4.6 • 854 Ratings
🗓️ 5 October 2021
⏱️ 27 minutes
🧾️ Download transcript
Warby-Parker is one of the most successful direct-to-consumer eyewear specialists in the world. Join Motley Fool analysts Asit Sharma and Emily Flippen as they frame up what success could look like for this recently public company in the future.
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0:00.0 | Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day. |
0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyple. I'm Dylan Lewis. And today |
0:16.0 | we're talking financials. Today we're talking consumer goods. Wild Card Wednesday. |
0:20.4 | And we're talking energy. And today we're talking tech. |
0:23.7 | Let's dive in. |
0:26.7 | Welcome to Industry Focus. |
0:28.1 | Today is Tuesday, October 5th, and I'm |
0:30.0 | your Consumer Goods Host Emily Flippin. |
0:32.4 | Today I am joined by Motley Fool's senior analyst, |
0:34.8 | Osset Sharma, to talk about the Eye Care Specialist Warby Parker. |
0:39.6 | Osset, thank you for joining. |
0:41.3 | Emily, thank you as always for having me. |
0:43.3 | I've been eyeing this company for a few days now, so eager to chat about it. |
0:47.9 | I will say when you slack message to me and said we should do a show over Warby Parker, |
0:52.4 | I recognize the name immediately. However, I do have to say I didn't know what their business was. The name sounded familiar, but until I started digging into their S1, this is a newly public business, |
1:04.8 | until I started digging into their S1, it wasn't, it didn't occur to me, I was like, oh, this is the |
1:09.7 | direct to consumer I care company. |
1:12.4 | You had a similar experience in that I had heard about Warby Parker for years |
1:18.0 | until finally realizing a few years ago that this is a company that sells eyeglasses. It's a familiar brand name. |
1:25.3 | It has this ring of having been around for a while. We'll chat a bit about the name story, |
1:32.4 | but they've got fairly decent brand recognition and that's always good |
1:35.9 | when we talk consumer goods companies that are investable to me especially in 2021 I'm |
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