NYSE · Consumer Discretionary

FIGS INC FIGS

FIGS, Inc., together with its subsidiary, FIGS Canada, Inc., operates as a direct-to-consumer healthcare apparel and lifestyle company in the United States and internationally. The company designs and sells scrubwear and non-scrubwear offerings, such as outerwear, underscrubs, footwear, compression socks, lab coats, loungewear, and other apparel.

Apparel

Company profile

Business mix

  • The company designs and sells scrubwear and non-scrubwear offerings, such as outerwear, underscrubs, footwear, compression socks, lab coats, loungewear, and other apparel.
  • It also offers sports apparel, performance leggings and tops, super-soft pima cotton tops, vests, fleeces, and jackets; and necessities comprising scrub caps, lanyards, badge reels, bags, baseball caps, and beanies.
  • The company markets and sells its products to healthcare professionals through its direct-to-consumer digital platform comprising website, mobile app, and B2B business, as well as retail stores.
  • FIGS, Inc. was incorporated in 2013 and is headquartered in Santa Monica, California.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in apparel manufacturing?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 55.64 FCF 1.99% Buyback -7.03%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 2.7% $885.6M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $19.0M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +2.2% +1,287,865 / 58,671,584
Baron Capital Ron Baron 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 2.2% 13F value change +$69.0M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -0.1% 13F value change +$62.7M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 0.0% 13F value change +$280.2M
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 58,671,584 Last 4 periods +1,287,865 (+2.2%) Total shares 59,959,449 Value $885.6M

Recent mentions

No public mentions.