NEW YORK– (BHAZINISI WIRE)- Warby Parker Inc. (NYSE: WRBY) (iyo "Kambani"), yakananga-kune-mutengi mararamiro emhando yakatarisana nechiratidzo kune vese, nhasi yakazivisa mibairo yemari yekota yechina uye gore rakazara rakapera. Zvita 31, 2021.
"2021 raive gore rakakosha kuWarby Parker, uye rakazadzwa nenguva dzinosimbisa kuzvipira kwedu pakutyaira uye kugadzira maitiro," akadaro Co-Muvambi uye Co-CEO Neil Blumenthal."Zvisinei nekukanganisa kuri kuita denda iri, kuita kwedu kwa2021 kunoratidza kusimba kwemhando yedu, kukosha kwedu kwakasarudzika, uye kusimba kwechikwata chedu chiri kuita basa zvakanyanya tichienderera mberi nekukura kwenguva refu.Patinovhura peji kuna 2022, hatina kumbobvira tasimbiswa nemikana iri pamberi pedu. "
“Tinoshanda muchikamu chikuru uye chiri kukura uye tiri kubuda mudenda iri munzvimbo ine simba.Muna 2021, bhizinesi redu rakakura zvakanyanya, rakawedzera purofiti, uye nekuwana mugove, "akawedzera Co-Muvambi uye Co-CEO Dave Gilboa."Kubva pakuwedzera magirazi edu, magirazi edu, uye zvinopihwa bvunzo kusvika pakuvhura zvitoro zvitsva makumi mana uye kuunza maturusi ekutanga-kumusika edhijitari, gore rino tinotarisira kugadzirisa mamwe matambudziko, kufadza vatengi, uye kugadzira kukosha kwakanyanya uye kukanganisa kune vatinoda. .”
Chikamu chechina uye gore rakazara 2021 Mamiriro makuru
- Gore rakazara mambure mari yakawedzera $147.1 miriyoni, kana 37.4%, kusvika $540.8 miriyoni zvichienzaniswa negore rakazara 2020 uye yakawedzera 46.0% zvichienzaniswa negore rakazara 2019.
- Chikamu chechina mambure mambure akawedzera madhora mazana maviri emamiriyoni emadhora, kana 17.8%, kusvika pamadhora zana nemakumi matatu nemakumi mapfumbamwe nemashanu emamiriyoni zvichienzaniswa nechikamu chechina cha2020 uye akawedzera 41.9% zvichienzaniswa nechikamu chechina cha2019.
- Kuwedzera vanoshingaira vatengi 21.5% kusvika 2.20 mamiriyoni gore pamusoro pegore.
- Avhareji yemari pamutengi yakawedzera 13.0% gore negore kusvika pamadhora mazana maviri nemakumi mana nematanhatu.
- Gore rakazara GAAP kurasikirwa kwemari yemadhora mazana mana nemakumi mana nemazana matatu emadhora.
- Gore rakazara rakagadziridzwa EBITDA yemadhora mazana maviri nemapfumbamwe emadhora, neyakagadziridzwa EBITDA muganho kuvandudzwa kwe270 hwaro hwemapoinzi gore pamusoro pegore kusvika 4.6%.
- Yakavhura zvitoro zvitsva makumi matatu neshanu mukati megore, kupera 2021 nezvitoro zve161.
- Yakapetwa kaviri gore rakazara mari yekuonana kwedu lens inopa gore negore.
- Yakachengetwa 80+ Net Promoter Score.
- Yakavhurwa yechipiri in-house optical lab inosimbisa Warby Parker's vertically integrated supply chain.
- Yakasvika pamusoro pemamiriyoni gumi emapeya emagirazi akagoverwa kuburikidza neWarby Parker's Tenga Peya, Ipa Pair Chirongwa.
- Yakave kambani yekutanga kubatsira veruzhinji kuenda kuruzhinji kuburikidza nerondedzero yakananga.
Kambani yeEyewear Warby Parker iri padanho rekuchinja munhoroondo yayo yemakore gumi nemaviri.
Kambani iyi yakapihwa mbiri yekuve mutungamiri mune yakananga-kune-vatengi, modhi iyo mabhizinesi anocheka vatengesi vepakati kuti vatengese kuburikidza nezvitoro zvavo, uye zvine nharo zvave kurudziro kune mamwe makambani akadai seanogadzira mikwende Away uye sneaker brand Allbirds. .
Warby Parker yakagadzira zita rayo nekutengesa magirazi pamhepo uye nekucheka magirazi epasi akadai saRay-Ban mugadziri EssilorLuxottica nekupa mafuremu nemutengo wekutanga wemadhora makumi mapfumbamwe nemashanu - kusanganisira lenzi.
Sezvo yatanga pamusika wemasheya kuburikidza nerondedzero yakananga munaGunyana 29, uye nekuona mutengo wayo wemasheya uchikwira zuva iroro, Warby Parker ave kutanga pachikamu chinotevera cherwendo rwake: ari kuchinjika kuenda kukutengesa masevhisi pamwe nemagirazi, co- muvambi uye CEO Dave Gilboa akaudza CNBC mubvunzurudzo parunhare.
"Tiri parudzi urwu rweshanduko inonakidza apo kare tanga tave kambani yemagirazi uye magirazi emaziso uye iko zvino, tave kuchinjika kuva kambani inotarisira kuona," akadaro Gilboa."Kupi, pamusoro pekutenga magirazi kubva kwatiri ... Zvino, nhamba iri kuwedzera yevatengi vedu vari kuwanawo bvunzo dzemaziso avo nemirairo kubva kwatiri," akawedzera.
Vatengi veWarby Parker vakashandisa avhareji yemadhora mazana maviri nemakumi maviri nemasere ega muna 2020, kubva pamadhora zana nemakumi masere nemasere muna 2018, uye inotarisira kuti kukura kunobva kuvanhu vanotenga anofambira mberi - kana akawanda-malenzi, bvunzo dzemaziso uye vanobatika, pakuratidzira kwemuridzi we2021.Kambani iyi yakati "makasitoma ekuona vatengi" vane mukana wekushandisa madhora mazana mashanu uye kukwira gore mushure mekutenga kwavo kwekutanga, inodarika yakapetwa kaviri mari yekutenga magirazi chete.
Zvigadzirwa zvemuviri mumwe mukana.Parizvino, Warby Parker ane nzvimbo zana nemakumi matanhatu muUS neCanada, uye Gilboa akati ine mukana wekuwedzera iyo nhamba kusvika mazana mapfumbamwe, kunyangwe akati zvichatora nguva kusvika ikoko.
Mubvunzo mukuru, zvisinei, ndewekuti inogona kutora EssilorLuxottica, iyo $85 bhiriyoni yeFrench-Italian hofori yakagadzirwa mumubatanidzwa we48-bhiriyoni-euro muna 2018. Warby Parker's market cap ikozvino $3.37 bhiriyoni, asi vamwe vaongorori vanofunga kuti inogona kukwikwidza.
Warby Parker akaita mari inosvika mazana mana nemakumi masere nenomwe emamiriyoni emadhora mumwedzi gumi nemiviri kusvika Chikumi 30, 2021, yakakwira makumi matatu nenhatu muzana pagore rakapfuura, uye ichiri kuita pundutso paEBITDA (muhoro pamberi pemubereko, mutero, kudzikira uye kudzoreredza) panguva iyoyo, zvichiita. $27 miriyoni, yakatumira kurasikirwa kwemari inosvika 53.2 miriyoni.
Modhi yaEssilorLuxottica ndeyemhando dzakawanda: inogadzira zvinyorwa zvayo seRay-Ban uye inoshanda pasi perezinesi kune vamwe vevatambi vakuru vepasi rose vanosanganisira Chanel, Versace naRalph Lauren.Iyo inogadzira anosvika 80 miriyoni kusvika makumi mapfumbamwe emamiriyoni maviri pagore zvichienderana nemutauriri wekambani mune email kune CNBC, uye yakaita 5.5 bhiriyoni euros mumari muchikamu chechitatu che2021, ichitengesa kuNorth America, EMEA neAsia.
Kambani yeFrench-Italian zvakare inomhanyisa Sunglass Hut nezvimwe zvitoro zvinotengesa ziso rayo, uye inewo makambani einishuwarenzi ekuona, kusanganisira EyeMed, zvichikonzera kushoropodzwa nevamwe kuti ingori.Asi kuna Rebecca Harwood-Lincoln, chipangamazano weindasitiri yemaziso, anoshanda munzvimbo dzakasiyana dzemusika "ipfungwa inoshamisa."
"Vakabudirira kutenga zvitoro, saka vanofarira veSunglass Hut, Lenscrafters, David Clulow ... vanobva vawana otomatiki kugovera zvigadzirwa zvavo uye vanobatsirikana kubva kumahombekombe," akaudza CNBC parunhare.Gore rakapera, kambani yakatenga Dutch eyewear retail GrandVision muchibvumirano chemadhora mabhiriyoni 8.5.
Nepo Warby Parker ichiona kukura kuchibva kumusika wayo wepamba, EssilorLuxottica inozivisa vanhu vekuAsia vachembera uye nhamba iri kukura yevanhu vanoda magirazi - asi havasati vave avo - mune zvinofarirwa neChina neLatin America, semikana.Innovation-wise, mutauriri akati inotariswaRay-Ban Nyaya- magirazi ayo akangwara kubatana neFacebook - uye Stellest, lenzi ine mukana wekunonoka kufambira mberi kwekuona kwenguva pfupi muvana.
Warby Parker anogona kukwikwidza here?"Hatipedzi nguva yakawanda tichifunga nezvevamwe vari muchadenga uye, sekambani yakananga-kune-vatengi, tinowana mhinduro zhinji [pane] zviri kushanda nemazvo," akadaro Gilboa."Tinotarisira kukura nekukurumidza kupfuura indasitiri yese mumakore nemakumi emakore ari kuuya ... Hatinyatso funga maererano nemugove wemusika kana rudzi rwekukura kupfuura mamwe ari muchikamu," akawedzera.
Mark Mahaney, maneja maneja mukuru uye muongorori paEvercore, inoti nepo Warby Parker aine "yakanaka" bhizinesi modhi (iyo femu inoipa iyo "kubata" chiyero), kuwana mugove wemusika hakugone kubata EssilorLuxottica.“Ko izvi zvekunakidzwa?[Warby Parker] vanogona kuwedzera chikamu chavo chemusika katatu, uye handina chokwadi chekuti Essilor angatozviona. "
Nguva yekutumira: Mar-25-2022