NEW YORK - (WIRE KASUWANCI) - Warby Parker Inc. (NYSE: WRBY) ("Kamfanin"), alamar salon rayuwa ta kai tsaye zuwa ga mabukaci da aka mayar da hankali kan hangen nesa ga kowa, a yau ya sanar da sakamakon kudi na kwata na huɗu da cikakken shekara ta ƙare. Disamba 31, 2021.
"2021 shekara ce mai matukar muhimmanci ga Warby Parker, kuma wanda ke cike da lokutan da ke ƙarfafa himmarmu ta sikelin tuƙi da haifar da tasiri," in ji Co-Founder da Co-Shugaba Neil Blumenthal."Duk da tasirin cutar ta ci gaba, aikinmu na 2021 yana nuna ƙarfin alamarmu, ƙimar mu ta musamman, da juriyar ƙungiyarmu mai himma yayin da muke ci gaba da isar da ci gaba mai dorewa na dogon lokaci.Yayin da muke juya shafin zuwa 2022, ba mu taɓa samun kuzari da yuwuwar da ke gabanmu ba.”
"Muna aiki a cikin babban nau'i mai girma kuma muna fitowa daga cutar a cikin matsayi mai ƙarfi.A lokacin 2021, kasuwancinmu ya girma sosai, ya faɗaɗa riba, kuma ya sami rabo, "in ji Co-Founder da Co-Shugaba Dave Gilboa."Daga fadada gilashin mu, abokan hulɗa, da kyautar jarrabawa zuwa buɗe sabbin shaguna 40 da gabatar da kayan aikin dijital na farko zuwa kasuwa, a wannan shekara muna sa ido don magance ƙarin matsaloli, faranta wa abokan ciniki farin ciki, da samar da ƙarin ƙima da tasiri ga masu ruwa da tsaki. .”
Kwata na Hudu da Cikakkiyar Shekarar 2021 Manyan Labarai
- Cikakkiyar kudaden shiga na shekara ya karu dala miliyan 147.1, ko kuma kashi 37.4%, zuwa dala miliyan 540.8 idan aka kwatanta da cikakkiyar shekarar 2020 kuma ya karu da kashi 46.0% idan aka kwatanta da cikar shekarar 2019.
- Kudaden shiga kwata na hudu ya karu $20.1 miliyan, ko 17.8%, zuwa $132.9 miliyan idan aka kwatanta da kwata na hudu na 2020 kuma ya karu da kashi 41.9% idan aka kwatanta da kwata na hudu na 2019.
- Haɓaka abokan ciniki masu aiki 21.5% zuwa miliyan 2.20 a shekara.
- Matsakaicin kudaden shiga na kowane abokin ciniki ya karu da kashi 13.0% sama da shekara zuwa $246.
- Babban shekara GAAP asarar dala miliyan 144.3.
- Cikakkiyar shekara ta daidaita EBITDA na dala miliyan 24.9, tare da daidaitawar gefen EBITDA na maki 270 akan shekara zuwa 4.6%.
- An buɗe sabbin shaguna 35 a cikin shekarar, yana ƙarewa 2021 tare da shaguna 161.
- Riba cikakken kuɗin shiga na tsawon shekara na ruwan tabarau yana ba da kowace shekara.
- Ci gaba 80+ Net Promoter Score.
- An buɗe dakin gwaje-gwaje na gani na biyu a cikin gida yana ƙarfafa sarkar samar da kayayyaki na Warby Parker a tsaye.
- An kai sama da nau'i-nau'i miliyan 10 na gilashin da aka rarraba ta hanyar Warby Parker's Siyan Biyu, Ba da Shirin Biyu.
- Ya zama kamfani na fa'idar jama'a na farko da ya fara shiga jama'a ta hanyar jeri kai tsaye.
Kamfanin saka idanu na Warby Parker yana kan gaba a cikin tarihin shekaru 12.
An ba da lada ga kamfanin da kasancewa jagora a kai tsaye zuwa mabukaci, samfurin inda kasuwancin ke yanke masu tsaka-tsaki don siyar da su ta shagunan nasu, kuma tabbas hakan ya kasance abin sha'awa ga wasu kamfanoni kamar masu kera kaya Away da alamar sneaker Allbirds. .
Warby Parker ya yi suna ta hanyar siyar da gilashin kan layi da kuma rage masu aiki kamar su Ray-Ban maker EssilorLuxottica ta hanyar ba da firam ɗin tare da farashin farawa na $ 95 - gami da ruwan tabarau.
Bayan da aka yi muhawara kan kasuwar hannun jari ta hanyar jeri kai tsaye a ranar 29 ga Satumba, kuma ganin farashin hannun jari ya yi tashin gwauron zabi a wannan rana, Warby Parker yanzu ya fara tafiya ta gaba: yana jujjuya zuwa sabis na tallace-tallace da kuma tabarau, haɗin gwiwa. wanda ya kafa kuma Shugaba Dave Gilboa ya fada wa CNBC a wata hira ta wayar tarho.
"Muna cikin irin wannan sauyi mai ban sha'awa inda a tarihi mun kasance kamfanin gilashi da alamar gilashin ido kuma yanzu, muna canzawa zuwa zama kamfani mai kula da hangen nesa," in ji Gilboa."A ina, ban da siyan gilashin daga gare mu… Yanzu, karuwar adadin abokan cinikinmu suna samun jarrabawar ido da takardun magani daga gare mu," in ji shi.
Abokan cinikin Warby Parker sun kashe matsakaicin $218 kowanne a cikin 2020, daga $188 a cikin 2018, kuma yana tsammanin haɓaka zai fito daga mutanen da suka sayi ruwan tabarau masu ci gaba - ko multifocal - ruwan tabarau, gwajin ido da lambobin sadarwa, a cikin gabatarwar masu saka hannun jari na 2021.Kamfanin ya ce wadannan "abokan ciniki masu hangen nesa" suna da damar kashe $ 500 kuma sama da shekara guda bayan siyan su na farko, fiye da ninki biyu na mai siyayya-kawai.
Shafukan jiki wata dama ce.A halin yanzu, Warby Parker yana da wurare 160 a Amurka da Kanada, kuma Gilboa ya ce yana da yuwuwar ƙara adadin zuwa 900, kodayake ya ce za a ɗauki ɗan lokaci kafin isa wurin.
Babban tambaya, duk da haka, shine ko zai iya ɗaukar EssilorLuxottica, dala biliyan 85 na Faransanci da Italiyanci wanda aka ƙirƙira a cikin haɗin gwiwar Yuro biliyan 48 a cikin 2018. Kasuwar Warby Parker a halin yanzu tana da dala biliyan 3.37, amma wasu manazarta suna ganin zai iya fafatawa.
Warby Parker ya samu kudaden shiga na dala miliyan 487 a cikin watanni 12 zuwa 30 ga Yuni, 2021, ya karu da kashi 33% a shekarar da ta gabata, kuma yayin da yake samun riba a kan EBITDA (sabon da ake samu kafin riba, haraji, raguwar daraja da amortization) akan wancan lokacin. Dala miliyan 27, ta yi asarar dala miliyan 53.2.
Samfurin EssilorLuxottica nau'i ne mai nau'i-nau'i iri-iri: yana kera alamun kansa kamar Ray-Ban kuma yana aiki ƙarƙashin lasisi don wasu manyan 'yan wasan alatu na duniya ciki har da Chanel, Versace da Ralph Lauren.Yana samar da kusan nau'i-nau'i miliyan 80 zuwa miliyan 90 a shekara a cewar mai magana da yawun kamfanin a cikin imel zuwa CNBC, kuma ya sami kudin shiga na Euro biliyan 5.5 a cikin kwata na uku na 2021, ana siyarwa a Arewacin Amurka, EMEA da Asiya.
Har ila yau, kamfanin na Faransa da Italiya yana gudanar da Suglass Hut da wasu shaguna da ke sayar da kayan sawa ido, kuma ya mallaki kamfanonin inshorar hangen nesa, ciki har da EyeMed, wanda ya haifar da sukar da wasu ke cewa shi ne kawai.Amma ga Rebecca Harwood-Lincoln, mai ba da shawara kan masana'antar sawa ido, aiki a fannoni daban-daban na kasuwa "babban ra'ayi ne."
"Sun yi nasarar siyan kantunan dillalai, don haka irin su Sunglass Hut, Lenscrafters, David Clulow… sannan suna rarraba samfuransu ta atomatik kuma suna cin gajiyar riba," kamar yadda ta fada wa CNBC ta wayar tarho.A bara, kamfanin ya sayi kantin sayar da kayan ido na Dutch GrandVision a cikin yarjejeniyar dala biliyan 8.5.
Yayin da Warby Parker ke ganin girma yana fitowa daga kasuwannin cikin gida, EssilorLuxottica ya gano tsofaffin mutanen Asiya da yawan mutanen da ke buƙatar gilashin - amma har yanzu ba su mallake su ba - kamar China da Latin Amurka, a matsayin dama.Innovation-hikima, mai magana da yawun ya ce an mayar da hankali a kanRay-Ban Labari- haɗin gwiwar gilashin sa mai kaifin baki tare da Facebook - da Stellest, ruwan tabarau wanda ke da yuwuwar rage ci gaban gajeriyar hangen nesa a cikin yara.
Warby Parker zai iya yin gasa?"Ba mu yi amfani da lokaci mai yawa don yin tunani game da wasu a cikin sararin samaniya ba kuma, a matsayin kamfani na kai tsaye ga masu cin kasuwa, muna samun ra'ayi mai yawa [kan] abin da ke aiki da kyau," in ji Gilboa."Muna sa ran girma cikin sauri fiye da masana'antar gabaɗaya a cikin shekaru da shekaru masu zuwa… Ba ma tunanin gaske dangane da rabon kasuwa ko nau'in samun girma fiye da sauran a rukunin," in ji shi.
Mark Mahaney, babban darekta kuma manazarci aEvercore, ya ce yayin da Warby Parker yana da tsarin kasuwanci na "mai kyau" (kamfanin yana ba shi ƙimar "riƙe"), samun rabon kasuwa bazai taɓa EssilorLuxottica ba."Yaya game da wannan don fun?(Warby Parker) zai iya ninka rabon kasuwancin su sau uku, kuma ban tabbata cewa Essilor ma zai lura ba. "
Lokacin aikawa: Maris 25-2022