1.275 billion dollars in cash true bill |
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MONEY
1.275 billion dollars
|
|
was founded in 2015 and currently has |
4.56 |
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|
|
2.5 million members that use the |
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|
other bills joining us now for a first |
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|
congrats on this one what's the play |
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|
mentioned it 2.5 million members this is |
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|
of people a year we've got 350 billion |
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|
|
that we need to do to take that billion |
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|
|
so we've got about 1.3 billion dollars |
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MONEY
about 1.3 billion dollars
|
|
this 100 million dollars of additional |
3.76 |
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MONEY
100 million dollars
|
|
in fact about 25 26 percent of true |
4.16 |
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PERCENT
about 25 26 percent
|
|
their home but the other 70 plus percent |
4.4 |
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|
|
gen z 65 66 percent of millennials say |
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|
|
80 plus percent say they want to |
3.92 |
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|
plug in their bank account 2.5 million |
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|
|
business for 36 plus years always |
4.16 |
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|
well i think the 10-year treasury here |
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|
|
is now back down below 1.4 |
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|
|
be in 2022 |
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|
|
cash out of their home we've got 25 26 |
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|
|
trillion dollars of equity uh in the |
4.0 |
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|
|
to do these things you know 2022 is |
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|
|
2021 already shaping up to be one of the |
4.641 |
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|
|
company recently reported that third |
3.759 |
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|
|
quarter sales search 68 percent from a |
4.08 |
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|
|
expanded 600 basis points let's check in |
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|
|
uh third quarter it actually has been |
3.759 |
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|
|
the strongest one in the in the history |
3.759 |
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|
|
picture in in the fourth quarter uh so |
6.56 |
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|
|
the second half of 2022 and get a lot of |
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Jump to 535.839 |
DATE
the second half of 2022
|
|
martin i'll ask this one to you what |
3.36 |
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|
|
we we started with peril back in 2016 |
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|
|
let's let's get you first on this |
3.76 |
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|
|
well first of all i think the ipo itself |
4.48 |
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|
so it maybe took like two weeks of |
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|
|
at the running event in austin one of |
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|
|
over there over the last 12 months and |
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|
|
energized to dream on in 2022. and let |
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|
|
the last two years that you know |
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|
|
lend a helping hand the all-in-one app |
4.961 |
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|
|
up to 30 percent and can reduce customer |
5.76 |
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|
|
wait time by 80 let's bring in alex |
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|
|
they barely survived the first two waves |
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|
|
six years consumer technology adoption |
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|
|
payments happened in six months you show |
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|
|
a million hospitality workers are never |
3.84 |
Jump to 1111.12 |
|
|
go out again and you wait 10 minutes for |
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Jump to 1127.36 |
|
|
800 |
3.361 |
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|
|
two years of the pandemic but what you |
4.72 |
Jump to 1175.36 |
|
|
what's the outlook going into 2022 |
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Jump to 1184.88 |
|
|
yeah 100 we're just crossing a thousand |
3.841 |
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|
|
platform we'll be in over 4 000 venues |
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|
|
that they should be with 75 less staff |
4.8 |
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|
|
guest on our platform now orders in 42 |
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|
|
eight to ten minutes in a traditional |
4.079 |
Jump to 1254.48 |
TIME
eight to ten minutes
|
|
who walks away for 10 minutes to bring |
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|
|
though we're 22 years into this business |
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Jump to 1397.36 |
|
|
her very well and it's usually 24 to 34 |
3.6 |
Jump to 1421.679 |
|
|
um our audience of 18 to 24 year olds |
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Jump to 1431.76 |
|
|
has increased five times you know grow |
4.561 |
Jump to 1435.039 |
|
|
five times as fast so we're we're very |
3.84 |
Jump to 1437.76 |
|
|
driving that group is two things number |
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|
|
one um like i said circularity and |
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|
|
two cars |
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|
|
um this one is better resale value so i |
3.76 |
Jump to 1475.279 |
|
|
18 to 24 but on up people are thinking |
5.92 |
Jump to 1482.32 |
|
|
we'll give you a thousand dollars for |
4.16 |
Jump to 1539.84 |
|
|
actually were bootstrapped for 20 years |
4.24 |
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|
|
2019 is our first investor and so we |
3.839 |
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|
|
customers and um is that really one of |
4.561 |
Jump to 1609.919 |
|
|
under two thousand dollars you know in |
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Jump to 1648.799 |
MONEY
two thousand dollars
|
|
2000 you know in the early 2000s and |
3.84 |
Jump to 1652.0 |
|
|
has gone up now that bag is over seven |
3.52 |
Jump to 1655.84 |
|
|
thousand dollars at retail and so you |
3.12 |
Jump to 1657.919 |
|
|
open a sixty thousand square foot |
4.399 |
Jump to 1709.76 |
QUANTITY
a sixty thousand square foot
|
|
take a look at the uh one of these that |
3.52 |
Jump to 1753.12 |
|
|
we have 11 million job openings and |
4.399 |
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|
|
know very important one to watch because |
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|
|
times because really one of the stories |
4.24 |
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|
|
extremely elevated and one of the things |
3.12 |
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|
|
it's having on companies and one of your |
3.921 |
Jump to 1919.279 |
|
|
one in terms of looking at that ratio |
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|
|
it's another one of these uh um stories |
4.24 |
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|
|
one of these really sort of bullish |
4.72 |
Jump to 2005.679 |
|
|
yeah no this is probably you know one of |
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|
|
know is just one of the more triggering |
5.92 |
Jump to 2118.24 |
|
|
know 2022 outlook notes that you know |
5.601 |
Jump to 2231.359 |
|
|
you know sam you're up 24 7 pretty much |
4.4 |
Jump to 2312.88 |
|
|
there were two things that really you |
4.0 |
Jump to 2328.079 |
|
|
that that's one thing that i think was a |
3.679 |
Jump to 2366.4 |
|
|
good lesson for everybody and the second |
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Jump to 2368.079 |
|
|
our one time own sam rowe oh you'll |
4.72 |
Jump to 2481.68 |
|
|
it's in 100 min brand new condition so |
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Jump to 2543.92 |
|
|
so that's the first thing um but the |
3.519 |
Jump to 2546.56 |
|
|
surge of demand around the jordan 11 |
5.121 |
Jump to 2553.839 |
|
|
a massive hit on stockx it's just one of |
3.92 |
Jump to 2570.56 |
|
|
200 countries around the world and tens |
4.0 |
Jump to 2642.96 |
|
|
from now versus a year ago or two years |
4.0 |
Jump to 2758.0 |
|
|
say the jordan 11 release that i spoke |
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Jump to 2767.44 |
|
|
year there's a big jordan 11 or at least |
3.201 |
Jump to 2772.079 |
|
|
almost always one of the top five |
3.28 |
Jump to 2776.48 |
|
|
the playstation the xbox two really |
3.761 |
Jump to 2791.119 |
|
|
being somewhat ugly they're one of the |
4.161 |
Jump to 2901.839 |
|
|
two three years ago it's now one of the |
4.161 |
Jump to 2915.119 |
|
|
six or seven most popular brands on |
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Jump to 2917.44 |
|
|