Player FM 앱으로 오프라인으로 전환하세요!
Tarek Müller, can About You's Scayle outcompete SAP and Salesforce?
Manage episode 332842075 series 2933565
The About You co-CEO Tarek Müller gave us even more insights into the business. In our second interview, we discussed the path to profitability, customer cohorts, retention, marketing, and the powerful potential of Scayle.
Here is the first interview: https://www.good-investing.net/podcast/2022/05/tarek-mueller-about-you/
Here are all our topics:
00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *
00:37 Introducing Tarek
01:05 Target: break-even by FY 23/24
05:30 Paths to becoming EBITDA break-even
07:45 Growing in existing markets
10:30 Acquiring new customers
13:40 Inflation and fashion consumption
16:36 Watching the stock price & thoughts on buybacks
22:22 “Depressed Mr. Market”
25:40 Cash position
27:42 The customer journey
33:30 Managing inventory
37:32 Onboarding & keeping standards high @ About You
38:35 Supply chain issues
39:30 Active customers
43:40 Marketing campaigns
46:26 Penetration rate outside of DACH
49:07 Role of influencers for About You’s model
50:45 Marketing steering: Where to spend money?
56:13 Day-to-day improvements to the fashion platform
59:17 Profit contributions of new customers
01:01:55 About You’s platform model
01:04:42 Sustainability
01:09:22 Second-hand fashion
01:14:19 Optionalities in About You’s business
01:17:51 Scayle
01:23:10 Community Exclusive: Scayle in 5 years
01:24:10 Can Scayle attract customers outside of fashion?
01:26:30 Scayle’s revenues
01:28:05 Thank you
01:28:24 Disclaimer
More
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
Apply to the Plus community: https://good-investing.net/plus/
Join the Supporters Club: https://good-investing.net/supporters-club/
IB – our recommended broker *: https://good-investing.net/ib/
Smartbroker – our recommended broker for Germans *: https://good-investing.net/smartbroker/
TIKR – our data tool *: https://tikr.com/goodinvesting
Disclaimer: https://good-investing.net/imprint/disclaimer/
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
Affiliate Link = *
Tarek Müller, can About You’s Scayle outcompete SAP and Salesforce? appeared first on Good Investing.
85 에피소드
Manage episode 332842075 series 2933565
The About You co-CEO Tarek Müller gave us even more insights into the business. In our second interview, we discussed the path to profitability, customer cohorts, retention, marketing, and the powerful potential of Scayle.
Here is the first interview: https://www.good-investing.net/podcast/2022/05/tarek-mueller-about-you/
Here are all our topics:
00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *
00:37 Introducing Tarek
01:05 Target: break-even by FY 23/24
05:30 Paths to becoming EBITDA break-even
07:45 Growing in existing markets
10:30 Acquiring new customers
13:40 Inflation and fashion consumption
16:36 Watching the stock price & thoughts on buybacks
22:22 “Depressed Mr. Market”
25:40 Cash position
27:42 The customer journey
33:30 Managing inventory
37:32 Onboarding & keeping standards high @ About You
38:35 Supply chain issues
39:30 Active customers
43:40 Marketing campaigns
46:26 Penetration rate outside of DACH
49:07 Role of influencers for About You’s model
50:45 Marketing steering: Where to spend money?
56:13 Day-to-day improvements to the fashion platform
59:17 Profit contributions of new customers
01:01:55 About You’s platform model
01:04:42 Sustainability
01:09:22 Second-hand fashion
01:14:19 Optionalities in About You’s business
01:17:51 Scayle
01:23:10 Community Exclusive: Scayle in 5 years
01:24:10 Can Scayle attract customers outside of fashion?
01:26:30 Scayle’s revenues
01:28:05 Thank you
01:28:24 Disclaimer
More
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
Apply to the Plus community: https://good-investing.net/plus/
Join the Supporters Club: https://good-investing.net/supporters-club/
IB – our recommended broker *: https://good-investing.net/ib/
Smartbroker – our recommended broker for Germans *: https://good-investing.net/smartbroker/
TIKR – our data tool *: https://tikr.com/goodinvesting
Disclaimer: https://good-investing.net/imprint/disclaimer/
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
Affiliate Link = *
Tarek Müller, can About You’s Scayle outcompete SAP and Salesforce? appeared first on Good Investing.
85 에피소드
모든 에피소드
×플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.