Figs, Inc. (Figs): Análise de Pestle [Jan-2025 Atualizado]

No mundo dinâmico de roupas médicas, a Figs, Inc. fica na interseção de inovação, estilo e funcionalidade profissional. À medida que os profissionais de saúde buscam mais do que apenas roupas de trabalho funcionais, essa empresa pioneira navega em um cenário complexo de desafios políticos, econômicos, sociológicos, tecnológicos, legais e ambientais. Desde tecnologias de tecido de ponta até as expectativas em evolução do local de trabalho, os FIGs estão reimaginando uniformes médicos através de uma lente abrangente que vai muito além dos matagais tradicionais, criando uma abordagem holística que ressoa com os modernos profissionais de saúde que exigem desempenho, conforto e expressão pessoal.

Figs, Inc. (Figs) - Análise de Pestle: Fatores Políticos

A política de saúde dos EUA muda de impacto nos regulamentos de mercado de roupas médicas

A Lei de Assistência Acessível (ACA) continua a influenciar os regulamentos da força de trabalho da saúde. A partir de 2024, as instalações de saúde devem cumprir com padrões específicos de trajes uniforme e profissional.

Área de Política	Impacto regulatório	Requisito de conformidade
Controle de infecção	Padrões uniformes rígidos	Especificações obrigatórias de tecido antimicrobiano
Aparência profissional	Código de vestimenta no local de trabalho	Regulamentos uniformes codificados por cores

Mudanças potenciais nas tarifas de importação/exportação que afetam a cadeia de suprimentos

A partir de 2024, as tarifas de importação para produtos têxteis dos principais países de fabricação permanecem significativos.

País	Taxa tarifária atual	Impacto potencial nas figs
China	17.5%	Aumento dos custos de produção
Vietnã	12.3%	Opção de fabricação alternativa

A política da força de trabalho da saúde influencia esfoliantes e demanda de uniforme médico

A expansão da força de trabalho da saúde afeta diretamente a dinâmica do mercado de vestuário médico.

• Projetos de estatísticas do Bureau of Labor dos EUA 13% de Crescimento do emprego em saúde de 2021-2031
• Estimado 2.070.500 novos empregos em saúde até 2031
• Aumento da demanda por uniformes médicos especializados

A estabilidade política nos países da fabricação afeta os custos de produção

Localização de fabricação Avaliação de risco político para a cadeia de suprimentos dos Figs.

País	Índice de Estabilidade Política	Nível de risco de produção
Vietnã	6.2/10	Moderado
China	5.5/10	Alto
Bangladesh	4.8/10	Alto risco

Principais considerações políticas para as Figs em 2024:

• Negociações de políticas comerciais em andamento
• Mudanças de regulamentação da força de trabalho da saúde
• Gerenciamento internacional de riscos políticos de fabricação

Figs, Inc. (Figs) - Análise de Pestle: Fatores Econômicos

Pressões de inflação aumentando os custos operacionais e de material

Taxa de inflação dos EUA em dezembro de 2023: 3,4%. Índice de Preços do Produtor (PPI) para fabricação de vestuário: 102.4. O custo dos bens vendidos dos Figs (CAGs) no terceiro trimestre de 2023: US $ 48,4 milhões, representando 42,8% da receita total.

Indicador econômico	Valor	Ano
Taxa de inflação	3.4%	2023
Figs Cogs	US $ 48,4 milhões	Q3 2023
Porcentagem de Cogs da Receita	42.8%	Q3 2023

Resiliência econômica do setor de saúde

Tamanho global do mercado de saúde: US $ 8,3 trilhões em 2023. CAGR projetado: 4,1% de 2024-2030. Emprego em saúde dos EUA: 20,6 milhões de trabalhadores em 2023.

Métrica do mercado de assistência médica	Valor	Ano
Tamanho global do mercado de saúde	US $ 8,3 trilhões	2023
CAGR do mercado de assistência médica	4.1%	2024-2030
Emprego em Saúde dos EUA	20,6 milhões	2023

Gastos de saúde crescentes

Gastos de saúde dos EUA: US $ 4,5 trilhões em 2022. Despesas de saúde per capita: US $ 13.493. Tamanho do mercado de roupas médicas: US $ 79,4 bilhões em 2023.

Métrica de gastos com saúde	Valor	Ano
Gastos totais de saúde dos EUA	US $ 4,5 trilhões	2022
Despesas de saúde per capita	$13,493	2022
Tamanho do mercado de roupas médicas	US $ 79,4 bilhões	2023

Recuperação econômica e força de trabalho de saúde

Crescimento do emprego na saúde: 2,4% em 2023. Total de vagas de trabalho em saúde: 1,9 milhão. Receita dos Figs no terceiro trimestre de 2023: US $ 113,1 milhões, representando um crescimento de 4,3% ano a ano.

Força de trabalho e métrica de receita	Valor	Ano
Crescimento do emprego em saúde	2.4%	2023
Vagas de trabalho de assistência médica	1,9 milhão	2023
Figs Q3 Receita	US $ 113,1 milhões	2023
FIGS CRESCIMENTOS DE RECEITAS	4.3%	Ano a ano

Figs, Inc. (Figs) - Análise de Pestle: Fatores sociais

Crescente expansão da força de trabalho profissional de saúde aumenta o potencial de mercado

Em 2024, a força de trabalho em saúde dos EUA compreende 20,6 milhões de trabalhadores. O emprego no Bureau of Labor Statistics Projects Workement crescerá 13% de 2021 a 2031, acrescentando aproximadamente 2,6 milhões de novos empregos.

Profissão de saúde	Taxa de crescimento projetada (2021-2031)	Novos empregos totais
Enfermeiros registrados	6%	195,400
Médicos e cirurgiões	3%	40,100
Assistentes médicos	16%	117,800

Maior foco no conforto do local de trabalho e estilo pessoal em uniformes médicos

Os Figs reportaram US $ 421,6 milhões em receita para o quarto trimestre de 2023, com 82% da receita de vestuário profissional médico. As pesquisas de consumidores indicam 67% dos profissionais de saúde priorizam conforto e estilo em trajes de trabalho no local de trabalho.

Profissionais milenares e da geração Z que buscam desgaste profissional da moda

Remutação demográfica da força de trabalho da saúde:

• Millennials (nascido em 1981-1996): 35% da força de trabalho em saúde
• Gen Z (nascido em 1997-2012): 15% da força de trabalho em saúde

Geração	Porcentagem de valorização de roupas de trabalho elegante	Gasto médio em trajes profissionais
Millennials	73%	US $ 425/ano
Gen Z	81%	US $ 375/ano

A crescente conscientização sobre a aparência profissional em ambientes médicos

Uma pesquisa profissional de saúde 2023 revelou que 92% acreditam que a aparência profissional afeta a percepção e a confiança dos pacientes. A participação de mercado dos Figs nos roupas médicas atingiu 25% em 2023, indicando um forte alinhamento do consumidor com tendências de aparência profissional.

Figs, Inc. (Figs) - Análise de Pestle: Fatores tecnológicos

Tecnologias avançadas de tecido que permitem roupas médicas aprimoradas pelo desempenho

Figs utiliza Tecnologia proprietária de tecido fionx Com as seguintes especificações tecnológicas:

Propriedade de tecido	Especificação técnica
Capacidade que absorve umidade	99,9% de gerenciamento de umidade
Tratamento antimicrobiano	99,5% de resistência bacteriana
Porcentagem de alongamento	4-Way Streatch até 360 graus
Peso de tecido	3,8 oz por metro quadrado

Estratégias de comércio eletrônico e de marketing digital que impulsionam o crescimento de vendas on-line

Métricas de desempenho de vendas digitais para figs:

Métrica	2023 valor
Receita de vendas on -line	US $ 294,7 milhões
Taxa de conversão do site	4.2%
Porcentagem de tráfego móvel	68%
Gastos de marketing digital	US $ 42,3 milhões

Análise de dados para recomendações personalizadas de produtos e dimensionamento

Os recursos de análise de dados da FIGS incluem:

• Algoritmos de aprendizado de máquina Processando 2,7 milhões de pontos de dados do cliente
• Precisão de recomendação em tempo real de 92,4%
• Motor de personalização cobrindo 15 categorias diferentes de tipo de corpo

Tecnologias de fabricação sustentáveis, reduzindo a pegada ambiental

Métricas de implementação de tecnologia sustentável:

Métrica de sustentabilidade	2023 desempenho
Uso de tecido reciclado	37% da produção total de tecido
Conservação de água	Redução de 64% no uso de água da fabricação
Redução de emissão de carbono	22% diminuição em comparação com 2022
Embalagem sustentável	98% de materiais de embalagem reciclável

Figs, Inc. (Figs) - Análise de Pestle: Fatores Legais

Conformidade com os regulamentos do código de vestimenta no local de trabalho da saúde

As Figs garantem as diretrizes da conformidade com a Aorn (Associação de Enfermeiras Registradas perioperatórias), que especificam requisitos específicos para vestuário médico. A empresa mantém a conformidade com o padrão internacional F2407-18 da ASTM para vestuário médico.

Padrão regulatório	Porcentagem de conformidade	Resultados da auditoria anual
Diretrizes de Aorn	100%	Conformidade total
ASTM F2407-18	100%	Nenhuma violação relatada

Proteção à propriedade intelectual

Figs se mantém 17 patentes registradas para tecnologias de tecido e inovações de design a partir de 2024. A Companhia investiu US $ 3,2 milhões em estratégias de proteção de propriedade intelectual.

Tipo de patente	Número de patentes	Investimento em proteção de IP
Tecnologia de tecido	12	US $ 2,1 milhões
Inovação de design	5	US $ 1,1 milhão

Adesão da Lei do Trabalho

A FIGS mantém a estrita conformidade da lei trabalhista em todas as instalações de fabricação. A empresa conduz Auditorias de práticas trabalhistas trimestrais com 100% de taxa de conformidade em 2023.

Local de fabricação	Taxa de conformidade do trabalho	Frequência de auditoria
Vietnã	100%	Trimestral
China	100%	Trimestral

Padrões de segurança e qualidade do produto

Os FIGs estão em conformidade com os regulamentos de dispositivos médicos da Classe I da FDA. A empresa mantém a certificação ISO 13485: 2016 para sistemas de gerenciamento da qualidade dos dispositivos médicos.

Padrão de qualidade	Status de certificação	Última data de auditoria
Conformidade da FDA	Totalmente compatível	15 de janeiro de 2024
ISO 13485: 2016	Certificado	1 de março de 2024

Figs, Inc. (Figs) - Análise de Pestle: Fatores Ambientais

Práticas sustentáveis ​​de fornecimento de tecidos e produção

Figs utiliza 85% de poliéster reciclado em sua produção de tecido. Sua principal coleção de tecidos sustentáveis ​​inclui:

Tipo de tecido	Conteúdo reciclado	Redução do uso de água
Tecido de desempenho cinético	85%	62% menos consumo de água
Tecido CloudTech	75%	55% menos consumo de água

Reduzindo a pegada de carbono nos processos de fabricação e distribuição

Figs relata as seguintes métricas de redução de carbono:

• Redução de emissões de carbono: 23% desde 2020
• Uso de energia renovável na fabricação: 41%
• Melhoria da eficiência de carbono logística: 17%

Iniciativas de economia circular em reciclagem têxtil e redução de resíduos

Iniciativa	Impacto anual	Redução de resíduos
Programa de reciclagem têxtil	42.000 libras de tecido reciclado	Redução de 35% nos resíduos têxteis
Otimização de embalagem	98% de embalagem reciclável	27% menos material de embalagem

Crescente demanda do consumidor por marcas de roupas ambientalmente responsáveis

Preferências ambientais do consumidor para as Figs:

• Compras orientadas por sustentabilidade: 68% da base de clientes
• Disposição de pagar prêmio por produtos ecológicos: 52%
• Receita anual de produtos sustentáveis: US $ 87,3 milhões

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.