NEW YORK–(BUSINESS WIRE)– Warby Parker Inc. (NYSE: WRBY) (“Company”), mofuta oa bophelo bo tobileng ho bareki o shebaneng le pono ea bohle, kajeno o phatlalalitse liphetho tsa lichelete bakeng sa kotara ea bone le selemo se felletseng se felileng. La 31 Tšitoe 2021.
"2021 e bile selemo sa bohlokoahali ho Warby Parker, 'me e tletse linako tse matlafatsang boitlamo ba rona ba ho khanna le ho theha tšusumetso," ho boletse Co-Founder le Co-CEO Neil Blumenthal."Ho sa tsotellehe litlamorao tse ntseng li tsoela pele tsa seoa sena, ts'ebetso ea rona ea 2021 e bonts'a matla a mofuta oa rona, tlhahiso ea rona ea boleng bo ikhethang, le ho tiea ha sehlopha sa rona se tšoarehileng ha re ntse re tsoela pele ho fana ka kholo e tšoarellang ea nako e telele.Ha re fetolela leqephe ho 2022, ha re so ka re matlafatsoa ke menyetla e ka pel'a rona. ”
"Re sebetsa sehlopheng se seholo le se ntseng se hola mme re tsoa seoa sena re le maemong a matla.Ka 2021, khoebo ea rona e ile ea hola haholo, ea eketsa phaello, 'me ea fumana karolo, "ho eketsa Co-Founder le Co-CEO Dave Gilboa."Ho tloha ho atoloseng likhalase tsa rona, mabitso le litlhahlobo ho isa ho ho bula mabenkele a macha a 40 le ho hlahisa lisebelisoa tsa pele tsa 'maraka, selemong sena re lebelletse ho rarolla mathata a mangata, ho thabisa bareki ba bangata, le ho theha boleng le tšusumetso ho ba amehang ba rona. .”
Lintlha-khōlō tsa Kotara ea Bone le Selemo se Tletseng sa 2021
- Lekeno la selemo se felletseng le eketsehile $147.1 milione, kapa 37.4%, ho isa ho $540.8 milione ha e bapisoa le selemo se felletseng sa 2020 mme e eketsehile ka 46.0% ha e bapisoa le selemo se felletseng sa 2019.
- Lekeno la kotara ea bone le eketsehile $ 20.1 milione, kapa 17.8%, ho isa ho $ 132.9 milione ha e bapisoa le kotara ea bone ea 2020 mme e eketsehile 41.9% ha e bapisoa le kotara ea bone ea 2019.
- Keketseho ea bareki ba mafolofolo 21.5% ho isa ho limilione tse 2.20 selemo ho pota.
- Karolelano ea chelete e kenang moreki ka mong e eketsehile ka 13.0% selemo ho isa ho $246.
- Tahlehelo ea selemo e felletseng ea GAAP ea liranta tse limilione tse 144.3.
- Selemo se felletseng se fetotsoe EBITDA ea limilione tse likete tse 24.9, ka ntlafatso e ntlafalitsoeng ea EBITDA ea lintlha tse 270 selemo ho isa ho 4.6%.
- E butse mabenkele a macha a 35 nakong ea selemo, e felileng ka 2021 ka mabenkele a 161.
- Melemo e imenneng habeli ea selemo kaofela ea lense ea rona e fanang ka selemo ho feta selemo.
- E bolokiloe 80+ Net Promoter Score.
- Ho buletsoe lab ea bobeli ea optical lab e matlafatsang Warby Parker's vertically integrated supply chain.
- E fihletse lipara tse fetang limilione tse 10 tsa likhalase tse ajoang ka Warby Parker's Buy a Pair, Give a Pair Program.
- E bile mokhatlo oa pele oa ho thusa sechaba ho ea sechabeng ka lethathamo le tobileng.
Khamphani ea li-Eyewear Warby Parker e maemong a holimo nalaneng ea eona ea lilemo tse 12.
Feme e tlotloa ka ho ba moetapele oa bareki ka kotloloho, mohlala moo likhoebo li rekisetsang barekisi ka mabenkele a bona, 'me e bile khothatso ho lik'hamphani tse ling tse kang baetsi ba mekotla Away le mofuta oa lieta Allbirds. .
Warby Parker o ile a iketsetsa lebitso la eona ka ho rekisa likhalase tsa marang-rang le ho fokotsa basebetsi ba kang Ray-Ban moetsi EssilorLuxottica ka ho fana ka liforeimi ka theko ea ho qala ea $ 95 - ho kenyeletsoa le lilense.
Ha a se a qalile 'marakeng oa setoko ka lethathamo le tobileng la la 29 Loetse,' me a bona theko ea eona e nyoloha ka letsatsi leo, Warby Parker e se e qala karolo e latelang ea leeto la eona: e fetohela ho thekiso ea lits'ebeletso hammoho le likhalase, co- mothehi le CEO Dave Gilboa o bolelletse CNBC puisanong ea mohala.
"Re mofuteng ona oa phetoho e khahlisang moo re kileng ra ba k'hamphani ea likhalase le lets'oao la likhalase tsa mahlo, 'me joale re fetohela ho ba k'hamphani ea tlhokomelo e akaretsang ea pono," ho boletse Gilboa."Moo, ntle le ho reka likhalase ho rona ... Hona joale, palo e ntseng e eketseha ea bareki ba rona e boetse e fumana tlhahlobo ea mahlo le litaelo ho rona," a phaella ka ho re.
Bareki ba Warby Parker ba sebelisitse kakaretso ea $218 e 'ngoe le e' ngoe ka 2020, ho tloha ho $ 188 ka 2018, 'me e lebelletse hore kholo e tla tsoa ho batho ba rekang lilense tse tsoelang pele - kapa tse ngata-ngata, litlhahlobo tsa mahlo le mabitso, ho latela tlhahiso ea batseteli ea 2021.Khamphani e itse "bareki bana ba pono e felletseng" ba na le monyetla oa ho sebelisa $500 ho ea holimo selemo ka mor'a ho reka ha bona qalong, e leng chelete e fetang habeli bakeng sa moreki ea sebelisang likhalase feela.
Lisebelisoa tsa 'mele ke monyetla o mong.Hona joale, Warby Parker e na le libaka tsa 160 US le Canada, 'me Gilboa o re o na le monyetla oa ho eketsa palo eo ho ea ho 900, le hoja a itse ho tla nka nako ho fihla moo.
Leha ho le joalo, potso e kholo ke hore na e ka nka EssilorLuxottica, $85 limilione tse likete tsa Sefora-Setaliana senatla se entsoeng ka kopano ea 48-bilione-euro ka 2018. 'Maraka oa Warby Parker oa 'maraka hona joale ke $ 3.37 limilione tse likete, empa bahlahlobisisi ba bang ba nahana hore e ka hlōlisana.
Warby Parker o ile a etsa chelete ea liranta tse limilione tse 487 likhoeling tse 12 ho fihlela ka la 30 Phuptjane, 2021, ho fihla ho 33% selemong se fetileng, mme leha e ne e le phaello ho EBITDA (moputso pele ho tsoala, makhetho, ho theoha le theko ea theko) nakong eo, $ 27 milione, e kentse tahlehelo e felletseng ea $ 53.2 milione.
Mohlala oa EssilorLuxottica ke oa mefuta e mengata: o iketsetsa lileibole tse kang Ray-Ban 'me o sebetsa tlas'a laesense bakeng sa libapali tse ling tse kholo ka ho fetisisa lefatšeng tse kenyellelitsoeng Chanel, Versace le Ralph Lauren.E hlahisa lipara tse ka bang limilione tse 80 ho isa ho tse 90 ka selemo ho latela 'muelli oa k'hamphani ka lengolo-tsoibila ho CNBC,' me e entse li-euro tse limilione tse likete tse 5.5 ka lekeno karolong ea boraro ea 2021, e rekisoa Amerika Leboea, EMEA le Asia.
Khamphani ea Mafora-Mataliana e boetse e tsamaisa Sunglass Hut le mabenkele a mang a rekisang liaparo tsa eona tsa mahlo, hape e na le lik'hamphani tsa inshorense tsa pono, ho kenyeletsoa EyeMed, e lebisang ho nyatsong ke ba bang hore ke boipuso.Empa ho Rebecca Harwood-Lincoln, moeletsi oa indasteri ea liaparo tsa mahlo, ea sebetsang likarolong tse fapaneng tsa mmaraka ke "khopolo e ntle haholo."
"Ba atlehile haholo ho reka mabenkele, kahoo tse ratoang ke Sunglass Hut, Lenscrafters, David Clulow ... ebe ba fumana lihlahisoa tsa bona ka mokhoa o ikemetseng 'me ba rua molemo ho tloha marang-rang," o bolelletse CNBC ka mohala.Selemong se fetileng, feme e ile ea reka mabenkele a mahlo a Dutch GrandVision ka konteraka ea $ 8.5 limilione tse likete.
Ha Warby Parker a bona kholo e tsoa 'marakeng oa eona oa lehae, EssilorLuxottica e supa palo ea batho ba tsofetseng ba Asia le palo e ntseng e eketseha ea batho ba hlokang likhalase - empa ba e-so be tsa tsona - joalo ka China le Latin America, joalo ka menyetla.Bohlale ba boqapi, 'muelli o itse e tsepamisitse maikutlo hoLipale tsa Ray-Ban- tšebelisano ea eona ea likhalase tse bohlale le Facebook - le Stellest, lense e nang le monyetla oa ho liehisa tsoelo-pele ea pono e khutšoanyane baneng.
Na Warby Parker a ka qothisana lehlokoa?"Ha re qete nako e ngata re nahana ka ba bang sebakeng mme, joalo ka k'hamphani e tobileng ho bareki, re fumana maikutlo a mangata [ka] se sebetsang hantle," ho boletse Gilboa."Re lebelletse ho hola ka potlako ho feta indasteri ka kakaretso lilemong le mashome a lilemo a tlang ... Ha re nahane ka karolo ea 'maraka kapa mofuta oa ho hola ho feta ba bang sehlopheng," a eketsa.
Mark Mahaney, molaoli ea ka sehloohong le mohlahlobi hoEvercore, e re le hoja Warby Parker a e-na le "mofuta o hlomphehang" oa khoebo (feme e e fa tekanyo ea "tšoara"), ho fumana karolo ea 'maraka ho ka' na ha se ke ha ama EssilorLuxottica.“Ho thoe'ng ka see bakeng sa monate?[Warby Parker] a ka eketsa karolo ea bona ea mmaraka hararo, 'me ha ke na bonnete ba hore Essilor o tla hlokomela. ”
Nako ea poso: Mar-25-2022