潜水简介:
- 根据彭博andCNBC。膳食套件交付公司估计关闭将影响1,270人,或占其劳动力的24%。
- Blue Apron expects about 470 workers will not transfer to the new location, according to CNBC. Employees have until October to decide if they would like to move to the new location, so the number of jobs lost could be more or less than 470.
- 今年早些时候,蓝色围裙表示计划在菩提树,新泽西州,地点带来超过2,000个工作岗位。
Dive Insight:
The fact that Blue Apron is opening a new facility in the Garden State is hardly news, but the possibility that it could potentially lose nearly 10% of its workforce through the move is worth noting. There is no way to know if the 470 people not expected to make the transfer will be replaced, or whether Blue Apron will use this change as an opportunity to trim its ranks because of efficiencies gained in the new plant or underlying challenges in its meal-kit delivery business.
蓝色围裙在6月下旬去公众,在华尔街上有艰难的时间。其股票周一售价低于6美元,近40%以下低于其IPO价格。7月底,蓝色围裙联合创始人和首席运营官Matt Wadiak走下去,但他将留在员工中以高级顾问能力为单位。律师事务所目前正在调查索赔膳食套件公司的董事会是否违反了投资者的信托义务,根据新闻稿。
蓝色围裙使用大约五分之一的现金来吸引和留住客户 - 这是一个商业成本去年从2014年的1400万美元飙升至1.44亿美元,在此期间增加了930%。与此同时,收入未能跟上。该公司警告称“可能无法实现或维持盈利能力”。虽然它已经完成了一个很好的工作,但是每人的平均订单和平均订单价值继续下降,因为更多人被添加到折叠中。
On the positive side, some analysts see potential for Blue Apron to adapt. “As Blue Apron scales, it should be able to collect more data on customers and better predict food trends, including the possible addition of snacks, more meals per order and meals catered to dietary restrictions," analyst firm SunTrust Robinson Humphrey recently noted,MarketWatch.报告。
蓝色围裙,这面临着艰难的竞争来自其他独立餐具套装公司,杂货店Kroger和Publix., as well as Amazon-Whole Foods, will face a big test Thursday when it reports earnings, its first as a public company.
投资者将密切关注其现金燃烧率,它手头有多少钱 - 一个标志,可以说明多久the company would have to sell more shares to raise money- 以及它如何吸引和留住客户,以及他们使用该服务的频率。
Blue Apron's first month as a public company has been one the company would probably like to forget, but it's not too late to turn things around even if the road ahead appears to be a daunting one for the meal-kit pioneer.










