Tab sis cov tub ua lag luam xav txog kev nqis peev ntawm qhov nce yuav tsum tau ceev faj.
Vroom (tib neeg:
VRM
) tau tshaj tawm qhov kev hloov pauv ntawm 71 xees rau thawj peb lub hlis twg, qhov kev poob qis dua li $ 1.01 poob kev kwv yees los ntawm cov kws tshuaj ntsuam xyuas los ntawm FactSet. Kev muag khoom nyob rau hauv $ 924 lab, saum toj no kev kwv yees rau $ 872.7 lab. Cov neeg ua lag luam kuj tau ua zoo rau lub tuam txhab tshaj tawm tias Tom Shortt, tus thawj coj ua haujlwm, yuav dhau los ua tus thawj coj ua haujlwm tam sim ntawd, ua tiav Paul Hennessy.
Rau xyoo 2022, Vroom tau cia siab tias e-lag luam chav tsev muag khoom ntawm 45,000 txog 55,000, nrog kev hloov kho Ebitda poob, lossis cov nyiaj khwv tau los ua ntej paj paj, se, txo nqi, thiab rho tawm, ntawm $ 375 lab txog $ 325 lab.
Vroom tau nce ntau dua 70% ntawm ib qho chaw rau hnub Tuesday. Thaum kawg daim tshev, cov Tshuag tau nce 15% rau $ 1.24. Thaum xub thawj siab ib muag, qhov ntawd yog ib qho kev nce ntxiv, tab sis qhov tseeb nws tsis zoo li yuav ua rau muaj qhov loj ntawm lub tsheb siv lub platform laggard tus nqi lag luam, uas tau poob qis heev txij li nws thawj zaug muab rau pej xeem thaum Lub Rau Hli 2020.
Hauv 12 lub hlis dhau los, Vroom tau poob 96% ntawm nws tus nqi, poob 88% xyoo no ib leeg. Cov shares, uas pauv siab li $1.93 rau hnub Tuesday, tau zoo tawm ntawm lawv txhua lub sijhawm kaw siab ntawm $ 73.87 hauv lub Cuaj Hli 2020. Thaum lub sijhawm, lub tuam txhab muaj nuj nqis ntawm $ 8.82 billion. Niaj hnub no, Vroom lub khw muag khoom tau poob rau $ 148 lab.
Nws tsis pab hais tias lub tuam txhab mus rau pej xeem thaum pib ntawm ib tug volatile ib puag ncig rau cov tsheb siv. Ib cag ntawm kev nce nqi, kev tsim tsheb tshiab tau nres thaum lub ntiaj teb nti tsis txaus, tsav tsheb nce nqi rau cov tsheb siv. Nws tseem cuam tshuam rau cov neeg sib tw
Carmax
(
KMX
) thiab
Carvana
(
CVNA
), nrog cov khoom lag luam poob qis 29% thiab 83% xyoo rau hnub tim, feem. Txawm li cas los xij, Carvana tau tuav lub khw muag khoom ntawm $ 7.31 nphom, thaum CarMax muaj nuj nqis ntawm $ 14.9 billion.
Vroom tau hais rau hnub Tuesday nws yuav pib siv txoj kev npaj ua lag luam rov qab los hloov txhua yam. Txoj kev npaj muab qhov tseem ceeb rau kev lag luam hauv tsev, txo cov nuj nqis khiav lag luam, thiab ua kom muaj txiaj ntsig zoo tshaj plaws. Cov haujlwm txiav raug suav nrog. Kev tswj hwm cia siab tias yuav ua tiav kwv yees li $ 135 lab rau $ 165 lab ntawm kev txo nqi thiab kev txhim kho kev ua haujlwm thoob plaws xyoo 2022.
"VRM tau tawm tsam nrog kev ua haujlwm hnyav ntawm kev lag luam thiab lees paub qhov xav tau los kho nws cov haujlwm thiab txo cov nqi txhawm rau txhawm rau kom nws thiaj li tau txais txiaj ntsig," Wedbush kws tshuaj ntsuam Seth Basham tau sau hauv tsab ntawv tshawb fawb.
Basham tau txo qis nws lub hom phiaj rau $ 4 los ntawm $ 5, thaum tswj hwm qhov kev ua tau zoo ntawm cov khoom lag luam - ib qho ntawm ob peb tus kws tshuaj ntsuam xyuas kom muaj kev pom zoo ntawm cov shares. Cov kws tshuaj ntsuam kev xav tau maj mam nce ntxiv ntawm cov khoom lag luam, nrog 75% ntawm 12 tus kws tshuaj ntsuam xyuas npog cov shares ntawm FactSet ntsuam xyuas nws tuav. Tsuas yog 25% tau txais kev yuav khoom.
"Thaum peb qhuas txog kev siv zog los tswj kev poob qis, peb rov hais dua peb Kev Ua Lag Luam Ua Haujlwm ntawm Vroom muab qhov kev lag luam nyuaj thiab kev thim rov qab tseem ceeb hauv kev muag," sau William Blair tus kws tshuaj ntsuam Sharon Zackfia.
Lub tuam txhab tseem xav tau kev taw qhia txog kev pheej hmoo, suav nrog nws cov keeb kwm kev ua haujlwm tsawg thiab tsis muaj txiaj ntsig, nws hais ntxiv.
Sau rau Sabrina Escobar ntawm [email tiv thaiv]