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Victoria Selhorst

Research Analyst at KeyBank

Victoria Selhorst is a Research Analyst at KeyBank, specializing in equity research with a focus on companies in the healthcare and apparel sectors. She has covered specific companies such as FIGS, actively engaging by asking questions during earnings calls, though detailed performance metrics like success rates or rankings on platforms such as TipRanks are not publicly available. Selhorst's career timeline and previous experience details are limited in available sources, with her current role at KeyBank confirmed through professional research platforms. Professional credentials including FINRA registrations or securities licenses are not specified in accessible records.

Victoria Selhorst's questions to FIGS (FIGS) leadership

Question · Q4 2025

Victoria Selhorst asked about the performance mix within non-scrub wear in Q4 2025, specifically which categories like underscrubs, outerwear, socks, or footwear drove growth, and which are expected to be sustained contributors in 2026. She also inquired about the 2026 pipeline visibility for the Teams business, its percentage of total revenue, and its gross margin versus OPEX profile.

Answer

Sarah Oughtred, CFO, detailed that non-scrub wear growth was driven by Salta, Mikado, and Rib styles in underscrubs, high pile bombers in outerwear (with further expansion planned for 2026), and strong performance from bags, ArchTek compression socks, and other accessories, all contributing to outfitting the healthcare professional's full closet. For the Teams business, Sarah stated it currently represents single-digit penetration to total revenue, has a slightly lower gross margin due to wholesale pricing, but achieves higher overall profitability due to lower OPEX costs. She expressed excitement about the strategy and the recent launch of the new Teams store.

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