Agile VC
JUNE 13, 2019
Chewy sells tens of thousands of products from many 3rd party brands, as well as its own private label brands (though latter remains <10% of sales). Annual Net Sales By Customer Cohort. First, on an operating cashflow basis Chewy has been CF positive in some of the recent years.
Agile VC
JUNE 5, 2011
The International segment appears to have similar profitability as the North America business though as it accounted for roughly the same proportion of adjusted operating income. If Groupon’s growth rate drops by 80% they’ll still be nearly tripling top line sales in 2012.
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Agile VC
OCTOBER 5, 2012
Join a mature, non-technical operating company. But you may be able to gain either industry expertise that’s relevant to being a founder and/or functional expertise in marketing, sales, operations, etc. If you start in professional services, try to shift to an operating role in a big company or a startup before too long.
Agile VC
NOVEMBER 9, 2015
The other tiny portion (1%) comes from sales of hardware, like the tablet stands and POS like cash drawers that some businesses use to process Square payments. With Square there are other costs like fraud which they report below the line in operating expenses rather than as a cost of revenue. Given the unit economics above (e.g.
Agile VC
MARCH 5, 2019
The simplistic way to do this is to zero out the Sales & Marketing line item in the financials and see what happens. In 2018 Lyft had an EBITDA loss of -$977M whereas their Sales & Marketing spend was $803M. So does Lyft have a flywheel of money?
Agile VC
SEPTEMBER 19, 2011
Lots of us woke up this morning to an email from Reed Hastings about Netflix splitting it’s streaming and DVD-by-mail businesses into two separate operations (each w/ it’s own brand). September 19, 2011. If you haven’t seen it yet already his more in depth blog post is here.
Agile VC
AUGUST 9, 2012
Same is true when you look at actual cash in and out the door… Zynga’s operations generated $146M in positive cashflow in 1H 2012. multiple (net of cash) of either adjusted EBITDA or operating cashflow. Facebook, LinkedIn, Yelp, etc) Zynga has to spend substantially on sales & marketing to acquire players.
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