NEW YORK–(BUSINESS WIRE)– Warby Parker Inc. (NYSE: WRBY) ("Company"), mtundu wa moyo wolunjika kwa ogula womwe umayang'ana masomphenya a onse, lero alengeza zotsatira zachuma kwa kotala lachinayi ndipo chaka chonse chatha. Disembala 31, 2021.
"2021 inali chaka chapadera kwambiri kwa Warby Parker, ndipo chodzaza ndi mphindi zomwe zimalimbitsa kudzipereka kwathu pakuyendetsa komanso kupanga mphamvu," atero Co-Founder ndi Co-CEO Neil Blumenthal."Ngakhale zovuta za mliriwu zikuchulukirachulukira, ntchito yathu ya 2021 ikuwonetsa kulimba kwa mtundu wathu, malingaliro athu apadera, komanso kulimba mtima kwa gulu lathu lomwe likuchita nawo chidwi pamene tikupitilizabe kukula kosatha.Pamene tikutembenuza tsambalo kukhala 2022, sitinakhalepo ndi mphamvu zambiri zomwe zili patsogolo pathu. ”
"Timagwira ntchito m'gulu lalikulu komanso lomwe likukula ndipo tikutuluka ku mliriwu ndi mphamvu.M'chaka cha 2021, bizinesi yathu idakula kwambiri, idakulitsa phindu, ndikupeza gawo, "anawonjezera Co-Founder ndi Co-CEO Dave Gilboa."Kuyambira pakukulitsa magalasi athu, zolumikizirana ndi mayeso, kutsegula mashopu atsopano 40 ndikukhazikitsa zida zoyambira pamsika, chaka chino tikuyembekezera kuthetsa mavuto ambiri, kusangalatsa makasitomala ambiri, ndikupanga phindu lochulukirapo kwa omwe timakhudzidwa nawo. .”
Mfundo zazikuluzikulu za Kotala Yachinayi ndi Chaka Chathunthu 2021
- Ndalama zonse za chaka chonse zidakwera $147.1 miliyoni, kapena 37.4%, kufika $540.8 miliyoni poyerekeza ndi chaka chonse cha 2020 ndikuwonjezeka 46.0% poyerekeza ndi chaka chonse cha 2019.
- Ndalama zagawo lachinayi zidakwera $20.1 miliyoni, kapena 17.8%, kufika $132.9 miliyoni poyerekeza ndi gawo lachinayi la 2020 ndipo zidakwera 41.9% poyerekeza ndi gawo lachinayi la 2019.
- Kuwonjezeka kwamakasitomala ogwira ntchito 21.5% mpaka 2.20 miliyoni pachaka.
- Avereji ya ndalama pa kasitomala aliyense idakwera 13.0% pachaka mpaka $246.
- Chaka chonse cha GAAP chitayika cha $ 144.3 miliyoni.
- Chaka chathunthu adasintha EBITDA ya $ 24.9 miliyoni, ndikusintha kwa EBITDA kosintha kwa ma point 270 pachaka mpaka 4.6%.
- Adatsegula masitolo 35 atsopano pachaka, kutha 2021 ndi masitolo 161.
- Kuchulukitsa ndalama zachaka chonse za ma lens athu omwe amapereka chaka ndi chaka.
- Anasunga 80+ Net Promoter Score.
- Anatsegula labu yachiwiri ya m'nyumba yolimbitsa labu ya Warby Parker yophatikizika yophatikizika.
- Adafikira magalasi opitilira 10 miliyoni omwe adagawidwa kudzera mu pulogalamu ya Warby Parker Buy a Pair, Give a Pair.
- Linakhala bungwe loyamba lopindulitsa anthu kulengeza poyera kudzera pamndandanda wachindunji.
Kampani ya eyewear Warby Parker ili pachiwonetsero m'mbiri yake yazaka 12.
Kampaniyo yadziwika kuti ndi mtsogoleri wa ogula mwachindunji, chitsanzo chomwe mabizinesi amadula anthu oti agulitse kudzera m'masitolo awoawo, ndipo mosakayikira zakhala zolimbikitsa kwa makampani ena monga opanga katundu Away ndi mtundu wa sneaker Allbirds. .
Warby Parker adapanga dzina lake pogulitsa magalasi pa intaneti ndikuchepetsa omwe ali ngati Ray-Ban wopanga EssilorLuxottica popereka mafelemu okhala ndi mtengo woyambira $95 - kuphatikiza magalasi.
Atayamba kuwonekera pamsika wamasheya kudzera pamndandanda wachindunji pa Seputembara 29, ndikuwona mtengo wake ukukwera tsiku lomwelo, Warby Parker tsopano akuyamba gawo lotsatira la ulendo wake: akusunthira ku zogulitsa ntchito komanso magalasi, co- woyambitsa ndi CEO Dave Gilboa adauza CNBC poyankhulana pafoni.
"Tili pakusintha kosangalatsa kotere komwe takhala tikugulitsa magalasi ndi mtundu wa magalasi ndipo tsopano, tikusintha kukhala kampani yosamalira masomphenya," adatero Gilboa.“Kuti, kuwonjezera pa kugula magalasi kwa ife ...
Makasitomala a Warby Parker adawononga pafupifupi $ 218 aliyense mu 2020, kuchokera pa $ 188 mu 2018, ndipo akuyembekeza kuti kukula kumachokera kwa anthu omwe amagula magalasi opita patsogolo - kapena ma multifocal -, mayeso amaso ndi kulumikizana, pakuwonetsa kwa 2021.Kampaniyo idati "makasitomala owoneka bwino"wa ali ndi kuthekera kogwiritsa ntchito $500 ndikupitilira chaka chimodzi atagula koyamba, kuchulukitsa kuwirikiza kawiri kuchuluka kwa ogula magalasi okha.
Zogulitsa zakuthupi ndi mwayi wina.Pakalipano, Warby Parker ali ndi malo a 160 ku US ndi Canada, ndipo Gilboa adanena kuti ali ndi mwayi wowonjezera chiwerengerocho mpaka 900, ngakhale adanena kuti zidzatenga nthawi kuti afike kumeneko.
Funso lalikulu, komabe, ndiloti lingathe kutenga EssilorLuxottica, chimphona cha $ 85 biliyoni cha ku France ndi Italy chomwe chinapangidwa mu mgwirizano wa 48 biliyoni mu 2018. Msika wa msika wa Warby Parker panopa ndi $ 3.37 biliyoni, koma akatswiri ena amaganiza kuti akhoza kupikisana.
Warby Parker adapanga ndalama zokwana $487 miliyoni m'miyezi 12 mpaka Juni 30, 2021, kukwera 33% chaka chatha, ndipo ngakhale zinali zopindulitsa pa EBITDA (ndalama zisanachitike chiwongola dzanja, misonkho, kutsika kwamitengo ndi kubweza) panthawiyo, kupanga. $27 miliyoni, idataya ndalama zokwana $53.2 miliyoni.
Mtundu wa EssilorLuxottica ndi wamitundu yambiri: imapanga zilembo zake monga Ray-Ban ndipo imagwira ntchito pansi pa chilolezo cha osewera ena apamwamba kwambiri padziko lonse lapansi kuphatikiza Chanel, Versace ndi Ralph Lauren.Imapanga pafupifupi 80 miliyoni mpaka 90 miliyoni awiri pachaka malinga ndi wolankhulira kampani mu imelo ku CNBC, ndipo idapanga ndalama zokwana 5.5 biliyoni mu gawo lachitatu la 2021, kugulitsa ku North America, EMEA ndi Asia.
Kampani yaku France-ya ku Italy imayendetsanso Sunglass Hut ndi masitolo ena omwe amagulitsa zovala zake zamaso, ndipo ilinso ndi makampani a inshuwaransi yamasomphenya, kuphatikiza EyeMed, zomwe zimadzetsa kutsutsidwa ndi ena kuti ndi okhawo.Koma kwa Rebecca Harwood-Lincoln, katswiri wazovala zamaso, yemwe amagwira ntchito zosiyanasiyana pamsika ndi "lingaliro labwino kwambiri."
"Anagula bwino kwambiri malo ogulitsira, kotero amakonda Sunglass Hut, Lenscrafters, David Clulow ...Chaka chatha, kampaniyo idagula ogulitsa zovala zaku Dutch GrandVision pamtengo wa $ 8.5 biliyoni.
Ngakhale Warby Parker akuwona kukula kukubwera pamsika wawo wapakhomo, EssilorLuxottica imatchula anthu okalamba aku Asia ndi kuchuluka kwa anthu omwe amafunikira magalasi - koma omwe alibe - monga China ndi Latin America, monga mwayi.Mwanzeru mwanzeru, wolankhulirayo adati zimayang'ana kwambiriNkhani za Ray-Ban- magalasi ake anzeru akuthandizana ndi Facebook - ndi Stellest, mandala omwe amatha kuchedwetsa kupita patsogolo kwa maso amfupi mwa ana.
Kodi Warby Parker angapikisane?"Sitithera nthawi yochuluka poganizira za ena m'mlengalenga ndipo, monga kampani yolunjika kwa ogula, timapeza mayankho ambiri [pa] zomwe zikuyenda bwino," adatero Gilboa."Tikuyembekeza kukula mwachangu kuposa momwe makampani onse amagwirira ntchito m'zaka ndi zaka zikubwerazi ... Sitikuganiza kwenikweni za gawo la msika kapena kukhala wamkulu kuposa ena onse omwe ali mgululi," adawonjezera.
Mark Mahaney, woyang'anira wamkulu komanso katswiri paEvercore, akuti pamene Warby Parker ali ndi chitsanzo cha bizinesi "chabwino" (kampaniyo imapatsa "kusunga" mlingo), kupeza msika sikungakhudze EssilorLuxottica."Nanga bwanji izi?[Warby Parker] atha kuchulukitsa magawo awo amsika katatu, ndipo sindikutsimikiza kuti Essilor angazindikire. ”
Nthawi yotumiza: Mar-25-2022