I-NEW YORK–(I-BIUSINESS WIRE)- Warby Parker Inc. (NYSE: WRBY) (i-"Company"), i-brand yokuphila ngokuthe ngqo kumthengi egxile kumbono wabo bonke, namhlanje ibhengeze iziphumo zemali kwikota yesine kunye nonyaka opheleleyo ophelile. NgoDisemba 31, 2021.
“U-2021 ibingunyaka obalulekileyo kuWarby Parker, kwaye uzaliswe ngamaxesha aqinisa ukuzibophelela kwethu ekuqhubeni isikali kunye nokudala impembelelo,” utshilo uMseki kunye ne-CEO uNeil Blumenthal."Ngaphandle kweempembelelo eziqhubekayo zobhubhane, ukusebenza kwethu kuka-2021 kubonisa amandla ophawu lwethu, isiphakamiso sexabiso lethu, kunye nokomelela kweqela lethu elizibandakanye kakhulu njengoko siqhubeka nokuzisa ukukhula okuzinzileyo kwexesha elide.Xa sijika iphepha ukuya ku-2022, asizange sibe namandla ngakumbi ngamathuba aphambi kwethu. ”
“Sisebenza kudidi olukhulu nolukhulayo kwaye siphuma kulo bhubhani sikwindawo yokomelela.Ngo-2021, ishishini lethu likhule kakhulu, landa inzuzo, kwaye safumana nesabelo,” wongeze watsho uMseki kunye no-CEO uDave Gilboa."Ukususela ekwandiseni iiglasi zethu, oonxibelelwano, kunye nokunikezelwa kweemviwo ukuya ekuvuleni iivenkile ezintsha ezingama-40 kunye nokwazisa izixhobo zedijithali zokuqala ukuya kwintengiso, kulo nyaka sijonge phambili ekusombululeni iingxaki ezingakumbi, ukuvuyisa abathengi abaninzi, kunye nokudala ixabiso elingakumbi kunye nefuthe labo esisebenzisana nabo. .”
Ikota yesine kunye noNyaka oPheleleyo wama-2021 amagqabantshintshi
- Ingeniso yonyaka wonke inyuke i-147.1 yezigidi zeedola, okanye i-37.4%, ukuya kwi-540.8 yezigidi zeedola xa kuthelekiswa nonyaka opheleleyo ka-2020 kwaye yonyuka nge-46.0% xa kuthelekiswa nonyaka opheleleyo ka-2019.
- Ingeniso yekota yesine inyuke i-20.1 yezigidi zeedola, okanye i-17.8%, ukuya kwi-132.9 yezigidi zeedola xa kuthelekiswa nekota yesine ka-2020 kwaye yonyuke nge-41.9% xa kuthelekiswa nekota yesine ka-2019.
- Ukunyuka kwabathengi abasebenzayo ngama-21.5% ukuya kwi-2.20 yezigidi ngonyaka.
- Ingeniso engumndilili ngomthengi ngamnye inyuke nge-13.0% ngonyaka ukuya kutsho kwi-246 yeedola.
- Kunyaka opheleleyo ilahleko ye-GAAP ye-144.3 yezigidi zeedola.
- Unyaka opheleleyo ulungelelanise i-EBITDA ye-24.9 yezigidi zeedola, kunye nokuphuculwa komda we-EBITDA ohlengahlengisiweyo wamanqaku angama-270 unyaka nonyaka ukuya kwi-4.6%.
- Kuvulwe iivenkile ezintsha ezingama-35 enyakeni, ephela ngo-2021 ngeevenkile eziyi-161.
- Iphindwe kabini ingeniso yonyaka wonke yelensi yethu yoqhagamshelwano enikezela unyaka nonyaka.
- Ligcinwe 80+ Net Promoter Score.
- Kuvulwe ilebhu yesibini yangaphakathi yokuqinisa ilebhu yeWarby Parker edityanisiweyo ngokuthe nkqo.
- Kufikelelwe ngaphezulu kwe-10 lezigidi zeepere zeeglasi ezisasazwe ngeWarby Parker's Thenga iPair, Nika iNkqubo yeSibini.
- Ibe yinkampani yokuqala yoncedo lukawonke-wonke ukuya kuluhlu oluthe ngqo.
Inkampani yeempahla zamehlo iWarby Parker ikwindawo yokutshintsha kwimbali yayo yeminyaka eli-12.
Ifemu iye yanikwa imbeko njengenkokeli kubathengi ngokuthe ngqo, imodeli apho amashishini anqanda abantu abaphakathi ukuba bathengise ngeevenkile zabo, kwaye ngokuqinisekileyo ibe lukhuthazo kwezinye iinkampani ezinje ngomenzi wemithwalo Away kunye ne-sneaker brand Allbirds. .
I-Warby Parker yenza igama layo ngokuthengisa iiglasi kwi-intanethi kunye ne-undercutting incumbents njengo-Ray-Ban umenzi u-EssilorLuxottica ngokunika iifreyimu ngexabiso lokuqala le-$ 95 - kuquka iilensi.
Emva kokuba iqalile kwimarike yesitokhwe ngoluhlu oluthe ngqo ngoSeptemba 29, kwaye ibona ixabiso lesitokhwe linyuka ngaloo mini, uWarby Parker ngoku uqalisa umlenze olandelayo wohambo lwayo: utshintshela ekuthengiseni iinkonzo kunye neeglasi, co- Umseki kunye ne-CEO uDave Gilboa uxelele i-CNBC kudliwano-ndlebe lwefowuni.
“Sikolu hlobo lwenguqu enomdla apho ngokwembali besiyinkampani yeglasi kunye nophawu lwezibuko zamehlo kwaye ngoku, sitshintshela ekubeni yinkampani yokukhathalela umbono opheleleyo,” utshilo uGilboa.“Apho, ukongeza ekuthengeni iindondo kuthi ...
Abathengi beWarby Parker bachithe umndilili we-218 yeedola ngo-2020, ukusuka kwi-188 yeedola ngo-2018, kwaye ilindele ukukhula okuvela kubantu abathenga iilensi eziqhubekayo - okanye ezininzi, iimviwo zamehlo kunye nabafowunelwa, ngokwenkcazo-mali yomtyali ka-2021.Inkampani ithe aba "bathengi bembono epheleleyo" banakho ukuchitha i-500 yeedola ukuya phezulu ngonyaka emva kokuthenga kwabo okokuqala, ngaphezulu kwexabiso eliphindwe kabini kumthengi oneeglasi kuphela.
Iivenkile ezithengisa izinto eziphathekayo lelinye ithuba.Okwangoku, iWarby Parker ineendawo ze-160 e-US naseCanada, kwaye uGilboa uthe unakho ukunyusa loo nombolo ukuya kwi-900, nangona wathi kuya kuthatha ixesha elide ukuya khona.
Umbuzo omkhulu, nangona kunjalo, ingaba ingathatha i-EssilorLuxottica, i-85 yeebhiliyoni zeedola zaseFransi-isiNtaliyane ezidalwe kwi-48-billior-euro yokudibanisa kwi-2018. I-market cap ye-Warby Parker okwangoku i-3.37 yeebhiliyoni zeedola, kodwa abanye abahlalutyi bacinga ukuba banokukhuphisana.
UWarby Parker wenze ingeniso ye-487 yezigidi zeedola kwiinyanga ezili-12 ukuya kwi-30 kaJuni, ngo-2021, yenyuka nge-33% kunyaka ongaphambili, kwaye ngelixa yayinengeniso kwi-EBITDA (ingeniso ngaphambi kwenzala, irhafu, ukuhla kwexabiso kunye ne-amortization) ngelo xesha, I-27 yezigidi zeedola, ithumele ilahleko ye-53.2 yezigidi zeedola.
Imodeli ye-EssilorLuxottica yeyohlobo oluninzi: ivelisa iileyibhile zayo ezinje ngoRay-Ban kwaye isebenza phantsi kwelayisenisi yabanye babadlali abakhulu bobunewunewu behlabathi kubandakanya iChanel, iVersace kunye noRalph Lauren.Ivelisa malunga ne-80 yezigidi ukuya kwi-90 yezigidi zezibini ngonyaka ngokutsho kwesithethi senkampani kwi-imeyile kwi-CNBC, kwaye yenza i-5.5 yezigidigidi zee-euro kwingeniso kwikota yesithathu ye-2021, ithengisa eNyakatho Melika, i-EMEA ne-Asia.
Inkampani yaseFransi-yase-Italian ikwaqhuba i-Sunglass Hut kunye nezinye iivenkile ezithengisa amehlo ayo, kwaye ineenkampani ze-inshurensi yembono nazo, kubandakanya i-EyeMed, ekhokelela ekugxekweni ngabanye ukuba yinto yodwa.Kodwa kuRebecca Harwood-Lincoln, umcebisi kwishishini leempahla zamehlo, osebenza kwiinkalo ezahlukeneyo zentengiso "ngumbono omangalisayo."
"Baye bathenga ngempumelelo iivenkile, ngoko ke izinto ezithandwa yiSunglass Hut, Lenscrafters, David Clulow ... emva koko bafumana ukuhanjiswa kweemveliso zabo ngokuzenzekelayo kwaye bayaxhamla kwimida," uxelele i-CNBC ngomnxeba.Kunyaka ophelileyo, le nkampani yathenga i-GrandVision ye-eyewear yase-Dutch kwi-8.5 yeebhiliyoni zeedola.
Ngelixa uWarby Parker ebona ukukhula okuvela kwimarike yasekhaya, i-EssilorLuxottica ichonga abantu baseAsia abalupheleyo kunye nenani elikhulayo labantu abafuna iiglasi - kodwa abangekabi nazo - kwizinto ezithandwa yiTshayina kunye neLatin America, njengamathuba.I-Innovation-wise, isithethi sithe sigxile kuyoAmabali kaRay-Ban- i-smart glasses intsebenziswano kunye ne-Facebook - kunye ne-Stelest, i-lens enamandla okunciphisa ukuqhubela phambili kombono omfutshane kubantwana.
Ngaba uWarby Parker unokukhuphisana?“Asichithi xesha elininzi sicinga ngabanye abasesithubeni kwaye, njengenkampani ethe ngqo kubathengi, sifumana ingxelo eninzi [ngento] esebenza kakuhle,” utshilo uGilboa.“Silindele ukukhula ngokukhawuleza kakhulu kuneshishini lilonke kule minyaka namashumi eminyaka ezayo… Asicingi ngokwenyani malunga nesabelo semarike okanye uhlobo lokuba likhulu kunezinye ezikolu didi,” wongeze watsho.
UMark Mahaney, umlawuli olawulayo ophezulu kunye nomhlalutyi kwiEvercore, uthi ngelixa uWarby Parker unemodeli yeshishini "endilisekileyo" (ifemu inika "ukubamba" ukulinganisa), ukufumana isabelo semarike akunakuchukumisa i-EssilorLuxottica.“Kuthekani ngale nto yokuzonwabisa?[UWarby Parker] unokusiphinda kathathu isabelo sabo semarike, kwaye andiqinisekanga ukuba u-Essilor unokuqaphela oko.”
Ixesha lokuposa: Mar-25-2022