I-NEW YORK–(BUSINESS WIRE)– Warby Parker Inc. (NYSE: WRBY) (“Inkampani”), uhlobo lwendlela yokuphila eqonde ngqo kumthengi egxile embonweni wabo bonke, namuhla imemezele imiphumela yezezimali yekota yesine nonyaka ogcwele ophele. Disemba 31, 2021.
"U-2021 bekungunyaka oyingqopha-mlando ku-Warby Parker, futhi obugcwele izikhathi eziqinisa ukuzibophezela kwethu esikalini sokushayela kanye nokudala umthelela," kusho uMsunguli kanye No-CEO u-Neil Blumenthal.“Naphezu kwemithelela eqhubekayo yalolu bhubhane, ukusebenza kwethu kuka-2021 kukhombisa amandla omkhiqizo wethu, isiphakamiso sethu esiyingqayizivele, nokuqina kwethimba lethu elibambe iqhaza elikhulu njengoba siqhubeka nokuletha ukukhula okuzinzile kwesikhathi eside.Njengoba sivula ikhasi ku-2022, asikaze sikhuthazwe amathuba aphambi kwethu.”
“Sisebenza esigabeni esikhulu futhi esikhulayo futhi siphuma kulo bhubhane sinamandla.Ngo-2021, ibhizinisi lethu lakhula kakhulu, lakhulisa inzuzo, futhi lazuza nesabelo,” kwengeza uMsunguli kanye noCo-CEO uDave Gilboa.“Kusukela ekwandiseni izibuko zethu, esithintana nabo, kanye nezivivinyo ezinikezwayo kuye ekuvuleni izitolo ezintsha ezingu-40 kanye nokwethula amathuluzi edijithali afika kuqala emakethe, kulo nyaka sibheke ngabomvu ukuxazulula izinkinga ezengeziwe, ukujabulisa amakhasimende amaningi, nokudala ukubaluleka okukhulu nakakhulu nomthelela kubabambiqhaza bethu. .”
Ikota Yesine Nonyaka Ophelele Ka-2021 Avelele
- Imali engenayo yonyaka ogcwele inyuke ngo-$147.1 million, noma u-37.4%, yaya ku-$540.8 million uma iqhathaniswa nonyaka ogcwele ka-2020 futhi inyuke ngo-46.0% uma iqhathaniswa nonyaka ogcwele ka-2019.
- Imali engenayo yekota yesine ikhuphuke ngama- $ 20.1 wezigidi, noma u-17.8%, yaya ku- $132.9 wezigidi uma iqhathaniswa nekota yesine ka-2020 futhi inyuke ngo-41.9% uma iqhathaniswa nekota yesine ka-2019.
- Ukwenyuka kwamakhasimende asebenzayo ngo-21.5% kuya ku-2.20 million unyaka nonyaka.
- Isilinganiso semali engenayo ngekhasimende ngalinye sikhuphuke ngo-13.0% unyaka nonyaka safinyelela ku-$246.
- Ukulahleka okuphelele konyaka kwe-GAAP kwezigidi ezingama- $ 144.3.
- I-EBITDA elungiswe unyaka wonke yezigidi ezingama- $24.9, nokuthuthukiswa kwemajini e-EBITDA elungisiwe ngamaphoyinti angama-270 unyaka nonyaka kuya ku-4.6%.
- Ivule izitolo ezintsha ezingama-35 phakathi nonyaka, yaphela ngo-2021 ngezitolo eziyi-161.
- Imali engenayo ephindwe kabili yonyaka ogcwele yelensi yethu yokuxhumana enikeza unyaka nonyaka.
- Igcinwe i-80+ Net Promoter Score.
- Kuvulwe ilebhu yesibili yasendlini eqinisa ilebhu ye-Warby Parker edidiyelwe mpo.
- Kufinyelelwe phezu kwamapheya ezingilazi angaphezu kwezigidi ezingu-10 ezisatshalaliswa ngohlelo lwe-Warby Parker Buy a pair, Give a Pair.
- Ibe yinhlangano yokuqala ehlomula umphakathi ukuya esidlangalaleni ngokufakwa kuhlu okuqondile.
Inkampani yezingubo zamehlo i-Warby Parker isesimweni esibucayi emlandweni wayo weminyaka engu-12.
Le nkampani ihlonishwe ngokuba ngumholi kubathengi abaqondile, okuyimodeli lapho amabhizinisi enqamula abadayisi ukuba badayise ngezitolo zabo, futhi ngokungangabazeki kube ugqozi kwezinye izinkampani ezifana nabakhi bemithwalo i-Away kanye nohlobo lwamateku lwe-Allbirds. .
I-Warby Parker yazakhela igama ngokuthengisa izibuko ku-inthanethi kanye nabasebenzi abasebenza ngaphansi kwe-Ray-Ban u-EssilorLuxottica ngokunikeza amafreyimu anenani lokuqala lama-$95 - kuhlanganise namalensi.
Ngemva kokuphuma emakethe yamasheya ngohlu oluqondile ngoSepthemba 29, nokubona intengo yesitoko ikhuphuka ngalolo suku, u-Warby Parker manje uqala umlenze olandelayo wohambo lwayo: isishintshela ekuthengiseni izinsiza kanye nezibuko, ngokubambisana Umsunguli kanye ne-CEO uDave Gilboa utshele i-CNBC engxoxweni yocingo.
"Sikulolu hlobo lwenguquko ethokozisayo lapho ngokomlando besiyinkampani yezibuko kanye nomkhiqizo wezibuko zamehlo futhi manje, siguqukela ekubeni inkampani yokunakekela umbono ophelele," kusho uGilboa.“Kuphi, ngaphezu kokuthenga izibuko kithi … Manje, isibalo esandayo samakhasimende ethu nawo athola ukuhlolwa kwamehlo awo kanye nemiyalelo kithi,” wengeza.
Amakhasimende kaWarby Parker asebenzise isilinganiso sama- $218 lilinye ngo-2020, ekhuphuka esuka ku-$188 ngo-2018, futhi ilindele ukukhula okuvela kubantu abathenga amalensi aqhubekayo - noma ama-multifocal -, izivivinyo zamehlo kanye noxhumana nabo, ngokwesethulo sabatshalizimali sango-2021.Le nkampani ithe la “makhasimende abona konke” anethuba lokusebenzisa u-$500 nangaphezulu ngonyaka ngemva kokuthenga kwawo kokuqala, okungaphezu kokuphindwe kabili kwenani lomthengi othenga izibuko kuphela.
Izitolo ezingokomzimba ngelinye ithuba.Njengamanje, i-Warby Parker inezindawo ezingu-160 e-US naseCanada, kanti uGilboa uthe unamandla okwandisa lelo nani lifinyelele ku-900, nakuba ethe kuzothatha isikhashana ukufika lapho.
Umbuzo omkhulu, nokho, ukuthi ungathatha u-EssilorLuxottica, umdondoshiya waseFrance nama-Italian wamaRandi ayizigidi eziyizinkulungwane ezingama-85 owakhiwe ekuhlanganiseni kwezigidigidi ezingama-48-euro ngo-2018. Imakethe yemakethe kaWarby Parker okwamanje ingama-dollar ayizigidi eziyizinkulungwane ezingu-3.37, kodwa abanye abahlaziyi bacabanga ukuthi ingaqhudelana.
UWarby Parker wenze imali eyizigidi ezingama- $487 ezinyangeni eziyi-12 kuya kuJuni 30, 2021, yenyuka ngo-33% ngonyaka owandulele, kanti ngenkathi ibingenisa inzuzo nge-EBITDA (iholo ngaphambi kwenzalo, izintela, ukwehla kwenani kanye ne-amortization) ngaleso sikhathi, Izigidi ezingama-27 zamaRandi, ithumele ukulahlekelwa okuphelele kwezigidi ezingu-53.2 zamaRandi.
Imodeli ka-EssilorLuxottica ingeyezinhlobo eziningi: ikhiqiza amalebula ayo afana noRay-Ban futhi isebenza ngaphansi kwelayisensi yabadlali abathile abaphambili emhlabeni okuhlanganisa uChanel, Versace noRalph Lauren.Ikhiqiza cishe amapheya ayizigidi ezingama-80 kuye kwezingama-90 ngonyaka ngokusho komkhulumeli wenkampani nge-imeyili eya kwa-CNBC, futhi yenza imali eyizigidi eziyizinkulungwane ezingama-5.5 emalini engenayo engxenyeni yesithathu ka-2021, ithengiswa eNyakatho Melika, EMEA nase-Asia.
Inkampani yaseFrance neyase-Italy iphinde ibe ne-Sunglass Hut nezinye izitolo ezithengisa izingubo zayo zamehlo, futhi inezinkampani zomshwalense wokubuka, okuhlanganisa ne-EyeMed, okuholela ekugxekeni kwabanye ngokuthi iwukuphela kwento.Kepha kuRebecca Harwood-Lincoln, onguchwepheshe embonini yezingubo zamehlo, osebenza ezicini ezahlukahlukene zemakethe “kuwumqondo omuhle kakhulu.”
"Bathenge izitolo ngempumelelo kakhulu, ngakho-ke okuthandwa yi-Sunglass Hut, Lenscrafters, David Clulow ... bese bethola ukusabalalisa okuzenzakalelayo kwemikhiqizo yabo futhi bazuze emaphethelweni," etshela i-CNBC ngocingo.Ngonyaka odlule, inkampani yathenga izitolo zamehlo zaseDashi i-GrandVision ngesivumelwano sika-$8.5 billion.
Nakuba u-Warby Parker ebona ukukhula okuvela emakethe yasekhaya, i-EssilorLuxottica ihlonza inani labantu base-Asia asebekhulile kanye nenani elikhulayo labantu abadinga izibuko - kodwa abangakabi ngabanikazi bazo - njengamathuba afana ne-China ne-Latin America.Ubuhlakani be-Innovation, umkhulumeli uthe igxile kukhoRay-Ban Stories- ukusebenzisana kwayo kwezibuko ezihlakaniphile ne-Facebook - kanye ne-Stelest, i-lens enamandla okunciphisa ukuqhubekela phambili kokungaboni kahle ezinganeni.
Ingabe uWarby Parker angaqhudelana?“Asichithi isikhathi esiningi sicabanga ngabanye esikhaleni futhi, njengenkampani eqondana ngqo nabathengi, sithola impendulo eminingi [ngokuthi] yini esebenza kahle,” kusho uGilboa.“Silindele ukukhula ngokushesha kakhulu kunemboni yonkana phakathi neminyaka namashumi eminyaka ezayo … Asicabangi ngempela ngokwesabelo semakethe noma uhlobo lokuba nkulu kunezinye ezisesigabeni,” wengeza.
UMark Mahaney, umqondisi omkhulu ophethe kanye nomhlaziyi kwaI-Evercore, uthi ngenkathi u-Warby Parker enemodeli yebhizinisi "ehloniphekile" (ifemu iyinikeza isilinganiso "sokubamba"), ukuzuza isabelo semakethe kungase kungayithinti i-EssilorLuxottica.“Kwenzenjani ngale nto yokuzijabulisa?[UWarby Parker] angaphinda kathathu isabelo sabo semakethe, futhi anginaso isiqiniseko sokuthi u-Essilor uzokubona nokubona.”
Isikhathi sokuthumela: Mar-25-2022