Latest news with #TrinaSpear
Yahoo
30-06-2025
- Business
- Yahoo
5 Insightful Analyst Questions From Figs's Q1 Earnings Call
Figs' first quarter results were met with a negative market reaction, despite revenues coming in ahead of Wall Street expectations. Management cited a return to growth in the U.S. market, improved average order value, and successful reactivation of lapsed customers as key factors underlying the period's performance. CEO Trina Spear highlighted, 'The start of the year, Q2, repeat frequency is up. U.S. business is up. Scrubwear is up, non-scrubwear is up. We had a record quarter of AOV at $119.' However, executives acknowledged ongoing cost pressures—particularly higher fulfillment and shipping expenses—and a dynamic macro environment as persistent headwinds. 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: $957.4 million While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Matt Koranda (ROTH Capital): Asked about why price increases were not included in the outlook despite tariff headwinds. CFO Sarah Oughtred explained the company is focused on internal cost mitigation and sees price hikes as a last resort due to customer sensitivity. Brooke Roach (Goldman Sachs): Inquired whether tariffs and supply chain volatility would impact Figs' Fit Initiative. CEO Trina Spear confirmed the project remains on track, with no anticipated delays related to trade disruptions. Rick Patel (Raymond James): Sought clarity on international growth trends and the impact of fewer promotions on guidance. Oughtred noted healthy demand outside the U.S., with the back half slowdown tied to reduced promotional cadence. Dana Telsey (Telsey Group): Asked about inventory planning and the growth trajectory for the B2B TEAMS segment. Oughtred described strategic inventory positioning, while Spear outlined an expanding pipeline and simplified ordering technology for TEAMS. Lorraine Hutchinson (Bank of America): Questioned whether competitors are adjusting prices in response to tariffs and if Figs can take share. Spear indicated only small players have raised prices and believes Figs' scale and supply chain flexibility provide a competitive advantage. In the quarters ahead, the StockStory team will be watching (1) how effectively Figs mitigates tariff-related cost increases through supply chain and operational adjustments, (2) the pace and profitability of international and TEAMS business expansion, and (3) traction from new Community Hub retail locations. Execution in these areas will determine whether Figs can sustain growth and defend margins amid ongoing macro uncertainty. Figs currently trades at $5.91, up from $5.03 just before the earnings. Is there an opportunity in the stock?See for yourself 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 5 Strong Momentum Stocks for this week. 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 Kadant (+351% five-year return). Find your next big winner with StockStory today. Sign in to access your portfolio
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
Business Wire
04-06-2025
- Business
- Business Wire
FIGS Announces Participation in the Oppenheimer 25th Annual Consumer Growth and E-Commerce Conference
SANTA MONICA, Calif.--(BUSINESS WIRE)--FIGS, Inc. (NYSE: FIGS), the global leading healthcare apparel brand dedicated to improving the lives of healthcare professionals, today announced that Trina Spear, Chief Executive Officer and Co-Founder, and Sarah Oughtred, Chief Financial Officer, are scheduled to participate in a fireside chat at the Oppenheimer 25th Annual Consumer Growth and E-Commerce Conference on Tuesday, June 10, 2025, at 11:15 a.m. ET. The audio portion of the fireside chat will be webcast live over the internet and can be accessed at An online archive will be available on that site for a period of 90 days following the fireside chat. About FIGS FIGS is a founder-led, direct-to-consumer healthcare apparel and lifestyle brand that seeks to celebrate, empower and serve current and future generations of healthcare professionals. We create technically advanced apparel and products that feature an unmatched combination of comfort, durability, function and style. We share stories about healthcare professionals' experiences in ways that inspire them. We build meaningful connections within the healthcare community that we created. Above all, we seek to make an impact for our community, including by advocating for them and always having their backs. We serve healthcare professionals in numerous countries in North America, Europe, the Asia Pacific region and the Middle East. We also serve healthcare institutions through our TEAMS platform.
Yahoo
20-05-2025
- Business
- Yahoo
1 Safe-and-Steady Stock on Our Buy List and 2 to Ignore
Low-volatility stocks may offer stability, but that often comes at the cost of slower growth and the upside potential of more dynamic companies. Luckily for you, StockStory helps you navigate which companies are truly worth holding. That said, here is one low-volatility stock providing safe-and-steady growth and two stuck in limbo. Rolling One-Year Beta: -0.07 Best known for its Arm & Hammer baking soda, Church & Dwight (NYSE:CHD) is a household and personal care products company with a vast portfolio that spans laundry detergent to toothbrushes to hair removal creams. Why Are We Cautious About CHD? Absence of organic revenue growth over the past two years suggests it may have to lean into acquisitions to drive its expansion Demand will likely fall over the next 12 months as Wall Street expects flat revenue Day-to-day expenses have swelled relative to revenue over the last year as its operating margin fell by 4.9 percentage points Church & Dwight is trading at $95.50 per share, or 25.5x forward P/E. Read our free research report to see why you should think twice about including CHD in your portfolio, it's free. Rolling One-Year Beta: 0.72 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. Why Is FIGS Not Exciting? Demand for its offerings was relatively low as its number of active customers has underwhelmed Incremental sales over the last five years were much less profitable as its earnings per share fell by 26.9% annually while its revenue grew Negative returns on capital show that some of its growth strategies have backfired At $4.43 per share, Figs trades at 61x forward P/E. Check out our free in-depth research report to learn more about why FIGS doesn't pass our bar. Rolling One-Year Beta: 0.61 Founded by a mother seeking treatment for her daughter's pulmonary arterial hypertension, United Therapeutics (NASDAQ:UTHR) develops and commercializes medications for chronic lung diseases and other life-threatening conditions, with a focus on pulmonary hypertension treatments. Why Do We Love UTHR? Impressive 22.9% annual revenue growth over the last two years indicates it's winning market share this cycle Impressive free cash flow profitability enables the company to fund new investments or reward investors with share buybacks/dividends Returns on capital are climbing as management makes more lucrative bets United Therapeutics's stock price of $303.40 implies a valuation ratio of 10.4x forward P/E. Is now the right time to buy? Find out in our full research report, it's free. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 176% over the last five years. 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 for free.
