Groupon（GRP2）株式概要は、北米および海外で、商品やサービスを割引価格で提供し、消費者と販売者を結びつけるマーケットプレイスを運営している。 詳細GRP2 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長4/6過去の実績0/6財務の健全性2/6配当金0/6報酬当社が推定した公正価値より85%で取引されている 収益は年間117.42%増加すると予測されています リスク分析Austrian市場と比較して、過去 3 か月間の株価の変動が非常に大きいマイナスの株主資本 すべてのリスクチェックを見るGRP2 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€15.813.5% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-232m3b2016201920222025202620282031Revenue US$697.0mEarnings US$42.9mAdvancedSet Fair ValueView all narrativesGroupon, Inc. 競合他社Baida GroupLtdSymbol: SHSE:600865Market cap: CN¥3.9bASKULSymbol: TSE:2678Market cap: JP¥110.6bTHGSymbol: LSE:THGMarket cap: UK£532.1mAeon KyushuSymbol: TSE:2653Market cap: JP¥96.9b価格と性能株価の高値、安値、推移の概要Groupon過去の株価現在の株価US$15.8152週高値US$33.6952週安値US$8.15ベータ0.111ヶ月の変化15.58%3ヶ月変化41.56%1年変化-32.86%3年間の変化220.91%5年間の変化-59.61%IPOからの変化-70.51%最新ニュースBreakeven Date Change • May 14Forecast breakeven date pushed back to 2027The 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 08First 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.お知らせ • Apr 23Groupon, Inc. to Report Q1, 2026 Results on May 07, 2026Groupon, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026お知らせ • Apr 15Groupon, Inc., Annual General Meeting, Jun 11, 2026Groupon, Inc., Annual General Meeting, Jun 11, 2026. Location: winston & strawn llp, 300 north lasalle drive, suite 4600, illinois 60654., chicago United StatesReported Earnings • Mar 11Full 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.お知らせ • Feb 25Groupon, Inc. to Report Q4, 2025 Results on Mar 10, 2026Groupon, Inc. announced that they will report Q4, 2025 results After-Market on Mar 10, 2026最新情報をもっと見るRecent updatesBreakeven Date Change • May 14Forecast breakeven date pushed back to 2027The 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 08First 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.お知らせ • Apr 23Groupon, Inc. to Report Q1, 2026 Results on May 07, 2026Groupon, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026お知らせ • Apr 15Groupon, Inc., Annual General Meeting, Jun 11, 2026Groupon, Inc., Annual General Meeting, Jun 11, 2026. Location: winston & strawn llp, 300 north lasalle drive, suite 4600, illinois 60654., chicago United StatesReported Earnings • Mar 11Full 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.お知らせ • Feb 25Groupon, Inc. to Report Q4, 2025 Results on Mar 10, 2026Groupon, Inc. announced that they will report Q4, 2025 results After-Market on Mar 10, 2026Breakeven Date Change • Feb 13Forecast breakeven date pushed back to 2026The 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 08Forecast breakeven date pushed back to 2026The 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 19Forecast breakeven date pushed back to 2026The 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 07Third 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.お知らせ • Oct 29Groupon, Inc. to Report Q3, 2025 Results on Nov 06, 2025Groupon, Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025Breakeven Date Change • Aug 11Forecast breakeven date moved forward to 2025The 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.お知らせ • Aug 08+ 1 more updateGroupon, Inc. Announces CFO Changes, Effective September 1, 2025Effective September 1, 2025, Groupon, Inc. announced Jiri Ponrt will assume the role of Chief Operating Officer (COO), and Rana Kashyap will become the Company’s next Chief Financial Officer (CFO). Jiri Ponrt joined Groupon from Pale Fire Capital and has served as the Company’s CFO since April 2023. Rana Kashyap joined Groupon from RPD Fund Management and currently serves as SVP, Finance leading FP&A, Treasury, Investor Relations, and Corporate Development & Strategy.Reported Earnings • Aug 07Second 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.お知らせ • Jul 29Groupon, Inc. to Report Q2, 2025 Results on Aug 06, 2025Groupon, Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025お知らせ • Jun 30+ 5 more updatesGroupon, Inc.(NasdaqGS:GRPN) dropped from Russell 3000 Value IndexGroupon, Inc.(NasdaqGS:GRPN) dropped from Russell 3000 Value IndexReported Earnings • May 08First 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.お知らせ • Apr 30Groupon, Inc., Annual General Meeting, Jun 11, 2025Groupon, Inc., Annual General Meeting, Jun 11, 2025. Location: winston & strawn llp, 35 west wacker drive, illinois 60601, chicago, United Statesお知らせ • Apr 29Groupon, Inc. to Report Q1, 2025 Results on May 07, 2025Groupon, Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025お知らせ • Apr 15Recharge 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 12Forecast breakeven date pushed back to 2026The 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.お知らせ • Mar 05Groupon, Inc. to Report Q4, 2024 Results on Mar 11, 2025Groupon, Inc. announced that they will report Q4, 2024 results After-Market on Mar 11, 2025Valuation Update With 7 Day Price Move • Feb 19Investor 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 06Investor 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 19Investor 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 13New major risk - Financial positionThe 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 13Third 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.お知らせ • Nov 04Groupon, Inc. to Report Q3, 2024 Results on Nov 12, 2024Groupon, Inc. announced that they will report Q3, 2024 results After-Market on Nov 12, 2024Recent Insider Transactions • Aug 11Independent Director recently bought €146k worth of stockOn 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 31New major risk - Revenue and earnings growthEarnings 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 31Second 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.お知らせ • Jul 24Groupon, Inc. to Report Q2, 2024 Results on Jul 30, 2024Groupon, Inc. announced that they will report Q2, 2024 results After-Market on Jul 30, 2024New Risk • Jun 27New minor risk - ProfitabilityThe 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 11First 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 10New major risk - Revenue and earnings growthEarnings 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).お知らせ • May 10Groupon, Inc. Appoints Dusan Senkypl as Permanent CEOGroupon, 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.お知らせ • May 01+ 1 more updateGroupon, Inc. to Report Q1, 2024 Results on May 09, 2024Groupon, Inc. announced that they will report Q1, 2024 results After-Market on May 09, 2024お知らせ • Mar 16Groupon, Inc. Provides Earnings Guidance for the First Quarter, First Half, Second Half and Full Year of 2024Groupon, 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 15Full 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 15New major risk - Revenue and earnings growthEarnings 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).お知らせ • Feb 29Groupon, Inc. to Report Q4, 2023 Results on Mar 15, 2024Groupon, Inc. announced that they will report Q4, 2023 results Pre-Market on Mar 15, 2024お知らせ • Jan 22Groupon, 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お知らせ • Jan 13Groupon, Inc. Updates Guidance for Fourth Quarter 2023 Reaffirms Earnings Guidance for Year 2024Groupon, 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 12New major risk - Revenue and earnings growthEarnings 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).お知らせ • Nov 11Groupon, 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 OfferingReported Earnings • Nov 10Third 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.お知らせ • Oct 13Groupon, Inc. to Report Q3, 2023 Results on Nov 09, 2023Groupon, Inc. announced that they will report Q3, 2023 results After-Market on Nov 09, 2023New Risk • Sep 19New major risk - Financial positionThe 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).お知らせ • Sep 08Windward Management Sends a Letter to Groupon, IncOn 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 10Second 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.お知らせ • Jul 25Groupon, Inc. to Report Q2, 2023 Results on Aug 09, 2023Groupon, Inc. announced that they will report Q2, 2023 results After-Market on Aug 09, 2023Buying Opportunity • Jul 14Now 25% undervaluedOver 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.お知らせ • Jun 25+ 1 more updateGroupon, Inc.(NasdaqGS:GRPN) dropped from Russell 2000 Growth IndexGroupon, Inc.(NasdaqGS:GRPN) dropped from Russell 2000 Growth IndexBuying Opportunity • May 30Now 23% undervalued after recent price dropOver 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 11First 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 17Full 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.お知らせ • Feb 18Groupon, Inc. Announces Resignation of Dane Drobny as Chief Administrative Officer, General Counsel, and Corporate Secretary, Effective from February 24, 2023On 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 09Third 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.お知らせ • Nov 08Groupon, Inc. Appoints Jan Barta to the Board of DirectorsOn 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.お知らせ • Oct 25Groupon, Inc. to Report Q3, 2022 Results on Nov 07, 2022Groupon, Inc. announced that they will report Q3, 2022 results After-Market on Nov 07, 2022お知らせ • Aug 09Groupon, Inc. Reports Impairment Charges for the Second Quarter Ended June 30, 2022Groupon, 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 09Second 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 05Investor sentiment improved over the past weekAfter 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 01High number of new directorsThere 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.お知らせ • Jul 28Groupon, Inc. to Report Q2, 2022 Results on Aug 08, 2022Groupon, Inc. announced that they will report Q2, 2022 results After-Market on Aug 08, 2022Valuation Update With 7 Day Price Move • Jul 14Investor sentiment deteriorated over the past weekAfter 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 01High number of new directorsThere 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 29Investor sentiment deteriorated over the past weekAfter 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.お知らせ • Jun 14Groupon Appoints Dusan Senkypl to the Board of Directors, Effective No Later Than November 30, 2022Groupon 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 27Insider recently bought €2.7m worth of stockOn 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 26Investor sentiment improved over the past weekAfter 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 12Insider recently bought €13m worth of stockOn 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.お知らせ • May 12Groupon, Inc. Provides Revenue Guidance for the Second Quarter and Full Year of 2022Groupon, 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 10First 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 09Investor sentiment deteriorated over the past weekAfter 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 27Insider recently bought €3.8m worth of stockOn 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 09Insider recently bought €1.6m worth of stockOn 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 07Investor sentiment deteriorated over the past weekAfter 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 02Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull 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.お知らせ • Feb 16Groupon, Inc. to Report Q4, 2021 Results on Feb 28, 2022Groupon, Inc. announced that they will report Q4, 2021 results After-Market on Feb 28, 2022Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improved over the past weekAfter 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 21Investor sentiment improved over the past weekAfter 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 11Investor sentiment improved over the past weekAfter 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 05Third 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 23Chief Accounting Officer Jeremy Herauf has left the companyOn 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 08Second 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 07First 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).お知らせ • May 07Groupon, Inc. Revises Earnings Guidance for the Full Year of 2021Groupon, 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.お知らせ • May 05Groupon Launches New Personalized User ExperienceGroupon 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 28Full 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).株主還元GRP2AT Multiline RetailAT 市場7D6.6%1.6%0.9%1Y-32.9%-8.4%25.4%株主還元を見る業界別リターン: GRP2過去 1 年間で-8.4 % の収益を上げたAustrian Multiline Retail業界を下回りました。リターン対市場: GRP2は、過去 1 年間で25.4 % のリターンを上げたAustrian市場を下回りました。価格変動Is GRP2's price volatile compared to industry and market?GRP2 volatilityGRP2 Average Weekly Movement13.5%Multiline Retail Industry Average Movement5.4%Market Average Movement4.9%10% most volatile stocks in AT Market6.8%10% least volatile stocks in AT Market2.8%安定した株価: GRP2の株価は、 Austrian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: GRP2の weekly volatility ( 13% ) は過去 1 年間安定していますが、依然としてAustrianの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20081,734Dusan Senkyplwww.groupon.comは、北米および海外で、商品やサービスを割引価格で提供することで、消費者と加盟店を結びつけるマーケットプレイスを運営している。同社は、ビューティ＆ウェルネス、ダイニングを含む様々なカテゴリー、様々なタイプの体験やサービス、ホテル、航空券、パッケージプランの割引料金や市場価格、電子機器、スポーツ用品、宝飾品、玩具、家庭用品、アパレルなど様々な製品ラインのお得な情報を提供している。また、ウェブサイト、検索エンジン、アプリケーションやモバイルウェブサイト（消費者がモバイルデバイスでお得な情報を閲覧、購入、管理、利用できる）、Eメールやプッシュ通知、アフィリエイトチャネル、ソーシャル広告やディスプレイ広告、オフラインマーケティングなどを通じて、顧客にお得な情報を提供している。グルーポンは2008年に設立され、イリノイ州シカゴに本社を置いている。もっと見るGroupon, Inc. 基礎のまとめGroupon の収益と売上を時価総額と比較するとどうか。GRP2 基礎統計学時価総額€596.29m収益（TTM）-€89.07m売上高(TTM)€429.45m1.4xP/Sレシオ-7.0xPER（株価収益率GRP2 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計GRP2 損益計算書（TTM）収益US$498.44m売上原価US$46.15m売上総利益US$452.29mその他の費用US$555.67m収益-US$103.38m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-2.72グロス・マージン90.74%純利益率-20.74%有利子負債／自己資本比率-493.4%GRP2 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 14:35終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Groupon, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34 アナリスト機関Edward WooAscendiant Capital Markets LLCMark MayBarclaysJeffrey HoustonBarrington Research Associates, Inc.31 その他のアナリストを表示
Breakeven Date Change • May 14Forecast breakeven date pushed back to 2027The 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 08First 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.
お知らせ • Apr 23Groupon, Inc. to Report Q1, 2026 Results on May 07, 2026Groupon, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026
お知らせ • Apr 15Groupon, Inc., Annual General Meeting, Jun 11, 2026Groupon, 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 11Full 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.
お知らせ • Feb 25Groupon, Inc. to Report Q4, 2025 Results on Mar 10, 2026Groupon, Inc. announced that they will report Q4, 2025 results After-Market on Mar 10, 2026
Breakeven Date Change • May 14Forecast breakeven date pushed back to 2027The 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 08First 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.
お知らせ • Apr 23Groupon, Inc. to Report Q1, 2026 Results on May 07, 2026Groupon, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026
お知らせ • Apr 15Groupon, Inc., Annual General Meeting, Jun 11, 2026Groupon, 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 11Full 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.
お知らせ • Feb 25Groupon, Inc. to Report Q4, 2025 Results on Mar 10, 2026Groupon, Inc. announced that they will report Q4, 2025 results After-Market on Mar 10, 2026
Breakeven Date Change • Feb 13Forecast breakeven date pushed back to 2026The 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 08Forecast breakeven date pushed back to 2026The 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 19Forecast breakeven date pushed back to 2026The 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 07Third 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.
お知らせ • Oct 29Groupon, Inc. to Report Q3, 2025 Results on Nov 06, 2025Groupon, Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025
Breakeven Date Change • Aug 11Forecast breakeven date moved forward to 2025The 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.
お知らせ • Aug 08+ 1 more updateGroupon, Inc. Announces CFO Changes, Effective September 1, 2025Effective September 1, 2025, Groupon, Inc. announced Jiri Ponrt will assume the role of Chief Operating Officer (COO), and Rana Kashyap will become the Company’s next Chief Financial Officer (CFO). Jiri Ponrt joined Groupon from Pale Fire Capital and has served as the Company’s CFO since April 2023. Rana Kashyap joined Groupon from RPD Fund Management and currently serves as SVP, Finance leading FP&A, Treasury, Investor Relations, and Corporate Development & Strategy.
Reported Earnings • Aug 07Second 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.
お知らせ • Jul 29Groupon, Inc. to Report Q2, 2025 Results on Aug 06, 2025Groupon, Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025
お知らせ • Jun 30+ 5 more updatesGroupon, Inc.(NasdaqGS:GRPN) dropped from Russell 3000 Value IndexGroupon, Inc.(NasdaqGS:GRPN) dropped from Russell 3000 Value Index
Reported Earnings • May 08First 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.
お知らせ • Apr 30Groupon, Inc., Annual General Meeting, Jun 11, 2025Groupon, Inc., Annual General Meeting, Jun 11, 2025. Location: winston & strawn llp, 35 west wacker drive, illinois 60601, chicago, United States
お知らせ • Apr 29Groupon, Inc. to Report Q1, 2025 Results on May 07, 2025Groupon, Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025
お知らせ • Apr 15Recharge 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 12Forecast breakeven date pushed back to 2026The 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.
お知らせ • Mar 05Groupon, Inc. to Report Q4, 2024 Results on Mar 11, 2025Groupon, Inc. announced that they will report Q4, 2024 results After-Market on Mar 11, 2025
Valuation Update With 7 Day Price Move • Feb 19Investor 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 06Investor 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 19Investor 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 13New major risk - Financial positionThe 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 13Third 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.
お知らせ • Nov 04Groupon, Inc. to Report Q3, 2024 Results on Nov 12, 2024Groupon, Inc. announced that they will report Q3, 2024 results After-Market on Nov 12, 2024
Recent Insider Transactions • Aug 11Independent Director recently bought €146k worth of stockOn 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 31New major risk - Revenue and earnings growthEarnings 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 31Second 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.
お知らせ • Jul 24Groupon, Inc. to Report Q2, 2024 Results on Jul 30, 2024Groupon, Inc. announced that they will report Q2, 2024 results After-Market on Jul 30, 2024
New Risk • Jun 27New minor risk - ProfitabilityThe 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 11First 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 10New major risk - Revenue and earnings growthEarnings 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).
お知らせ • May 10Groupon, Inc. Appoints Dusan Senkypl as Permanent CEOGroupon, 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.
お知らせ • May 01+ 1 more updateGroupon, Inc. to Report Q1, 2024 Results on May 09, 2024Groupon, Inc. announced that they will report Q1, 2024 results After-Market on May 09, 2024
お知らせ • Mar 16Groupon, Inc. Provides Earnings Guidance for the First Quarter, First Half, Second Half and Full Year of 2024Groupon, 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 15Full 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 15New major risk - Revenue and earnings growthEarnings 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).
お知らせ • Feb 29Groupon, Inc. to Report Q4, 2023 Results on Mar 15, 2024Groupon, Inc. announced that they will report Q4, 2023 results Pre-Market on Mar 15, 2024
お知らせ • Jan 22Groupon, 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
お知らせ • Jan 13Groupon, Inc. Updates Guidance for Fourth Quarter 2023 Reaffirms Earnings Guidance for Year 2024Groupon, 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 12New major risk - Revenue and earnings growthEarnings 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).
お知らせ • Nov 11Groupon, 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 10Third 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.
お知らせ • Oct 13Groupon, Inc. to Report Q3, 2023 Results on Nov 09, 2023Groupon, Inc. announced that they will report Q3, 2023 results After-Market on Nov 09, 2023
New Risk • Sep 19New major risk - Financial positionThe 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).
お知らせ • Sep 08Windward Management Sends a Letter to Groupon, IncOn 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 10Second 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.
お知らせ • Jul 25Groupon, Inc. to Report Q2, 2023 Results on Aug 09, 2023Groupon, Inc. announced that they will report Q2, 2023 results After-Market on Aug 09, 2023
Buying Opportunity • Jul 14Now 25% undervaluedOver 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.
お知らせ • Jun 25+ 1 more updateGroupon, Inc.(NasdaqGS:GRPN) dropped from Russell 2000 Growth IndexGroupon, Inc.(NasdaqGS:GRPN) dropped from Russell 2000 Growth Index
Buying Opportunity • May 30Now 23% undervalued after recent price dropOver 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 11First 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 17Full 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.
お知らせ • Feb 18Groupon, Inc. Announces Resignation of Dane Drobny as Chief Administrative Officer, General Counsel, and Corporate Secretary, Effective from February 24, 2023On 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 09Third 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.
お知らせ • Nov 08Groupon, Inc. Appoints Jan Barta to the Board of DirectorsOn 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.
お知らせ • Oct 25Groupon, Inc. to Report Q3, 2022 Results on Nov 07, 2022Groupon, Inc. announced that they will report Q3, 2022 results After-Market on Nov 07, 2022
お知らせ • Aug 09Groupon, Inc. Reports Impairment Charges for the Second Quarter Ended June 30, 2022Groupon, 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 09Second 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 05Investor sentiment improved over the past weekAfter 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 01High number of new directorsThere 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.
お知らせ • Jul 28Groupon, Inc. to Report Q2, 2022 Results on Aug 08, 2022Groupon, Inc. announced that they will report Q2, 2022 results After-Market on Aug 08, 2022
Valuation Update With 7 Day Price Move • Jul 14Investor sentiment deteriorated over the past weekAfter 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 01High number of new directorsThere 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 29Investor sentiment deteriorated over the past weekAfter 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.
お知らせ • Jun 14Groupon Appoints Dusan Senkypl to the Board of Directors, Effective No Later Than November 30, 2022Groupon 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 27Insider recently bought €2.7m worth of stockOn 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 26Investor sentiment improved over the past weekAfter 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 12Insider recently bought €13m worth of stockOn 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.
お知らせ • May 12Groupon, Inc. Provides Revenue Guidance for the Second Quarter and Full Year of 2022Groupon, 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 10First 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 09Investor sentiment deteriorated over the past weekAfter 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 27Insider recently bought €3.8m worth of stockOn 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 09Insider recently bought €1.6m worth of stockOn 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 07Investor sentiment deteriorated over the past weekAfter 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 02Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull 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.
お知らせ • Feb 16Groupon, Inc. to Report Q4, 2021 Results on Feb 28, 2022Groupon, Inc. announced that they will report Q4, 2021 results After-Market on Feb 28, 2022
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improved over the past weekAfter 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 21Investor sentiment improved over the past weekAfter 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 11Investor sentiment improved over the past weekAfter 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 05Third 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 23Chief Accounting Officer Jeremy Herauf has left the companyOn 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 08Second 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 07First 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).
お知らせ • May 07Groupon, Inc. Revises Earnings Guidance for the Full Year of 2021Groupon, 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.
お知らせ • May 05Groupon Launches New Personalized User ExperienceGroupon 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 28Full 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).
