FIGS, Inc. (FIGS): Análisis PESTLE [Actualizado en Ene-2025]

En el mundo dinámico de la ropa médica, Figs, Inc. se encuentra en la intersección de la innovación, el estilo y la funcionalidad profesional. A medida que los profesionales de la salud buscan más que solo ropa de trabajo funcional, esta empresa pionera navega por un paisaje complejo de desafíos políticos, económicos, sociológicos, tecnológicos, legales y ambientales. Desde tecnologías de tela de vanguardia hasta evoluciones de expectativas en el lugar de trabajo, las Figs están reinventando los uniformes médicos a través de una lente integral que va mucho más allá de los matorrales tradicionales, creando un enfoque holístico que resuena con los profesionales de la salud modernos que exigen rendimiento, comodidad y expresión personal.

Figs, Inc. (Figs) - Análisis de mortero: factores políticos

Política de atención médica de los Estados Unidos Cambios de impacto Regulaciones del mercado de ropa médica

La Ley de Cuidado de Salud a Bajo Precio (ACA) continúa influyendo en las regulaciones de la fuerza laboral de la atención médica. A partir de 2024, las instalaciones de atención médica deben cumplir con los estándares específicos de vestimenta y vestimenta profesional.

Área de política	Impacto regulatorio	Requisito de cumplimiento
Control de infección	Estándares de uniformes estrictos	Especificaciones de tela antimicrobianas obligatorias
Apariencia profesional	Código de vestimenta del lugar de trabajo	Regulaciones uniformes codificadas por colores

Cambios potenciales en las tarifas de importación/exportación que afectan la cadena de suministro

A partir de 2024, los aranceles de importación para productos textiles de países de fabricación clave siguen siendo significativas.

País	Tasa de tarifa actual	Impacto potencial en los higos
Porcelana	17.5%	Mayores costos de producción
Vietnam	12.3%	Opción de fabricación alternativa

La política de la fuerza laboral de la salud influye en los matorrales y la demanda de uniformes médicos

La expansión de la fuerza laboral de la salud afecta directamente a la dinámica del mercado de la ropa médica.

• Proyectos de la Oficina de Estadísticas Laborales de EE. UU. 13% Crecimiento del empleo en salud de 2021-2031
• Estimado de 2,070,500 nuevos empleos de atención médica para 2031
• Mayor demanda de uniformes médicos especializados

La estabilidad política en los países manufactureros afecta los costos de producción

Ubicación de fabricación Evaluación de riesgos políticos para la cadena de suministro de las Figs.

País	Índice de estabilidad política	Nivel de riesgo de producción
Vietnam	6.2/10	Moderado
Porcelana	5.5/10	Alto
Bangladesh	4.8/10	Alto riesgo

Consideraciones políticas clave para los higos en 2024:

• Negociaciones de políticas comerciales continuas
• Cambios de regulación de la fuerza laboral de la salud
• Gestión de riesgos políticos de fabricación internacional

Figs, Inc. (Figs) - Análisis de mortero: factores económicos

Presiones de inflación que aumentan los costos operativos y materiales

Tasa de inflación de los Estados Unidos a diciembre de 2023: 3.4%. Índice de precios del productor (PPI) para la fabricación de ropa: 102.4. El costo de los bienes de las Figs vendidos (COGS) en el tercer trimestre de 2023: $ 48.4 millones, lo que representa el 42.8% de los ingresos totales.

Indicador económico	Valor	Año
Tasa de inflación	3.4%	2023
Figs en dalidad	$ 48.4 millones	P3 2023
Porcentaje de ingresos de COGS	42.8%	P3 2023

Resiliencia económica del sector de la salud

Tamaño del mercado mundial de atención médica: $ 8.3 billones en 2023. CAGR proyectada: 4.1% de 2024-2030. Empleo de atención médica de EE. UU.: 20.6 millones de trabajadores en 2023.

Métrica de mercado de la salud	Valor	Año
Tamaño del mercado mundial de atención médica	$ 8.3 billones	2023
CAGR del mercado de la salud	4.1%	2024-2030
Empleo de atención médica de EE. UU.	20.6 millones	2023

Aumento del gasto de atención médica

Gasto de atención médica de EE. UU.: $ 4.5 billones en 2022. Gastos de salud per cápita: $ 13,493. Tamaño del mercado de la ropa médica: $ 79.4 mil millones en 2023.

Métrica de gastos de atención médica	Valor	Año
Gasto total de atención médica de EE. UU.	$ 4.5 billones	2022
Gasto de salud per cápita	$13,493	2022
Tamaño del mercado de ropa médica	$ 79.4 mil millones	2023

Recuperación económica y fuerza laboral de atención médica

Crecimiento del empleo en salud: 2.4% en 2023. Opciones de trabajo de atención médica total: 1.9 millones. Ingresos de las Figs en el tercer trimestre de 2023: $ 113.1 millones, lo que representa un crecimiento de 4.3% año tras año.

Métrica de la fuerza laboral y los ingresos	Valor	Año
Crecimiento del empleo en la salud	2.4%	2023
Aberturas de trabajo de atención médica	1.9 millones	2023
FIGS Q3 Ingresos	$ 113.1 millones	2023
FIGS Crecimiento de ingresos	4.3%	Año tras año

Figs, Inc. (Figs) - Análisis de mortero: factores sociales

La creciente expansión de la fuerza laboral profesional de la salud aumenta el potencial de mercado

A partir de 2024, la fuerza laboral de la salud de los Estados Unidos comprende 20.6 millones de trabajadores. El empleo de salud de la Oficina de Estadísticas Laborales de la salud crecerá un 13% de 2021 a 2031, agregando aproximadamente 2.6 millones de nuevos empleos.

Profesión de atención médica	Tasa de crecimiento proyectada (2021-2031)	Total de nuevos trabajos
Enfermeras registradas	6%	195,400
Médicos y cirujanos	3%	40,100
Asistentes médicos	16%	117,800

Mayor enfoque en la comodidad del lugar de trabajo y el estilo personal en uniformes médicos

Los figuras reportaron $ 421.6 millones en ingresos para el cuarto trimestre de 2023, con 82% de los ingresos de ropa profesional médico. Las encuestas de consumo indican que el 67% de los profesionales de la salud priorizan la comodidad y el estilo en la vestimenta de trabajo.

Profesionales del Millennial y Gen Z que buscan ropa profesional de moda

Desglose demográfico de la fuerza laboral de atención médica:

• Millennials (nacido en 1981-1996): 35% de la fuerza laboral de atención médica
• Gen Z (nacido en 1997-2012): 15% de la fuerza laboral de la salud

Generación	Porcentaje de valor de trabajo elegante	Gasto promedio en vestimenta profesional
Millennials	73%	$ 425/año
Gen Z	81%	$ 375/año

Conciencia creciente de la apariencia profesional en entornos médicos

Una encuesta profesional de la salud de 2023 reveló que el 92% cree que la apariencia profesional afecta la percepción y la confianza del paciente. La cuota de mercado de las Figs en ropa médica alcanzó el 25% en 2023, lo que indica una fuerte alineación del consumidor con las tendencias de apariencia profesional.

Figs, Inc. (Figs) - Análisis de mortero: factores tecnológicos

Tecnologías de tela avanzadas que permiten ropa médica mejorada por el rendimiento

Figs utiliza Tecnología de tela Fionx patentada Con las siguientes especificaciones tecnológicas:

Propiedad de tela	Especificación técnica
Capacidad de reducción de humedad	99.9% de gestión de humedad
Tratamiento antimicrobiano	99.5% de resistencia bacteriana
Porcentaje de estiramiento	Estiramiento de 4 vías hasta 360 grados
Peso de la tela	3.8 oz por yarda cuadrada

Estrategias de comercio electrónico y marketing digital que impulsan el crecimiento de las ventas en línea

Métricas de rendimiento de ventas digitales para higos:

Métrico	Valor 2023
Ingresos de ventas en línea	$ 294.7 millones
Tasa de conversión del sitio web	4.2%
Porcentaje de tráfico móvil	68%
Gasto de marketing digital	$ 42.3 millones

Análisis de datos para recomendaciones y dimensiones de productos personalizados

Figs Las capacidades de análisis de datos incluyen:

• Algoritmos de aprendizaje automático Procesamiento de 2.7 millones de puntos de datos del cliente
• Precisión de recomendación de dimensionamiento en tiempo real del 92.4%
• Motor de personalización que cubre 15 categorías diferentes de tipo de cuerpo

Tecnologías de fabricación sostenibles que reducen la huella ambiental

Métricas de implementación de tecnología sostenible:

Métrica de sostenibilidad	2023 rendimiento
Uso de tela reciclada	37% de la producción total de telas
Conservación del agua	Reducción del 64% en el uso de agua de fabricación
Reducción de emisiones de carbono	Disminución del 22% en comparación con 2022
Embalaje sostenible	98% de materiales de embalaje reciclables

Figs, Inc. (Figs) - Análisis de mortero: factores legales

Cumplimiento de las regulaciones del código de vestimenta del lugar de trabajo de atención médica

Los Figs garantizan el cumplimiento de las pautas de AORN (asociación de enfermeras registradas perioperatorias), que especifican requisitos específicos para la ropa médica. La compañía mantiene el cumplimiento de ASTM International F2407-18 Standard para ropa médica.

Reglamentario	Porcentaje de cumplimiento	Resultados de auditoría anual
Pautas de Aorn	100%	Cumplimiento total
ASTM F2407-18	100%	No se reportan violaciones

Protección de propiedad intelectual

Figs Holds 17 patentes registradas para Fabric Technologies and Design Innovations a partir de 2024. La compañía ha invertido $ 3.2 millones en estrategias de protección de propiedad intelectual.

Tipo de patente	Número de patentes	Inversión en protección de IP
Tecnología de tela	12	$ 2.1 millones
Innovación de diseño	5	$ 1.1 millones

Adherencia de la ley laboral

Las Figs mantienen un estricto cumplimiento de la ley laboral en las instalaciones de fabricación. La empresa conduce auditorías trimestrales de práctica laboral con tasa de cumplimiento del 100% en 2023.

Ubicación de fabricación	Tasa de cumplimiento laboral	Frecuencia de auditoría
Vietnam	100%	Trimestral
Porcelana	100%	Trimestral

Estándares de seguridad y calidad del producto

Los Figs cumplen con las regulaciones de dispositivos médicos de la FDA Clase I. La compañía mantiene la certificación ISO 13485: 2016 para sistemas de gestión de calidad de dispositivos médicos.

Estándar de calidad	Estado de certificación	Última fecha de auditoría
Cumplimiento de la FDA	Totalmente cumplido	15 de enero de 2024
ISO 13485: 2016	Certificado	1 de marzo de 2024

Figs, Inc. (Figs) - Análisis de mortero: factores ambientales

Abastecimiento de telas sostenible y prácticas de producción

Figs utiliza 85% de poliéster reciclado en su producción de telas. Su principal colección de telas sostenibles incluye:

Tipo de tela	Contenido reciclado	Reducción del uso del agua
Tela de rendimiento cinético	85%	62% menos consumo de agua
Tela CloudTech	75%	55% menos consumo de agua

Reducción de la huella de carbono en los procesos de fabricación y distribución

Las Figs informan las siguientes métricas de reducción de carbono:

• Reducción de emisiones de carbono: 23% desde 2020
• Uso de energía renovable en la fabricación: 41%
• Logística de mejora de la eficiencia del carbono: 17%

Iniciativas de economía circular en el reciclaje textil y la reducción de residuos

Iniciativa	Impacto anual	Reducción de desechos
Programa de reciclaje de textiles	42,000 libras de tela reciclada	Reducción del 35% en los desechos textiles
Optimización del embalaje	98% de embalaje reciclable	27% menos material de embalaje

Creciente demanda de consumidores de marcas de ropa ambientalmente responsables

Preferencias ambientales del consumidor para las Figs:

• Compras impulsadas por la sostenibilidad: 68% de la base de clientes
• Disposición para pagar la prima por los productos ecológicos: 52%
• Ingresos anuales de productos sostenibles: $ 87.3 millones

FIGS, Inc. (FIGS) - PESTLE Analysis: Social factors

Sociological

The social factors for FIGS, Inc. center on its deep, authentic connection with the healthcare community, which it calls "Awesome Humans." This relationship is the core driver of the company's direct-to-consumer (DTC) model and its premium pricing power. You're not just buying scrubs; you're buying into a professional identity, and that's a powerful social force.

The company's ability to turn a functional uniform into a desirable lifestyle product has fundamentally shifted the culture of medical workwear. This is defintely reflected in their customer engagement metrics, which show a highly sticky and valuable user base.

Active customer base reached 2.8 million by Q3 2025, a 4.0% year-over-year increase.

FIGS' growth hinges on continuing to attract and retain healthcare professionals, and the 2025 numbers show this strategy is working, albeit at a more moderate pace than in previous years. As of September 30, 2025, the active customer count hit 2.8 million, an increase of 4.0% year-over-year. This growth demonstrates the brand's continued relevance in a post-pandemic environment where healthcare worker recognition remains high.

Here's the quick math: the average customer is highly valuable. Net revenues per active customer reached $209 in Q3 2025, a 2.0% increase from the prior year. This metric confirms that the existing customer base is spending more, which is a key indicator of strong brand loyalty and social acceptance of the premium price point.

Key Customer Metric	Value (Q3 2025)	Year-over-Year Change
Active Customers (as of Sept 30, 2025)	2.8 million	4.0% Increase
Net Revenues per Active Customer	$209	2.0% Increase
Average Order Value (AOV)	$114	5.6% Increase

Strong brand community and lifestyle focus resonate deeply with healthcare professionals.

The brand's success is built on its ability to create a community, not just sell a product. FIGS achieves this by integrating its apparel identity into complementary lifestyle categories like outerwear, footwear, and foundational layers, providing a cohesive wardrobe that extends beyond the hospital doors. This lifestyle integration is supported by physical retail locations, known as Community Hubs, which serve as physical brand touchpoints to foster deeper engagement. For example, the Rittenhouse Community Hub in Philadelphia, a city with the fourth-highest number of healthcare professionals in the U.S., is a large, two-floor space designed specifically for the community. This omnichannel (connecting online and offline) approach strengthens the social bond.

• Elevate professional identity through tailored aesthetics.
• Use Community Hubs to bridge online and offline customer experiences.
• Focus on storytelling and authentic community building in marketing.

Continued emphasis on healthcare worker well-being and giving back via Threads for Threads.

The social mission is a critical component of the brand's value proposition, which helps to justify its premium pricing. The "Threads for Threads" initiative is the company's core giving-back program, originally focused on donating scrubs to healthcare professionals in resource-poor countries.

The program has significantly expanded its scope and impact. In 2024, the company donated a record 325,000 FIGS items and provided $510,000 in monetary donations to non-profit organizations. This commitment also extends to advocacy, with the company actively fighting for policy solutions to address issues like burnout, mental health support, and workplace safety for healthcare workers. This deep involvement in the social and political well-being of its customer base is a powerful differentiator that builds immense trust and loyalty.

Premium, stylish apparel drives a cultural shift in traditional medical workwear.

FIGS disrupted a historically stagnant market by making scrubs fashionable, comfortable, and performance-driven. This shift from simple uniform to premium apparel has a significant social impact: it elevates the perception of the healthcare professional. The company's focus on technical features, like its proprietary fabric technology, combined with a tailored fit, has created a new standard. This is a cultural change that makes healthcare workers feel more confident and celebrated, moving away from the old, ill-fitting, and purely utilitarian workwear. The continued growth in scrubwear net revenues, which reached $127.0 million in Q3 2025, an 8.4% year-over-year increase, shows that the market is fully embracing this cultural shift.

FIGS, Inc. (FIGS) - PESTLE Analysis: Technological factors

New proprietary fabric platforms like FIBERx and Float enhance product innovation.

The core of FIGS, Inc.'s technological edge is its commitment to material science, which it treats more like a tech company treats software development. You're not just buying a scrub; you're buying a performance fabric platform. The company is continually investing in new proprietary platforms like FIBERx and Float to drive product innovation and justify its premium pricing.

This focus allows them to expand beyond traditional scrubwear into new categories like outerwear and footwear. For instance, the new FIBERx fabric is slated for a high-profile debut with the Team USA Medical Team at the 2026 Winter Olympics, which is a powerful, real-world validation of its technical performance. This constant innovation is what keeps the Average Order Value (AOV) rising, which hit $119 in Q1 2025, a 2.6% increase year-over-year.

Direct-to-Consumer (DTC) model provides rich customer data for rapid product iteration.

The Direct-to-Consumer (DTC) model isn't just a sales channel; it's a massive, real-time data engine. By owning the entire customer relationship, FIGS, Inc. bypasses the slow feedback loop of traditional retail, collecting rich data on everything from fit preferences to purchase frequency.

This data allows for product iteration (A/B testing new designs, colors, and features) at a speed that legacy apparel companies simply can't match. As of March 31, 2025, the company's active customer base grew to 2.7 million, an increase of 3.8% year-over-year. That's 2.7 million people giving you direct, actionable feedback every time they buy. Honestly, that level of data control is the real competitive moat here.

• Active Customers (Q1 2025): 2.7 million
• Average Order Value (Q1 2025): $119
• Trailing 12-Month Revenue (Q3 2025): $581.03 million

New, larger distribution center built to scale operations toward $1 billion in revenue.

To support its aggressive growth, FIGS, Inc. has made a significant technological investment in its logistics backbone. The company moved into a much larger, state-of-the-art distribution center in 2024. This facility is explicitly designed to handle the volume required to scale the business to a $1 billion-plus revenue target.

This is a critical, capital-intensive step. The new center is equipped with robotics and automation to efficiently handle peak promotional periods. For perspective, the company's capital expenditures for the build-out totaled $4.2 million in Q3 2024 alone, part of a larger fulfillment enhancement project initially estimated between $16 million to $18 million. The near-term risk is that operational costs are currently higher, but management expects them to return to 2023 levels by 2026 or 2027 as the technology is fully optimized. Plus, the company is adding a Canadian distribution center in the second half of 2025 to further regionalize its logistics.

Distribution Center Technology Metric	Details and 2025 Context
Scale Target	Designed to support a $1 billion-plus annual revenue business.
Key Technology Investment	Integration of robotics and high-level automation.
Cost Efficiency Target	Operational costs expected to return to 2023 levels by 2026 or 2027.
Q3 2024 CapEx on Build-out	Approximately $4.2 million (majority of Q3 CapEx).

Planned move to digital ID's by 2028 to reduce packaging waste and excess tags.

FIGS, Inc. is leveraging digital technology to meet its sustainability goals, which is defintely a smart move for brand reputation with a younger customer base. The company has a clear target to move to digital ID's on all garments by 2028.

This isn't just a simple QR code; it's a digital label transformation aimed at eliminating excess hangtags and packaging materials. This initiative directly contributes to the company's broader environmental goal to reduce virgin plastic used in its products by 50% by 2030. The digital ID replaces physical tags with a dynamic, tagless experience, giving customers product information while cutting down on waste-a true win-win from a technological and environmental standpoint.

FIGS, Inc. (FIGS) - PESTLE Analysis: Legal factors

Vendor Code of Conduct enforces compliance with environmental and labor laws globally

As a direct-to-consumer brand, your reputation is tied directly to your supply chain's integrity, which is why FIGS' Vendor Code of Conduct is a critical legal and ethical firewall. This Code mandates that all manufacturers and suppliers adhere to strict standards covering labor practices, workplace safety, and environmental protection globally.

The core of this compliance is a zero-tolerance policy against forced labor and human trafficking. To enforce this, every Tier I supplier-the facilities making the final apparel products-must hold a WRAP Gold or Platinum certification. This isn't just a paper exercise; FIGS' operational teams conduct announced visits at all Tier I suppliers on average two times each month, plus monthly announced visits at selected upstream suppliers. This level of on-the-ground scrutiny is what keeps the legal risk of supply chain violations manageable.

Strict adherence to the U.S. Foreign Corrupt Practices Act (FCPA) for all international dealings

Operating internationally means navigating the U.S. Foreign Corrupt Practices Act (FCPA), which prohibits bribing foreign government officials to gain a business advantage. FIGS' Code of Business Conduct and Ethics explicitly commits the company to FCPA compliance, a non-negotiable for any publicly traded U.S. entity.

The legal landscape here is evolving fast. In 2025, the U.S. Department of Justice (DOJ) issued new guidelines following a February 2025 Executive Order, signaling a shift to prioritize enforcement that directly undermines U.S. national interests, such as corruption linked to cartels or national security sectors. While apparel isn't a national security sector, the new focus on 'serious misconduct' and away from de minimis business courtesies still means your internal controls must be defintely robust, especially as FIGS expands into markets like Japan and South Korea.

Must navigate customs and import regulations for products manufactured in Asia and the Middle East

The complexity of international trade law is a major cost driver for FIGS, whose production is concentrated in key regions like Asia and the Middle East. The biggest legal/financial pressure point in 2025 is the impact of tariffs on goods manufactured in Vietnam and Jordan, which account for the majority of the company's production.

In the third quarter of 2025 (Q3 2025), FIGS reported a gross margin of 69.9%, a strong result that was nonetheless partially offset by higher tariffs. This tariff headwind is a direct legal and trade policy risk that impacts profitability, and the near-term picture is getting tougher.

Here's the quick math on the tariff pressure, based on 2025 financial disclosures:

Legal/Trade Headwind	Tariff Rate (Added Duty)	Estimated Full Year 2025 Gross Margin Impact
Vietnam Sourcing	20%	Included in total impact
Jordan Sourcing	15%	Included in total impact
Total Unmitigated Tariff Impact (2025)	N/A	~110 basis points (bps)
Total Unmitigated Annualized Impact (Expected 2026)	N/A	~440 basis points (bps)

The company is actively managing this by optimizing its supply chain, but the legal framework of trade policy-specifically the tariffs-is expected to be a much larger drag in 2026. Also, the U.S. revocation of the de minimis exemption for low-value shipments from China/Hong Kong, effective May 2, 2025, forces more shipments into the formal customs entry process, increasing compliance costs and administrative burden across the industry.

Targeting 100% OEKO-TEX® 100 compliance for apparel by 2026

Beyond mandatory compliance, FIGS is setting a higher bar with voluntary product safety and environmental standards. The company's goal is to have 100% of its apparel compliant with the OEKO-TEX® 100 standard by the end of 2026. This certification is critical because it confirms every component of a product-from the fabric to the thread and buttons-is tested for and free from harmful substances.

This is a proactive legal risk mitigation strategy, especially as global chemical regulations tighten. For context, FIGS' compliance stood at 42% of products in 2024, up from 38% in 2023. The standard itself tightened in 2025, with new regulations effective April 1, 2025, including stricter limits on substances like Bisphenol A (BPA), which is often found in textiles worn close to the skin. Meeting this 2026 goal requires significant legal and technical oversight of the entire raw material supply chain.

To be fair, achieving this goal requires constant vigilance against evolving standards, but it builds a strong moat of consumer trust and regulatory readiness. Here's what this compliance effort focuses on:

• Eliminating harmful substances in all components.
• Adhering to stricter chemical limits (e.g., the 2025 reduction of the BPA limit).
• Ensuring safety for human health, a key differentiator in healthcare apparel.

FIGS, Inc. (FIGS) - PESTLE Analysis: Environmental factors

You're looking at FIGS, Inc.'s environmental strategy, and the takeaway is clear: the company has set aggressive 2030 sustainability targets that are easy to track, but the real challenge lies in the complexity of their blended fabrics and the current gap between their goals and their 2025 operational reality.

The apparel industry's environmental impact is huge, so FIGS' focus on supply chain ethics and material circularity is a critical factor for long-term valuation. For a company that did more than $555 million in net revenue over 2024, managing this risk is not a side project; it's a core business mandate.

Targeting a 50% reduction in greenhouse gas emissions by 2030

FIGS has committed to a significant reduction in its carbon footprint, targeting a 50% reduction in greenhouse gas (GHG) emissions by 2030. This is a strong, ambitious goal that aligns with the broader push for a 1.5°C climate pathway, though the company hasn't publicly stated if this target is Science Based Targets initiative (SBTi) approved, which is the gold standard for investors.

To achieve this, the focus is on supply chain efficiencies, which is smart since that's where the majority of emissions sit for an apparel brand. They are making small, practical steps like investing in technology to make color decisions electronically, which lessens the carbon footprint by minimizing courier shipments of physical samples to suppliers. This is a defintely a necessary move to hit that 50% mark.

Goal to use 75% recycled and traceable scrub fabrics by 2030

The company's material goal is to have at least 75% of its scrub fabric be comprised of recycled and upcycled materials by 2030. This is a huge shift in sourcing and a key performance indicator for their environmental commitment. Right now, there's a measurable gap to close, but they are making progress.

For example, their 'Indestructible' scrubwear line, launched in 2024, currently uses 54% recycled polyester content. To be fair, that's already a strong base. They also launched a permanent take-back program, 'Scrubs That Don't Suck,' in April 2025, which collected 45,000 pounds of scrubs in a 2024 pilot alone, aiming to turn those old garments into new textile fibers or products like insulation.

Here's the quick math on their material targets:

Metric	Target by 2030	Current Status (as of 2025 FY)
Recycled/Upcycled Scrub Fabric	At least 75%	54% (in Indestructible line)
Water Use Reduction (Fabric Production)	30% reduction	Target set, progress not publicly quantified for 2025 FY
GHG Emissions Reduction	50% reduction	Target set, progress not publicly quantified for 2025 FY

Requires all Tier I suppliers to be Worldwide Responsible Accredited Production (WRAP) certified

FIGS manages ethical and environmental risk in its supply chain by mandating that all Tier I suppliers-the direct manufacturers-must be certified through the Worldwide Responsible Accredited Production (WRAP) program. This is a non-negotiable standard for ethical and safe manufacturing, covering labor practices, health, safety, and environmental compliance. This mandatory certification helps standardize their global supply chain, which is crucial for a Direct-to-Consumer (DTC) company scaling rapidly.

They also hold their Tier II suppliers (like fabric mills) to substantially the same standards, with regular auditing performed. This dual-layer approach shows they understand that risk doesn't stop at the final assembly factory door. It's about accountability throughout the production process.

Sustainability rating is challenged by a lack of public, aggregate material breakdown and water use targets

While FIGS has set a clear goal to reduce water used in fabric production by 30% by 2030, the challenge isn't a total lack of a target, but rather the complexity of their core material and the public disclosure of the aggregate breakdown across their entire product line. Their main fabric, FIONx, is a blend, typically a majority of polyester mixed with rayon and spandex.

This blend is what makes their scrubs comfortable and durable, but it's also a major environmental hurdle. Conventional recyclers struggle with such multi-fiber blends, which makes their 75% recycled material goal harder to hit and adds complexity to their circularity claims.

The market needs more transparency on:

• The precise material breakdown of their entire product portfolio, not just their newest line.
• The current aggregate percentage of recycled material across all scrubs sold in 2025.
• Detailed, quantified progress toward the 30% water reduction target in their fabric production.

What this estimate hides is the high technical difficulty of recycling blended textiles at scale, making the 75% goal a significant technical, not just a sourcing, challenge.

Finance: draft 13-week cash view by Friday, specifically modeling the tariff impact on Q4 2025 gross margin.