求老师指点
2021-11-25
Ok
Why Allbirds Stock Should Be on Your Watchlist<blockquote>为什么Allbirds股票应该在您的观察名单上</blockquote>
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
2
5
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":874747581,"tweetId":"874747581","gmtCreate":1637831119611,"gmtModify":1637831119728,"author":{"id":3574409130628325,"idStr":"3574409130628325","authorId":3574409130628325,"authorIdStr":"3574409130628325","name":"求老师指点","avatar":"https://static.tigerbbs.com/9f37c6fe3f11098991d08587e5b22a23","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":28,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Ok</p></body></html>","htmlText":"<html><head></head><body><p>Ok</p></body></html>","text":"Ok","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/874747581","repostId":1183589105,"repostType":4,"repost":{"id":"1183589105","kind":"news","pubTimestamp":1637830295,"share":"https://www.laohu8.com/m/news/1183589105?lang=zh_CN&edition=full","pubTime":"2021-11-25 16:51","market":"us","language":"en","title":"Why Allbirds Stock Should Be on Your Watchlist<blockquote>为什么Allbirds股票应该在您的观察名单上</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1183589105","media":"Motley Fool","summary":"Since its initial public offering in October, Allbirds stock has plunged 35%, but investors shouldn","content":"<p>Since its initial public offering in October, <a href=\"https://laohu8.com/S/BIRD\"><b>Allbirds</b> </a> stock has plunged 35%, but investors shouldn't give up just yet. This eco-friendly shoemaker is building a recognizable brand, and its business is trending toward profitability. In this <i>Backstage Pass</i>video, <b>recorded on</b> <b>Nov. 8</b>, Motley Fool analyst Asit Sharma shares his thoughts on Allbirds.</p><p><blockquote>自10月份首次公开发行以来,<a href=\"https://laohu8.com/S/BIRD\"><b>全鸟</b> </a>股价已暴跌35%,但投资者还不应放弃。这家环保鞋匠正在建立一个知名品牌,其业务正走向盈利。在这个<i>后台通行证</i>视频,<b>记录于</b> <b>11月8日</b>Motley Fool分析师Asit Sharma分享了他对Allbirds的看法。</blockquote></p><p> <b>Asit Sharma:</b>This is a shoe made by a company called Allbirds. It is a high-tech shoe. The story behind this company is that a very well-regarded soccer football player in European terms, in New Zealand, a national star, wanted to make a better running shoe. Sheep outnumber humans at a ratio of something like 7-to-1 in New Zealand, so his shoe uses composite materials, part wool, part high-tech materials. Tim Brown, teamed up with an engineer named Joey Zwillinger, to help them design the shoe, which is reminiscent of how Nike got started decades ago. This brand, Allbirds, is an emerging global brand in the sneaker industry. I'm going to run through all this pretty quickly here.</p><p><blockquote><b>夏尔马酸:</b>这是一家名为Allbirds的公司生产的鞋子。这是一款高科技鞋。这家公司背后的故事是,一位在欧洲非常受人尊敬的足球运动员,在新西兰,一位国家明星,想要制造一款更好的跑鞋。在新西兰,绵羊的数量与人类的比例大约是7比1,所以他的鞋子使用了复合材料,一部分是羊毛,一部分是高科技材料。蒂姆·布朗(Tim Brown)与一位名叫乔伊·兹威林格(Joey Zwillinger)的工程师合作,帮助他们设计了这款鞋,这让人想起了耐克几十年前的起步。这个品牌,Allbirds,是运动鞋行业新兴的全球品牌。我将在这里快速浏览所有这些。</blockquote></p><p> It is a next-generation runner's shoe. The revenue growth rate of this company is 32%. That's not quarter over quarter, as I presented with <b>UiPath</b>. This is actually a compounded annual growth rate for the last few years, which is pretty fast for a sneaker company.</p><p><blockquote>这是下一代跑鞋。这家公司的营收增长率为32%。这不是一个季度比一个季度,正如我提出的那样<b>UiPath</b>这实际上是过去几年的复合年增长率,对于一家运动鞋公司来说,这是相当快的。</blockquote></p><p> It works on a direct-to-consumer plus a store footprint model. They've got about 22 stores globally. The rest is e-commerce. They have a gross margin of 52% -- actually, just for fun, I've lined up the same bullet points that I used with UiPath for totally different type of company -- 52% percent in this case is pretty good. I often talk, if you listen to<i>Industry Focus</i>by any chance, on that show, about manufacturers. Rule of thumb, across different manufacturing industries, you need to get above 50% to be able to scale and show eventual profit on the bottom line if you're a growth company, especially a consumer-facing company that is outsourcing its manufacturing distribution. They do that. So I like that margin profile.</p><p><blockquote>它适用于直接面向消费者和商店足迹模式。他们在全球有大约22家商店。剩下的就是电商了。他们的毛利率为52%——实际上,只是为了好玩,我为完全不同类型的公司列出了与UiPath相同的要点——在这种情况下,52%已经相当不错了。我经常说话,如果你听<i>行业焦点</i>在那个节目中,关于制造商的。根据经验,在不同的制造业中,如果您是一家成长型公司,尤其是一家正在外包制造分销的面向消费者的公司,您需要达到50%以上才能扩大规模并在底线上显示最终利润。他们就是这么做的。所以我喜欢这种保证金配置文件。</blockquote></p><p> I talked about these two co-founders, Joey or Joe Zwillinger and Tim Brown, not Tom Brown. Speaking of Freudian slips, I can correct that in real-time, they own 13% of shares. The strategic edge here is brand strength. Don't ignore brand strength. I did this personally with <b>Yeti</b>, which had very similar characteristics to this company, and I thought, \"What is this small upstart challenger brand going to do?\" Yeti is becoming a very well-known brand in its own space. Numerous other examples that I can cite, but really briefly here, just to show you a couple of more things.</p><p><blockquote>我说的是这两位联合创始人,乔伊或乔·兹威林格和蒂姆·布朗,而不是汤姆·布朗。说到弗洛伊德的失误,我可以实时纠正,他们拥有13%的股份。这里的战略优势是品牌实力。不要忽视品牌实力。我亲自做的<b>雪人</b>,它与这家公司的特征非常相似,我想,“这个小新贵挑战者品牌要做什么?”Yeti正在成为自己领域的一个非常知名的品牌。我可以举出许多其他的例子,但在这里非常简短,只是为了向你们展示更多的东西。</blockquote></p><p> This is their growth rate that I talked about, that 32% annual compounded annual growth rate. Digital is growing at about the same rate because it propels most of the sales. You see here the progression of their gross margin. That expense, I think is going to increase a little bit. They have one statistic that really interests me, in that -- let me see if I can find it really quickly, because I changed this up a little bit for time, I'm omitting some things. Bear with me. I will get it. Here we go. 100% of all their purchasing cohorts have contribution profits that make it profitable within the first month of purchase. What that means is, after you account for the materials, the cost of the shoe, the buying cohorts that come in, 100% of them are contributing positive. Basically, think of it similar to gross margin to this company. Basically, they just have to figure out their fixed cost as they scale. There's a clear path to profitability with the company. Then I will finish up here just by showing you this is pre-IPO. They just went public, had a spectacular debut. I think the stock nearly doubled. Just to show you the balance sheet is pretty solid even before their IPO. You see here there's about $160-odd million of working capital. The company has roughly $200 million in annual revenue.</p><p><blockquote>这就是我谈到的他们的增长率,32%的年复合增长率。数字正以大致相同的速度增长,因为它推动了大部分销售。您可以在这里看到他们毛利率的进展。我认为这笔费用会增加一点。他们有一个统计数据让我很感兴趣,让我看看我是否能很快找到它,因为我为了时间稍微改变了一下,我省略了一些东西。忍耐一下。我去拿。我们走吧。100%的购买群体都有贡献利润,使其在购买的第一个月内盈利。这意味着,在你考虑到材料、鞋子的成本、进来的购买群体之后,他们100%都做出了积极的贡献。基本上,将其视为类似于该公司的毛利率。基本上,他们只需要计算出扩大规模时的固定成本。该公司有一条清晰的盈利之路。最后,我将向您展示这是IPO前的情况。他们刚刚上市,有一个壮观的首次亮相。我认为该股几乎翻了一番。只是为了向您展示,即使在首次公开募股之前,资产负债表也相当稳健。您可以看到这里大约有1.6亿多美元的营运资金。该公司年收入约为2亿美元。</blockquote></p><p> Here we go, just looking at the income statement, you can see they're not far from scaling into profitability. This is by choice. They're trying to grab market share.</p><p><blockquote>我们开始吧,只要看看损益表,您就可以看到他们距离实现盈利已经不远了。这是我的选择。他们试图抢占市场份额。</blockquote></p><p> This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.</p><p><blockquote>本文代表作者的观点,他可能不同意Motley Fool高级咨询服务的“官方”推荐立场。我们是杂色!质疑投资论点——即使是我们自己的论点——有助于我们批判性地思考投资,并做出帮助我们变得更聪明、更快乐和更富有的决策。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Allbirds Stock Should Be on Your Watchlist<blockquote>为什么Allbirds股票应该在您的观察名单上</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; 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\">\nWhy Allbirds Stock Should Be on Your Watchlist<blockquote>为什么Allbirds股票应该在您的观察名单上</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-25 16:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Since its initial public offering in October, <a href=\"https://laohu8.com/S/BIRD\"><b>Allbirds</b> </a> stock has plunged 35%, but investors shouldn't give up just yet. This eco-friendly shoemaker is building a recognizable brand, and its business is trending toward profitability. In this <i>Backstage Pass</i>video, <b>recorded on</b> <b>Nov. 8</b>, Motley Fool analyst Asit Sharma shares his thoughts on Allbirds.</p><p><blockquote>自10月份首次公开发行以来,<a href=\"https://laohu8.com/S/BIRD\"><b>全鸟</b> </a>股价已暴跌35%,但投资者还不应放弃。这家环保鞋匠正在建立一个知名品牌,其业务正走向盈利。在这个<i>后台通行证</i>视频,<b>记录于</b> <b>11月8日</b>Motley Fool分析师Asit Sharma分享了他对Allbirds的看法。</blockquote></p><p> <b>Asit Sharma:</b>This is a shoe made by a company called Allbirds. It is a high-tech shoe. The story behind this company is that a very well-regarded soccer football player in European terms, in New Zealand, a national star, wanted to make a better running shoe. Sheep outnumber humans at a ratio of something like 7-to-1 in New Zealand, so his shoe uses composite materials, part wool, part high-tech materials. Tim Brown, teamed up with an engineer named Joey Zwillinger, to help them design the shoe, which is reminiscent of how Nike got started decades ago. This brand, Allbirds, is an emerging global brand in the sneaker industry. I'm going to run through all this pretty quickly here.</p><p><blockquote><b>夏尔马酸:</b>这是一家名为Allbirds的公司生产的鞋子。这是一款高科技鞋。这家公司背后的故事是,一位在欧洲非常受人尊敬的足球运动员,在新西兰,一位国家明星,想要制造一款更好的跑鞋。在新西兰,绵羊的数量与人类的比例大约是7比1,所以他的鞋子使用了复合材料,一部分是羊毛,一部分是高科技材料。蒂姆·布朗(Tim Brown)与一位名叫乔伊·兹威林格(Joey Zwillinger)的工程师合作,帮助他们设计了这款鞋,这让人想起了耐克几十年前的起步。这个品牌,Allbirds,是运动鞋行业新兴的全球品牌。我将在这里快速浏览所有这些。</blockquote></p><p> It is a next-generation runner's shoe. The revenue growth rate of this company is 32%. That's not quarter over quarter, as I presented with <b>UiPath</b>. This is actually a compounded annual growth rate for the last few years, which is pretty fast for a sneaker company.</p><p><blockquote>这是下一代跑鞋。这家公司的营收增长率为32%。这不是一个季度比一个季度,正如我提出的那样<b>UiPath</b>这实际上是过去几年的复合年增长率,对于一家运动鞋公司来说,这是相当快的。</blockquote></p><p> It works on a direct-to-consumer plus a store footprint model. They've got about 22 stores globally. The rest is e-commerce. They have a gross margin of 52% -- actually, just for fun, I've lined up the same bullet points that I used with UiPath for totally different type of company -- 52% percent in this case is pretty good. I often talk, if you listen to<i>Industry Focus</i>by any chance, on that show, about manufacturers. Rule of thumb, across different manufacturing industries, you need to get above 50% to be able to scale and show eventual profit on the bottom line if you're a growth company, especially a consumer-facing company that is outsourcing its manufacturing distribution. They do that. So I like that margin profile.</p><p><blockquote>它适用于直接面向消费者和商店足迹模式。他们在全球有大约22家商店。剩下的就是电商了。他们的毛利率为52%——实际上,只是为了好玩,我为完全不同类型的公司列出了与UiPath相同的要点——在这种情况下,52%已经相当不错了。我经常说话,如果你听<i>行业焦点</i>在那个节目中,关于制造商的。根据经验,在不同的制造业中,如果您是一家成长型公司,尤其是一家正在外包制造分销的面向消费者的公司,您需要达到50%以上才能扩大规模并在底线上显示最终利润。他们就是这么做的。所以我喜欢这种保证金配置文件。</blockquote></p><p> I talked about these two co-founders, Joey or Joe Zwillinger and Tim Brown, not Tom Brown. Speaking of Freudian slips, I can correct that in real-time, they own 13% of shares. The strategic edge here is brand strength. Don't ignore brand strength. I did this personally with <b>Yeti</b>, which had very similar characteristics to this company, and I thought, \"What is this small upstart challenger brand going to do?\" Yeti is becoming a very well-known brand in its own space. Numerous other examples that I can cite, but really briefly here, just to show you a couple of more things.</p><p><blockquote>我说的是这两位联合创始人,乔伊或乔·兹威林格和蒂姆·布朗,而不是汤姆·布朗。说到弗洛伊德的失误,我可以实时纠正,他们拥有13%的股份。这里的战略优势是品牌实力。不要忽视品牌实力。我亲自做的<b>雪人</b>,它与这家公司的特征非常相似,我想,“这个小新贵挑战者品牌要做什么?”Yeti正在成为自己领域的一个非常知名的品牌。我可以举出许多其他的例子,但在这里非常简短,只是为了向你们展示更多的东西。</blockquote></p><p> This is their growth rate that I talked about, that 32% annual compounded annual growth rate. Digital is growing at about the same rate because it propels most of the sales. You see here the progression of their gross margin. That expense, I think is going to increase a little bit. They have one statistic that really interests me, in that -- let me see if I can find it really quickly, because I changed this up a little bit for time, I'm omitting some things. Bear with me. I will get it. Here we go. 100% of all their purchasing cohorts have contribution profits that make it profitable within the first month of purchase. What that means is, after you account for the materials, the cost of the shoe, the buying cohorts that come in, 100% of them are contributing positive. Basically, think of it similar to gross margin to this company. Basically, they just have to figure out their fixed cost as they scale. There's a clear path to profitability with the company. Then I will finish up here just by showing you this is pre-IPO. They just went public, had a spectacular debut. I think the stock nearly doubled. Just to show you the balance sheet is pretty solid even before their IPO. You see here there's about $160-odd million of working capital. The company has roughly $200 million in annual revenue.</p><p><blockquote>这就是我谈到的他们的增长率,32%的年复合增长率。数字正以大致相同的速度增长,因为它推动了大部分销售。您可以在这里看到他们毛利率的进展。我认为这笔费用会增加一点。他们有一个统计数据让我很感兴趣,让我看看我是否能很快找到它,因为我为了时间稍微改变了一下,我省略了一些东西。忍耐一下。我去拿。我们走吧。100%的购买群体都有贡献利润,使其在购买的第一个月内盈利。这意味着,在你考虑到材料、鞋子的成本、进来的购买群体之后,他们100%都做出了积极的贡献。基本上,将其视为类似于该公司的毛利率。基本上,他们只需要计算出扩大规模时的固定成本。该公司有一条清晰的盈利之路。最后,我将向您展示这是IPO前的情况。他们刚刚上市,有一个壮观的首次亮相。我认为该股几乎翻了一番。只是为了向您展示,即使在首次公开募股之前,资产负债表也相当稳健。您可以看到这里大约有1.6亿多美元的营运资金。该公司年收入约为2亿美元。</blockquote></p><p> Here we go, just looking at the income statement, you can see they're not far from scaling into profitability. This is by choice. They're trying to grab market share.</p><p><blockquote>我们开始吧,只要看看损益表,您就可以看到他们距离实现盈利已经不远了。这是我的选择。他们试图抢占市场份额。</blockquote></p><p> This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.</p><p><blockquote>本文代表作者的观点,他可能不同意Motley Fool高级咨询服务的“官方”推荐立场。我们是杂色!质疑投资论点——即使是我们自己的论点——有助于我们批判性地思考投资,并做出帮助我们变得更聪明、更快乐和更富有的决策。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/11/24/why-allbirds-stock-should-be-on-your-watchlist/\">Motley Fool</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":{"BIRD":"Allbirds, Inc."},"source_url":"https://www.fool.com/investing/2021/11/24/why-allbirds-stock-should-be-on-your-watchlist/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183589105","content_text":"Since its initial public offering in October, Allbirds stock has plunged 35%, but investors shouldn't give up just yet. This eco-friendly shoemaker is building a recognizable brand, and its business is trending toward profitability. In this Backstage Passvideo, recorded on Nov. 8, Motley Fool analyst Asit Sharma shares his thoughts on Allbirds.\nAsit Sharma:This is a shoe made by a company called Allbirds. It is a high-tech shoe. The story behind this company is that a very well-regarded soccer football player in European terms, in New Zealand, a national star, wanted to make a better running shoe. Sheep outnumber humans at a ratio of something like 7-to-1 in New Zealand, so his shoe uses composite materials, part wool, part high-tech materials. Tim Brown, teamed up with an engineer named Joey Zwillinger, to help them design the shoe, which is reminiscent of how Nike got started decades ago. This brand, Allbirds, is an emerging global brand in the sneaker industry. I'm going to run through all this pretty quickly here.\nIt is a next-generation runner's shoe. The revenue growth rate of this company is 32%. That's not quarter over quarter, as I presented with UiPath. This is actually a compounded annual growth rate for the last few years, which is pretty fast for a sneaker company.\nIt works on a direct-to-consumer plus a store footprint model. They've got about 22 stores globally. The rest is e-commerce. They have a gross margin of 52% -- actually, just for fun, I've lined up the same bullet points that I used with UiPath for totally different type of company -- 52% percent in this case is pretty good. I often talk, if you listen toIndustry Focusby any chance, on that show, about manufacturers. Rule of thumb, across different manufacturing industries, you need to get above 50% to be able to scale and show eventual profit on the bottom line if you're a growth company, especially a consumer-facing company that is outsourcing its manufacturing distribution. They do that. So I like that margin profile.\nI talked about these two co-founders, Joey or Joe Zwillinger and Tim Brown, not Tom Brown. Speaking of Freudian slips, I can correct that in real-time, they own 13% of shares. The strategic edge here is brand strength. Don't ignore brand strength. I did this personally with Yeti, which had very similar characteristics to this company, and I thought, \"What is this small upstart challenger brand going to do?\" Yeti is becoming a very well-known brand in its own space. Numerous other examples that I can cite, but really briefly here, just to show you a couple of more things.\nThis is their growth rate that I talked about, that 32% annual compounded annual growth rate. Digital is growing at about the same rate because it propels most of the sales. You see here the progression of their gross margin. That expense, I think is going to increase a little bit. They have one statistic that really interests me, in that -- let me see if I can find it really quickly, because I changed this up a little bit for time, I'm omitting some things. Bear with me. I will get it. Here we go. 100% of all their purchasing cohorts have contribution profits that make it profitable within the first month of purchase. What that means is, after you account for the materials, the cost of the shoe, the buying cohorts that come in, 100% of them are contributing positive. Basically, think of it similar to gross margin to this company. Basically, they just have to figure out their fixed cost as they scale. There's a clear path to profitability with the company. Then I will finish up here just by showing you this is pre-IPO. They just went public, had a spectacular debut. I think the stock nearly doubled. Just to show you the balance sheet is pretty solid even before their IPO. You see here there's about $160-odd million of working capital. The company has roughly $200 million in annual revenue.\nHere we go, just looking at the income statement, you can see they're not far from scaling into profitability. This is by choice. They're trying to grab market share.\nThis article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.","news_type":1,"symbols_score_info":{"BIRD":0.9}},"isVote":1,"tweetType":1,"viewCount":2397,"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":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/874747581"}
精彩评论