Sab profile ntawm ib tug hluas nkauj Asian zoo nkauj surfing lub net ntawm smartphone, sawv tawm tsam ib tug … [+]
txais
Lub lim tiam dhau los yog cua daj cua dub rau Farfetch
Nws yuav siv sijhawm rau Farfetch los ua nws txoj kev npaj mus sij hawm ntev los ua lub ntiaj teb platform rau khoom kim heev. Daim ntawv cog lus Richemont-YNAP muab nws qhov kev dhia loj heev rau lub hom phiaj ntawd.
Ib yam li ntawd, nws yuav siv sijhawm rau cov tub ua lag luam los txiav txim siab seb nws yuav txhais li cas rau kev lag luam khoom kim heev nyob rau lub sijhawm ntev. Tseem, nyob rau hauv ib lub lim tiam thaum Dow, S&P 500 thiab Nasdaq Composite poob qee qhov 4% tag nrho, Farfetch cov khoom lag luam tau nce ntau dua 50%, kaw lub lim tiam ntawm $ 12.03 tom qab qhib hnub Monday ntawm $ 7.77.
Cov txiaj ntsig kawg
Thaum lub quarter kawg ntawm Lub Rau Hli 30, Farfetch tau tshaj tawm tias tag nrho cov khoom lag luam tus nqi nce siab 1.3% xyoo dhau los, lossis 7.6% ntawm tus nqi tsis tu ncua, kom ncav cuag $ 1 billion. Txawm li cas los xij, GMV ntawm nws qhov kev tshaj lij digital platform poob 3.3% (+ 1.6% cov txiaj ntsig tas mus li) rau $ 883.1 lab. Nws lub hom phiaj platform (New Guards et. al. ) thiab cov nyiaj tau los hauv khw (Browns thiab New Guards et. al. ) txhawb nqa tag nrho GMV, nce 47.3% rau $ 107.1 lab thiab 38.8% rau $ 30.2 lab raws li.
Txawm li cas los xij, nws cov nyiaj tau los tau nce 10.7% (20.7% cov txiaj ntsig tas mus li) rau $ 579.3 lab, thiab dhau los ntawm thawj rau lub hlis xyoo, cov nyiaj tau los nce 8.5% rau $ 1.1 billion.
Nyob rau hauv ob qho tib si YNAP tau thiab cov nyiaj tau los hu, CEO José Neves nteg tawm lub tuam txhab lub hom phiaj thiab cov khoom kim heev kev lag luam pom raws li kev sib koom hauv online. $ 300 billion tus kheej cov khoom lag luam khoom kim heev txuas ntxiv los ntawm nws tam sim no 22% SOM, tom qab tsuas yog cov khw muag khoom monobrand ntawm 32%.
"Peb lub hom phiaj yog los ua lub ntiaj teb platform rau khoom kim heev," nws hais. "Peb lub zeem muag rau kev hloov pauv ntawm cov khoom kim heev yog ib qho ntawm cov ciam teb ntawm cov kev sib txawv ntawm kev yuav khoom [online, offline, monobrand thiab multibrand] tau tawg tag, hloov pauv kev ua lag luam rau cov neeg siv khoom thoob ntiaj teb thiab txhawb nqa tib neeg kev sib txuas ntawm cov neeg tsim, cov neeg saib xyuas. thiab cov neeg siv khoom kim heev. Peb hu lub zeem muag no 'Luxury New Retail (LNR).'
Neves '"North Star" yog "kev sib koom ua ke ntawm kev yuav khoom kim heev" thiab nws xav txog Farfetch li txhais tau tias ua tau. Nws yog lub zeem muag loj - qee tus yuav hais tias grandiose - uas suab zoo ib yam li Jeff Bezos lub zeem muag rau Amazon
Xav txog Amazon qhov kev vam meej tawg, Bezos piav qhia, "Peb tau muaj peb lub tswv yim loj ntawm Amazon uas peb tau nyam nrog rau 18 xyoo, thiab lawv yog vim li cas peb ua tiav: Muab cov neeg siv khoom ua ntej. Tsim. Thiab ua siab ntev.”
Neves tab tom siv tag nrho peb lub tswv yim no los ua Farfetch virtual "Txhua Lub Khw" ntawm cov khoom kim heev, thiab Richemont-YNAP deal tau muab nws qhov kev vam meej mus rau kev ua tiav nws lub zeem muag.
Cov qhua tuaj noj mov ua ntej
Los ntawm kev yuav YNAP, Farfetch ntau dua ob npaug nws ncav cuag rau hauv lub txee dai khaub ncaws thiab hnab nyiaj ntawm cov neeg siv khoom kim heev. Thaum muaj qhov tsis txaus ntseeg sib tshooj ntawm Farfetch 3.7 lab cov neeg siv khoom nquag thiab YNAP's 4.1 lab, lawv yog tus cwj pwm txawv txawv.
"Cov neeg siv khoom Farfetch yog cov neeg hauv zos digital, tau loj hlob nrog ob sab kev lag luam [online thiab offline] ua ib feem tseem ceeb ntawm lawv lub neej," Neves hais. "Cov Net-A-Porter thiab Mr Porter cov neeg siv khoom laus dua, tau pib lawv cov khoom kim heev nrog cov ntawv xov xwm glossy thiab lub khw muag khoom. Cov neeg siv khoom no maj mam nrhiav pom thiab tsiv mus rau hom kev yuav khoom hauv online, tab sis khaws qhov xav tau kev taw qhia thiab [lawv] nyob ntawm lub suab tso cai ntawm tus kws kho mob uas pab txhawb lawv txoj kev tshawb pom. "
Tshaj li ob feem peb ntawm Farfetch cov neeg siv khoom yog hnub nyoog 18-35 xyoo, thiab hais txog tib feem pua ntawm YNAP tus flagship Net-A-Porter thiab Mr Porter cov neeg siv khoom muaj tshaj 35, nrog nws Outnet thiab YOOX platform muaj qhov sawv cev ntau dua ntawm cov hnub nyoog tshaj 35 xyoos. YNAP's flagships tsim txog 60% ntawm cov nyiaj tau los rau 40% rau Outnet thiab YOOX.
Farfetch cov neeg siv khoom kuj siv nyiaj ntau dua qhov nruab nrab, $ 612 rau YNAP flagship tus $ 583. YNAP's off-season Outnet thiab YOOX cov neeg siv khoom siv tsawg dua, $ 247. Tab sis cov Outnet thiab YOOX cov neeg siv khoom no tau pom zoo rau Farfetch lub peev xwm mus sij hawm ntev.
"Cov neeg siv khoom off-season ntau zaus sib tshooj nrog cov neeg siv khoom ua ntej thiab rov muag dua. Lawv txaus siab rau kev cuam tshuam ntawm qhov tshiab, tab sis tsis yog ntawm kev tsim thiab kev ua haujlwm zoo. Qhov no yog ib feem nthuav heev ntawm kev lag luam, uas yog ib feem ntawm cov khoom siv ntawm $ 300 billion tag nrho cov chaw nyob ua lag luam uas mus txog rau tam sim no tsis tau siv ntau los ntawm Farfetch. "
Txawm li cas los xij, qhov khoom plig loj tshaj plaws ntawm cov neeg siv khoom, yog Net-A-Porter thiab Mr Porter's "Tus Neeg Tseem Ceeb" cov neeg siv khoom. EIP cov neeg siv khoom tsuas yog kwv yees li 3% ntawm nws cov neeg siv khoom nquag tab sis suav txog ntau dua 40% ntawm cov nyiaj tau los.
Cov neeg siv khoom paub meej no yuav ntxiv rau Farfetch txoj kev loj hlob sai ntawm Cov Neeg Siv Khoom ntiag tug. Cov neeg siv khoom ntiag tug siv qhov nruab nrab ntawm $ 1,100 thiab tau pom tias muaj kev noj qab haus huv rau cov khoom kim heev thiab cov hniav nyiaj hniav kub uas ntau tus Richemont Maison tuaj yeem sau.
Nrog Net-A-Porter thiab Mr Porter ua tau zoo ntawm kev kho rau cov neeg siv khoom muaj txiaj ntsig zoo, Farfetch yuav tau txais txiaj ntsig los ntawm qhov kev tshaj lij no thaum nthuav dav kev xaiv rau nws cov neeg siv khoom thoob plaws ntau yam khoom kim heev ntawm tus kheej.
Cov tsim muaj
Zoo li Amazon, uas tau txais nyob rau hauv thaum pib ntawm internet e-lag luam, Farfetch yog ib tug pioneer thaum ntxov ntawm e-commerce nyob rau hauv lub ntiaj teb no khoom kim heev. Thiab kuj zoo li Amazon, nws tau siv thev naus laus zis-kev daws teeb meem rau hauv lub cev muag khoom thiab huab los ntawm nws lub platform technology.
"[Cov khoom kim heev] cov npe thiab cov khw muag khoom tau nce lawv qhov muaj nyob hauv online, tab sis thev naus laus zis poob qis tom qab tsim kev lag luam kev lag luam," Neves hais. "Farfetch tau nqis peev hauv nws txoj kev loj hlob ntawm qhov zoo tshaj plaws-hauv-chav kawm seamless thev naus laus zis daws rau kev yuav khoom kim heev."
Nws hais ntxiv, "Nws tso cai rau kev taug kev tsis sib haum xeeb hla tag nrho plaub txoj hauv kev mus yuav khoom kom cov neeg siv khoom lag luam sib tw los ntawm cov npe thiab cov neeg muag khoom. Nws muab kev paub rau hauv online, offline, multibrand thiab monobrand ntawm lub ntiaj teb teev thiab sib koom ua ke rau hauv kev sib txuas. "
Nyob rau hauv 2015 Farfetch tau txais Browns, ib qho khoom kim heev zam thiab khoom kim heev boutique hauv London, nrog rau lub hom phiaj ntawm kev nkag siab zoo dua cov khoom kim heev zam ecosystem lub tuam txhab thiab nws cov thev naus laus zis ua haujlwm. Browns yog qhov pib nws R & D lab qhov twg Farfetch tuaj yeem kuaj cov khoom siv thev naus laus zis hauv ib puag ncig tiag tiag.
Browns tau pom tias yog cov khoom kim heev "khoom ntawm lub neej yav tom ntej," thiab txij li tau nthuav dav mus rau qhov chaw thib ob. Garnering kev vam meej tom qab kev vam meej, nws cov nyiaj tau los yuav tsum sib npaug 20-fold hauv 2022 txij thaum nws tau txais.
Farfetch tau txuas ntxiv lub zeem muag ntawm kev sib koom ua ke thev naus laus zis hauv kev muag khoom lub cev nrog Chanel, lub hom lag luam uas txwv kev lag luam e-lag luam rau nws qhov kev zoo nkauj xwb. Farfetch technology powers Chanel's Rue Cambon Paris Flagship thiab muaj ob qho kev koom tes nrog thiab kev nqis peev los ntawm Chanel. Thiab nws tau tsim kev koom tes nrog Gucci rau tib hnub xa khoom ntawm cov khw muag khoom rau cov neeg siv khoom hauv kaum lub nroog thoob ntiaj teb.
Raws li nws qhov kev ntseeg tau loj hlob, Farfetch tau raug xaiv los ntawm Harrods los hloov kho nws lub khw online nrog nws FPS thiab koom tes nrog Tmall, Alibaba thiab Kering hauv Suav teb. Thiab tsis ntev los no, nws tau koom tes nrog Neiman Marcus Group hauv Asmeskas kev lag luam thiab Salvatore Ferragamo thoob ntiaj teb.
Niaj hnub no nws khav ntau tshaj 20 hom khoom kim heev siv FPS, qee qhov 600 yog cov neeg siv khoom raws li Farfetch cov khoom kim heev e-concessions, ntxiv rau nws cov koom tes hauv Marketplace.
"Vim tias tag nrho cov no sib koom ib qho kev sib koom ua ke, peb tau ua haujlwm zoo kom xa cov neeg siv khoom siab dua thoob plaws ntau txoj hauv kev," Neves tau tshaj tawm, raws li nws tau taw qhia rau Farfetch app, uas tam sim no koom nrog nws cov neeg koom nrog 'lub cev muag khoom tso cai. lawv cov neeg siv khoom nrhiav cov khw muag khoom thiab cov khoom nyob ze.
Tam sim no nrog qee lub npe 18 Richemont hloov mus rau Farfetch platform, nkag mus rau nws qhov chaw lag luam e-commission thiab YNAP los ua ib feem ntawm Farfetch, txawm li cas los xij YNAP yuav tsis tau koom ua ke rau hauv Farfetch ntawm qhov "thaum pib," Neves zoo ntawm nws txoj hauv kev kom paub txog Farfetch qhov kawg. lub hom phiaj los ua lub ntiaj teb platform rau khoom kim heev.
ua siab ntev
Jeff Bezos tsab ntawv 1997 tus tswv cuab tau piav qhia tias cov kev txiav txim siab uas lub tuam txhab tau ua los ntawm Hnub 1 thiab txhua hnub tom qab tau tsav los ntawm kev tsom mus rau lub sijhawm ntev ntawm kev siv nyiaj luv luv. Neves hais zoo ib yam.
"Txawm hais tias peb lub zeem muag loj, thiab nws xav tau kev nqis peev tseem ceeb thiab kev siv zog mus sij hawm ntev, peb zoo siab tias peb tau txuas ntxiv mus rau peb lub luag haujlwm rau Farfetch los ua lub ntiaj teb platform rau khoom kim heev uas yog qhov tshwj xeeb hauv nws lub hom phiaj kom xa cov khoom zoo. kiv puag ncig hauv khoom kim heev. "
Tab sis yuav tsum tau ua ntau yam haujlwm kom ua tiav txoj haujlwm. Richemont-YNAP thawj zaug deal ntsib kev tswj xyuas thiab lwm yam xwm txheej kom ua tiav, yog li yuav tsum ua siab ntev thaum lub sijhawm txheej txheem. Lub tuam txhab cia siab tias thawj theem ntawm daim ntawv cog lus yuav tsis tiav kom txog rau thaum 2023. Tom qab ntawd tus tshiab YNAP CEO yuav raug hu ua thiab kev ua haujlwm tiag tiag yuav pib.
Nws tau cia siab tias GMV thiab cov nyiaj tau los ntawm cov theem pib ntawm daim ntawv cog lus yuav pib ntsuas los ntawm kev rov ua dua YNAP thiab Richemont Maisons thiab Richemont hom koom nrog Farfetch Marketplace los ntawm lig 2023 / thaum ntxov 2024.
Cov theem kawg ntawm kev yuav tag nrho cov nyiaj seem YNAP tuaj yeem ua tiav hauv peb mus rau tsib xyoos tom qab pib ua tiav. Tsis tas li ntawm lub rooj yog lub peev xwm los txuas Richemont ntau dua 1,250 qhov chaw muag khoom rau hauv Farfetch LNR network.
Thiab thaum tag nrho cov no tab tom mus, Farfetch yuav tsum tau siv nws cov Neiman Marcus thiab Ferragamo cov thawj coj nrog lub hom phiaj ntawm kev pib paub GMV thiab cov nyiaj tau los hauv 2023.
Nyob rau hauv 15 xyoo txij li thaum nws nrhiav tau nyob rau hauv 2007, Farfetch tau coj cov kev pheej hmoo loj uas thaum kawg tau them nyiaj thiab txav mus rau lub hom phiaj kom tau txais kev txhawb nqa ntawm cov thawj coj khoom kim heev. Nrog rau cov lus tshaj tawm Richemont-YNAP, Neves tuaj yeem hais tias, "Qhov kev sib koom ua ke hloov pauv no yog qhov cuam tshuam rau kev ua haujlwm ntawm Farfetch."
Tau qhov twg los: https://www.forbes.com/sites/pamdanziger/2022/08/28/richemont-ynap-deal-puts-farfetch-closer-to-being-the-global-platform-for-luxury/