NEW YORK – (WIRE GANACSIGA) – Warby Parker Inc. (NYSE: WRBY) ("Shirkada"), nooc nololeed oo toos ah oo macaamiisha ah oo diiradda saaraya aragtida dhammaan, maanta ayaa lagu dhawaaqay natiijooyin maaliyadeed rubuci afraad iyo sanadka oo dhan wuu dhammaaday. December 31, 2021.
"2021 waxay u ahayd sanad muhiim ah Warby Parker, iyo mid ay ka buuxsameen waqtiyo xoojinaya sida ay nooga go'an tahay cabirka wadista iyo abuurista saameyn," ayuu yiri Co-founder iyo Co-CEO Neil Blumenthal."In kasta oo ay jiraan saamaynta joogtada ah ee masiibada, waxqabadkayaga 2021 wuxuu ka tarjumayaa xoogga summadayada, soo jeedinta qiimaha gaarka ah, iyo adkeysiga kooxdayada aadka ugu hawlan markaan sii wadno bixinta koboc waara oo waara.Markaan u rogeyno bogga 2022, waligeen nama sii tamar gelin fursadaha horteena yaal."
"Waxaan ku shaqeynaa qeyb weyn oo sii kordheysa waxaanan ka soo baxeynaa masiibada annaga oo awood u leh.Intii lagu jiray 2021, ganacsigayagu si weyn ayuu u koray, faa'iidada ayaa balaadhay, waxaanu helnay saami,” ayuu raaciyay Isu-duwaha iyo Maamulaha Dave Gilboa."Laga bilaabo ballaarinta muraayadahayada, xiriirada, iyo bixinta imtixaanada ilaa furitaanka 40 dukaamo oo cusub iyo soo bandhigida qalab dijital ah oo suuqa ugu horreeya, sanadkan waxaan rajeyneynaa inaan xallino dhibaatooyin badan, ka farxinta macaamiil badan, iyo abuurista xitaa qiimo iyo saameyn dheeraad ah daneeyayaashayada .”
Quarter-ka Afraad iyo Sannad Buuxa 2021 Qodobbada ugu muhiimsan
- Dakhliga saafiga ah ee sanadka oo dhan wuxuu kordhay $147.1 milyan, ama 37.4%, ilaa $540.8 milyan marka la barbar dhigo sanadka buuxa ee 2020 wuxuuna kordhay 46.0% marka la barbar dhigo sanadka buuxa ee 2019.
- Dakhliga saafiga ah ee rubuci afaraad wuxuu kordhay $20.1 milyan, ama 17.8%, ilaa $132.9 milyan marka la barbar dhigo rubuci afaraad ee 2020 wuxuuna kordhay 41.9% marka la barbar dhigo rubuci afaraad ee 2019.
- Waxaa kordhay macaamiisha firfircoon 21.5% ilaa 2.20 milyan sanadkiiba.
- Celceliska dakhliga macaamiishu wuxuu kordhay 13.0% sannadkii ilaa $246.
- Sannadkii oo dhan GAAP khasaaraha saafiga ah ee $144.3 milyan.
- Sannad buuxa waxa la hagaajiyay EBITDA oo ah $24.9 milyan, iyada oo la hagaajiyay EBITDA margin hagaajinta 270 dhibcood sannadkii ilaa 4.6%.
- Waxa la furay 35 dukaan oo cusub sanadka dhexdiisa, oo dhamaanaya 2021 oo leh 161 dukaan.
- Dakhliga sanadka oo dhan labanlaabmay ee muraayada indhahayaga ee bixiya sanadba sanadka ka dambeeya.
- La Joogteeyay 80+ Dhibcaha Dhiirigelinta Shabakadda.
- La furay labaad ee shaybaadhka indhaha ee guriga oo xoojinaya silsiladda saadka ee toos isku dhafan ee Warby Parker.
- Waxaa la gaarey in ka badan 10 milyan oo muraayado ah oo loo qaybiyey Warby Parker's iibso lammaane, sii barnaamijka lammaane.
- Noqday shirkaddii ugu horreysay ee faa'iido dadweyne si ay dadweynuhu u gasho liis toos ah.
Shirkadda Warby Parker ee dharka indhaha ayaa ku jirta marxalad isbeddel ah taariikhdeeda 12-sano.
Shirkadda ayaa lagu tiriyaa inay hormuud ka tahay macaamiisha tooska ah, oo ah nooc ay ganacsiyadu ka gooyaan dhexdhexaadiyeyaasha inay ku iibiyaan bakhaaradooda, waxayna si muran leh u dhiirigelisay shirkadaha kale sida Away-sameeyaha shandadaha iyo kabaha kabaha Allbirds. .
Warby Parker waxa ay magaceeda ku iibisay muraayadaha khadka tooska ah iyo hoos u dhigista xilalka sida Ray-Ban maker EssilorLuxottica isaga oo siinaya fareemo qiimahiisu yahay $95 - oo ay ku jiraan muraayadaha.
Ka dib markii uu ka dooday suuqa saamiyada iyada oo loo marayo liis toos ah Sebtembar 29, oo uu arkay qiimihiisu kor u kacay maalintaas, Warby Parker hadda wuxuu bilaabayaa lugta xigta ee safarkiisa: waxay u wareegaysaa iibka adeegyada iyo sidoo kale muraayadaha, wada-shaqeynta. aasaasaha iyo maamulaha Dave Gilboa ayaa u sheegay CNBC wareysi taleefoon.
"Waxaan joognaa noocaan kala guurka ah ee xiisaha leh halkaas oo taariikh ahaan aan ahaan jirnay shirkad muraayadaha iyo muraayadaha indhaha iyo hadda, waxaan u gudbaynaa inaan noqono shirkad daryeel aragti dhamaystiran," Gilboa ayaa tiri."Meesha, marka lagu daro iibsashada muraayadaha… Hadda, tiro sii kordheysa oo macaamiisheena ah ayaa sidoo kale naga helaya baaritaanka indhaha iyo warqadaha daawada," ayuu raaciyay.
Macaamiisha Warby Parker waxay kharash gareeyeen celcelis ahaan $218 midkiiba 2020, ilaa $188 sanadka 2018, waxayna rajaynaysaa kobaca dadka iibsada horusocod — ama multifocal — lenses, baadhitaano indho iyo xidhiidho, soo bandhigid maalgashi 2021.Shirkaddu waxay sheegtay in "macaamiisha aragga guud" ay awood u leeyihiin inay kharash gareeyaan $500 iyo ilaa hal sano ka dib iibsigoodii ugu horreeyay, in ka badan labanlaab lacagta dukaameystaha muraayadaha-kaliya.
Goobaha jimicsiga jirka waa fursad kale.Hadda, Warby Parker wuxuu ku leeyahay 160 goobood oo ku yaal Maraykanka iyo Kanada, Gilboa wuxuu sheegay inay awood u leedahay inay tiradaas gaarsiiso 900, inkastoo uu sheegay inay qaadan doonto waqti in la gaaro.
Su'aal weyn, si kastaba ha ahaatee, waa haddii ay qaadan karto EssilorLuxottica, $ 85 bilyan oo Faransiis-Talyaani ah oo lagu abuuray isku-dhafka 48-bilyan-euro ee 2018. Suuqa suuqa ee Warby Parker hadda waa $ 3.37 bilyan, laakiin falanqeeyayaasha qaarkood waxay u maleynayaan inay tartami karto.
Warby Parker wuxuu sameeyay dakhli dhan $487 milyan 12 bilood ilaa Juun 30, 2021, ilaa 33% sannadkii ka horreeyay, iyo in kasta oo ay faa'iido ka ahayd EBITDA (dakhliga ka hor ribada, cashuuraha, qiimo-dhaca iyo lacag-dhimista) ee ku salaysan muddadaas, samaynta $27 milyan, waxay dhejisay khasaare saafi ah oo dhan $53.2 milyan.
Moodeelka EssilorLuxottica waa mid sumad-badan leh: waxa ay soo saartaa sumado u gaar ah sida Ray-Ban waxa ayna ku shaqeysaa shatiga qaar ka mid ah ciyaartoyda raaxada ee aduunka ugu weyn oo ay ku jiraan Chanel, Versace iyo Ralph Lauren.Waxay soo saartaa qiyaastii 80 milyan ilaa 90 milyan oo lammaane sanadkii sida uu sheegay af hayeenka shirkaddu iimaylka CNBC, waxayna ka dhigtay 5.5 bilyan oo Yuuro dakhli rubuci saddexaad ee 2021, oo lagu iibiyo Waqooyiga Ameerika, EMEA iyo Aasiya.
Shirkadda Faransiiska-Talyaaniga ayaa sidoo kale maamusha Sunglass Hut iyo dukaamo kale oo iibiya muraayadaha indhaha, waxayna sidoo kale leedahay shirkado caymis oo ay ku jiraan EyeMed, taasoo keentay dhaleecayn qaar ka mid ah oo ah inay keligeed tahay.Laakin Rebecca Harwood-Lincoln, oo ah lataliyaha warshadaha indhaha, oo ka shaqeeya dhinacyada kala duwan ee suuqa ayaa ah "fikrad cajiib ah."
"Waxay si guul leh u iibsadeen dukaamada tafaariiqda, sidaas darteed kuwa jecel Sunglass Hut, Lenscrafters, David Clulow ... ka dib waxay si toos ah u qaybiyaan alaabtooda waxayna ka faa'iidaystaan margins," ayay u sheegtay CNBC taleefoon.Sannadkii hore, shirkaddu waxay iibsatay tafaariiqda muraayadda indhaha ee Dutch GrandVision heshiis $ 8.5 bilyan ah.
In kasta oo Warby Parker uu arko kobaca ka imanaya suuqa gudaha, EssilorLuxottica wuxuu tilmaamayaa dadka da'da ah ee Aasiya iyo tirada sii kordheysa ee dadka u baahan muraayadaha - laakiin aan weli lahayn - sida Shiinaha iyo Latin America, sida fursadaha.Innovation-caqli leh, afhayeenku wuxuu sheegay in ay diiradda saaraanSheekooyinka Ray-BanOokiyaalaha caqliga leh ee ay wadashaqayn la leedahay Facebook - iyo Stellest, muraayad awood u leh inay hoos u dhigto horumarka aragga gaaban ee carruurta.
Warby Parker ma tartami karaa?"Waqti badan kuma bixino inaan ka fikirno kuwa kale ee ku jira booska iyo, shirkad toos ah oo macaamiisha ah, waxaan helnaa jawaab celin badan [ku saabsan] waxa si fiican u shaqeynaya," Gilboa ayaa tiri."Waxaan filaynaa inaan si ka dhaqso badan u kobacno warshadaha guud sannadaha iyo tobannaanka sano ee soo socda… uma fikirno runtii marka la eego saamiga suuqa ama nooca ka weynaanshada kuwa kale ee qaybta," ayuu raaciyay.
Mark Mahaney, agaasimaha maamulka sare iyo falanqeeye atEvercore, ayaa sheegay in halka Warby Parker uu leeyahay qaab ganacsi "wanaagsan" (shirkaddu waxay siinaysaa qiimeynta "xajinta"), helitaanka saamiga suuqa ayaa laga yaabaa inaanay taaban EssilorLuxottica."Ka waran tan madadaalo?[Warby Parker] waxa uu saddex jibaari karaa saamigooda suuqa, mana hubo in Essilor uu xitaa ogaan doono. "
Waqtiga boostada: Mar-25-2022