I-GameStop Corp., yasungulwa ngo-1984, igeyimu yevidiyo edumile yaseMelika, i-electronics yabathengi, kanye nomthengisi wezimpahla zokudlala.
Iminyaka embalwa, izitolo ze-GameStop beziyindawo ekahle yokuzipholela lapho intsha echitha isikhathi yodwa noma nabangane bayo. Kulapho izigidi zentsha zihweba khona ngemidlalo esetshenzisiwe, izinkulumo-mpikiswano ngezihloko, futhi zithola izeluleko ezijabulisayo kubasebenzi, abavame ukuba ngabathandi bemidlalo.
Ekuqaleni kwawo-2000, lo mbono waduma kulo lonke elase-US futhi wagqugquzela inkampani ukuthi ivule izinkulungwane zezitolo hhayi eMelika kuphela kodwa emhlabeni jikelele.
Benza imali engasile ngokuphazima kweso futhi baziwa njengomunye wabahamba phambili embonini izinhlelo zemidlalo. Abatshalizimali bakholelwa ukuthi lezi zikhathi ezinhle azisoze zaphela futhi batshale imali kumasheya we-GameStop, okuphindaphinda amanani entengo ngo-2007.
Nokho, eminyakeni eyishumi edlule kwafika izikhathi zokugoqa. I-GameStop yaqala ukuhlupheka njengoba imidiya eku-inthanethi ingena, futhi idijithali yanda. Kube lula ukuthola yonke into ku-inthanethi, kusukela eku-odeni imidlalo ukuya ekuyidlaleni nge-inthanethi.
Abadlali bashintshele emidlalweni yangaphakathi kunokuphuma bayodlala imidlalo yabo yevidiyo abayintandokazi. Abadlali bathenge imidlalo ku-inthanethi futhi bancamela ngisho nemidlalo elandiwe kunokuvakashela indawo yokuzijabulisa ne-frolic mall.
Lokhu kwaqhubeka phakathi neminyaka futhi manje kuyavela ezincwadini zabo, futhi. Inkampani isibhekene nokucindezeleka okukhulu izinyanga ezimbalwa manje. Izintengo zesitoko (okwamanje ziku-$225, eziphansi ngo-$103.46) zingaphezu kuka-30% ezansi emakethe.
Manje umbuzo ophakamayo, ingabe leli bhizinisi lamazwe ngamazwe liyaphela ngempela?
Akunjalo Empeleni. Nokho, ngokuqinisekile bahamba ngokuncipha okukhulu. Lokhu kungenxa yoshintsho olumangalisayo ukusuka kumidlalo yamavidiyo aphathekayo kuye kweyedijithali.
Inkathi yokwenza idijithali ibone amabhizinisi amaningi ephuma endaweni, futhi ngokungangabazeki i-GameStop ingenye yawo.
Kodwa-ke, kukhona ukugunyazwa okwengeziwe kokuthi baphume ebhizinisini. Ukuphazamiseka okukhulu kwe-supply chain kuphinde kwabangela ukuthengiswa okunesihluku kwehle ngengcindezi yethrafikhi yamakhasimende phakathi ne-COVID 19 Pandemic.
Isimo sangempela esizungeze i-GameStop sibheke ukudida kancane. Okokuqala, izintengo zabo zesitoko zenyuka kakhulu ngaphandle kwesizathu esicacile sokuthi kungani.
Kodwa futhi, akukho lutho emakethe yamasheya okwenzeka ngaphandle kwesizathu. I-Reddit, inkundla ethandwayo, lapho abantu ngokuvamile bexoxa ngezitoko kanye nokutshalwa kwezimali, abantu babexoxa ngenkampani yokudlala.
Abantu abaningi babheja amanani akhuphukayo futhi abanye, ngokumelene nakho. Abantu ababheja ngayo bashintsha umqondo ngomzuzu wokugcina bagcina bethenge amasheya. Lesi sidingo esishubile samasheya e-GameStop siholele ekutheni izintengo zesitoko zikhuphuke ngokuphindwe kashumi.
Ukukhuphuka kwentengo, empeleni, kwenzeka ngoba abatshalizimali bezikhungo abambalwa babhejela ukuthi bahluleke, futhi ngokungenangqondo. Lokhu kutshalwa kwezimali, okuvame ukwaziwa ngokuthi ukuthengisa isikhashana, kwasiza abantu abasebenzisana ukuze bakhuphule intengo yesitoko.
Labo ozibuza ukuthi kuyini ngempela ukushoda - ukushoda ngokuyisisekelo kulapho umtshali-zimali eboleka amasheya bese ewadayisa ngokushesha. Lokhu ukwenza ngethemba lokuthi uzowathola kamuva ngentengo ephansi. Lokhu kuholela ekuzibuyiseleni kumashonisa ngentengo ephansi futhi kufakwe ephaketheni umehluko, njengenzuzo.
Nokho, ukuthengisa okufushane kuyingozi kunokuthenga nokuthengisa okuvamile emakethe. Imiphumela yayo iphambi kwethu. Amasheya abenentengo eyidijithi ephindwe kabili manje asenyukele kumadijithi amathathu.
UMichael Patcher, umhlaziyi we-GameStop kusukela ngo-2002 wanezela, '”Abafana abayithenga ngo-$300 bacabanga ukuthi esinye isiwula esikhulu sizoyithenga ngo-$400.
Ngemuva kokumboza i-GameStop iminyaka engu-19, u-Patcher unombono we-bearish wenkampani, ebeka intengo ku-$16. Wengeza kwezinye zezinkulumo zakhe ukuthi uyazi ukuthi imibono yakhe ayinandaba njengamanje.
Izabelo zomthengisi wegeyimu yevidiyo zigcine ziphindeke ngaphezu kokuphindwe kabili ngomhlaka-30 Januwari, ngama-dollar angu-325. Manje sebenyuke ngo-1600% kusukela kuqale unyaka.
Kodwa-ke, isilinganiso senani elihlosiwe phakathi kwabahlaziyi be-6 sisaphansi kwe-$ 13.44.
Ukwengeza kudatha engenhla, i-GameStop ayizange yenze lutho ngalokhu kugxuma okumangalisayo. Njengoba konke kuwumcebo wamaphepha futhi kuguquguquka ngendlela exakile, ayenzelanga lukhulu inhlangano.
Yize kunjalo, uSteve Cohen nabanye abanikazimasheya ababili ababalulekile benkampani bathole amaRandi ayizigidi eziyizinkulungwane ezimbili kulesi sikhathi esifushane.
Amanani amasheya kuthiwa ehla ngokushesha njengoba ekhuphuke.
Imvamisa, izintengo zifinyelela ezingeni lokusangana ngendlela emangalisayo abantu abangakwazi ukulenqaba, okumema abagijimayo ukuze bathole imali ngayo. Abanye abantu benza imali eningi, kuyilapho abanye belahlekelwa enkulu.
Isitokwe sigcina sibuyela ekubonakaleni okuvamile njengoba besinjalo, sikhombisa inani langempela nempilo yenkampani. Isimo esinjena asikaze senzeke okokuqala futhi sabonakala cishe ngo-2007-2008 lapho kwenzeka okufanayo ngamasheya akwaVolkswagen.
Ngakho-ke, kungaba kuhle ukusho ukuthi kungokwesikhashana futhi akuqhubeki ngokuhamba kwesikhathi.
Ngezansi ijika lentengo le-GameStop lezinyanga ezi-3 ezedlule.
Lokhu kukhula kwenyuse kanjani inani lemakethe lilonke lenkampani?
Uzoshaqeka ukwazi ukunyuka kwenani lemakethe ye-GameStop ngenxa yokuthengisa kwayo isikhashana.
Kusukela ngomhlaka-1 Disemba 2020, inani lemakethe le-GameStop laliku-$1.1B, kanti amasheya anenani elingu-$15.81. Kodwa-ke, ezinsukwini ezi-2 kamuva, ngoLwesihlanu, amasheya aqala ukuhweba ku-$ 325, ebiza inkampani ngaphezu kwe-$ 22B. Lokho kuwukuphindaphinda kabili ukwanda okuphindwe kashumi! Njengamanje, yehle cishe cishe ku-$9.5B umkhawulo wemakethe.
Nokho, lokhu akusho ukuthi isimo sisekhona. Izintengo zamasheya ezikhuphukayo azilingani nempumelelo yezezimali yenkampani, ngempela.
Futhi lokhu yikho kanye konke ukuphikisana okumayelana.
Kungenzeka kanjani ukuthi inkampani eyenza kahle kangaka emakethe yamasheya ibhekane nobuhlungu obungaka bezezimali? Hhayi-ke, yindlela imakethe esebenza ngayo.
Imvamisa ayihambisani ncamashi neqiniso futhi isebenza ezinqumweni zesikhathi esifushane ezenziwe iqoqo labatshalizimali.
I-GameStop isesenkingeni, futhi silapha ukuze sichaze kahle ukuthi kungani, futhi kanjani.
Uma sikhuluma ngamaqiniso, umbiko wekota yesithathu yenzuzo ye-GameStop (yangoDisemba), wehlise ngo-30% ukuthengiswa uma kuqhathaniswa nonyaka odlule. Eqinisweni, lokhu kwakungesikhathi sobhadane, lapho yonke imboni yemidlalo yevidiyo ithola ukukhula okukhulu kanye nezinyanga zokukhuphuka kwemali engenayo.
Njengoba umhlaba wawuvaliwe ngokuphelele, abantu baseMelika bahlala ekhaya futhi badlala imidlalo yevidiyo cishe usuku lonke. Ukuthengiswa kwegeyimu yevidiyo kukhuphuke kakhulu, kodwa bekungenjalo ku-GameStop. Ikakhulukazi, ukuthengiswa ezitolo okudayisa kuphazamisekile ngenxa yokuvalwa kwendawo kanye nokuqhelelana komphakathi.
Ukugeleza kwamakhasimende kwehle, futhi izinkampani ezingazange zixhumeke kahle ku-inthanethi, njenge-GameStop, zishayeke kakhulu.
I-GameStop ivale izitolo ezingaba ngu-800 emhlabeni jikelele kusukela ngonyaka wezi-2019 ngenxa yezindawo ezingasebenzi kahle kanye ukungagxili kwezinye izindawo zohwebo.
Ukwengeza, ngoSepthemba 2019, uGeorge Sherman, oyi-CEO ye-GameStop, uphinde wengeza ukuthi bazamile ukubuyisela abadlali babo ezitolo ngokuqala isivivinyo. Le drayivu iphendule izitolo zokuhlola zaba ama-hangouts wamakhasimende.
Nokho, lokho akuzange kusebenze kahle kakhulu, nakho. Le nkampani yavala izitolo ezingama-462 ngo-2020 futhi ihlela ukuvala izitolo ezingaphezu kuka-1,000 ngoMashi 2021. Le nkampani isamile iqinile nezitolo ezingaphezu kuka-5,000 e-US, noma ngabe kunjalo.
Imiphumela yokuthengisa yekota yesibili (kusukela ngoSepthemba 2020) ye-GameStop ibe:
- Isamba esithengisiwe esibiza u-$942 million, sehle ngo-26,7% uma siqhathaniswa nonyaka wezimali ka-2019.
Umthelela wokusebenza phakathi nezinyanga ezimbalwa zokugcina zomjikelezo wekhonsoli yesizukulwane esingu-7 kanye nokutholakala okulinganiselwe kwezingxenyekazi zekhompiyutha nezisetshenziswa. - Ukwehliswa ngo-13% kwezinsuku zokusebenza kwezitolo ngenxa yokuvalwa kwezitolo phakathi nobhadane lwe-COVID 19.
- Ukwehla ngo-10% kwesisekelo sesitolo njengesu lenkampani lokususa ukuminyana.
Ukuthengiswa kwezitolo kwehle ngo-12.7%, ngokwengxenye ngenxa yobhubhane lomhlaba wonke.
Ukuthengiswa kwe-e-commerce emhlabeni wonke kukhuphuke ngo-800%.
Ngezansi kuneshadi lesamba lemali engenayo le-GameStop leminyaka engu-5 edlule.
Uma kucatshangelwa izintengo zesitoko uma kuqhathaniswa nonyaka odlule, kufanelekile ukutshala imali ku-GameStop. Linjani iqiniso lasemhlabeni?
Abahlaziyi abaningi be-Wall Street abalindele ukuthi inkampani yenze inzuzo kuze kube unyaka wayo wezimali ophela ngoJanuwari 2023. Ngokokuhlaziya kwabo, izokhiqiza inzuzo engu-$1.12 ngesheya ngalinye ngemva kweminyaka engu-2.
Izintengo zesitoko eziphakeme, kanye nokwehla kwezinga lokuthengisa kanye nezindleko eziphezulu zokuqhuba lezi zitolo zegeyimu, kubuyisela lesi simo enkathini ye-dot-com. Lesi kwakuyinkathi yokuqagela okwaholela ekutheni abatshalizimali balahlekelwe izizumbulu zemali.
Ngezansi ijika lemali engenayo le-GameStop lonyaka odlule, elizichaza ngokwalo. Ibonisa ukuthi imali engenayo ye-GameStop yehle kanjani phakathi nezinyanga, futhi kunjalo kakhulu. Lokhu kubonisa isimo sangempela sokusebenza komthengisi wegeyimu yevidiyo ebhizinisini.
Ukululama
I-GameStop isazi ukuthi ungaba kanjani emdlalweni! Abaphathi bachaze ukuthengiswa okunenzuzo engxenyeni yayo ye-e-commerce. Imali engenayo ikhule ngo-200% ku- ikota yesithathu.
Banciphise izindleko ngokuvala izitolo eziningi, futhi lokhu kwenezela nje ethubeni lokusheshisa uhlelo oluvele lukhona lokunciphisa izindleko.
Abaphathi baphinde bazwakalisa ukuthi bajabule ngokushintsha okungaba khona kusuka kubathengisi abangaxhunyiwe ku-inthanethi baye esiteshini se-inthanethi eminyakeni embalwa ezayo.
Bahlele ngendlela eyinkimbinkimbi ukukhishwa kwabo ku-inthanethi, okuhlanganisa nokuncishiswa kwempahla, futhi bagxile enzuzweni eqhubekayo naphezu kokuncipha komkhondo.
I-GameStop isemaqenjini amasha ebhizinisini layo ngokuhlela kabusha imodeli yayo emathubeni okukhula engeziwe. "Sizohlala sigxile kakhulu ekuqhubekeni nokuthuthukisa ukwakhiwa kwezimali zethu," kusho uCFO, uJim Bell.
Ngezansi kunegrafu Yemali Yokusebenza ye-GameStop yonyaka ongu-1 odlule, okubonisa ukuphakama okumangalisayo phakathi nonyaka kanye nokwehla ngasekupheleni.
Bhalisela izibuyekezo zethu ze-imeyili ukuze uthole izibuyekezo ezisheshayo ezihlokweni ezifana nalezi.
shiya impendulo