潜水简介:
- Chobani收入增加5.2%,至14亿美元in 2020, while net losses tripled to $58.7 million当它将资金投入到新产品中时,该公司在向美国证券交易委员会提交的文件中透露。在截至9月25日的九个月中,这家总部位于纽约的公司产生了12亿美元的净销售额,而净亏损提高到2400万美元。
- 乔巴尼说,这是酸奶类别中的顶级品牌,市场份额刚刚超过20%。酸奶在2020年以12亿美元的价格产生了其大部分净销售额,而其其他产品包括奶油,燕麦奶,咖啡奶精,即饮用的Chobani咖啡和Chobani益生菌饮料,净销售额为1.577亿美元。
- Chobani, which plans to list on the Nasdaq under the symbol "CHO," would join a number of other food and beverage makers that have gone public in 2021, including Vita Coco, Sovos Brands and Dole.
Dive Insight:
乔巴尼(Chobani)为投资者提供了期待已久的财务状况,因为食品制造商在未来几周内为IPO做好了准备。
While Chobani's dependence on Greek yogurt is unlikely to surprise investors, the sales growth in other products — key to transforming it into a broader food company — shows it is making meaningful progress. The filing indicates the company has likely passed on near-term profits at the expense of investing the money back into its business to build up these other platforms.
到目前为止,销售额超过损失似乎正在取得回报。在截至9月25日的九个月中,Chobani的净销售额为12亿美元,仅比2020年全部记录的净销售额仅2亿美元。除了9月25日至1.678亿美元的九个月中,产品的净销售额不包括酸奶的净销售额,已经2020年全年高达1.577亿美元。与此同时,Chobani的损失从2020年的5870万美元急剧下降到截至9月25日的9个月的2400万美元。
Chobani的创始人兼首席执行官Hamdi Ulukaya在文件中包含的一封信中说:“我们仍然是一家年轻,充满活力的企业家公司。”“我们的目标是崇高的,但可以实现:我们将重现全世界食品制造和消费的方式,并成为下一代公司应如何负责任地运作的新模式。”
Chobani的大部分销售额来自美国95,000个零售地点,北美约有90%的销售额。Chobani还表示,它取决于两个客户的净销售额约10%。
In its filing, Chobani listed the size of the IPO offering as $100 million, but that figure is typically used as a placeholder. The company did not indicate how many shares it plans to offer during its IPO, at what price or when the listing would take place.
In its filing, Chobani described itself as an "anti-traditional consumer packaged goods company" that is challenging "the old, staid and conventional status quo represented by our legacy competitors."
如果Chobani可以按预期进行IPO的前进,则可以寻求70亿美元至100亿美元的潜在估值华尔街日报said in February.It would make it one of the largest and most high-profile IPOs in the food and beverage space since超越肉类在2019年公开。
过去两年见过more than a dozen food and beverage companies go public通过传统的IPO或与特殊目的收购公司或SPAC合并。对于像Appharvest,Oatly和Zevia这样的许多公司,它们的交易远低于他们首次进入市场的地方。少数人使趋势超过其IPO价格,包括coconut water company Vita CocoandNoosa酸奶制造商Sovos品牌。









