Abo bathenga xa iBlue Apron yaya esidlangalaleni nge- $ 11 yesabelo balahlekelwe ngaphezulu kwe-80% kutyalo-mali lwabo.Ifoto nguScott Eisen / i-Getty Izithombe Ukuba uthanda ukupheka kodwa ungathengi okanye ucwangcise ukutya kwakho, kwaye ukuba awulambanga kakhulu, kwaye awukuthandi ukuphekela abaninzi kakhulu abahlobo, emva koko Iblue ifaskoti -Ukuqalisa ukuhambisa imilinganiselo echanekileyo, ebekwe kwangaphambili ye ngokwaneleyo isalmon, iimbotyi eziluhlaza, ibhotolo kunye nelemoni kwisidlo esinye, akukho kutya kushiyekileyo-bekukokwakho.
Ngokuchanekileyo ngubani owayephakama ukuya phezulu ukuhlawulela le nkonzo ngelixa enekhitshi elinyumba, akukho mntu waziyo-kodwa ngesibalo sikaThixo sabadlali abangcakazayo baseSilicon Valley, ubukho bakho benza lo mbono waxabisa amawaka ezigidi zeedola kwaye unamandla ngokwaneleyo ukuphazamisa ishishini lokutya. Abantu bayikholelwe le nto. Okanye bayenzile de uJeff Bezos kunye neAmazon bayokuthenga bathenga ukuTya okuPheleleyo. Okanye de HelloFresh isungulwe. Okanye kude kube luhlaza ifaskoti ichithe izigidi kupakisho kunye nokuhambisa, kunye nentengiso, ngokunika isipho kwiibhokisi zezithako ezixhaswe kakuhle kwizigidi zeminyaka ongazange wayalela enye ibhokisi . Konke oku kuyila iyelenqe, nganye-nganye, yingozi IPO iBlue Apron, amaxabiso e-crater esitokhwe kuludwe lwamaxesha onke, ukukhaba abasunguli ngaphandle kobunkokeli benkampani Kwaye ngoku, ekugqibeleni, kubonakala ngathi akunakuphikwa, eyona ntshabalalo yenkampani.
Emva kokuphulukana nezinye i-23.7 yezigidi zeedola kwiinyanga ezintathu ezidlulileyo ze-2019, iBlue Apron igxotha abasebenzi abangama-240 kwaye ivale ivenkile kwindawo yayo yokugcina izinto e-Arlington, eTexas. IBlue Apron izakugcina, okwangoku, eCarlifonia naseNew York iivenkile zokusasaza nokusasaza, ngelixa iinkokheli zicinga ngokuthengisa okushiyekileyo kwintengo yamaxabiso ezigidi zeedola ezingama-50. Ngeli xesha, abathengi qhubeka ushiya iBlue Apron , ukuhla ukuya kuma-351,000 kwikota yokugqibela ka-2019, ukusuka kuma-557,000 kunyaka ongaphambili.
Ukuthengisa iBlue Apron ephantsi kuya kuthetha ilahleko kwindawo eyi- $ 143 yezigidi kubatyali mali beBlue Apron, kubandakanya Ukunyaniseka kwaye IGoldman Sachs . Oko kubuhlungu, kodwa njengesiqhelo, abatyali zimali zentengiso bathathe eyona nto ibalulekileyo. Imarike yemasheya edlala irubes, othenge kuyo xa iBlue Apron yaya esidlangalaleni kwi- $ 11 isabelo , balahlekelwe ngaphezulu kwe-80% kutyalo-mali lwabo-kwaye oko kubonisa ukubuyela kwimeko yesiqhelo. Izabelo bezithengisa nge- $ 3.60 ukuvalwa ngoLwesithathu, ukusuka ngo-2018 xa IBlue Apron yayixabisa ngaphantsi kwedola .
Akukho lunye uhlalutyo ngaphandle kwale: I-Blue Apron yenye yezona ntlekele zinkulu ze Silicon Valley, umxube we-hubris, ulindelo olungeyonyani, ukungaqondi ngendlela abantu abaphila ngayo kwihlabathi-kunye neAmazon. Kodwa kwenzeka njani ukuba ihambe kakubi kangaka? Kutheni iBlue Apron ixabiswe ngaphezulu kwe- $ 3 yezigidigidi ngexesha elinye, njengoko bekukho ukusebeza kwangaphambi kwe-IPO?
IBlue Apron yaxabiswa nge- $ 2B kwintengiso yabucala ngo-2015 kwaye ngoku ixabisa i-57M yezigidi zeedola. Ukuhla kwe-97%.
Iimarike zikawonkewonke ziye zacinga ukusebenzisa itekhnoloji ngentengiso yendabuko ayikwenzi inkampani yeetekhnoloji. Ii-VC ziyaqhubeka nokucinga ukuba zine-app = amaxabiso obuchwephesha https://t.co/19no4V8Cn2
-Ubambe uObasanjo (@ Carnage4Life) NgoFebruwari 19, 2020
Iminyaka emithathu ikhona, emva kwi-2015, inkampani yayi ukuyibulala kade , njenge I-TechCrunch yayibeka . IBlue Apron yayithengisa ingxelo yezigidi ezintathu zokutya ngenyanga, malunga ne- $ 10 ngesidlo ngasinye. Oku yayikukuhamba kwemali kunye nokukhula komsebenzisi okhuthaze iBlue Apron ukubanga ukuba ngenye imini kuya kufikelela kuma-99% abapheki basekhaya abanokubakho.
Kwaye iyakwenza ezi zixhobo zokufezekisa isiko kunye nokutyala imali kwi-automation kumaziko ayo okufezekisa-isiseko esikhulu, indawo ekwi-Coast-to-Coast ecology ye-logistics enokuthi, inyani, ibiya kufuna ukuba kugqunywe ilizwe e-Blue Apron ekhitshini lokulungiselela. Ngeli xesha, inkampani ixhome abatyali mali kwikhonkco layo elinzima lokuphindaphinda kunye nonxibelelwano olunamandla kunye nolweemvakalelo. Njengesiqhelo, akukho nanye kwezi ekhoyo.
Abantu babengenandaba ne-Blue Apron, imodeli yabo yeshishini eneendleko ezinkulu zokubhaka. Ukusondela ekuzalisekiseni isithembiso sezigidi zeedola-sokugubungela ilizwe kwiibhokisi zezithako ezabiweyo-iBlue Apron kuya kufuneka iqale ukwenza imali, kwaye oko akuzange kwenzeke. Enye ingxaki kukuba iivenkile ezithengisa ukutya zafumana ubulumko kwaye zaqala ukuhambisa-kunye nokuhambisa iintonga zebhotolo, hayi nje iindawo zokuzonwabisa.
IBlue Apron yaphulukana nokuba yinto yayo engaqhelekanga. Endaweni yokuba nomdlalo wokutya ongaphekwanga, iBlue Apron ityikitye ithuba elinokubakho kumkhosi okhuphisana ngakumbi, bonke abo baneendleko eziphantsi kunye nemithombo eyahlukeneyo yengeniso. Esi sizathu sokuba kutheni IBlue Apron ilahlekelwe yimali eninzi , kwanaxa yayiseyinyathi: i-54.9 yezigidi zeedola ngo-2016 zaze ezinye ezingama-52 ezigidi ngonyaka ka-2017. Kwaye loo nyaka wesibini, ilahleko yayingaphezulu kwama-20% ngaphezulu kwengeniso yenkampani, njengoko iBlue Apron yaqhushumisa izigidi zentengiso.
Ngokubamba i-99% yabapheki basekhaya abanokubakho? Abapheki basekhaya bathanda ukuthenga izithako kwaye mhlawumbi bathenge ngaphezulu kunokuba befuna bona kwaye mhlawumbi omnye umntu angayidinga-yindlela ogcina ngayo imali yokupheka ekhaya, ngapha koko- kwaye abo bafuna ukuhanjiswa okuninzi kokutya bebengafuni khathaza ngokupheka.
Njengoko iMarketwatch ixele, iBlue Apron inethemba lokuginywa yenye inkampani, ngokunokwenzeka izigebenga zokutya uKraft Heinz, Walmart okanye Starbucks. Zonke ezi nkampani zinobungqina phantse kuzo zonke izixeko. Banokuthi, kwithiyori, bavelise ukutya okulungele ukuphekwa kwinqanaba kunye neendleko eziphindiweyo njengokugcina kunye nokufumana izinto.
Kulula ngo-2020, kunye nokuhanjiswa kwegrocery de-rigeuer, ukubona ukuba kutheni iBlue Apron isilele. Kwakulula kwakhona ukubona ukuba kukho into engalunganga ngalo naliphi na elinye ixesha okoko inkampani iqale ukusasaza ngononophelo i-pats yebhotolo kwilizwe lonke.
