Motley Fool yashinzwe mu 1993 n’abavandimwe Tom na David Gardner, ifasha abantu babarirwa muri za miriyoni kugera ku bwisanzure bw’amafaranga binyuze ku rubuga rwacu, podcast, ibitabo, inkingi y'ibinyamakuru, amaradiyo, na serivisi zishoramari bihebuje.
Ndi kumwe kuri uyu munsi ni Dr. Albert Bolles, Umuyobozi mukuru wa Landec;na Brian McLaughlin, Umuyobozi mukuru w'agateganyo wa Landec;na Jim Hall, Perezida wa Lifecore, ushobora gusubiza ibibazo.Kwinjira kandi uyu munsi muri Santa Maria ni Umuseke Kimball, Umuyobozi mukuru;Glenn Wells, SVP yo kugurisha na serivisi zabakiriya;Tim Burgess, SVP yo gutanga amasoko;na Lisa Shanower, VP ushinzwe itumanaho rusange n’umubano w’abashoramari.
Mugihe cyo guhamagarwa kwuyu munsi, tuzatanga ibitekerezo-tureba imbere birimo ingaruka zimwe nudashidikanya bishobora gutera ibisubizo nyabyo gutandukana mubintu.Izi ngaruka zagaragajwe mu nyandiko zacu na komisiyo ishinzwe kugurizanya no kugurizanya, harimo Ifishi ya 10-K y'isosiyete y'umwaka w'ingengo y'imari wa 2019.
Murakoze kandi mwaramutse, mwese.Nkumuhanga wambere mubisubizo byubuzima butandukanye nubuzima bwiza, Landec igizwe nubucuruzi bubiri bukora: Lifecore Biomedical and Curation Foods.
Landec ishushanya, itezimbere, ikora kandi igurisha ibicuruzwa kubiribwa munganda zimiti.Lifecore Biomedical ni ishyirahamwe ryuzuye ryamasezerano yo guteza imbere no gukora, cyangwa CDMO, itanga ubushobozi butandukanye cyane mugutezimbere, kuzuza, no kurangiza bigoye gukora ibicuruzwa bivura imiti bikwirakwizwa muri siringi na vial.
Nkumushinga wambere wambere ukora progaramu ya Hyaluronic Acide, cyangwa HA, Lifecore izana uburambe bwimyaka irenga 35 nkumufatanyabikorwa wibigo bikoresha imiti nubuvuzi bigenda byiyongera ku isi mu byiciro byinshi byo kuvura kugirango bazane udushya ku isoko.
Ibiryo bya Curation, ubucuruzi bwibiribwa bisanzwe, byibanda ku guhanga ibiryo bishingiye ku bimera bifite ibikoresho 100% bisukuye ku bicuruzwa, club ndetse n’ibiribwa muri Amerika y'Amajyaruguru.Ibiryo bya Curation birashobora kongera ibicuruzwa bishya binyuze mumurongo wacyo ukwirakwizwa kwabahinzi, urunigi rutanga firigo hamwe na tekinoroji yo gupakira BreatheWay, mubisanzwe byongerera igihe cyimbuto n'imboga.Ibiribwa bya Curation Ibiribwa birimo Kurya Smart yuzuye imboga na salade, O Amavuta yubukorikori bwa Premium hamwe nibicuruzwa bya vinegere, hamwe na Yucatan na Cabo Fresh avoka.
Twibanze ku gushyiraho agaciro k'abanyamigabane dutanga ku ntego zacu z’imari, gushimangira impapuro zerekana ko dushyira mu gaciro, gushora imari mu iterambere, gushyira mu bikorwa ibyo dushyira imbere mu rwego rwo kunoza imikorere y’ibiribwa bya Curation no gutwara umurongo wa mbere muri Lifecore.
Ku gihembwe cya kabiri cy’ingengo y’imari '20, amafaranga yinjije yiyongereyeho 14% agera kuri miliyoni 142 $ ugereranije n’igihembwe cya kabiri cy’umwaka ushize.Ariko, twahuye nigihombo kirenze icyateganijwe gutakaza igihombo no kugabanuka kwinyungu rusange na EBITDA mugihembwe cya kabiri cyingengo yimari ya 20.Ibi byaviriyemo igihembwe cya kabiri igihombo cyamadorari 0.16 mbere yo kuvugurura no kwishyurwa bidasubirwaho.Dufite gahunda nini yo gukora twatangije kunoza imikorere kubiribwa bya Curation nzabiganiraho mukanya.
Lifecore, iterambere rya Landec ryujuje ubuziranenge ubucuruzi bwa CDMO bwibanze ku iterambere ry’ibicuruzwa, gukora ibicuruzwa biterwa inshinge, byagize ikindi gihembwe kinini cyiyongera cyane mu kwinjiza no kwinjiza amafaranga mu gihe EBITDA yikubye inshuro ebyiri ugereranije n’umwaka ushize.Ubucuruzi bukomeje kwimura abakiriya bayo binyuze mubuzima bwiterambere ryibicuruzwa kugirango bimenyekanishe kandi biteze imbere umuyoboro w’abakiriya b’iterambere bizatera imbere mu gihe kirekire.Nyamara, ibiryo bya Curation byagize ingaruka mbi kubisubizo byigihembwe cya kabiri kuko ubucuruzi bwahuye nibibazo bitangwa.Mu gihembwe cya kabiri, twasoje isubiramo ryibikorwa byibikorwa bya Curation Foods kugirango twumve neza imbaraga nimbogamizi, byagaragaje amahirwe yo gutuma ibiryo bya Curation birushanwe kandi byunguka.
Igisubizo ni gahunda y'ibikorwa ihoraho hamwe na gahunda yo guhanga agaciro yitwa Umushinga SWIFT, uzashingira kubikorwa byo gutezimbere imiyoboro isanzwe igenda neza kimwe no kwibanda kubucuruzi kumitungo yingenzi yibanze no guhindura umuryango mubunini bukwiye.Umushinga SWIFT, bisobanura koroshya, gutsinda, guhanga udushya, kwibanda no guhindura, bizashimangira ubucuruzi bwacu tunoza imikorere yikiguzi cya Curation Foods no kuzamura marike ya EBITDA itanga umusingi wo kunoza impapuro zerekana imiterere yikigo no guhindura ibiryo bya Curation bihinduka amarushanwa akomeye kandi isosiyete yunguka.
Mu gihe twahuye n’ibibazo mu gice cya mbere cy’ingengo y’imari ya 20, turongera gushimangira ubuyobozi bw’umwaka wose, busaba ko amafaranga ahuzwa ava mu bikorwa bikomeza kwiyongera 8% akagera kuri 10% kugeza kuri miliyoni 602 kugeza kuri miliyoni 613.EBITDA ya miliyoni 36 kugeza kuri miliyoni 40 n’inyungu kuri buri mugabane wa $ 0.28 kugeza $ 0.32, usibye kuvugurura no kudasubirwamo.Turakomeza gutegereza kubyara inyungu nyinshi mugice cya kabiri cyumwaka wingengo yimari, harimo nigihembwe cya gatatu cyingengo yimari, kandi duhagaze neza kugirango tugere kuntego zacu.
Mbere yuko mbabwira byinshi birambuye kumushinga SWIFT nimbaraga zacu hamwe na Lifecore na Curation Foods, nkimukira mugice cya kabiri cyumwaka wingengo yimari, ndashaka kumenyekanisha abakinnyi bashya mumakipe yubuyobozi.Icyambere, ndashaka gushimira Greg Skinner, wateganijwe ko yeguye ku mirimo ye nk'umuyobozi mukuru ushinzwe imari ya Landec na Visi Perezida mukuru mu cyumweru gishize.Ndashaka gushimira Greg kumyaka amaze akora.Mw'izina ry'inama n'abakozi bacu, tumwifurije ibyiza.
Nanjye uyu munsi ni Brian McLaughlin, wazamuwe mu ntera ashinzwe Umuyobozi mukuru ushinzwe imari ya Curation Foods agirwa umuyobozi mukuru w’agateganyo wa Landec, na Glenn Wells, wazamuwe mu ntera kuva kuri Visi Perezida w’Ubucuruzi, aba Visi Perezida w’Ubucuruzi n’abakiriya muri Amerika ya Ruguru.Iyi mirimo mishya ijyanye no gutanga akazi mbere yatangajwe birampa ikizere cyinshi ko dufite itsinda ryiza kandi duhagaze neza kugirango tugere kuntego zacu muri 20.
Urakoze, Al, kandi mwaramutse mwese.Icyambere, gusubiramo muri make ibisubizo byigihembwe cya kabiri.Twiyongereye kwinjiza amafaranga 14% agera kuri miliyoni 142,6 z'amadolari, twatewe na 48% no kwiyongera kwa 10% byinjira muri Lifecore na Curation Foods.
Inyungu rusange yagabanutseho 8% umwaka-ushize, byatewe no kugabanuka kwibiryo bya Curation nzavugana muburyo burambuye mukanya.Uku kugabanuka kwa Curation Foods kwakuweho igice gusa nubuzima bukomeye bwa Lifecore, bwerekanye inyungu yiyongereyeho 52% umwaka ushize.EBITDA yanze miliyoni 5.3 z'amadolari yo gutakaza miliyoni 1.5 z'amadolari y'igihembwe.Igihombo cyacu kuri buri mugabane cyari $ 0.23 kandi kirimo $ 0.07 kumugabane wamafaranga yo kuvugurura hamwe n’amafaranga adasubirwamo.Usibye aya mafaranga, igihombo cya kabiri kuri buri mugabane cyari $ 0.16.
Kwimura ibisobanuro byacu kubisubizo byigice cyambere.Twizera ko igice cya mbere cyibisubizo wenda igipimo cyingirakamaro cyibikorwa byacu muri iki gihe cyinzibacyuho turwanya ibiteganijwe mu mwaka w’ingengo y’imari '20, bisubizwa inyuma mu gihembwe cya gatatu n'icya kane.Amafaranga yinjiye yiyongereyeho 13% agera kuri miliyoni 281.3 z'amadolari mu mezi atandatu ya mbere y’ingengo y’imari ya 20 ugereranije n’igihe cyashize umwaka ushize, bitewe ahanini;mbere, miliyoni 6.8 z'amadolari cyangwa kwiyongera 24% byinjira muri Lifecore;kabiri, kugura ibiryo bya Yucatan ku ya 1 Ukuboza 2018, byatanze miliyoni 30.2 z'amadorari yinjira;n'icya gatatu, miliyoni 8.4 z'amadolari cyangwa kwiyongera 9% byinjira muri salade.Uku kwiyongera kwagabanijwe igice na miliyoni 9.7 z'amadolari mu gikapu cy'imboga zapakiwe n'ubucuruzi;no kugabanuka kwa miliyoni 5.3 z'amadolari y’amafaranga yinjira mu bishyimbo byatsi kubera ibikoresho bike bituruka ku bihe by’ikirere haba mu gihembwe cya mbere n’icya kabiri cy’ingengo y’imari '20.
Ibihe byakomeje kuba ikibazo gikomeye kubucuruzi bwacu.Nkuko byaganiriweho mbere, twafashe ingamba zihamye zo kugabanya ibi byago dukoresheje ingamba zo guhinga ibishyimbo kibisi muriyi mpeshyi kugirango tubone ibyo abakiriya bakeneye muri iki gihe cyibiruhuko.Izi ngamba zagaragaye ko ari nziza mugihe cyumuyaga Dorian aho twumvaga nta ngaruka nke dufite.Nyamara, inganda zahuye nizindi mbogamizi zitunguranye muburyo bwikirere cyakwirakwiriye hakiri kare mu Gushyingo cyagize ingaruka ku itangwa ry’ibishyimbo bibisi mu gihe cyibiruhuko.
Inyungu rusange yagabanutseho 7% cyangwa miliyoni 2.4 z'amadolari mu mezi atandatu ya mbere y’ingengo y’imari ya 20 ugereranije n’igihe cyashize umwaka ushize kubera igabanuka rya miliyoni 4.9 z’amadolari mu bucuruzi bw’isosiyete yitwa Curation Foods.Abashoferi ba Curation Foods ibikorwa byinyungu rusange byari ibi bikurikira.Ubwa mbere, kugurisha ibicuruzwa bya avoka bihenze cyane mugihembwe cya kane cyingengo yimari '19 mugihembwe cyambere cyingengo yimari '20 mugihe igiciro cya avoka cyikubye inshuro 2 ugereranije nigiciro kiriho.Icya kabiri, ibihe bijyanye nikirere bigira ingaruka kubintu bitangwa.Icya gatatu, inyungu ntoya ituruka ku kugabanuka guteganijwe kugabanwa imifuka yimboga zipakiye hamwe nubucuruzi bwubucuruzi.Iri gabanuka ryagabanijwe igice cya miliyoni 2.5 z'amadolari cyangwa 29% byunguka inyungu muri Lifecore iterwa ninjiza nyinshi.
Amafaranga yinjira yagabanutse mu mezi atandatu ya mbere y’ingengo y’imari '20 ugereranije n’umwaka ubanza kubera;mbere, kugabanuka kwa miliyoni 2.4 z'amadolari y'inyungu rusange;icya kabiri, kwiyongera kwa miliyoni 4 z'amadorali mu bikorwa byo gukora biturutse ku kongeramo ibiryo bya Yucatan;icya gatatu, kwiyongera kwa miliyoni 2.7 z'amadolari y’inyungu kubera umwenda wiyongereye ujyanye no kugura ibiryo bya Yucatan;bine, kwiyongera kw'amadorari 200.000 by'agaciro keza ku isoko ryiza ry’ishoramari rya Windset ugereranije na miliyoni 1.6 z'amadolari y'Amerika mu mezi atandatu ya mbere y'umwaka ushize;n'icya gatanu, amafaranga yo kuvugurura n'amafaranga adasubirwamo angana na miliyoni 2.4 z'amadolari cyangwa $ 0.07 kuri buri mugabane nyuma y'umusoro.Iri gabanuka ryinjiza ryagabanijwe igice cyagabanutseho miliyoni 3.1 zamadorali y’umusoro ku nyungu.Usibye amadorari 0.07 y’amafaranga yo kuvugurura n’amafaranga adasubirwamo mu mezi atandatu ya mbere y’ingengo y’imari ya 20, Landec yaba yaramenye igihombo kuri buri mugabane wa $ 0.33.
EBITDA mu gihe cyumwaka-kugeza ubu yari miriyoni 1,2 z'amadolari ugereranije na miliyoni 7 z'amadolari meza mu mwaka ubanza.Iyo ukuyemo miliyoni 2.4 z'amadolari y'ibirego bidasubirwaho, amezi atandatu EBITDA yaba yarabaye miliyoni 1.2.
Hindukira kumikoro yacu.Mu mpera z'igihembwe cya kabiri cy'ingengo y'imari '20, Landec yatwaye hafi miliyoni 107 z'amadolari y'umwenda w'igihe kirekire.Umubare uteganijwe wo gukwirakwiza mu mpera z'igihembwe cya kabiri wari 1.5%, ibyo bikaba byubahiriza amasezerano yacu arenga 1.2%.Umubare w'ingaruka zacu mu mpera z'igihembwe cya kabiri wari 4.9%, ibyo bikaba byubahiriza amasezerano y'imyenda yacu 5% cyangwa munsi yayo.Turateganya kubahiriza amasezerano yose yimyenda yacu imbere.Landec yiteze kugira ubwishingizi buhagije kugirango ingengo yimari ya 20 ikomeze guteza imbere ubucuruzi bwayo no gushora imari mu guteza imbere ingamba zacu haba muri Lifecore na Curation Foods.
Duhinduye uko tubibona, nkuko Al yabivuze mu ijambo rye, twongeye gushimangira ubuyobozi bw’ingengo y’imari y’umwaka wa 20, bwasabye ko hajyaho amafaranga ava mu bikorwa bikomeza kwiyongera 8% akagera kuri 10% kugeza kuri miliyoni 602 kugeza kuri miliyoni 613, EBITDA ya Miliyoni 36 kugeza kuri miliyoni 40, hamwe ninyungu kumugabane wa $ 0.28 kugeza $ 0.32, usibye kuvugurura no kudasubirwamo.Turateganya kubyara inyungu nyinshi mu gice cya kabiri cy’umwaka w’ingengo y’imari kandi tugashyiraho ubuyobozi bw’igihembwe cya gatatu cy’ingengo y’imari, ukuyemo amafaranga yo kuvugurura no kudasubirwamo ku buryo bukurikira: Igihembwe cya gatatu amafaranga yinjiza ateganijwe kuba hagati ya miliyoni 154 na miliyoni 158;inyungu ku mugabane uri hagati ya $ 0.06 kugeza $ 0.09, na EBITDA iri hagati ya miliyoni 7 na miliyoni 11.
Urakoze, Brian.Turakomeza kwizera ibyerekeye gahunda zacu zo kuzamura iterambere ryunguka mu ngengo yimari ya 20.Reka ngende muburyo burambuye kubyerekeye iterambere tugenda dukora mubucuruzi bwa Lifecore na Curation Foods.
Lifecore ikomeje kubona imbaraga zunguka inzira eshatu zinganda;nimero ya mbere, umubare wibicuruzwa byiyongera ushaka FDA;nimero ya kabiri, kwiyongera kwerekeza kumiti iterwa inshinge;nimero ya gatatu, uburyo bugenda bwiyongera mubigo bikorerwamo ibya farumasi nubuvuzi kugirango batange uburyo bwo gukora no gukora ibicuruzwa bigenda byiyongera mubyiciro byubucuruzi.
Nka CDMO itandukanijwe cyane kandi yuzuye, Lifecore ihagaze neza kugirango yandike iyi mirizo.Binyuze mu myaka 35 ya Lifecore nkumuyobozi wisi yose mugukora progaramu ya premium inshinge HA, Lifecore yateje imbere ubumenyi bwo gutunganya no gukora bigoye gukora no kugurisha ibikomoka kumiti muri siringi na vial.Ibi byatumye Lifecore ishyiraho inzitizi zikomeye kumarushanwa no gushiraho amahirwe yihariye yo guteza imbere ubucuruzi.
Dutegereje imbere, Lifecore izamura iterambere ryayo ryigihe kirekire mu gushyira mubikorwa ingamba eshatu zingenzi;nimero ya mbere, gucunga no kwagura umuyoboro witerambere ryibicuruzwa;nimero ya kabiri, yujuje ibyifuzo byabakiriya mugucunga ubushobozi no kwagura ibikorwa kugirango huzuzwe ibikenerwa mubucuruzi;nimero ya gatatu, gukomeza gutanga amakuru akomeye yubucuruzi kuva kumuyoboro witerambere ryibicuruzwa.
Kubireba umuyoboro witerambere ryibicuruzwa, Lifecore yateye intambwe igaragara mugihembwe cya kabiri cyingengo yimari.Amafaranga yinjira mu bucuruzi mu gihembwe cya kabiri cy’ingengo y’imari ya 2020 yiyongereyeho 49% umwaka ushize kandi atanga 36% by’iyongera ry’amafaranga yinjira mu ngengo y’imari ya kabiri ya Lifecore.Umuyoboro wogutezimbere ubucuruzi ufite imishinga 15 mubyiciro bitandukanye byubuzima bwibicuruzwa kuva iterambere ryamavuriro kugeza mubucuruzi, ibyo bikaba bihuza ningamba rusange yubucuruzi.
Kugira ngo Lifecore ishobore gukenerwa, tuzashora hafi miliyoni 13 z'amadolari yo kwagura ubushobozi mu ngengo y’imari ya 20.Nkuko byari byateganijwe, Lifecore yatangiye kwemeza ubucuruzi bushya bushya bwa siringe ninshuro nyinshi zuzuza umusaruro mugihembwe cya kabiri cyimari.Iyo birangiye, uyu murongo mushya uzamura Lifecore ubushobozi bwa none hejuru ya 20%.
Ubucuruzi bwa Lifecore buhagaze neza kugirango buhuze ibicuruzwa bizaza mu bucuruzi ndetse n’iterambere mu gihe kiriho, gishobora kwakira inshuro ebyiri ubushobozi bw’umusaruro.Byongeye kandi, Lifecore ikomeje gutera intambwe igaragara mugutezimbere ibikorwa byiterambere byabakiriya bayo nyuma yo gutera inkunga ibikorwa byubuvuzi byicyiciro cya 3 nibikorwa byubucuruzi byongera ibikorwa.Kugeza ubu, Lifecore ifite ibicuruzwa bimwe bisubirwamo muri FDA byemejwe ko biteganijwe mu mwaka wa 2020.
Urebye ahazaza, Lifecore igamije kwemeza ibicuruzwa bigenzurwa hafi buri mwaka kandi biri mu nzira yo kugera kuri iyi cadence guhera mu ngengo yimari ya 2022. Turakomeza gutegereza ko Lifecore izatanga umusaruro ugereranije n’iterambere ry’ingimbi n'abangavu mu myaka itanu iri imbere nkuko bagura ibicuruzwa kubakiriya basanzwe hamwe nabakiriya bashya kandi bakomeza gucuruza ibicuruzwa biri mubikorwa byiterambere.
Itsinda rya Lifecore ryinzobere zikorana, zifatanije na sisitemu nziza-nziza-nziza-nziza-nziza, ifasha abafatanyabikorwa bacu kwihutisha ibikorwa byiterambere ryibicuruzwa.Umuvuduko no gukora neza byagabanije igihe cyo kwisoko kubafatanyabikorwa bacu, bifite agaciro gakomeye mubushobozi bwacu bwo kuzamura imibereho yabarwayi binyuze mubucuruzi bwubuvuzi bwabo bushya.
Ku bijyanye n'ibiribwa bya Curation, igihe natangiraga kuyobora Landec mu ntangiriro z'uyu mwaka w'ingengo y'imari, nashyize imbere ibyo dushyira mu bikorwa kandi mbasezeranya ko hazafatwa ingamba zihamye zo kudufasha kugera ku ntego zacu z'igihe gito kandi z'igihe kirekire.
Twateye imbere cyane kurwanya izi ngamba zifatika.Kandi binyuze mubikorwa byacu byumushinga SWIFT, tuzahindura ibiryo bya Curation mubucuruzi bwihuse, burushanwa kandi bwunguka.Ibiryo bya Curation bizakomeza gutanga urwego rwohejuru rwibicuruzwa byumutekano n’umutekano, mugihe bizasohozwa neza kubakiriya bayo, abahinzi nabafatanyabikorwa biyemeje.Turakomeza kwibanda ku nshingano zacu zo gutanga ibiryo byintungamubiri kandi biryoshye mugihe turinda umubumbe wacu ibisekuruza bizaza binyuze mubikorwa byubucuruzi birambye.
Muri Curation Foods, turatangiza umushinga SWIFT uyumunsi, intambwe yambere muri gahunda yacu ikomeje izashyirwa mubikorwa mu ngengo yimari ya 20 na 21, duhuza ibikorwa byacu kugirango koroshya ubucuruzi no kuzamura inyungu.Umushinga SWIFT ufite ibice bitatu byingenzi;icyambere, gukomeza kwibanda kumurongo mwiza;icya kabiri, kwibanda ku kugwiza umutungo wingenzi;n'icya gatatu, gushushanya ishyirahamwe mubunini bukwiye kugirango duhatane.Amafaranga azigamwa buri mwaka muri ibyo bikorwa azaba agera kuri miliyoni 3.7 cyangwa $ 0.09 kuri buri mugabane.
Kujya muburyo burambuye kuri buri kintu cyibanze.Dukomeje kwibanda ku miyoboro no gutezimbere ibikorwa bigaragazwa n’itangazo ryuyu munsi ko dushyira ibiro bya Curation Foods ku cyicaro cyayo i Santa Maria, muri Californiya.Ibi bizoroshya uburyo dukora ubucuruzi.Bizadufasha kurushaho gukora neza kandi neza.Kugira itsinda hagati muri Santa Maria bizemerera ubufatanye bukomeye, koroshya itumanaho no kunoza imikorere.
Iki cyemezo kizafunga ibiro bya Landec byakodeshwaga i Santa Clara, muri Californiya, ibiro bya Yucatan Foods bikodeshwa i Los Angeles, muri Californiya, no kugurisha icyicaro gikuru cy’ibiribwa i San Rafael, muri Californiya.Icya kabiri, turibanda kubucuruzi bwacu kumitungo yibikorwa no gutandukanya umutungo udafite ishingiro kugirango dukomeze koroshya ubucuruzi.Kugira ngo ibyo bigerweho, turatangira gusohoka no kugurisha ikigo cya Ontario, Californiya yimyambaro ya salade, itaratangira gukora.Icya gatatu, twatangaje igishushanyo mbonera cyacu gishya, gishyira abagize itsinda muburyo bukwiye kubikorwa byogutezimbere ingamba, bigateza imbere kandi bikazamura impano yimbere, bitangira kugabanya umubare wimibare ikwiranye nubucuruzi bwacu.Nshimishijwe nintererano abakozi barebwa niyi gahunda batanze muri Curation Foods, kandi ndabashimira byimazeyo kubikorwa byabo.
Nkuko byavuzwe haruguru, ndizera ko tuzatanga umusaruro ushimishije muri Curation Foods mugice cya kabiri cyingengo yimari ya 20 hamwe ninkingi zacu zifatika zibanda ku kuzamura ibicuruzwa byacu byinjira cyane, kunoza imikorere yacu, gukomeza kugabanya ibibazo by’ibiciro byugarije inganda zacu kandi gutanga umusaruro ushimishije mubicuruzwa mugihe ukomeje guharanira ibikorwa byiza.Nubwo igice cya mbere cy’ingengo y’imari ya 20 cyahuye n’ibibazo byinshi turimo gutsinda, turatera imbere ibikorwa byacu kandi tuzabona iki gikorwa kigaragara mu mari mu gihembwe cya gatatu n'icya kane cy’ingengo y’imari - y’uyu mwaka w’ingengo y’imari.
Iterambere ry’ibice bine by’ingenzi n’inyungu ni: icya mbere, ubucuruzi bwacu bukura kandi bugenda neza muri Lifecore biteganijwe ko hazamenyekana amafaranga yinjiza miliyoni 8.5 kugeza kuri miliyoni 8.8 mu gihembwe cya kane, akaba aricyo gihembwe kinini cy’uyu mwaka w’ingengo y’imari biteganijwe ko EBITDA ingana na miliyoni 9 kugeza Miliyoni 10.Icya kabiri, mu rwego rwo guteza imbere ingamba zo guhanga udushya tw’ibiryo, tuzatanga amafaranga yinjiza mu gice cya kabiri cy’ingengo y’imari ya 20 hamwe n’ibisubizo byacu hamwe n’ibicuruzwa by’ibiribwa bisanzwe.Turakomeza kuba umuyobozi udushya hamwe nibisubizo byacu bwite.
Twibanze kumikoro yacu kugirango tugire agaciro hamwe na patenti ya BreatheWay ipakira ibisubizo.Ubu tekinoroji irakoreshwa mu gupfunyika pallet ya raspberries ya Driscoll.Bitewe n'ikizamini cyatsinzwe muri Driscoll yo muri Californiya ikwirakwiza, ubu twaguye gahunda yo gupfunyika palisiti ya raspberry muri Driscoll muri Amerika y'Amajyaruguru.Byongeye kandi, ibiryo bya Curation byabonye ibyiciro byihariye hamwe nisosiyete ikora ibicuruzwa ikora ibicuruzwa byacu bya Yucatan hamwe nu mufuka woroshye.Iyi sosiyete ifite uburenganzira bwo gukwirakwiza muri Amerika ya Ruguru.Iki gisubizo kidasanzwe cyo gupakira cyemerera gukoreshwa cyane no koroherezwa hamwe nigihe kirekire cyo kuramba cyangwa kugabanya imyanda.
Turakomeza kandi kuyobora hamwe no guhanga ibicuruzwa.Dufite imbaraga mubicuruzwa byacu bya avoka kandi twagura ikigeragezo cyo gupakira ibicuruzwa mubirango byacu bya Cabo Fresh.Twishimiye kandi itangizwa rya Eat Smart yo kuruhuka ibicuruzwa, kuri ubu bikaba biteganijwe ko bizaba ku isoko Mutarama '20.Dushingiye ku bushishozi bw’abaguzi, indangamuntu nshya mu gupakira yageragejwe cyane n’abaguzi haba muri Amerika ndetse no muri Kanada, kandi dufite ibyifuzo byo kuzamura umuvuduko w’ibicuruzwa.
Inkingi yacu ya gatatu yibikorwa, igice cya kabiri umuvuduko, ni ugukomeza kwibanda kubikorwa byiza kugirango tunoze inyungu rusange.Iri tsinda ryateye imbere cyane mugutangiza ibikorwa byo gukora ibinure mubikorwa byacu biherereye i Tanok, muri Mexico aho dukora ibicuruzwa bya avoka bya Yucatan na Cabo Fresh.
Ibisubizo by'ibikorwa byacu birimo 40% kunoza ingingo yo guhindura umusaruro no kugabanya 50% kubiciro byimbuto mbisi.Mubyukuri, guhera muri Mutarama 20, 80% y'ibarura ryacu riteganijwe gukorwa n'imbuto zihenze.Iterambere rizagabanya ibiciro biteganijwe muri rusange 28% mugice cya kabiri cyingengo yimari ya 20.Icyangombwa, nkibisubizo byizo mbaraga, turateganya gutanga umusaruro wigihembwe cya kane byibuze byibuze 28% kubicuruzwa byacu bya avoka Yucatan na Cabo Fresh.
Nkuko twagiye tuvugana, inkingi yacu ya kane yibikorwa nibyo twibanda mugukuramo ibiciro mubucuruzi bwacu.Gahunda ya Curation Foods yatwaye gahunda iri mu nzira yo kugera ku ntego yacu ya miliyoni 18 kugeza kuri miliyoni 20 z'amadolari mu ngengo y’imari ya 20 hamwe na 45% by'amafaranga twateganijwe kuzigama azamenyekana mu gihembwe cya kane.Muri gahunda, uyu munsi twatangaje ko duhuriza hamwe kuva ku masezerano abiri y’abakozi kugeza ku rwiyemezamirimo umwe mu kigo cya Guadalupe California, kizajya gitanga amafaranga yo kuzigama buri mwaka miliyoni 1.7.Tuzungukirwa kandi nibikorwa SWIFT umushinga no kuzigama muriyi gahunda bizatangira kugerwaho mugihembwe cya kane cyuyu mwaka wingengo yimari.
Nkuko byavuzwe mu magambo yanjye atangiza, nta na kimwe muri ibyo byagezweho cyashoboka hatabayeho abantu beza mu mirimo iboneye kandi bakorera hamwe ahantu hamwe.Nizera ko itsinda ryanjye rizateza imbere gahunda zacu zo koroshya ibikorwa byacu no kuzamura inyungu.
Muri make, dufite ibyiringiro byubuyobozi bwacu bwingengo yimari '20.Itsinda rya Landec ryibanze ku kwihesha agaciro mu gutanga intego z’imari, gushimangira impapuro zerekana neza, gushyira mu bikorwa ingamba zihutirwa zo kunoza imikorere y’ibiribwa bya Curation ndetse no muri Lifecore ishora imari mu iterambere no gutwara umurongo wo hejuru.Nizeye muri gahunda yacu yo guhindura impinduka zikenewe kugirango tugire icyo tugeraho kandi twizere ko iterambere ryigihe kirekire ryunguka kugirango duhe agaciro abakiriya bacu, abaguzi ndetse nabanyamigabane.
Murakoze.Ubu tuzaba dukora ikibazo-n-igisubizo.[Amabwiriza ya Operator] Ikibazo cyacu cya mbere kiva kumurongo wa Brian Holland hamwe na DA Davidson.Nyamuneka komeza ikibazo cyawe.
Yego, urakoze.Mwaramutse.Ikibazo cya mbere, ndakeka, gusa kugirango tumenye neza ko twumva uburyo dukura kubibazo bya Q2 kugeza umwaka wose uyobora.Biragaragara ko icyatsi kibisi cyinjira nigihombo cyinjiza ninyungu ntusubireyo.Birasa nkaho rero gushyira mubikorwa umushinga SWIFT hamwe no guhuriza hamwe ibikoresho umaze kuvuga, nibyo byose muburyo bwo guhagarika ikibazo cya Q2 cyabuze uburyo bwo gukomeza kuyobora umwaka?Niba kandi atari byo, hari ikindi kintu twakagombye gutekereza gusa kuri ubwo bwoko bwo gutwara iyo mibare?
Yego, muraho.Muraho, Brian;ni Al.Mwaramutse.Umushinga SWIFT ugiye kuba igice mubyo twibandaho ni ukubona ingano ikwiye no kubona ikiguzi, ariko kandi twagiye dukora kuri gahunda nyinshi zo kuzigama amafaranga yiyongera ari hejuru kandi arenga gahunda zisohoka twe. byavuzwe binyuze kurubuga rwacu rwo gukora.Noneho, tuzi ko dufite umwobo.Twari twatangiye rero muri Q2 imishinga imwe kugirango tubone ibicuruzwa byiyongera.
Yego.Muraho, Brian.Ni Brian.Yego.Noneho, usibye gusa muburyo bwo kudufasha gufata hano mugihembwe cya kane, urashobora kuzuza bimwe mubitinda buhoro hano mugice cyambere cyumwaka, nkuko Al yabivuze.Imwe murimwe nuburyo bukwiye bwo kuzigama ibiciro bizagaragarira muri Q4.Hariho ibintu bimwe byongeweho ibintu twabonye nyuma yumwaka utangiye byakurikiranaga hanyuma bikagenda.Dufite imbaraga zirenze iziteganijwe salade yinjira na margins.Turi imbere ya gahunda kuri ibyo.Kandi rero turateganya ko bizakomeza, kandi nabyo biradufasha mugice cya kabiri cyumwaka.Kandi twari dufite ibyiza kuruta gahunda yo guhindura no gutanga umusaruro.
Hanyuma, binyuze mubintu bya salade no kunoza imiterere yikiguzi muri rusange, hamwe no kuvanga ibicuruzwa, muri rusange margin ku ijana nayo irasa nkigikomeye mugice cya kabiri cyumwaka.Rero, mubyukuri ni umufuka wibintu.Kandi wongeyeho byose, kandi birasa no gushyira umwuka munsi yamababa yacu mugihembwe cya kane.
Nibyo.Murakoze.Iri ni ibara rifasha mwembi.Gukurikirana gusa.Kandi uvuze ibikorwa byigiciro, biragaragara ko ukomeje intego, uri hafi kimwe cya kane cyegereje umwaka urangiye, bityo ukaba waranyuze andi mezi atatu yo kurwanya iyi gahunda.Mfite amatsiko, ndakeka - Ndakeka ko hari umusego washyizweho, ukurikije aho ibyo bikorwa bigeze ndetse numubare wibikorwa ufite.Ndimo nibaza niba ushobora kuvugana nurugero rwihariye rwibikorwa muri izo ntego zihenze aho ugenda urushaho kugaragara cyane, vuga, aho iterambere rigeze - nihehe terambere ryibintu wari ufite ubu mbere yiki gihembwe? ?Biragaragara ko hano hari ibintu bishya watangaje muri iki gitondo, ariko ndatekereza kubintu wakoraga utangiye ...
Ni - nkuko twabiganiriyeho, ni mugari cyane urutonde rwibintu byiyongera.Kandi rero, duhereye ku micungire y’ibyago, mubyukuri ikwirakwiza ingaruka muri iyo 18 kugeza 20.Nibintu bitandukanye.Nukuzamura umusaruro muri gahunda, ni automatike kuri serivisi imwe, ni automatisation ya palletisation, ni automatisation yabayobozi bacu bashinzwe ibibazo, ni ibintu byinshi, bitandukanye, ibintu byinshi, ibicuruzwa byacu, igishushanyo mbonera cyacu, birakomeza kandi ku.
Kandi rero, na none, ibi ni - byadufashije cyane kugira ubwo bunini.Nibikoresho muri gahunda yacu duhereye kumurima.Ni ibintu byinshi rero.Kubwamahirwe, ikwirakwijwe muburyo butandukanye bwibikoresho muri sosiyete.Kandi rero, mubyukuri barasa nuburyo butandukanye buva mumajwi atandukanye muri hub.
Yego.Na Brian, ushobora kutubwira ko bigoye cyane, umubare wibintu, ariko ibi turabicunga binyuze mubiro byacu bishya bya PMO kandi twibanda ku kureba neza ko ibyo bintu tubikora neza.Turi mu gihembwe cya gatatu.Turi mu nzira, kandi twumva dushimishijwe no kuba dushobora gukurura ibi hanyuma tukagera kuri miliyoni 18 kugeza kuri miliyoni 20.
Ndabyishimiye.Ndashima ko cyari ikibazo cyagutse cyane, imiterere ifasha hano.Nzabirekera aho.Amahirwe masa mwese.
Murakoze.Ikibazo gikurikiraho kiva kumurongo wa Anthony Vendetti hamwe na Maxim Group.Nyamuneka komeza ikibazo cyawe.
Nashakaga kwibanda gusa - mwaramutse, basore.Nashakaga kwibanda ku ntera nini.Ndabizi, mugihe tugenda mumwaka, cyane cyane Yucatan igiye kugera kuri 28%.Lifecore igiye gukomeza kwiyongera kuko bari munzira yigihembwe cyiza mugihembwe cya kane.Noneho, Ndabona ibyo - Ndabona igitereko kibaho.Gusa nibazaga niba tureba muri rusange inyungu rusange yibigo mugihembwe cya kane, dufite urutonde rwibyo dutegereje ko bizaba?
Yego.Nibyiza, hari ibyiringiro byinshi twatwaye turwanya umushinga SWIFT nibindi, kandi - ndashaka kuvuga kandi, ikiguzi cyo hanze nakwanga ko ntanga umubare wuzuye, ariko hariho ibintu byinshi ko turimo gukora hano twizeye ko tuzakomeza kuzamura intera mugihembwe cya kane kimwe nuko ibicuruzwa bya salade bivanze mubidukikije biva mu mahanga.
Yego.Anthony, igihe nafashe umuyobozi kuri salade marge yagabanutse.Amafaranga twinjiza yari meza, ariko salade yacu yagabanutse.Bimwe muribyo byari bivanze.Dufite ibicuruzwa bimwe bitanga ibicuruzwa birenze ibyiciro.Byatubereye udushya rwose kuri twe, ariko byatangiye hagati yingimbi ukurikije intera, kandi twagize imbaraga nyinshi hano mugice cya mbere binyuze muburyo butandukanye, harimo no kugabanya bimwe mubipakira muri ibicuruzwa byacu bifite ingaruka nke cyane kubakoresha.Turateganya rero kubona ibi bikoresho bimwe bipfunyika ahantu hagati ya 20% s niho tugamije.Kandi ibyo bigiye kudufasha cyane hamwe na gahunda yo kunoza margin, wongeyeho turabona kuvanga neza uyumwaka, ari nako bidufasha muri salade yacu.
Rero, turabona salade itera imbere.Ndatekereza ko ubona ibibera muri Mexico, ibicuruzwa bya avoka.Kandi rwose twibanze ku gutwara inyungu zubucuruzi.Ese ibyo bifasha?
Yego, Yego, Al.Kandi mubijyanye gusa, ndabizi, icyibandwaho ni ugutunganya ibiryo bya Curation.Kandi wagaragaje imishinga itari mike ukora icyarimwe icyarimwe.Hariho ubundi buryo bugaragara bwubucuruzi bugomba gukurwaho cyangwa guhinduka kuburyo bugaragara cyangwa ibyo umaze kuvumbura mumezi atandatu cyangwa arindwi ashize ni byiza cyane?
Nibyiza, ntabwo navuga ko twarangije.Nibyo?Umushinga SWIFT rero ,, twatangiye uyumunsi.Ni gahunda yacu yo gukomeza kunoza ibikorwa byibanze byibanda ku gutwara inyungu no kuzamura EBITDA yibiryo bya Curation.Ntabwo rero aribintu byigihe kimwe, ni inzira twatangiye.Kandi twibanze kandi turabyitabira.Rero, birashoboka cyane ko bizaza.Twe usibye kubona ubu bucuruzi aho butera imbere rwose.
Nibyo, ibyo birafasha.Gusa ikibazo cyihuse cyamafaranga kuri Brian.None, miliyoni 2.4 zamadorali yishyurwa ryivugurura, mugihe dukoresha ibyo dukoresheje icyitegererezo, niyihe miliyoni 2.4 z'amadolari y'umusoro mugihembwe?
Murakoze.Ikibazo gikurikiraho kiva kumurongo wa Gerry Sweeney hamwe na Roth Capital Partners.Nyamuneka komeza ikibazo cyawe.
Nari mfite ikibazo kuri Lifecore, mubyukuri couple.Ariko guhera kuruhande rwa capex, capex yabaye nkenerwa cyane mumyaka itanu ishize.Mubyukuri nabonye ibibazo bibiri byinjira kuriyi.Ndakeka ko iyi capex igomba kugabanya kurangiza post izindi mbaraga zo kwagura.Ndibwira ko baguye ibikoresho byabo mumyaka mike ishize, imiterere nyayo none babonye umurongo wuzuza ibikombe.Ni ubuhe buryo bwo gufata neza capex kuri Lifecore iyo kwaguka kwose kurangiye?
Gerry, uyu ni Jim.Mubisanzwe kubungabunga capex buri mwaka biri miriyoni 4 kugeza kuri miliyoni 5.Kandi uvuze ukuri, ubwinshi bwa capex dukoresha ni ugucunga ubushobozi uko ingano yacu yiyongera hamwe no gucuruza imiyoboro yacu yiterambere.
Kubona.Kandi birakwiye kuvuga, urashobora - Sinzi neza niba ibi aribyo ariko byikubye kabiri amafaranga yinjiza mbere yishoramari rinini rya capex.Biragaragara ko washora imari vuba kurenza, ariko kurangiza inyandiko ufite ubushobozi bwinshi mubyukuri nibyo ndimo kugeraho.
Iburyo.Mubisanzwe ntabwo dushora imari keretse ubucuruzi butegeka.Ariko ndaguha urugero - nko gushyira umurongo mushya wuzuye ni inzira yimyaka itatu cyangwa ine.Tumara umwanya munini rero dusuzuma aho ubushobozi bwacu bushobora gukenera kujya dukurikije ibicuruzwa dukora mumiyoboro yacu kandi tugomba gushora imari, cyane cyane kubikoresho binini byuzuza cyangwa ibikoresho byo gupakira, mbere yigihe iyo ubushobozi buteganijwe burakenewe.Noneho - ariko burigihe bipima kurwanya amahirwe yubucuruzi icyo inyungu kuriyo shoramari yaba, nibindi.
Kubona.Ibyo birafasha.Murakoze.Noneho uhindure ibikoresho bisubira mubiribwa bya Curation.Ikintu kimwe mfite ikibazo gito cyo kwikuramo ni, wavuze kubyerekeye amafaranga yinjiza make muri veggie mukarere ka tray, bigaragara ko yashimangiwe, ariko ibi nabyo byatumye habaho ingaruka kuruhande rwinyungu rusange.Nabanje kwiruka ntekereza ko bimwe muribi bucuruzi byari bike cyangwa nta marge.Niba rero ushaka gushimangira ubu bucuruzi, kandi hakaba hari ingaruka kumurongo winyungu rusange, kandi nkagaruka ku ibahasha natekerezaga gukoresha ibiganiro byacu mbere tekereza nka miliyoni imwe y'amadolari yaturutse - ku nyungu rusange wenda kuva muri veggie muri agace.Ndashaka kuvuga, aya yari inyungu nziza yamadorari yasohotse hanze.Niba kandi ushaka gushimangira ibyo, ndashaka kuvuga, nigute iyo kare iringaniye igihe kirekire murwego rwo gushimangira ubwo bucuruzi utarinze rwose gukuramo inyungu rusange?Gusa mfite ikibazo cyo guhuza byombi niba ibyo byumvikana?
Yego.Noneho, iyo tuvuze gushimangira, twanyuze muburyo bwo gushyira mu gaciro SKU hamwe nabakiriya bacu, kandi ntabwo arikintu ushobora gukora ijoro ryose.Ugomba gukorana nabo, bityo hazabaho ingaruka kubindi bucuruzi.Icyo rero tugerageza gukora rwose, akazi kayo mubikorwa nukugira marike ntoya tugiye gusaba mbere yo kugurisha ibicuruzwa.
Ibyo rero mubyukuri nibyo tugerageza gukora hano, ariko imbogamizi mumuryango ugurisha, korana nabakiriya bacu mugutezimbere inyungu rusange kumurongo ukurikije ibyo nise inyongera mugukuramo.Ukuramo ibintu bimwe kandi mubyukuri utezimbere.Mu byukuri rero bifite imbaraga zitaweho cyane, twongeye guhanga amaso gutwara inyungu, ntabwo gutwara amafaranga.
Kubona.Gusa natunguwe nukuntu inyungu yinyongera yinyongera mugukuramo mubyukuri yatekerezaga ko inyungu nini ishobora kuba yarikumwe no gukuraho veggie mubucuruzi bwa tray, ariko niba ndeba byose, subira inyuma ...
Nibyiza, ibyo byagize ingaruka ku nyungu rusange.Ntabwo rero byari ibishyimbo kibisi gusa ahubwo ufite ibindi bintu byinshi hanyuma ibicuruzwa bya avoka.
Rero, mugice cya mbere cyumwaka kandi nkuko twabivuze, tugiye - ibyo bizahindukira - ibicuruzwa bya avoka bizahinduka mugice cya kabiri cyumwaka.
Kubona.Hanyuma, amaherezo, gutekereza gusa kuri [Indecipherable], akantu gato kerekeranye no gutangiza ibipapuro bishya.Ninzira yo kuyinjiramo, ngira ngo, urunigi rwa supermarket.Ahari ibisobanuro bimwe mububiko ushobora gusohora kandi tureba dute muri 2020 na 2021.
Yego.Twarayizunguye rero kuri Walmart.Irimo kugera kumuvuduko muri Walmart bategereje kurwego.Mubyukuri iragurisha kumuvuduko umwe nibicuruzwa byacu byashyizwe muri Walmart.Dufite ikizamini kandi twiga gahunda ibera i Chicago hamwe na [Indecipherable] abaguzi batandukanye kuruta abaguzi ba Walmart basanzwe.
Ibintu byinshi rero bigenda hariya.Twerekanye umubare munini w'abacuruzi bakomeye muri Amerika.Kandi turahari ubu kubinjiza mubyiciro byabo gusubiramo ko bishobora kubaho mumezi atandatu ari imbere.Twumva rero ari byiza kuri ibyo.
Murakoze.Ikibazo cyacu gikurikira kiva kumurongo wa Mitch Pinheiro hamwe na Sturdivant & Company.Nyamuneka komeza ikibazo cyawe.
Muraho.Mwaramutse.Couple yibibazo hano.Nibwo rero impera yinyuma yuzuye imiterere yuyu mwaka wingengo yimari.Ndashaka kuvuga, ni ubuhe bwoko bw'umutekano dufite mubiteganijwe?Natekereje ko hari ikintu cyubatswe muri uyu mwaka w'ingengo y'imari.Kandi ibyo byakoreshejwe?Yagize - ntibyari bihagije?Ntabwo irakoreshwa kugirango yinjizwe muri [Fonetike]?
Yego.Yego, uyu ni Brian.Ibyinshi muribyo rero, mubyukuri ni conservatisme nubuyobozi twubaka. Turimo kubyubaka mugice cya kabiri cyumwaka, cyane cyane mugihembwe cya gatatu.Ariko kandi, kimwe mubintu binini bigira ingaruka nziza cyane kuri swing swing kandi mubyukuri bituremereye mugice cyambere cyumwaka, kandi birashobora kwitiranya bimwe mubintu tuvuga.
Twari twinjije miliyoni 30 z'amadolari muri Yucatan mu gice cya mbere cy'umwaka kandi kubera ibibazo bijyanye n'ibiciro bya avoka n'ibiciro by'imbuto, byari ubucuruzi bwacitse.Mu gice cya kabiri cy'umwaka, na cyane cyane mu gihembwe cya kane, urebye impinduka kuri iyo moderi y'imikorere tubona ku buryo burambye tujya imbere, turareba marge mu gihembwe cya kane kuri 28% cyangwa irenga kuri agace ka avoka.Ibyo ni binini.Kandi ibyo bigiye guhindura rwose imiterere yimiterere rusange mugice cya kabiri cyumwaka nigice cyambere cyumwaka.Kandi rero, ni ubwoko bwashyizwe mubitangaza makuru, birashobora kuba bitoroshye gukuramo, ariko ni umushoferi ukomeye, umushoferi mukuru kubiciro bivuye mubijyanye no guhindagura ibintu.
Noneho, ufite ibyawe - ufite rero Yucatan nziza, tumaze kubisobanura, ufite bimwe mubiguzi, 45% bya $ 18-wongeyeho-miriyoni uteganya kugeraho.Ufite umushinga SWIFT ukomeje gutera imbere nimbaraga.Urimuka - Ndashaka kuvuga, nubwo igice cyumwimerere ariko wimuye icyicaro gikuru kuri Santa Maria ugafunga Los Angeles, ugafunga Ontario, byose byubaka mugihembwe cya kane.Ntabwo bizabaho - Ndashaka kuvuga, iki nikintu aho tugifite intera yumutekano irenze ibi byose?Kuberako buri - ikintu cyonyine kijyanye na Landec mumyaka 10 ishize cyabaye ukudahuza.Kandi byose biterwa nibibazo bitoroshye byo gutanga amasoko.
Kandi rero, niba tubonye - niba dushyushye rwose cyangwa icyi cyumye cyangwa rwose impeshyi nubukonje bukabije, igihembwe cya kane kiracyakomeza kuba mubuyobozi?
Yego.Reka rero nongereho bike hano kuri ibyo.Noneho, ubungubu, dufite imbaraga mubucuruzi bwa salade.Kandi ibyo biraza neza kuruta ibyateganijwe ukurikije igice cya kabiri cyumwaka.Tugiye guhora tubona iterambere ryimbere mubucuruzi bwa salade.
Hanyuma, dufite byinshi bisigaye duhereye kubihe biri muri Q3.Kandi twakoze umusaraba ukora hano kandi twumva ko dufite ibyago bikwiye byubatswe mubuyobozi bwa Q3.Twumva rero ko igice cya kabiri giteganya cyangwa byibuze ndumva, kandi nzi ko ikipe yanjye ikora ko gahunda yicyiciro cya kabiri ikaze kuruta gahunda yambere.Njye hano amezi atandatu gusa kandi rwose namenye ubucuruzi nikipe nshya dushyize hamwe.Turumva neza neza uburyo dufite urujya n'uruza rw'igice cya kabiri rugenda.
Nibyo.Ibyo birafasha cyane.Couple yibintu bito.Guhumeka, tuzatangira kubona amafaranga ava muri BreatheWay muri Q3?
Yego, uyu ni Brian.Yego, mugice cya kabiri cyumwaka, turateganya gukomeza gutera imbere no kwaguka muri BreatheWay.Igice cya mbere cyumwaka cyibanze cyane kukizamini kuko tumeze nkigihe tuza muri iki gihe cyumwaka no mugice cyanyuma cyitumba nimpeshyi.Tugiye kwagura ingano yacu muri rusange no gutoranya izindi firime zikonjesha hamwe nogukwirakwiza ibishishwa.
Mubyukuri gahunda yumwaka wose muriki gihe, turareba intera iri hagati ya miliyoni 38 na miliyoni 42 $ cyangwa miliyoni 60 mugice cyambere cyumwaka.Igice cya kabiri cyumwaka gifite intera ingana na miliyoni 22 kugeza kuri miliyoni 26.Ibyo birashobora kuzunguruka ukurikije igihe, tuzareba uburyo.Biragaragara ko dushaka kwemeza ko dukubita imibare yacu mugihembwe cya kane, bikarangira byihuta cyangwa bidindiza ibintu.Rero, hafi - no muri miliyoni 22 kugeza kuri miliyoni 26 z'amadolari mugice cya kabiri cyumwaka, hafi bibiri bya gatatu byayo biri mugihembwe cya kane, kandi bishingiye kuri Lifecore.
Nukuri hakiri kare kubimenya.Ariko turi mubikorwa muriki gihe cyo gusuzuma inzira yo gusesa ibyo bintu.Hazabaho rero byinshi byo kuza kubari mu gihembwe gitaha.
Yego.Ibi nibice byose byumushinga SWIFT tureba dukomeje kunoza imiyoboro yacu.Kandi twibanze cyane kurupapuro.
Ni Amavuta ya Olive na Vinegere.Ese ibyo biracyari muri gahunda yawe?Ntacyo twigeze twumva.Wari ufite amatsiko gusa aho bihagaze?
Yego, nibyiza, turimo gukora kunoza EBITDA kuri Olive.Noneho, ubungubu nibyo twibandaho umwaka.
Murakoze.[Amabwiriza ya Operator] Ikibazo cyacu gikurikira kiva kumurongo wa Mike Petusky hamwe nubushakashatsi bwa Barrington.Nyamuneka komeza ikibazo cyawe.
Hey.Mwaramutse.Amakuru menshi kandi amwe aragoye kuyakurikiza, ariko kubijyanye na Q4, ndavuga, ni 75% cyangwa 80% byubwoko bwimodoka ya marike ifitanye isano na pickup mumafaranga menshi?Urimo kubona imbaraga nyinshi kumurongo wa SG&A?Urashobora kuvuga gusa ibyo?
Yego, birababaje.Rero, mu gihembwe cya kane, biragaragara ko utegereje umubare munini, munini mugihembwe cya kane, biragaragara ko wagutse.Uhereye ku mikorere yimikorere, ese ibyinshi biza muburyo bumwe - Ndakeka ko ibyinshi biza binyuze kumurongo wuzuye.Ariko ndashaka kuvuga, gutandukana hagati yinyungu nini na SG&A gutora bivuze, nibyo nka 80-20 ibyinshi muri byo bijya kumurongo wuzuye?
Yego.Umubare munini wacyo ushingiye kumurongo rusange.Kandi na none, gusa dusubire kumagambo ya avoka navuze kare, ibyinshi mubarura bimaze kuba, dufite iminsi igera kuri 60 kugeza 90.Ibyinshi mubarura tubona mubyukuri byanyuze muriki gihe cyicyitegererezo cyacu binyuze mugice cya nyuma cya Q3 no mu ntangiriro no hagati ya Q4, bimaze kuba mububiko bwacu.Irahari, rwose nta kiguzi.Amayobera rero yibyo yakuweho rwose.
Gusa ni ikibazo kuri twe gukomeza gukora ibyo dukora kumurongo winjiza.Ariko yego, igice kinini cyiterambere kiri kumurongo ntarengwa, nubwo twabaye ntekereza ko gukora akazi keza cyane muri uyumwaka, ugereranije na gahunda yo gucunga SG&A yacu.
Nibyo.Kandi nzi ko udashobora gutanga ibisobanuro kuri byinshi.Ariko ikibazo cyemewe n'amategeko muri Mexico hamwe na Yucatan, ibyo byaviriyemo impinduka zifatika mubuyobozi hepfo hariya mubikorwa byikigo?
Mubyukuri.Nibibazo byemerera ibidukikije.Twakemuye ikibazo.Turimo gukorana nabashinzwe kugenzura, ubu ku ntambwe ikurikira.Birakomeje.Ariko kubijyanye nibikorwa, ibikorwa biragenda neza nkuko byigeze bigenda hamwe no kugabanya ibiciro byo guhindura 40%.Umusaruro wacu ni mwinshi, ibyo twinjije binyuze mu gihingwa ni hejuru cyane kuri twe kandi birahoraho, kandi imikorere iragenda neza cyane.
Twashyizeho ubuyobozi bufite intego muriyo ntangiriro yumwaka kugirango dushyire mubikorwa byacu byo gukora.Ubuyobozi rero burahari ubu nibyo twari twarashyizemo. Twahinduye ubuyobozi inyuma muntangiriro za Gicurasi, twahinduye ubuyobozi.
Ntakintu cyahindutse mubijyanye nubuyobozi hariya ubu.Ariko twahinduye ubuyobozi ko bwari mbere.
Yego, yego.Hanyuma ikibazo cyanyuma.Ntabwo numvise niba byavuzwe.Ni ayahe O Olive yinjije mu gihembwe cya kabiri hafi?
Murakoze.Ikibazo cyawe gikurikira kiva kumurongo wa Hunter Hillstrom hamwe nubuyobozi bwa Pohlad.Nyamuneka komeza ikibazo cyawe.
Muraho, murakoze.Ikibazo kimwe cyihuse muri rusange.Hano hari imishinga ibiri itandukanye cyane?Nibazaga rero niba ushobora gutanga ibisobanuro gusa kuburyo utekereza ko ibi bice byombi bihuye.Noneho niba utekereza ko byumvikana gukomeza kubana igihe kirekire.
Nibyiza, Lifecore rero ni imashini isize amavuta, nkuko nabivuga ikora cyane, neza.Ibiryo bya Curation ntabwo ari imashini isize amavuta muriki gihe.Ariko, dukunda rwose ibyiciro turimo, ukurikije aho abaguzi bagiye.Twizera ko ibiryo bya Curation biri mubyiciro bigomba kugira umurizo kuri twe kuba hafi yububiko bwamaduka hanyuma ubuzima nubuzima bwiza.
Ibyibanze rero dufite ni ugutwara inyungu yibiribwa bya Curation hanyuma tukabisubiza kumurongo.Kandi nkomeje gukorana ninama yanjye kumahirwe dufite ariko kurubu intego zacu ebyiri ni ugukosora inyungu muri Curation Foods no kureba neza ko dutanga igishoro gikenewe kugirango dukomeze kwiyongera gukomeye muri Lifecore.
Murakoze.Twageze ku ndunduro y'ibibazo-n'ibisubizo byacu.Ndashaka gusubiza umuhamagaro kuri Bwana Bolles kumagambo yose asoza.
Igihe cyo kohereza: Mutarama-06-2020