Latest news with #Figs
Yahoo
17-06-2025
- Business
- Yahoo
Unpacking Q1 Earnings: Figs (NYSE:FIGS) In The Context Of Other Apparel and Accessories Stocks
Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let's have a look at Figs (NYSE:FIGS) and its peers. Thanks to social media and the internet, not only are styles changing more frequently today than in decades past but also consumers are shifting the way they buy their goods, favoring omnichannel and e-commerce experiences. Some apparel and accessories companies have made concerted efforts to adapt while those who are slower to move may fall behind. The 17 apparel and accessories stocks we track reported a strong Q1. As a group, revenues beat analysts' consensus estimates by 1.3% while next quarter's revenue guidance was in line. In light of this news, share prices of the companies have held steady. On average, they are relatively unchanged since the latest earnings results. Rising to fame via TikTok and founded in 2013 by Heather Hasson and Trina Spear, Figs (NYSE:FIGS) is a healthcare apparel company known for its stylish approach to medical attire and uniforms. Figs reported revenues of $124.9 million, up 4.7% year on year. This print exceeded analysts' expectations by 4.8%. Overall, it was an exceptional quarter for the company with a solid beat of analysts' adjusted operating income estimates. 'First quarter results were ahead of expectations, supported by customer growth, strong full-priced selling, record AOV, and ultimately, a return to growth in the U.S.,' said Trina Spear, Chief Executive Officer and Co-Founder. Figs pulled off the biggest analyst estimates beat of the whole group. The stock is up 5.7% since reporting and currently trades at $5.31. Is now the time to buy Figs? Access our full analysis of the earnings results here, it's free. Founded to revolutionize thrifting, ThredUp (NASDAQ:TDUP) is a leading online fashion resale marketplace offering a wide selection of gently-used clothing and accessories. ThredUp reported revenues of $71.29 million, up 10.5% year on year, outperforming analysts' expectations by 4.4%. The business had an exceptional quarter with an impressive beat of analysts' EBITDA estimates. ThredUp achieved the fastest revenue growth among its peers. The market seems happy with the results as the stock is up 69.3% since reporting. It currently trades at $7.50. Is now the time to buy ThredUp? Access our full analysis of the earnings results here, it's free. With its watches displayed in 20 museums around the world, Movado (NYSE:MOV) is a watchmaking company with a portfolio of watch brands and accessories. Movado reported revenues of $131.8 million, down 1.9% year on year, falling short of analysts' expectations by 7.3%. It was a disappointing quarter as it posted a significant miss of analysts' EPS estimates. Movado delivered the weakest performance against analyst estimates in the group. As expected, the stock is down 11.9% since the results and currently trades at $15.38. Read our full analysis of Movado's results here. Founded in 1881 by a husband and wife duo, PVH (NYSE:PVH) is a global fashion conglomerate with iconic brands like Calvin Klein and Tommy Hilfiger. PVH reported revenues of $1.98 billion, up 1.6% year on year. This result beat analysts' expectations by 2.6%. Taking a step back, it was a slower quarter as it produced full-year EPS guidance missing analysts' expectations. The stock is down 19.8% since reporting and currently trades at $64.78. Read our full, actionable report on PVH here, it's free. Founded in 1996 by a former University of Maryland football player, Under Armour (NYSE:UAA) is an apparel brand specializing in sportswear designed to improve athletic performance. Under Armour reported revenues of $1.18 billion, down 11.4% year on year. This print topped analysts' expectations by 1.3%. It was a strong quarter as it also logged EPS guidance for next quarter exceeding analysts' expectations and an impressive beat of analysts' EBITDA estimates. Under Armour had the slowest revenue growth among its peers. The stock is up 5.2% since reporting and currently trades at $6.54. Read our full, actionable report on Under Armour here, it's free. Thanks to the Fed's series of rate hikes in 2022 and 2023, inflation has cooled significantly from its post-pandemic highs, drawing closer to the 2% goal. This disinflation has occurred without severely impacting economic growth, suggesting the success of a soft landing. The stock market thrived in 2024, spurred by recent rate cuts (0.5% in September and 0.25% in November), and a notable surge followed Donald Trump's presidential election win in November, propelling indices to historic highs. Nonetheless, the outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. The path forward holds both optimism and caution as new policies take shape. Want to invest in winners with rock-solid fundamentals? Check out our Hidden Gem Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Erreur lors de la récupération des données Connectez-vous pour accéder à votre portefeuille Erreur lors de la récupération des données Erreur lors de la récupération des données Erreur lors de la récupération des données Erreur lors de la récupération des données
Yahoo
10-06-2025
- Business
- Yahoo
FIGS Q1 Earnings Call: Growth Driven by U.S. Rebound and Brand Investments Amid Tariff Uncertainty
Healthcare apparel company Figs (NYSE:FIGS) reported Q1 CY2025 results beating Wall Street's revenue expectations , with sales up 4.7% year on year to $124.9 million. Its non-GAAP loss of $0 per share decreased from $0.01 in the same quarter last year. Is now the time to buy FIGS? Find out in our full research report (it's free). Revenue: $124.9 million vs analyst estimates of $119.2 million (4.7% year-on-year growth, 4.8% beat) Adjusted EBITDA: $9 million vs analyst estimates of $8 million (7.2% margin, 12.5% beat) Operating Margin: -0.2%, in line with the same quarter last year Active Customers: 2.7 million, up 99,000 year on year Market Capitalization: $838.8 million Figs' first quarter results reflected a return to positive growth in the U.S. and an uptick in average order value, as management emphasized normalization in healthcare apparel purchasing patterns. CEO Trina Spear noted, 'We saw continued signs that scrubwear trends are starting to normalize from the COVID overhang,' highlighting stronger gains during standard pricing periods and improved customer retention. The company also attributed performance to successful customer reactivation campaigns and increased full-price sales, resulting in record average order values. International sales maintained momentum, and non-scrubwear items like footwear and underscrubs experienced double-digit growth. Management pointed to disciplined marketing and inventory strategies, along with ongoing investments in fulfillment and supply chain operations, as key contributors to the quarter's outcomes. Looking ahead, management's outlook centers on mitigating the impact of newly imposed tariffs and adapting to ongoing macroeconomic uncertainty. CFO Sarah Oughtred stated, 'Our full year adjusted EBITDA outlook assumes the current 10% baseline and reciprocal tariffs on China remain in effect,' while emphasizing the company's focus on cost mitigation and selective investments in international expansion, business-to-business (B2B) sales, and retail stores. CEO Trina Spear indicated continued commitment to cautious promotional strategies and a deliberate approach to potential pricing actions, noting, 'We're focused on doing everything we can to offset the impact of the tariffs.' Management expects gross margins to remain stable in the near term, but anticipates higher cost pressures in the second half of the year as tariff effects flow through inventory. Figs plans to prioritize operational discipline while maintaining investments in growth initiatives. Management identified a rebound in U.S. demand, improved customer engagement, and ongoing supply chain investments as primary drivers of quarterly performance, while also outlining challenges from tariffs and evolving promotional strategies. U.S. customer reactivation: Management highlighted targeted efforts to bring back lapsed customers, supported by refreshed marketing campaigns and expanded product offerings, which contributed to the increase in active customers and a return to domestic sales growth. Product mix and limited editions: The quarter saw robust performance in limited edition scrubwear and new color launches, with management noting that higher average unit prices and a reduction in discounting drove average order value to a record high. International sales expansion: Figs continued to grow internationally, particularly in markets such as Mexico, Europe, and the Middle East, with plans to enter Japan and South Korea later in the year. Management cited localized marketing and community engagement as key factors in these regions. Supply chain and fulfillment center investments: The company is working to optimize its recently expanded fulfillment center, targeting greater cost efficiencies and scalability. Management believes these logistics improvements will support future growth and help offset tariff-related pressures. Tariff mitigation strategies: While acknowledging the potential cost impact of new tariffs, management outlined a multipronged response that includes renegotiating supplier contracts, adjusting inventory sourcing, and scrutinizing expense management. Pricing increases were described as a last resort, with the company preferring to maintain affordability for healthcare professionals. Figs' guidance for the remainder of the year is shaped by ongoing tariff exposure, evolving promotional tactics, and continued investment in growth channels. Tariff and cost management: Management expects tariff-related cost increases to have a more significant impact in the second half of the year. The company is exploring supply chain efficiencies, vendor negotiations, and expense controls to minimize these effects, while remaining cautious about passing costs to customers through price increases. International and B2B expansion: The company plans to accelerate growth in international markets by launching in Japan and South Korea and investing in localization efforts. Expansion of the B2B 'TEAMS' business is also a priority, with new leadership and outbound sales initiatives aimed at capturing institutional apparel contracts. Retail and community engagement: Figs is investing in physical retail, with new Community Hub store openings planned. Management expects these locations to attract new customers and strengthen brand loyalty, noting that a significant proportion of store visitors are new to the brand and that many transition to omnichannel purchasing. In upcoming quarters, the StockStory team will focus on (1) the pace and success of international expansion, including new market entries in Japan and South Korea, (2) the effectiveness of cost mitigation efforts as tariff pressures build in the second half of the year, and (3) progress in scaling the B2B TEAMS business and physical retail footprint. Additional attention will be paid to customer retention metrics and the impact of evolving promotional strategies. Figs currently trades at a forward P/E ratio of 67.2×. Is the company at an inflection point that warrants a buy or sell? Find out in our full research report (it's free). Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
10-06-2025
- Business
- Yahoo
Oxford Industries (OXM) Q1 Earnings: What To Expect
Fashion conglomerate Oxford Industries (NYSE:OXM) will be reporting results tomorrow after market close. Here's what investors should know. Oxford Industries beat analysts' revenue expectations by 1.7% last quarter, reporting revenues of $390.5 million, down 3.4% year on year. It was a slower quarter for the company, with full-year EPS guidance missing analysts' expectations. Is Oxford Industries a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Oxford Industries's revenue to decline 3.4% year on year to $384.8 million, improving from the 5.2% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.82 per share. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Oxford Industries has missed Wall Street's revenue estimates six times over the last two years. Looking at Oxford Industries's peers in the apparel and accessories segment, some have already reported their Q1 results, giving us a hint as to what we can expect. ThredUp delivered year-on-year revenue growth of 10.5%, beating analysts' expectations by 4.4%, and Figs reported revenues up 4.7%, topping estimates by 4.8%. ThredUp traded up 48.1% following the results while Figs was down 1.7%. Read our full analysis of ThredUp's results here and Figs's results here. Investors in the apparel and accessories segment have had steady hands going into earnings, with share prices flat over the last month. Oxford Industries is down 2.2% during the same time and is heading into earnings with an average analyst price target of $52.75 (compared to the current share price of $56.96). When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we've found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that is already recovering from a setback. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
09-06-2025
- Business
- Yahoo
Stitch Fix (SFIX) Reports Q1: Everything You Need To Know Ahead Of Earnings
Personalized clothing company Stitch Fix (NASDAQ:SFIX) will be announcing earnings results tomorrow after market close. Here's what to expect. Stitch Fix beat analysts' revenue expectations by 4.4% last quarter, reporting revenues of $312.1 million, down 5.5% year on year. It was a very strong quarter for the company, with EBITDA guidance for next quarter exceeding analysts' expectations and an impressive beat of analysts' EPS estimates. It reported 2.37 million active clients, down 15.5% year on year. Is Stitch Fix a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Stitch Fix's revenue to decline 2.5% year on year to $314.6 million, improving from the 15.8% decrease it recorded in the same quarter last year. Adjusted loss is expected to come in at -$0.11 per share. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Stitch Fix has missed Wall Street's revenue estimates three times over the last two years. Looking at Stitch Fix's peers in the apparel and accessories segment, some have already reported their Q1 results, giving us a hint as to what we can expect. ThredUp delivered year-on-year revenue growth of 10.5%, beating analysts' expectations by 4.4%, and Figs reported revenues up 4.7%, topping estimates by 4.8%. ThredUp traded up 48.1% following the results while Figs was down 1.7%. Read our full analysis of ThredUp's results here and Figs's results here. Investors in the apparel and accessories segment have had fairly steady hands going into earnings, with share prices down 1.1% on average over the last month. Stitch Fix is up 13% during the same time and is heading into earnings with an average analyst price target of $4.70 (compared to the current share price of $4.62). When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we've found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that is already recovering from a setback.
Yahoo
05-06-2025
- Business
- Yahoo
Earnings To Watch: G-III (GIII) Reports Q1 Results Tomorrow
Fashion conglomerate G-III (NASDAQ:GIII) will be announcing earnings results tomorrow before market open. Here's what to look for. G-III beat analysts' revenue expectations by 4% last quarter, reporting revenues of $839.5 million, up 9.8% year on year. It was a mixed quarter for the company, with a solid beat of analysts' adjusted operating income estimates but a miss of analysts' Wholesale revenue estimates. Is G-III a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting G-III's revenue to decline 4.8% year on year to $580.3 million, a deceleration from its flat revenue in the same quarter last year. Adjusted earnings are expected to come in at $0.13 per share. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Looking at G-III's peers in the apparel and accessories segment, some have already reported their Q1 results, giving us a hint as to what we can expect. ThredUp delivered year-on-year revenue growth of 10.5%, beating analysts' expectations by 4.4%, and Figs reported revenues up 4.7%, topping estimates by 4.8%. ThredUp traded up 48.1% following the results while Figs was down 1.7%. Read our full analysis of ThredUp's results here and Figs's results here. There has been positive sentiment among investors in the apparel and accessories segment, with share prices up 3.8% on average over the last month. G-III is up 9.1% during the same time and is heading into earnings with an average analyst price target of $30 (compared to the current share price of $28.40). Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. Sign in to access your portfolio
