5%, on average. FIGS stock has declined 11% in the past six months.
The Zacks Consensus Estimate for FIGS’ 2026 sales and EPS indicates growth of 15.5% and 36.8%, respectively, from the prior-year levels.
Dutch Bros Inc. BROS carries a Zacks Rank of 2 at present. The company delivered a trailing four-quarter earnings surprise of 31.6%, on average. BROS stock has increased 11.7% in the past six months.
The Zacks Consensus Estimate for Dutch Bros’ 2026 sales and EPS indicates growth of 26.9% and 22.4%, respectively, from the prior-year levels.
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Domino's Q2 Earnings Miss, Revenues Beat on Supply Chain Growth

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in FIGS Inc (Symbol: FIGS), where a total volume of 24,371 contracts has been traded thus far today, a contract volume which is representative of approximately 2.4 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 75.5% of FIGS's average daily trading volume over the past month, of 3.2 million shares. Especially high volume was seen for the $10 strike call option expiring July 17, 2026, with 12,030 contracts trading so far today, representing approximately 1.2 million underlying shares of FIGS. Below is a chart showing FIGS's trailing twelve month trading history, with the $10 strike highlighted in orange:
Coreweave Inc (Symbol: CRWV) saw options trading volume of 211,411 contracts, representing approximately 21.1 million underlying shares or approximately 73.7% of CRWV's average daily trading volume over the past month, of 28.7 million shares. Especially high volume was seen for the $100 strike call option expiring August 21, 2026, with 17,629 contracts trading so far today, representing approximately 1.8 million underlying shares of CRWV. Below is a chart showing CRWV's trailing twelve month trading history, with the $100 strike highlighted in orange:
And CG Oncology Inc (Symbol: CGON) options are showing a volume of 8,915 contracts thus far today. That number of contracts represents approximately 891,500 underlying shares, working out to a sizeable 66.5% of CGON's average daily trading volume over the past month, of 1.3 million shares. Particularly high volume was seen for the $75 strike call option expiring July 17, 2026, with 8,799 contracts trading so far today, representing approximately 879,900 underlying shares of CGON. Below is a chart showing CGON's trailing twelve month trading history, with the $75 strike highlighted in orange:
For the various different available expirations for FIGS options, CRWV options, or CGON options, visit StockOptionsChannel.com.
Further FIGS Research:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Notable Friday Option Activity: FIGS, CRWV, CGON

FIGS, Inc. FIGS demonstrated improving customer engagement in the first quarter of 2026 as net revenues per active customer increased 6% year over year to $220, the highest level since the fourth quarter of 2022. The improvement reflects the company's success in generating more revenues from each customer through higher spending and increased purchase frequency, underscoring the strength of its premium healthcare apparel brand and direct-to-consumer business model.
The strong performance was driven by gains across all key customer metrics. Active customers grew 12% year over year, surpassing the 3-million mark for the first time in the company's history. At the same time, average order value increased 4% to $124, supported by pricing actions implemented early in the quarter and a favorable product mix. Management also highlighted stronger purchase frequency, noting that customers continued to return to the brand more often, creating a powerful combination of customer growth, higher order frequency and increased spending per transaction.
Management noted that pricing actions on roughly one-third of its product assortment resulted in lower price elasticity than expected, highlighting the strength of the FIGS brand and its value proposition. Premium offerings, including FORMx fabric, FIBREx products and wider-leg pant styles, also contributed to higher average selling prices. Meanwhile, the company reported its second consecutive quarter of double-digit customer acquisition growth, alongside stronger reactivated customers and improved retention, reinforcing confidence that demand remains broad-based and sustainable.
Management remains confident in sustaining this momentum. Following the better-than-expected first-quarter results, FIGS raised its 2026 outlook and expects net revenue growth of 14-16% compared with its prior forecast of 10-12%. The company increased its operating margin and adjusted EBITDA margin guidance, citing continued active customer growth, broad-based demand, rising brand engagement and the resilient fundamentals of the healthcare industry as key drivers of long-term growth.
FIGS’ Price Performance, Valuation & Estimates
Shares of FIGS have surged 71.1% over the past year compared with the industry’s 1.8% growth.
Image Source: Zacks Investment Research
From a valuation standpoint, FIGS trades at a trailing price-to-sales ratio of 2.93X, above the industry’s average of 1.46X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for FIGS’ 2026 earnings implies year-over-year growth of 36.8%, while the same for 2027 indicates an uptick of 18%. Estimates for 2026 have been unchanged, while those for 2027 have been revised upward by 1 cent over the past 30 days.
Image Source: Zacks Investment Research
FIGS currently carries a Zacks Rank #2 (Buy).
Other Key Picks
Genesco Inc. GCO is a Nashville-based specialty retailer and branded company. It sells footwear and accessories through retail stores. The company flaunts a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Genesco’s current fiscal-year earnings indicates growth of 55.2% from the year-ago actual. GCO delivered a trailing four-quarter average earnings surprise of 3.8%.
Designer Brands Inc. DBI designs, produces and retails footwear and accessories. It offers shoes, boots, sandals, sneakers, socks, handbags and accessories. It currently carries a Zacks Rank #2.
The Zacks Consensus Estimate for Designer Brands’ current fiscal-year earnings and sales suggests growth of 137.5% and 0.5%, respectively, from the year-ago actuals. DBI delivered a trailing four-quarter average earnings surprise of 112.8%.
Tapestry, Inc. TPR is the designer and marketer of fine accessories and gifts for women and men in the United States and internationally. The company also has a Zacks Rank #2 at present.
The Zacks Consensus Estimate for Tapestry’s current fiscal-year earnings and sales indicates growth of 36.5% and 13.9%, respectively, from the year-ago actuals. TPR delivered a trailing four-quarter average earnings surprise of 15.6%.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

FIGS' Higher Net Revenues Per Active Customer Shows Strong Engagement

The central question for investors is not whether FIGS, Inc. FIGS is improving. It is whether the stock already reflects too much of that improvement.
A strong revenue quarter, a raised sales outlook, and expanding customer metrics support the bullish case. A richer earnings multiple and visible cost pressure make the answer less straightforward.
FIGS Bulls Can Point to Better Guidance
FIGS raised its fiscal 2026 revenue growth outlook to 14%-16%, up from its prior view of 10%-12%. That followed first-quarter fiscal 2026 revenues of $159.9 million, up 28% year over year.
Active customers surpassed 3 million for the first time, while average order value rose 4.2% to $124. Those metrics point to customer acquisition and better spending per order.
The niche remains attractive because healthcare apparel is replenishment-driven and tied to a resilient workforce. Investors comparing FIGS with brand-led apparel names such as NIKE, Inc. NKE and lululemon athletica inc. LULU may focus on whether brand strength can support repeat demand without sacrificing profitability.
FIGS also has flexibility. The company ended the quarter with $277 million in cash, cash equivalents and short-term investments, remained debt-free, and repurchased $8.8 million of shares.
FIGS, Inc. Price, Consensus and EPS Surprise
FIGS Bears Will Focus on Margin Pressure
The cautious case starts with gross margin. FIGS reported a 67.7% gross margin in the first quarter, up only 10 basis points year over year despite the revenue gain.
Tariffs, inbound freight pressure from higher oil prices and a pause in the duty drawback program remain headwinds. Management expects gross margin to decline modestly year over year in the second quarter and more meaningfully in the third quarter before improving in the fourth quarter.
Marketing also limits operating leverage. Marketing expense rose to $29.5 million in the first quarter, or 18.4% of revenues, compared with 14.5% a year earlier.
That spending supported brand campaigns and partnerships, but earnings may not scale as quickly as revenues if sales growth slows from the first-quarter pace.
FIGS Valuation Leaves Less Room for Error
Valuation is the biggest constraint on a clean buy case. FIGS trades at 39.96X forward 12-month earnings per share.
That multiple is above 15.11X for the Zacks sub-industry, 22.53X for the broader Zacks sector, and 20.9X for the S&P 500. A premium can be justified when growth is durable, but it leaves little room for weaker margins or a sharper second-half slowdown.
The stock is up 96.1% over the past year, even after declining 25% over the past three months. That rally raises the hurdle for new buyers.
At this level, investors need confidence that product innovation, international expansion, Community Hubs and TEAMS can keep revenue growth broad-based.
Image Source: Zacks Investment Research
FIGS Cash Flow Adds a Note of Caution
Cash flow complicates the growth story. Operating cash flow was an outflow of $3.2 million in the first quarter, compared with positive operating cash flow of $9.2 million a year earlier.
Working capital was the main drag. Inventory build supported spring color drops, the Nurses Week cadence and international scaling.
That does not invalidate the growth strategy. It does mean investors should watch whether FIGS converts higher sales into cash more efficiently.
Management expects working capital consumption to ease, helped by faster replenishment cycles, tighter buys and supplier lead-time gains. Until that shows up consistently, cash conversion remains a useful check on the valuation.
FIGS Ratings Back a Wait-and-See Stance
The bottom line is that FIGS looks fundamentally better, but not clearly cheap. Revenue momentum, customer gains and a debt-free balance sheet support interest, while cost pressure, negative operating cash flow and a premium multiple argue for patience.
The stock currently carries a Zacks Rank #3 (Hold). That fits a balanced setup in which the business is improving, but the near-term risk-reward is not one-sided. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Style Scores are mixed. FIGS has a Momentum Score of A, but also a Value Score of D, Growth Score of C and VGM Score of D.
Style Scores complement the Zacks Rank, with stronger grades generally more favorable. For FIGS, the Momentum Score supports keeping the stock on watch, while the weak Value and VGM Scores reinforce a wait-and-see stance at today’s valuation.
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FIGS, Inc. (FIGS) : Free Stock Analysis Report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Is FIGS Stock a Buy After a Big Rally and Richer Valuation?

Key Points
FIGS targets a specialized niche within healthcare by selling premium, technically advanced medical apparel directly to professionals.
Gildan Activewear maintains a massive global manufacturing footprint to produce high volumes of basic apparel for diverse wholesale and retail markets.
Which apparel company offers the right balance of growth potential and value for your 2026 investment strategy?
Choosing between growth and stability often defines a portfolio strategy. In 2026, comparing the specialist scrubs brand FIGS (NYSE:FIGS) against the vertically integrated giant Gildan Activewear (NYSE:GIL) highlights two very different ways to win.
FIGS focuses on a specific niche of healthcare professionals, aiming to disrupt a traditionally stale, uniform market by building brand loyalty. In contrast, Gildan Activewear produces large volumes of basics, such as T-shirts and fleece, for wholesalers and retail brands. Both companies are prominent players among apparel stocks, yet they offer distinct risk profiles.
The case for FIGS
FIGS operates as a specialist in the apparel stocks category, selling technically advanced scrubs directly to healthcare professionals. The company uses a direct-to-consumer model to build brand loyalty through digital marketing and its TEAMS platform for healthcare institutions. By March 2026, the company served more than 3 million active customers across the United States and several international markets.
In FY 2025, revenue reached nearly $631.1 million, a 13.6% increase from the previous year. Net income for the period was approximately $34.2 million, a significant jump from the $2.7 million reported in fiscal 2024. This growth shows the brand is successfully expanding its reach while improving its net margin, which measures how much profit a company keeps from its total sales.
As of its December 2025 balance sheet, the debt-to-equity ratio was nearly 0.1x. This metric, which compares total debt to shareholder equity, indicates the company uses very little borrowed money for its operations. The current ratio, which measures the ability to pay short-term debts with short-term assets, was roughly 4.9x. Free cash flow reached approximately $53.0 million for the year. Note that stock-based compensation accounted for roughly 43.9% of operating cash flow, thereby inflating reported cash generation, since SBC is a non-cash expense added back in the cash flow statement.
The case for Gildan Activewear
Gildan Activewear leverages a massive, vertically integrated manufacturing model to produce everyday basic apparel. The company employs roughly 80,000 people worldwide and controls its production process from yarn to finished garments. This scale enables it to serve a wide array of customers, including wholesale distributors, screen printers, and global lifestyle brands across North America and Europe.
During FY 2025, the company reported revenue of approximately $3.7 billion, a 12.5% increase from the prior fiscal year. Net income for the fiscal year was approximately $405.9 million, resulting in a healthy net margin of roughly 11.0%. While total revenue is much higher than its peers’, the company focuses on high-volume, lower-price point items to drive consistent profitability.
According to its December 2025 balance sheet, the debt-to-equity ratio was approximately 1.4x. This means the company holds roughly $1.40 in total debt for every dollar of shareholder equity. The current ratio was approximately 2.1x, suggesting a solid ability to cover short-term financial obligations. Free cash flow, which is the cash remaining after a company pays for its operating costs and capital expenditures, was nearly $477.2 million for the year.
Risk profile comparison
FIGS faces significant operational risks because it relies exclusively on a single fulfillment center in Arizona for its product distribution. Any site-specific disruption there could halt its ability to deliver products to customers. The company also deals with supply chain concentration in Vietnam and Jordan, making it vulnerable to geopolitical conflicts or shipping delays. Furthermore, it faces intense competition from established wholesalers like Barco Uniforms and Landau Uniforms, which could erode its market share.
Gildan Activewear is exposed to the volatility of raw material prices, particularly cotton, which can impact its net margin. As a large-scale manufacturer, the company also faces risks related to international trade policies and potential labor cost increases in its global facilities. It competes in a crowded market against other massive apparel producers like Hanesbrands and Berkshire Hathaway (NYSE:BRKA) (NYSE:BRKB), which owns the Fruit of the Loom brand. Changes in consumer demand for basic apparel or shifts in wholesale buying patterns could also impact future revenue.
Valuation comparison
Gildan Activewear trades at a lower Forward P/E and P/S ratio than FIGS, appearing more value-oriented based on future earnings estimates.
Forward P/E
45.2x
13.4x
29.5x
P/S ratio
3.1x
2.4x
Sector benchmark uses the SPDR XLY sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Which stock would I buy in 2026?
FIGS and Gildan are both apparel manufacturers, but they produce clothing for different purposes. FIGS focuses on premium healthcare apparel, such as scrubs. While there is no shortage of demand for these items, this focus means the company is dependent upon one brand and niche. It also relies on just one fulfillment center, and its merchandise is made mainly in Vietnam and Jordan. This type of concentration makes it vulnerable to disruptions in the supply chain.
Also, although it has delivered impressive growth and is expanding its customer base in both the U.S. and internationally, it trades at a premium valuation. That means investors who buy in now risk disappointment if the brand fails to perform as expected.
Gildan produces activewear, socks, and accessories, and is best known for its blank T-shirts and sweats, which are frequently used for screen printing. It has multiple brands under its umbrella and controls most of its own supply chain.
Gildan also faces significant competition, but it is a well-known brand. It currently trades at a lower valuation relative to its earnings potential. Gildan also pays a dividend to its shareholders, while FIGS does not. Rising labor and commodity costs could affect its margins, but the company has taken steps to manage these issues.
Gildan doesn’t have the growth potential that FIGS might have if all goes according to plan. But it seems to offer a steadier long-term path, so this is the stock I would choose for my own portfolio.
Should you buy stock in Figs right now?
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Pamela Kock has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Berkshire Hathaway. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

FIGS vs. Gildan Activewear: Which Consumer Stock Is a Better Buy in 2026?

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Figs (FIGS) Q1 2026 Earnings Call Transcript

Key Points
Figs beat on sales and beat on earnings last night. Today, it sold off anyway.
Guidance calls for Q1 sales growth to slow dramatically later in the year.
Pull out the crash cart -- Figs (NYSE: FIGS) is on life support.
The popular purveyor of medical and surgical scrubs and other apparel took a huge tumble on Friday, crashing 29.4% through 10:40 a.m. ET despite beating analyst forecasts for both sales and earnings last night.
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Heading into its Q1 report, analysts forecast Figs to earn $0.01 per share on $152.5 million in sales. Figs actually earned $0.03 per share and reported sales of $159.9 million.
Figs Q1 earnings
So good news, right? Investors should be happy? Except they aren't -- and guidance seems to be the reason.
In Q1, Figs grew sales a strong 28%, with scrubwear sales up 27% and non-scrubwear up an even better 31%. Figs improved its gross profit margin (albeit only by 0.1%). It grew operating costs slower than sales (up only 23%). Figs even flipped from a small net loss a year ago, to $0.03 in profits this time -- an earnings growth rate of infinity!
But when it came time to give guidance, the most Figs would promise for 2026 was sales growth of 14% to 16%.
Is this good or bad for Figs?
I get why investors are spooked. Figs grew 28% in Q1, but promised barely half that growth over the course of the rest of the year -- but here's the thing:
Wall Street is only expecting Figs to grow its sales by 12% this year. Investors may be upset that 14% is less than 28%, sure. But it's also comfortably ahead of 12%, and that means Figs just promised to beat earnings this year.
That sounds like good news to me. If it were a lot cheaper than its current 73.5 price-to-earnings ratio, I might even buy Figs stock.
Should you buy stock in Figs right now?
Before you buy stock in Figs, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Figs wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $475,926!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,296,608!*
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Rich Smith has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why Figs Stock Crashed Today

Figs (FIGS) came out with quarterly earnings of $0.03 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to break-even earnings per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +125.56%. A quarter ago, it was expected that this health care apparel company would post earnings of $0.02 per share when it actually produced earnings of $0.1, delivering a surprise of +400%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Figs, which belongs to the Zacks Retail - Apparel and Shoes industry, posted revenues of $159.9 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 5.05%. This compares to year-ago revenues of $124.9 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Figs shares have added about 27.6% since the beginning of the year versus the S&P 500's gain of 7.6%.
What's Next for Figs?
While Figs has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Figs was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.07 on $175.82 million in revenues for the coming quarter and $0.24 on $706.01 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Retail - Apparel and Shoes is currently in the top 41% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Shoe Carnival (SCVL), is yet to report results for the quarter ended April 2026.
This footwear retailer is expected to post quarterly earnings of $0.11 per share in its upcoming report, which represents a year-over-year change of -67.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Shoe Carnival's revenues are expected to be $269.38 million, down 3% from the year-ago quarter.
Should You Invest in FIGS, Inc. (FIGS)?
Before you invest in FIGS, Inc. (FIGS), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.
Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
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FIGS, Inc. (FIGS) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Figs (FIGS) Q1 Earnings and Revenues Beat Estimates

Figs (FIGS) reported $159.9 million in revenue for the quarter ended March 2026, representing a year-over-year increase of 28%. EPS of $0.03 for the same period compares to $0 a year ago.
The reported revenue represents a surprise of +5.05% over the Zacks Consensus Estimate of $152.22 million. With the consensus EPS estimate being $0.01, the EPS surprise was +125.56%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Figs performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Active customers: 3,024 compared to the 2,979 average estimate based on five analysts.
Average order value: $124.00 versus the five-analyst average estimate of $125.27.
Net revenues per active customer: $220.00 compared to the $220.45 average estimate based on two analysts.
Geographic Revenues- Rest of the world: $28.31 million compared to the $25.26 million average estimate based on three analysts. The reported number represents a change of +49.8% year over year.
Geographic Revenues- United States: $131.59 million versus the three-analyst average estimate of $126.72 million. The reported number represents a year-over-year change of +24.1%.
Revenues- Non-Scrubwear: $33.26 million compared to the $31.51 million average estimate based on two analysts. The reported number represents a change of +31.5% year over year.
Revenues- Scrubwear: $126.64 million versus the two-analyst average estimate of $119.61 million. The reported number represents a year-over-year change of +27.2%.
Shares of Figs have returned -1% over the past month versus the Zacks S&P 500 composite's +11.4% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.
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Here's What Key Metrics Tell Us About Figs (FIGS) Q1 Earnings

FIGS, Inc. FIGS is expected to report top-line growth when it reports first-quarter 2026 results.
The company’s quarterly revenues are pegged at $152.2 million, up 21.9% from the prior-year quarter’s figure. The consensus estimate for the company’s quarterly earnings has been stable in the past 30 days at one cent per share. The company reported break-even earnings in the year-ago quarter.
This major healthcare apparel brand delivered an earnings surprise of 400% in the last reported quarter. The bottom line has surpassed estimates by 187.5%, on average, over the trailing four quarters.
Key Points to Note About FIGS
FIGS’ quarterly results are likely to reflect gains from robust demand, effective execution and brand strength. The company is expanding its customer base, alongside improved retention. This broad-based momentum highlights the brand’s connection with healthcare professionals and its ability to aid repeat purchases.
FIGS has established strong brand recognition via solid marketing efforts and deep engagement with the healthcare community. Its presence within connected healthcare networks helps the company attract new customers while also strengthening loyalty among existing ones. FIGS has been seeing strong traction in existing global markets while successfully entering new regions, supported by a scalable and disciplined expansion strategy.
The company’s pricing power has also been proving beneficial. Higher average order values, supported by increased pricing and larger basket sizes, indicate that customers are willing to spend more on FIGS products. Product innovation also remains a core strength. The company continues to boost its offerings through new fabrics, improved functionality and expansion into adjacent categories. All such endeavors are likely to drive FIGS’ results during the quarter under review.
On the flip side, a tough operating landscape, including tariff pressures, has been concerning. In addition, any deleverage in selling and marketing costs might weigh on profitability in the quarter under review.
What the Zacks Model Unveils for FIGS
Our proven conclusively predicts an earnings beat for FIGS this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chance of an earnings beat. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
FIGS currently has an Earnings ESP of +100.00% and a Zacks Rank of 1.
FIGS, Inc. Price and EPS Surprise
Other Stocks Poised to Beat Earnings Estimates
Here are some other companies, which according to our model, have the right combination of elements to post an earnings beat:
Wayfair Inc. W currently has an Earnings ESP of +9.80% and carries a Zacks Rank of 3. W is likely to register top and bottom-line growth when it reports first-quarter 2026 results. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for its quarterly revenues is pegged at $2.88 billion, indicating a 5.6% increase from the figure reported in the year-ago quarter. The consensus estimate for W’s first-quarter earnings is pegged at 26 cents per share, implying a 160% surge from the year-ago quarter’s actual. The consensus mark has been stable in the past 30 days.
The Gap, Inc. GAP currently has an Earnings ESP of +25.11% and a Zacks Rank of 3. GAP is likely to register top-line growth when it reports first-quarter fiscal 2026 results. The Zacks Consensus Estimate for its quarterly revenues is pegged at $3.53 billion, indicating 1.8% growth from the figure reported in the year-ago quarter.
The consensus estimate for GAP’s first-quarter earnings is pegged at 39 cents a share, implying 23.5% decline from the year-earlier quarter. The consensus mark has moved up 5.4% in the past 30 days.
Dollar Tree, Inc. DLTR currently has an Earnings ESP of +0.29% and a Zacks Rank of 3. DLTR is likely to register top-line growth when it reports first-quarter fiscal 2026 results. The Zacks Consensus Estimate for its quarterly revenues is pegged at $4.97 billion, indicating a 7.2% rise from the figure reported in the year-ago quarter.
The consensus estimate for Dollar Tree’s first-quarter earnings is pegged at $1.55 a share, implying 23% growth from the year-earlier quarter. The consensus mark has been stable in the past 30 days.
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Indicator	TTM Median
P/E	66.95 19.50
Price/Sales	2.80 0.69
P/B	3.96 1.82
P/FCF	60.71 14.60

Indicator	TTM Median
ROE	9.77 15.10
ROA	7.44 4.87
ROI	0.00 8.60
Net Worth	2.90 0.87
Quick Ratio	3.65 0.86
Current Ratio	5.39 1.40

Indicator	TTM Median
Net Profit Margin	6.15 5.74
Operating Margin	6.45 8.17
Gross Margin	66.42 39.42
Return on tangible equity	9.77 21.15

Indicator	TTM Median
EPS	0.10 0.49
EPS Forecast	0.02 0.46
Revenue	160.00M 192.50M
Gross Profit	108.00M —
EBITDA	8.00M —

FIGS, Inc.

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