Breakeven Date Change • May 14
Forecast breakeven date pushed back to 2027 The 3 analysts covering Groupon previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 99% to 2026. The company is expected to make a profit of US$29.6m in 2027. Average annual earnings growth of 117% is required to achieve expected profit on schedule. Reported Earnings • May 08
First quarter 2026 earnings released: US$0.32 loss per share (vs US$0.19 profit in 1Q 2025) First quarter 2026 results: US$0.32 loss per share (down from US$0.19 profit in 1Q 2025). Revenue: US$117.2m (flat on 1Q 2025). Net loss: US$12.8m (down 268% from profit in 1Q 2025). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has increased by 77% per year, which means it is tracking significantly ahead of earnings growth. Anuncio • Apr 23
Groupon, Inc. to Report Q1, 2026 Results on May 07, 2026 Groupon, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026 Anuncio • Apr 15
Groupon, Inc., Annual General Meeting, Jun 11, 2026 Groupon, Inc., Annual General Meeting, Jun 11, 2026. Location: winston & strawn llp, 300 north lasalle drive, suite 4600, illinois 60654., chicago United States Reported Earnings • Mar 11
Full year 2025 earnings released: US$2.06 loss per share (vs US$1.51 loss in FY 2024) Full year 2025 results: US$2.06 loss per share (further deteriorated from US$1.51 loss in FY 2024). Revenue: US$498.4m (up 1.2% from FY 2024). Net loss: US$82.9m (loss widened 41% from FY 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth. Anuncio • Feb 25
Groupon, Inc. to Report Q4, 2025 Results on Mar 10, 2026 Groupon, Inc. announced that they will report Q4, 2025 results After-Market on Mar 10, 2026 Breakeven Date Change • Feb 13
Forecast breakeven date pushed back to 2026 The 3 analysts covering Groupon previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$33.1m in 2026. Average annual earnings growth of 93% is required to achieve expected profit on schedule. Breakeven Date Change • Dec 08
Forecast breakeven date pushed back to 2026 The 3 analysts covering Groupon previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$38.4m in 2026. Average annual earnings growth of 92% is required to achieve expected profit on schedule. Breakeven Date Change • Nov 19
Forecast breakeven date pushed back to 2026 The 3 analysts covering Groupon previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$36.6m in 2026. Average annual earnings growth of 119% is required to achieve expected profit on schedule. Reported Earnings • Nov 07
Third quarter 2025 earnings released: US$2.92 loss per share (vs US$0.35 profit in 3Q 2024) Third quarter 2025 results: US$2.92 loss per share (down from US$0.35 profit in 3Q 2024). Revenue: US$122.8m (up 7.3% from 3Q 2024). Net loss: US$118.4m (down US$132.3m from profit in 3Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth. Anuncio • Oct 29
Groupon, Inc. to Report Q3, 2025 Results on Nov 06, 2025 Groupon, Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025 Breakeven Date Change • Aug 11
Forecast breakeven date moved forward to 2025 The 4 analysts covering Groupon previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$36.8m in 2025. Earnings growth of 56% is required to achieve expected profit on schedule. Reported Earnings • Aug 07
Second quarter 2025 earnings released: EPS: US$0.51 (vs US$0.25 loss in 2Q 2024) Second quarter 2025 results: EPS: US$0.51 (up from US$0.25 loss in 2Q 2024). Revenue: US$125.7m (flat on 2Q 2024). Net income: US$20.3m (up US$30.4m from 2Q 2024). Profit margin: 16% (up from net loss in 2Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth. Anuncio • Jul 29
Groupon, Inc. to Report Q2, 2025 Results on Aug 06, 2025 Groupon, Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025 Reported Earnings • May 08
First quarter 2025 earnings released: EPS: US$0.19 (vs US$0.33 loss in 1Q 2024) First quarter 2025 results: EPS: US$0.19 (up from US$0.33 loss in 1Q 2024). Revenue: US$117.2m (down 4.8% from 1Q 2024). Net income: US$7.65m (up US$19.9m from 1Q 2024). Profit margin: 6.5% (up from net loss in 1Q 2024). The move to profitability was driven by lower expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Anuncio • Apr 30
Groupon, Inc., Annual General Meeting, Jun 11, 2025 Groupon, Inc., Annual General Meeting, Jun 11, 2025. Location: winston & strawn llp, 35 west wacker drive, illinois 60601, chicago, United States Anuncio • Apr 29
Groupon, Inc. to Report Q1, 2025 Results on May 07, 2025 Groupon, Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025 Anuncio • Apr 15
Recharge B.V. acquired Giftcloud Limited from Groupon, Inc. (NasdaqGS:GRPN). Recharge B.V. acquired Giftcloud Limited from Groupon, Inc. (NasdaqGS:GRPN) on April 15, 2025. This transaction is a strategic move to enhance Recharge's presence in the B2B digital rewards market and expand its service offerings to business clients across Europe. Recharge secured a €45 million acquisition facility with ABN AMRO to fuel its international M&A activity.
Recharge B.V. completed the acquisition of Giftcloud Limited from Groupon, Inc. (NasdaqGS:GRPN) on April 15, 2025. Breakeven Date Change • Mar 12
Forecast breakeven date pushed back to 2026 The 2 analysts covering Groupon previously expected the company to break even in 2025. New consensus forecast suggests losses will reduce by 84% to 2025. The company is expected to make a profit of US$25.8m in 2026. Average annual earnings growth of 135% is required to achieve expected profit on schedule. Anuncio • Mar 05
Groupon, Inc. to Report Q4, 2024 Results on Mar 11, 2025 Groupon, Inc. announced that they will report Q4, 2024 results After-Market on Mar 11, 2025 Valuation Update With 7 Day Price Move • Feb 19
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €13.09, the stock trades at a forward P/E ratio of 2469x. Average forward P/E is 15x in the Multiline Retail industry in Europe. Total loss to shareholders of 35% over the past three years. Valuation Update With 7 Day Price Move • Dec 06
Investor sentiment improves as stock rises 34% After last week's 34% share price gain to €12.05, the stock trades at a forward P/E ratio of 2135x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total loss to shareholders of 38% over the past three years. Valuation Update With 7 Day Price Move • Nov 19
Investor sentiment deteriorates as stock falls 28% After last week's 28% share price decline to €7.63, the stock trades at a forward P/E ratio of 1603x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total loss to shareholders of 66% over the past three years. New Risk • Nov 13
New major risk - Financial position The company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (8.8% average weekly change). Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (25% increase in shares outstanding). Reported Earnings • Nov 13
Third quarter 2024 earnings released: EPS: US$0.35 (vs US$1.31 loss in 3Q 2023) Third quarter 2024 results: EPS: US$0.35 (up from US$1.31 loss in 3Q 2023). Revenue: US$114.5m (down 9.5% from 3Q 2023). Net income: US$13.9m (up US$55.3m from 3Q 2023). Profit margin: 12% (up from net loss in 3Q 2023). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings. Anuncio • Nov 04
Groupon, Inc. to Report Q3, 2024 Results on Nov 12, 2024 Groupon, Inc. announced that they will report Q3, 2024 results After-Market on Nov 12, 2024 Recent Insider Transactions • Aug 11
Independent Director recently bought €146k worth of stock On the 8th of August, Jason Harinstein bought around 15k shares on-market at roughly €9.73 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €98k more in shares than they have sold in the last 12 months. New Risk • Jul 31
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 35% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings are forecast to decline by an average of 35% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable next year (US$48m net loss next year). Shareholders have been diluted in the past year (27% increase in shares outstanding). Reported Earnings • Jul 31
Second quarter 2024 earnings released: US$0.25 loss per share (vs US$0.41 loss in 2Q 2023) Second quarter 2024 results: US$0.25 loss per share (improved from US$0.41 loss in 2Q 2023). Revenue: US$124.6m (down 3.5% from 2Q 2023). Net loss: US$10.0m (loss narrowed 20% from 2Q 2023). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings. Anuncio • Jul 24
Groupon, Inc. to Report Q2, 2024 Results on Jul 30, 2024 Groupon, Inc. announced that they will report Q2, 2024 results After-Market on Jul 30, 2024 New Risk • Jun 27
New minor risk - Profitability The company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$39m Forecast net loss in 2 years: US$44m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$44m net loss in 2 years). Shareholders have been diluted in the past year (28% increase in shares outstanding). Reported Earnings • May 11
First quarter 2024 earnings released: US$0.33 loss per share (vs US$0.95 loss in 1Q 2023) First quarter 2024 results: US$0.33 loss per share (improved from US$0.95 loss in 1Q 2023). Revenue: US$123.1m (up 1.2% from 1Q 2023). Net loss: US$12.3m (loss narrowed 58% from 1Q 2023). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings. New Risk • May 10
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 22% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings are forecast to decline by an average of 22% per year for the foreseeable future. Minor Risks Negative equity (-US$40m). Currently unprofitable and not forecast to become profitable over next 2 years (US$90m net loss in 2 years). Shareholders have been diluted in the past year (27% increase in shares outstanding). Anuncio • May 10
Groupon, Inc. Appoints Dusan Senkypl as Permanent CEO Groupon, Inc. announced that interim Chief Executive Officer Dusan Senkypl was named permanent CEO. Mr. Senkypl, an entrepreneur based in the Czech Republic with a track record of building successful internet products and creating shareholder value, has served as the company's Interim CEO since March 2023 and as a member of the Groupon Board of Directors since June 2022. Mr. Senkypl is a Co-Founder and Partner of Pale Fire Capital. In March 2023, Mr. Senkypl stepped down from his day-to-day responsibilities as CEO of Pale Fire Capital to lead Groupon's transformation. Anuncio • Mar 16
Groupon, Inc. Provides Earnings Guidance for the First Quarter, First Half, Second Half and Full Year of 2024 Groupon, Inc. provides earnings guidance for the first quarter, first half, second half and full year of 2024 . For the quarter, the company expects Revenues between $113 million and $118 million, or decline year-over-year between minus 7% and minus 8%.For the first half, the company expects revenues to decline year-over-year.For the second half, the company expects revenues to grow year-over-year.For the year, the company expects Year-over-year revenue change at minus 5% to 0%. Reported Earnings • Mar 15
Full year 2023 earnings released: US$1.77 loss per share (vs US$7.88 loss in FY 2022) Full year 2023 results: US$1.77 loss per share (improved from US$7.88 loss in FY 2022). Revenue: US$514.9m (down 14% from FY 2022). Net loss: US$55.4m (loss narrowed 77% from FY 2022). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has fallen by 37% per year, which means it is performing significantly worse than earnings. New Risk • Mar 15
New major risk - Revenue and earnings growth Earnings have declined by 9.6% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 9.6% per year over the past 5 years. Minor Risks Negative equity (-US$40m). Currently unprofitable and not forecast to become profitable next year (US$88m net loss next year). Shareholders have been diluted in the past year (28% increase in shares outstanding). Anuncio • Feb 29
Groupon, Inc. to Report Q4, 2023 Results on Mar 15, 2024 Groupon, Inc. announced that they will report Q4, 2023 results Pre-Market on Mar 15, 2024 Anuncio • Jan 22
Groupon, Inc. has completed a Follow-on Equity Offering in the amount of $80 million. Groupon, Inc. has completed a Follow-on Equity Offering in the amount of $80 million.
Security Name: Common Stock
Security Type: Common Stock
Securities Offered: 7,079,646
Price\Range: $11.3
Transaction Features: Rights Offering Anuncio • Jan 13
Groupon, Inc. Updates Guidance for Fourth Quarter 2023 Reaffirms Earnings Guidance for Year 2024 Groupon, Inc. updated guidance for fourth quarter 2023 reaffirmed earnings Guidance for year 2024. For the fourth quarter 2023, revenues to be close to, or above, the high-end of company's guidance.The company reaffirmed its previously issued preliminary outlook and continue to expect revenue growth of -5% to 0% compared to 2023. New Risk • Nov 12
New major risk - Revenue and earnings growth Earnings have declined by 15% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Earnings have declined by 15% per year over the past 5 years. Minor Risks Negative equity (-US$49m). Shareholders have been diluted in the past year (2.7% increase in shares outstanding). Anuncio • Nov 11
Groupon, Inc. has filed a Follow-on Equity Offering in the amount of $80 million. Groupon, Inc. has filed a Follow-on Equity Offering in the amount of $80 million.
Security Name: Common Stock
Security Type: Common Stock
Securities Offered: 7,079,646
Price\Range: $11.3
Transaction Features: Rights Offering Reported Earnings • Nov 10
Third quarter 2023 earnings released: US$1.31 loss per share (vs US$1.86 loss in 3Q 2022) Third quarter 2023 results: US$1.31 loss per share (improved from US$1.86 loss in 3Q 2022). Revenue: US$126.5m (down 12% from 3Q 2022). Net loss: US$41.4m (loss narrowed 26% from 3Q 2022). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings. Anuncio • Oct 13
Groupon, Inc. to Report Q3, 2023 Results on Nov 09, 2023 Groupon, Inc. announced that they will report Q3, 2023 results After-Market on Nov 09, 2023 New Risk • Sep 19
New major risk - Financial position The company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$174m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$174m free cash flow). Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risks Negative equity (-US$25m). Shareholders have been diluted in the past year (3.2% increase in shares outstanding). Anuncio • Sep 08
Windward Management Sends a Letter to Groupon, Inc On September 7, 2023, Windward Management LP announced that it sent a letter Dusan Senkypyl, Groupon, Inc’s Chief Executive Officer, expressing conviction in the Company’s recovery and explaining how the Company is significantly undervalued. Reported Earnings • Aug 10
Second quarter 2023 earnings released: US$0.41 loss per share (vs US$3.04 loss in 2Q 2022) Second quarter 2023 results: US$0.41 loss per share (improved from US$3.04 loss in 2Q 2022). Revenue: US$129.1m (down 16% from 2Q 2022). Net loss: US$12.6m (loss narrowed 86% from 2Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 11% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings. Anuncio • Jul 25
Groupon, Inc. to Report Q2, 2023 Results on Aug 09, 2023 Groupon, Inc. announced that they will report Q2, 2023 results After-Market on Aug 09, 2023 Buying Opportunity • Jul 14
Now 25% undervalued Over the last 90 days, the stock is up 71%. The fair value is estimated to be €7.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 42% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to decline by 11% in 2 years. Earnings is forecast to grow by 94% in the next 2 years. Buying Opportunity • May 30
Now 23% undervalued after recent price drop Over the last 90 days, the stock is down 28%. The fair value is estimated to be €6.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 42% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to decline by 10% in 2 years. Earnings is forecast to grow by 94% in the next 2 years. Reported Earnings • May 11
First quarter 2023 earnings released: US$0.95 loss per share (vs US$1.17 loss in 1Q 2022) First quarter 2023 results: US$0.95 loss per share (improved from US$1.17 loss in 1Q 2022). Revenue: US$121.6m (down 21% from 1Q 2022). Net loss: US$29.1m (loss narrowed 16% from 1Q 2022). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 46% per year, which means it is significantly lagging earnings. Reported Earnings • Mar 17
Full year 2022 earnings released: US$7.88 loss per share (vs US$4.04 profit in FY 2021) Full year 2022 results: US$7.88 loss per share (down from US$4.04 profit in FY 2021). Revenue: US$599.1m (down 38% from FY 2021). Net loss: US$237.6m (down 300% from profit in FY 2021). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Online Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings. Anuncio • Feb 18
Groupon, Inc. Announces Resignation of Dane Drobny as Chief Administrative Officer, General Counsel, and Corporate Secretary, Effective from February 24, 2023 On February 10, 2023, Dane Drobny, Chief Administrative Officer, General Counsel, and Corporate Secretary of Groupon, Inc. (the “Company”), notified the Company of his decision to resign his employment with the Company, effective February 24, 2023. As Mr. Drobny is resigning voluntarily from the Company, he will receive no benefits under his severance benefit agreement in connection with his resignation. Reported Earnings • Nov 09
Third quarter 2022 earnings released: US$1.86 loss per share (vs US$2.64 profit in 3Q 2021) Third quarter 2022 results: US$1.86 loss per share (down from US$2.64 profit in 3Q 2021). Revenue: US$144.4m (down 33% from 3Q 2021). Net loss: US$56.2m (down 172% from profit in 3Q 2021). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Online Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 46% per year, which means it is significantly lagging earnings. Anuncio • Nov 08
Groupon, Inc. Appoints Jan Barta to the Board of Directors On November 7, 2022, Mr. Jan Barta, Chairman of the Supervisory Board of Directors of Pale Fire Capital SE, was appointed to Groupon's Board of Directors (the "Board), effective immediately, as previously announced. Mr. Barta has served as a Board observer since June of 2022.Following Mr. Barta's appointment to the Board, Groupon’s Board is comprised of eight directors, seven of whom will be independent. Anuncio • Oct 25
Groupon, Inc. to Report Q3, 2022 Results on Nov 07, 2022 Groupon, Inc. announced that they will report Q3, 2022 results After-Market on Nov 07, 2022 Anuncio • Aug 09
Groupon, Inc. Reports Impairment Charges for the Second Quarter Ended June 30, 2022 Groupon, Inc. reported impairment charges for the second quarter ended June 30, 2022. For the quarter, the company reported goodwill impairment of $35,424,000 and impairment of long-lived assets of $8,811,000. Reported Earnings • Aug 09
Second quarter 2022 earnings released: US$3.04 loss per share (vs US$0.12 loss in 2Q 2021) Second quarter 2022 results: US$3.04 loss per share (down from US$0.12 loss in 2Q 2021). Revenue: US$153.2m (down 42% from 2Q 2021). Net loss: US$91.2m (loss widened US$87.8m from 2Q 2021). Over the next year, revenue is expected to shrink by 2.7% compared to a 28% growth forecast for the industry in Austria. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment improved over the past week After last week's 19% share price gain to €12.20, the stock trades at a trailing P/E ratio of 5.4x. Average forward P/E is 15x in the Online Retail industry in Europe. Total loss to shareholders of 74% over the past three years. Board Change • Aug 01
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Director Dusan Senkypl was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Anuncio • Jul 28
Groupon, Inc. to Report Q2, 2022 Results on Aug 08, 2022 Groupon, Inc. announced that they will report Q2, 2022 results After-Market on Aug 08, 2022 Valuation Update With 7 Day Price Move • Jul 14
Investor sentiment deteriorated over the past week After last week's 16% share price decline to €9.01, the stock trades at a trailing P/E ratio of 3.8x. Average forward P/E is 17x in the Online Retail industry in Europe. Total loss to shareholders of 85% over the past three years. Board Change • Jul 01
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Director Dusan Senkypl was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Jun 29
Investor sentiment deteriorated over the past week After last week's 20% share price decline to €11.44, the stock trades at a trailing P/E ratio of 5.7x. Average forward P/E is 17x in the Online Retail industry in Europe. Total loss to shareholders of 82% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €22.83 per share. Anuncio • Jun 14
Groupon Appoints Dusan Senkypl to the Board of Directors, Effective No Later Than November 30, 2022 Groupon announced that it has entered into a cooperation agreement with Pale Fire Capital SE, Dusan Senkypl and Jan Barta (collectively, “Pale Fire”), together Groupon’s largest stockholder with ownership of nearly 22% of the outstanding shares. Pursuant to the cooperation agreement, Groupon’s Board of Directors (the “Board”) has appointed Mr. Senkypl, Chairman of the Board of Directors of Pale Fire, to serve as a new director and a member of the Executive Committee, and Mr. Barta, Chairman of the Supervisory Board of Directors of Pale Fire, to serve as a Board observer, effective immediately after the 2022 Annual Meeting of Stockholders on June 15, 2022 (the “2022 Annual Meeting”). Mr. Barta will also be appointed as a director no later than November 30, 2022. Recent Insider Transactions • May 27
Insider recently bought €2.7m worth of stock On the 24th of May, Jan Barta bought around 249k shares on-market at roughly €10.86 per share. In the last 3 months, they made an even bigger purchase worth €13m. Insiders have collectively bought €61m more in shares than they have sold in the last 12 months. Valuation Update With 7 Day Price Move • May 26
Investor sentiment improved over the past week After last week's 29% share price gain to €14.64, the stock trades at a trailing P/E ratio of 6.7x. Average forward P/E is 17x in the Online Retail industry in Europe. Total loss to shareholders of 77% over the past three years. Recent Insider Transactions • May 12
Insider recently bought €13m worth of stock On the 10th of May, Jan Barta bought around 941k shares on-market at roughly €13.56 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €38m more in shares than they have sold in the last 12 months. Anuncio • May 12
Groupon, Inc. Provides Revenue Guidance for the Second Quarter and Full Year of 2022 Groupon, Inc. provided revenue guidance for the second quarter and full year of 2022. In the second quarter, as a percentage of 2019, April Local billings have been trending in-line to slightly better than what they reported in the first quarter. Based on this, Groupon expects to deliver $155 million to $165 million of revenue.For the full year 2022, Groupon expects to deliver $670 million to $700 million of revenue. Reported Earnings • May 10
First quarter 2022 earnings released: US$1.17 loss per share (vs US$0.50 profit in 1Q 2021) First quarter 2022 results: US$1.17 loss per share (down from US$0.50 profit in 1Q 2021). Revenue: US$153.3m (down 42% from 1Q 2021). Net loss: US$34.9m (down 339% from profit in 1Q 2021). Over the next year, revenue is expected to shrink by 15% compared to a 35% growth forecast for the industry in Austria. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 40% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • May 09
Investor sentiment deteriorated over the past week After last week's 23% share price decline to €14.41, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 18x in the Online Retail industry in Europe. Total loss to shareholders of 76% over the past three years. Recent Insider Transactions • Apr 27
Insider recently bought €3.8m worth of stock On the 21st of April, Dusan Senkypl bought around 206k shares on-market at roughly €18.61 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €15m more in shares than they have sold in the last 12 months. Recent Insider Transactions • Apr 09
Insider recently bought €1.6m worth of stock On the 7th of April, Dusan Senkypl bought around 99k shares on-market at roughly €16.32 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €3.9m more in shares than they have sold in the last 12 months. Valuation Update With 7 Day Price Move • Mar 07
Investor sentiment deteriorated over the past week After last week's 22% share price decline to €15.73, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 14x in the Online Retail industry in Europe. Total loss to shareholders of 74% over the past three years. Reported Earnings • Mar 02
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: US$4.04 (up from US$10.08 loss in FY 2020). Revenue: US$967.1m (down 32% from FY 2020). Net income: US$118.7m (up US$407.0m from FY 2020). Profit margin: 12% (up from net loss in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 7.4%, compared to a 43% growth forecast for the retail industry in Austria. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings. Anuncio • Feb 16
Groupon, Inc. to Report Q4, 2021 Results on Feb 28, 2022 Groupon, Inc. announced that they will report Q4, 2021 results After-Market on Feb 28, 2022 Valuation Update With 7 Day Price Move • Jan 28
Investor sentiment improved over the past week After last week's 32% share price gain to €25.53, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the Online Retail industry in Europe. Total loss to shareholders of 61% over the past three years. Valuation Update With 7 Day Price Move • Dec 21
Investor sentiment improved over the past week After last week's 17% share price gain to €22.29, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the Online Retail industry in Europe. Total loss to shareholders of 57% over the past three years. Valuation Update With 7 Day Price Move • Nov 11
Investor sentiment improved over the past week After last week's 15% share price gain to €22.65, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 21x in the Online Retail industry in Europe. Total loss to shareholders of 56% over the past three years. Reported Earnings • Nov 05
Third quarter 2021 earnings released: EPS US$2.64 (vs US$0.57 loss in 3Q 2020) The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: US$214.2m (down 30% from 3Q 2020). Net income: US$78.1m (up US$94.4m from 3Q 2020). Profit margin: 37% (up from net loss in 3Q 2020). Executive Departure • Sep 23
Chief Accounting Officer Jeremy Herauf has left the company On the 17th of September, Jeremy Herauf's tenure as Chief Accounting Officer ended after less than a year in the role. As of June 2021, Jeremy still personally held 8.94k shares (€340k worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 1.33 years, which is considered inexperienced in the Simply Wall St Risk Model. Reported Earnings • Aug 08
Second quarter 2021 earnings released: US$0.12 loss per share (vs US$2.53 loss in 2Q 2020) The company reported a decent second quarter result with reduced losses and improved control over expenses, although revenues were weaker. Second quarter 2021 results: Revenue: US$266.0m (down 33% from 2Q 2020). Net loss: US$3.38m (loss narrowed 95% from 2Q 2020). Reported Earnings • May 07
First quarter 2021 earnings released: EPS US$0.50 (vs US$7.54 loss in 1Q 2020) The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: US$263.8m (down 30% from 1Q 2020). Net income: US$14.6m (up US$228.5m from 1Q 2020). Profit margin: 5.5% (up from net loss in 1Q 2020). Anuncio • May 07
Groupon, Inc. Revises Earnings Guidance for the Full Year of 2021 Groupon, Inc. revises earnings guidance for the full year of 2021. For the period, the company is raising guidance. The company now expect to deliver $950 million to $990 million of revenue. Anuncio • May 05
Groupon Launches New Personalized User Experience Groupon unveiled a new user experience designed to bring the company’s new inventory offerings to the forefront, drive more engagement and encourage repeat [customer] purchases. The reimagined UX follows company’s successful launch of a growth strategy to expand and improve inventory and includes personalized recommendations, streamlined search and buy-it-again features. The goal of these changes is to expand how consumers view the company - from an inspiration-only, needs-based marketplace to the ultimate destination for local experiences. With the new user experience, the company aims to fundamentally improve the customer journey offering: A Modern, Personalized Experience – Redesigned homepage with more modern and personalized features, making it easier and more engaging for customers to search, browse and discover relevant experiences; Improved Search and Ranking – Suggestions tailored directly towards customer intent and location, delivering more relevant search results; Buy-it-again Features – New functionality that makes it easier for customers to repeat purchase, including building awareness of new, restriction-free Deals as well as new Offers inventory; The reimagined the company user experience is currently live for select users on mobile app and mobile web in the United States and Canada, and will be rolled out to the remainder of company’s users in these two countries throughout the second quarter. An international rollout of the reimagined UX is planned for after the United States and Canada rollout is completed. Reported Earnings • Feb 28
Full year 2020 earnings released: US$10.08 loss per share (vs US$0.88 loss in FY 2019) The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: US$1.42b (down 36% from FY 2019). Net loss: US$288.3m (loss widened US$263.3m from FY 2019).