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2021-09-27
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Poshmark Is at Least Worth an Offer<blockquote>Poshmark至少值得报价</blockquote>
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This fall, Poshmark’s asset-light model suddenly has a lot going for it.</p><p><blockquote>但随着办公室重新开放和刺激检查的结束，建造一个二手壁橱看起来更有吸引力。今年秋天，Poshmark的轻资产模式突然有了很大的优势。</blockquote></p><p> Supply-chain issues, including pandemic-relatedfactory shutdownsin Vietnam, are likely to lead to shipping and supply delays for many top retail brands into the end of the year. Vietnam contributes almost a third of U.S. footwear manufacturing and a fifth of U.S. apparel manufacturing by dollar value, according to the <a href=\"https://laohu8.com/S/AFG\">American</a> Apparel & Footwear Association. More than half ofNike’sfootwear manufacturing occurs in Vietnam, whileGapandLululemoneach rely on the country for roughly a third of their manufacturing.</p><p><blockquote>供应链问题，包括越南与大流行相关的工厂关闭，可能会导致许多顶级零售品牌的运输和供应延迟到今年年底。数据显示，按美元价值计算，越南贡献了美国近三分之一的鞋类制造业和五分之一的服装制造业<a href=\"https://laohu8.com/S/AFG\">美国的</a>服装和鞋类协会。耐克一半以上的鞋类制造发生在越南，而GapandLululemoneach大约三分之一的制造依赖于该国。</blockquote></p><p> If you can’t physically get your yoga pants directly from your favorite brand’s website later this year, Poshmark’s inventory, new or old, might suddenly start to look a lot more compelling. For now, Poshmark doesn’t offer cross-border shipping, so users can only buy and sell within the country in which they are located.</p><p><blockquote>如果今年晚些时候你不能直接从你最喜欢的品牌的网站上买到你的瑜伽裤，Poshmark的库存，无论是新的还是旧的，可能会突然开始看起来更有吸引力。目前，Poshmark不提供跨境运输，因此用户只能在他们所在的国家内进行买卖。</blockquote></p><p> Longer term, international expansion is a key focus for Poshmark. It recently hired a general manager of its international operations who spent more than 16 years at <a href=\"https://laohu8.com/S/EBAYL\">eBay</a> running that company’s Latin America business. As it expands geographically, Poshmark is working to bolster consumer awareness across age groups. In July, it partnered with Snapchat parentSnapInc.to give the social-media company’s Generation Z-heavy user base the ability to shop Poshmark’s merchandise, search listings and even attend virtual shopping events, all through Snapchat. As of the end of 2019, Poshmark said just 27% of its users were Gen Z, while over half were millennials.</p><p><blockquote>从长远来看，国际扩张是Poshmark的重点。该公司最近聘请了一位国际业务总经理，他在<a href=\"https://laohu8.com/S/EBAYL\">eBay</a>经营该公司的拉丁美洲业务。随着地理上的扩张，Poshmark正在努力提高各年龄组的消费者意识。7月，它与Snapchat母公司SnapInc.合作，让这家社交媒体公司的Z世代用户群能够通过Snapchat购买Poshmark的商品、搜索列表，甚至参加虚拟购物活动。截至2019年底，Poshmark表示，其用户中只有27%是Z世代，而超过一半是千禧一代。</blockquote></p><p> Category expansion is also something Poshmark has been pushing lately. It recently added art-and-design and pets, both of which should reap long-term value from the one-time purchases, like a new home or a new puppy, that so many consumers made over the past 18 months.</p><p><blockquote>品类扩张也是Poshmark最近一直在推动的事情。它最近增加了艺术设计和宠物，这两种产品都应该从一次性购买中获得长期价值，例如许多消费者在过去18个月内购买的新房子或新小狗。</blockquote></p><p> Finally, Poshmark is leaning into social commerce. While the company said active users spent an average 27 minutes a day on its platform in 2019, new initiatives should bolster that number. Much the way Instagram might send you a notification that a friend just commented on your latest photo, Poshmark will tell you if someone likes or comments on one of your listings. Gamifying commerce, Poshmark can now alert you when someone else bids on something you liked, and it can send you similar listings when something you liked sells.</p><p><blockquote>最后，Poshmark正在向社交商务倾斜。虽然该公司表示，2019年活跃用户平均每天在其平台上花费27分钟，但新举措应该会增加这一数字。就像Instagram可能会向您发送朋友刚刚评论了您的最新照片的通知一样，Poshmark会告诉您是否有人喜欢或评论了您的某个列表。将商业游戏化，Poshmark现在可以在别人出价购买你喜欢的东西时提醒你，当你喜欢的东西出售时，它可以向你发送类似的列表。</blockquote></p><p> Assuming Covid-19 wanes, analysts see 2022 as a bit of an inflection point for Poshmark, baking in more payoff for some of its recent growth initiatives. Wall Street expects Poshmark revenue to grow by a quarterly average of 25% on-year next year, including nearly 28% growth in the fourth quarter of 2022—up from the 20% it is forecasting for the current quarter.</p><p><blockquote>假设Covid-19减弱，分析师认为2022年将是Poshmark的一个转折点，为其最近的一些增长举措带来更多回报。华尔街预计明年Poshmark收入季度平均同比增长25%，其中2022年第四季度增长近28%，高于本季度预测的20%。</blockquote></p><p></p><p> Given its dramatic selloff, Poshmark has been reduced to less than 7% of the market value of Etsy, but Wall Street forecasts it will do more than 14% of the revenue of its e-commerce peer this year.</p><p><blockquote>鉴于其大幅抛售，Poshmark的市值已降至Etsy市值的7%以下，但华尔街预测，它今年的收入将占其电子商务同行的14%以上。</blockquote></p><p> There is nothing like a sale to turn an apathetic head.</p><p><blockquote>没有什么比销售更能让人无动于衷的了。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/697c3949a219c6cf1a24ab897944af96\" tg-width=\"727\" tg-height=\"324\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPoshmark Is at Least Worth an Offer<blockquote>Poshmark至少值得报价</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-09-27 10:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>Poshmark might not be everyone’s ideal fit in retail, but suddenly it seems like <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the cheapest.</b> Social shopping marketplace <b><a href=\"https://laohu8.com/S/POSH\">Poshmark, Inc.</a></b> is down more than 75% from where it closed on its trading debut in January—hardly a fashionable entrance.</p><p><blockquote><b>Poshmark可能并不是每个人在零售业的理想选择，但突然之间似乎<a href=\"https://laohu8.com/S/AONE.U\">一</a>最便宜的。</b>社交购物市场<b><a href=\"https://laohu8.com/S/POSH\">波什马克公司。</a></b>较1月份首次交易时的收盘价下跌了75%以上——这很难说是一个时髦的入口。</blockquote></p><p> But if you arelooking for a stealin online retail over the next few months, now might be a good time to shop.</p><p><blockquote>但是如果你想在接下来的几个月里寻找一个偷偷摸摸的网上零售，现在可能是购物的好时机。</blockquote></p><p> In its initial public offering filing, Poshmark was billed as a way to marrysustainable commercewith social media—two very hot trends amid the pandemic.</p><p><blockquote>在其首次公开募股文件中，Poshmark被宣传为将可持续商业与社交媒体结合起来的一种方式——这是疫情期间非常热门的两个趋势。</blockquote></p><p> Unfortunately, it was late to the party: Founded in 2011, Poshmark came after e-commerce competitors likeeBay,<a href=\"https://laohu8.com/S/ETSY\">Etsy</a>,thredUPand Tradesy.Unfortunately, it was late to the party: Founded in 2011, Poshmark came after e-commerce competitors likeeBay,Etsy,thredUPand Tradesy.</p><p><blockquote>不幸的是，它来得太晚了：Poshmark成立于2011年，紧随KeeBay等电子商务竞争对手之后，<a href=\"https://laohu8.com/S/ETSY\">Etsy</a>，thredUPand Tradesy。不幸的是，它来得太晚了：Poshmark成立于2011年，紧随KeeBay、Etsy、thredUPand Tradesy等电子商务竞争对手之后。</blockquote></p><p> While it launched in India earlier this month, Poshmark is available now in just four countries, including the U.S. Compare that with Etsy, which said that, as of June 30, it connected active sellers and buyers in nearly every country in the world, and it is easy to understand why Poshmark wasn’t nearly as well equipped to ride the Covid-19 wave.</p><p><blockquote>虽然Poshmark本月早些时候在印度推出，但目前仅在包括美国在内的四个国家推出。与Etsy相比，Etsy表示，截至6月30日，它连接了世界上几乎每个国家的活跃卖家和买家，很容易理解为什么Poshmark没有做好驾驭Covid-19浪潮的准备。</blockquote></p><p> Consumers might not have rushed to buy pandemic staples like face masks and yoga pants last year from Poshmark’s peer-to-peer marketplace, which features a lot of “gently” used merchandise.</p><p><blockquote>去年，消费者可能不会急于从Poshmark的点对点市场购买口罩和瑜伽裤等疫情必需品，该市场有很多“温和”二手商品。</blockquote></p><p> Poshmark's quarterly revenueSource: the company, FactSet (forecasts)Analysts' forecast ->2019'20'21'22020406080100$120million</p><p><blockquote>Poshmark的季度收入来源：公司、FactSet（预测）分析师预测->2019'20'21'22020406080100 1.2亿美元</blockquote></p><p> Poshmark revenue grew 27% annually to $262 million in 2020, results that paled in comparison with Etsy’s 111% growth over the same period, even off a 2019 base that wasnearly four times the sizeof Poshmark’s.</p><p><blockquote>2020年，Poshmark收入每年增长27%，达到2.62亿美元，这一结果与Etsy同期111%的增长相比相形见绌，即使2019年的基数几乎是Poshmark的四倍。</blockquote></p><p> But with offices reopening and stimulus checks ending, building a secondhand closet is looking a lot more attractive. This fall, Poshmark’s asset-light model suddenly has a lot going for it.</p><p><blockquote>但随着办公室重新开放和刺激检查的结束，建造一个二手壁橱看起来更有吸引力。今年秋天，Poshmark的轻资产模式突然有了很大的优势。</blockquote></p><p> Supply-chain issues, including pandemic-relatedfactory shutdownsin Vietnam, are likely to lead to shipping and supply delays for many top retail brands into the end of the year. Vietnam contributes almost a third of U.S. footwear manufacturing and a fifth of U.S. apparel manufacturing by dollar value, according to the <a href=\"https://laohu8.com/S/AFG\">American</a> Apparel & Footwear Association. More than half ofNike’sfootwear manufacturing occurs in Vietnam, whileGapandLululemoneach rely on the country for roughly a third of their manufacturing.</p><p><blockquote>供应链问题，包括越南与大流行相关的工厂关闭，可能会导致许多顶级零售品牌的运输和供应延迟到今年年底。数据显示，按美元价值计算，越南贡献了美国近三分之一的鞋类制造业和五分之一的服装制造业<a href=\"https://laohu8.com/S/AFG\">美国的</a>服装和鞋类协会。耐克一半以上的鞋类制造发生在越南，而GapandLululemoneach大约三分之一的制造依赖于该国。</blockquote></p><p> If you can’t physically get your yoga pants directly from your favorite brand’s website later this year, Poshmark’s inventory, new or old, might suddenly start to look a lot more compelling. For now, Poshmark doesn’t offer cross-border shipping, so users can only buy and sell within the country in which they are located.</p><p><blockquote>如果今年晚些时候你不能直接从你最喜欢的品牌的网站上买到你的瑜伽裤，Poshmark的库存，无论是新的还是旧的，可能会突然开始看起来更有吸引力。目前，Poshmark不提供跨境运输，因此用户只能在他们所在的国家内进行买卖。</blockquote></p><p> Longer term, international expansion is a key focus for Poshmark. It recently hired a general manager of its international operations who spent more than 16 years at <a href=\"https://laohu8.com/S/EBAYL\">eBay</a> running that company’s Latin America business. As it expands geographically, Poshmark is working to bolster consumer awareness across age groups. In July, it partnered with Snapchat parentSnapInc.to give the social-media company’s Generation Z-heavy user base the ability to shop Poshmark’s merchandise, search listings and even attend virtual shopping events, all through Snapchat. As of the end of 2019, Poshmark said just 27% of its users were Gen Z, while over half were millennials.</p><p><blockquote>从长远来看，国际扩张是Poshmark的重点。该公司最近聘请了一位国际业务总经理，他在<a href=\"https://laohu8.com/S/EBAYL\">eBay</a>经营该公司的拉丁美洲业务。随着地理上的扩张，Poshmark正在努力提高各年龄组的消费者意识。7月，它与Snapchat母公司SnapInc.合作，让这家社交媒体公司的Z世代用户群能够通过Snapchat购买Poshmark的商品、搜索列表，甚至参加虚拟购物活动。截至2019年底，Poshmark表示，其用户中只有27%是Z世代，而超过一半是千禧一代。</blockquote></p><p> Category expansion is also something Poshmark has been pushing lately. It recently added art-and-design and pets, both of which should reap long-term value from the one-time purchases, like a new home or a new puppy, that so many consumers made over the past 18 months.</p><p><blockquote>品类扩张也是Poshmark最近一直在推动的事情。它最近增加了艺术设计和宠物，这两种产品都应该从一次性购买中获得长期价值，例如许多消费者在过去18个月内购买的新房子或新小狗。</blockquote></p><p> Finally, Poshmark is leaning into social commerce. While the company said active users spent an average 27 minutes a day on its platform in 2019, new initiatives should bolster that number. Much the way Instagram might send you a notification that a friend just commented on your latest photo, Poshmark will tell you if someone likes or comments on one of your listings. Gamifying commerce, Poshmark can now alert you when someone else bids on something you liked, and it can send you similar listings when something you liked sells.</p><p><blockquote>最后，Poshmark正在向社交商务倾斜。虽然该公司表示，2019年活跃用户平均每天在其平台上花费27分钟，但新举措应该会增加这一数字。就像Instagram可能会向您发送朋友刚刚评论了您的最新照片的通知一样，Poshmark会告诉您是否有人喜欢或评论了您的某个列表。将商业游戏化，Poshmark现在可以在别人出价购买你喜欢的东西时提醒你，当你喜欢的东西出售时，它可以向你发送类似的列表。</blockquote></p><p> Assuming Covid-19 wanes, analysts see 2022 as a bit of an inflection point for Poshmark, baking in more payoff for some of its recent growth initiatives. Wall Street expects Poshmark revenue to grow by a quarterly average of 25% on-year next year, including nearly 28% growth in the fourth quarter of 2022—up from the 20% it is forecasting for the current quarter.</p><p><blockquote>假设Covid-19减弱，分析师认为2022年将是Poshmark的一个转折点，为其最近的一些增长举措带来更多回报。华尔街预计明年Poshmark收入季度平均同比增长25%，其中2022年第四季度增长近28%，高于本季度预测的20%。</blockquote></p><p></p><p> Given its dramatic selloff, Poshmark has been reduced to less than 7% of the market value of Etsy, but Wall Street forecasts it will do more than 14% of the revenue of its e-commerce peer this year.</p><p><blockquote>鉴于其大幅抛售，Poshmark的市值已降至Etsy市值的7%以下，但华尔街预测，它今年的收入将占其电子商务同行的14%以上。</blockquote></p><p> There is nothing like a sale to turn an apathetic head.</p><p><blockquote>没有什么比销售更能让人无动于衷的了。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/697c3949a219c6cf1a24ab897944af96\" tg-width=\"727\" tg-height=\"324\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/poshmark-is-at-least-worth-an-offer-11632578402?mod=markets_lead_pos10\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"POSH":"Poshmark, Inc."},"source_url":"https://www.wsj.com/articles/poshmark-is-at-least-worth-an-offer-11632578402?mod=markets_lead_pos10","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187146950","content_text":"Poshmark might not be everyone’s ideal fit in retail, but suddenly it seems like one of the cheapest.\n\nSocial shopping marketplace Poshmark, Inc. is down more than 75% from where it closed on its trading debut in January—hardly a fashionable entrance.\nBut if you arelooking for a stealin online retail over the next few months, now might be a good time to shop.\nIn its initial public offering filing, Poshmark was billed as a way to marrysustainable commercewith social media—two very hot trends amid the pandemic.\nUnfortunately, it was late to the party: Founded in 2011, Poshmark came after e-commerce competitors likeeBay,Etsy,thredUPand Tradesy.Unfortunately, it was late to the party: Founded in 2011, Poshmark came after e-commerce competitors likeeBay,Etsy,thredUPand Tradesy.\nWhile it launched in India earlier this month, Poshmark is available now in just four countries, including the U.S. Compare that with Etsy, which said that, as of June 30, it connected active sellers and buyers in nearly every country in the world, and it is easy to understand why Poshmark wasn’t nearly as well equipped to ride the Covid-19 wave.\nConsumers might not have rushed to buy pandemic staples like face masks and yoga pants last year from Poshmark’s peer-to-peer marketplace, which features a lot of “gently” used merchandise.\nPoshmark's quarterly revenueSource: the company, FactSet (forecasts)Analysts' forecast ->2019'20'21'22020406080100$120million\nPoshmark revenue grew 27% annually to $262 million in 2020, results that paled in comparison with Etsy’s 111% growth over the same period, even off a 2019 base that wasnearly four times the sizeof Poshmark’s.\nBut with offices reopening and stimulus checks ending, building a secondhand closet is looking a lot more attractive. This fall, Poshmark’s asset-light model suddenly has a lot going for it.\nSupply-chain issues, including pandemic-relatedfactory shutdownsin Vietnam, are likely to lead to shipping and supply delays for many top retail brands into the end of the year. Vietnam contributes almost a third of U.S. footwear manufacturing and a fifth of U.S. apparel manufacturing by dollar value, according to the American Apparel & Footwear Association. More than half ofNike’sfootwear manufacturing occurs in Vietnam, whileGapandLululemoneach rely on the country for roughly a third of their manufacturing.\nIf you can’t physically get your yoga pants directly from your favorite brand’s website later this year, Poshmark’s inventory, new or old, might suddenly start to look a lot more compelling. For now, Poshmark doesn’t offer cross-border shipping, so users can only buy and sell within the country in which they are located.\nLonger term, international expansion is a key focus for Poshmark. It recently hired a general manager of its international operations who spent more than 16 years at eBay running that company’s Latin America business. As it expands geographically, Poshmark is working to bolster consumer awareness across age groups. In July, it partnered with Snapchat parentSnapInc.to give the social-media company’s Generation Z-heavy user base the ability to shop Poshmark’s merchandise, search listings and even attend virtual shopping events, all through Snapchat. As of the end of 2019, Poshmark said just 27% of its users were Gen Z, while over half were millennials.\nCategory expansion is also something Poshmark has been pushing lately. It recently added art-and-design and pets, both of which should reap long-term value from the one-time purchases, like a new home or a new puppy, that so many consumers made over the past 18 months.\nFinally, Poshmark is leaning into social commerce. While the company said active users spent an average 27 minutes a day on its platform in 2019, new initiatives should bolster that number. Much the way Instagram might send you a notification that a friend just commented on your latest photo, Poshmark will tell you if someone likes or comments on one of your listings. Gamifying commerce, Poshmark can now alert you when someone else bids on something you liked, and it can send you similar listings when something you liked sells.\nAssuming Covid-19 wanes, analysts see 2022 as a bit of an inflection point for Poshmark, baking in more payoff for some of its recent growth initiatives. Wall Street expects Poshmark revenue to grow by a quarterly average of 25% on-year next year, including nearly 28% growth in the fourth quarter of 2022—up from the 20% it is forecasting for the current quarter.\nGiven its dramatic selloff, Poshmark has been reduced to less than 7% of the market value of Etsy, but Wall Street forecasts it will do more than 14% of the revenue of its e-commerce peer this year.\nThere is nothing like a sale to turn an apathetic head.","news_type":1,"symbols_score_info":{"POSH":0.9}},"isVote":1,"tweetType":1,"viewCount":1990,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/866069016"}
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