Chicago, Illinois--(Newsfile Corp. - February 25, 2026) - Groupon, Inc. (NASDAQ: GRPN) announced today that it intends to release the company's fourth quarter and full year 2025 financial results after the market closes on Tuesday, March 10, 2026. The company will also host a conference call to answer questions regarding the company's results at 8:00am ET on Wednesday, March 11, 2026. Investors may submit questions by emailing ir@groupon.com.A webcast of the conference call can be accessed live at investor ...

Groupon (GRPN) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Over the past month, shares of this online daily deal service have returned -24.7%, compared to the Zacks S&P 500 composite's -1% change. During this period, the Zacks Internet - Commerce industry, which Groupon falls in, has lost 14.2%. The key question now is: What could be the stock's future direction?While media ...

Group 1 - Groupon's stock closed at $14.41, reflecting a +1.84% change from the previous day's closing price, outperforming the S&P 500's daily gain of 0.54% [1] - The stock has decreased by 18.26% over the past month, underperforming the Retail-Wholesale sector's gain of 3.66% and the S&P 500's gain of 0.74% [1] Group 2 - The upcoming earnings release is anticipated, with expected EPS of $0.19, representing a 115.83% increase from the prior-year quarter, and projected revenue of $137.94 million, up 5.8% from the year-ago period [2] - For the full year, analysts expect earnings of -$2.09 per share and revenue of $503.65 million, indicating changes of -38.41% and 0% respectively from last year [3] Group 3 - Recent estimate revisions are seen as indicative of near-term business trends, with positive revisions suggesting a favorable business outlook [3][4] - The Zacks Rank system, which incorporates estimate changes, currently ranks Groupon as 4 (Sell), with a consensus EPS projection that has decreased by 14.29% in the past 30 days [5] Group 4 - Groupon's Forward P/E ratio is 19.12, which is higher than the industry average Forward P/E of 16.07, indicating a premium valuation [6] - The Internet - Commerce industry, part of the Retail-Wholesale sector, has a Zacks Industry Rank of 179, placing it in the bottom 27% of over 250 industries [6]

Market Overview - The S&P 500 is maintaining levels close to record highs in 2026, indicating a strong market performance despite underlying tensions [1] Analyst Insights - Gary Alexander has extensive experience in technology sectors, having worked on Wall Street and in Silicon Valley, which provides him with insights into current industry trends [1] - He has been contributing to Seeking Alpha since 2017 and has been featured in various web publications, indicating his influence and recognition in the investment community [1]

Market Overview - The S&P 500 is maintaining levels close to record highs in 2026, indicating a strong market performance despite underlying tensions [1] Analyst Insights - Gary Alexander has extensive experience in technology sectors, having worked on Wall Street and in Silicon Valley, which provides him with insights into current industry trends [1] - He has been contributing to Seeking Alpha since 2017 and has been featured in various web publications, indicating his influence and recognition in the investment community [1]

Core Insights - The article emphasizes the importance of high-quality stocks that are trading at discounted prices, reflecting a value investing approach inspired by renowned investors like Ben Graham and Joel Greenblatt [1] Group 1 - The author has been involved in retail investing for the past five years, gaining insights into stock market dynamics [1] - Equity markets are described as fascinating, providing an analytical overview of global market performance [1] - Seeking Alpha is highlighted as a valuable platform for sharing research and analysis among investors and analysts [1]

Summary of Groupon Conference Call - December 08, 2025 Company Overview - **Company**: Groupon (NasdaqGS:GRPN) - **Industry**: Digital Commerce - **Key Metrics**: - Billings: $1.6 billion - Revenue: $500 million - EBITDA: $70 million - Free Cash Flow: $60 million - Active Customers: 60 million - Merchants: 50,000 - Experiences Offered: 150,000 - **Geographic Presence**: Operates in 14 countries, primarily in North America and Western Europe [3][4] Strategic Transformation - **Management Changes**: New management team has been in place for three years, focusing on strategic transformation after a period of declining customer engagement and revenues [5][6] - **Current Focus Areas**: - Quality Orientation: Emphasizing higher quality experiences [6] - Hyper Local Strategy: Tailoring offerings based on geographic and category needs [6] - AI Integration: Leveraging AI for operational improvements and customer engagement [7][21][25] Financial Performance and Outlook - **Recent Performance**: Reported 18% growth in local billings in Q3, excluding Italy [5][6] - **Holiday Season Expectations**: Anticipates strong performance during the holiday season, with significant sales expected from experiences purchased as gifts [10][12][14] - **Customer Acquisition**: Added 300,000 new active customers in Q3 through lower funnel marketing strategies [18] Market Dynamics - **Consumer Behavior**: Experiences are increasingly popular as gifts, with a notable peak in purchases leading up to Christmas [14] - **Merchant Dynamics**: As the economy softens, merchants may seek more volume through platforms like Groupon, leading to increased promotions and brand acquisitions [16][17] AI and Technology Investments - **AI Utilization**: AI is being integrated across various functions, including deal structuring and customer engagement [21][23][25] - **Platform Modernization**: Significant investments in technology infrastructure, including a new customer data platform and cloud migration, are underway [36][38] Growth Opportunities - **Emerging Categories**: Potential for growth in food and drink, hotels, and live events, which currently represent a small percentage of overall billings [29][30][32] - **International Expansion**: Solid growth in key international markets (Spain, France, UK, Germany) with plans to leverage successful strategies from North America [34][35] Investment Priorities - **Capital Allocation**: Focus on long-term growth, technology investments, supply-side enhancements, and marketing [41][42] - **Free Cash Flow Generation**: Maintaining a stable cost base while investing in growth initiatives [43][44] Key Metrics for Investors - **Billings Growth Rate**: Identified as the most critical metric for tracking the company's progress and long-term potential [48][49]

Core Insights - The focus is on companies that prioritize value amidst rising prices and inflation concerns [1] - Observing megatrends can provide insights into societal advancements and investment opportunities [1] - Emphasis on the importance of fundamentals, leadership quality, and product pipelines in investment decisions [1] Group 1: Investment Strategy - Companies should leverage macrotrends and emerging technologies for competitive advantage [1] - The analysis includes a focus on marketing and business strategies for medium-sized companies and startups [1] - Evaluating startups and emerging industries is a key component of the investment approach [1] Group 2: Professional Background - The analyst has experience in international development and non-profit sectors, contributing to a well-rounded perspective [1] - Previous roles included evaluating startups and writing on technology and economic news [1] - The goal is to integrate various experiences to identify investment opportunities effectively [1]

Core Insights - Legendary investor Warren Buffett is stepping back from public engagements and increasing his donations, amounting to approximately $1.3 billion to his family's foundations [1][2] - Buffett will not write the annual letter this year or speak at the annual meeting, marking significant changes for Berkshire Hathaway [2] - He plans to continue writing letters during Thanksgiving to detail his donations [2] Leadership Transition - Buffett has handed over the reins to Greg Abel, who will take on a more prominent role, although Buffett will remain the face of the company as long as he is able [4][5] - Despite the leadership change, Buffett will retain a significant amount of A-shares until shareholders feel comfortable with Abel's leadership [3][4] Company Strategy and Future - The size of Berkshire Hathaway has made it challenging to find sizable acquisitions, with a cash pile now at $382 billion [6][8] - Buffett believes that Berkshire has a lower chance of facing a massive catastrophe compared to other companies, but he acknowledges that the stock may behave unpredictably in the short term [7] - There are still opportunities available, and Buffett continues to review them regularly [8]

Core Insights - Groupon (GRPN) reported a loss of $2.92 per share for Q3 2025, missing the Zacks Consensus Estimate of earnings of $0.01 per share, compared to earnings of $0.33 per share in the same quarter last year [1][9] - Revenues reached $122.8 million, exceeding the consensus estimate by 0.77% and reflecting a year-over-year growth of 7.3% [1][9] Revenue Breakdown - North America revenues were $96 million, surpassing the consensus mark by 4% and growing 11% year-over-year [2] - International revenues totaled $26.8 million, falling short of the consensus by 2.89% and decreasing 2.8% year-over-year [2] - Gross billings amounted to $416.1 million, marking an 11% increase year-over-year [2] Segment Performance - Local revenues were $114.7 million, beating the Zacks Consensus Estimate by 3.71% and rising 9.3% year-over-year [3] - Consolidated Travel revenues were $4.7 million, missing the consensus by 2.26% but increasing 8.8% year-over-year [4] - Goods revenues were $3.4 million, missing the consensus by 28.14% and declining 34.9% year-over-year [5] Customer Metrics - Groupon had approximately 16.1 million active customers, a 4% increase from the previous year, exceeding the consensus estimate by 4.34% [6] - North America accounted for about 11 million active customers, beating the consensus by 7% [6] - International active customers were 5.1 million, slightly missing the consensus by 0.97% [6] Operating Performance - Consolidated gross profit grew 8.7% year-over-year to $111.8 million, with North America gross profit increasing 12.8% [7] - Consolidated gross margin expanded to 91%, consistent with the previous quarter [7] - Selling, general and administrative expenses decreased by 4.3% year-over-year to $68.3 million, while marketing expenses rose 14.3% to $41.4 million [8] Financial Position - Groupon ended the quarter with cash and cash equivalents of $238.5 million, down from $262.6 million at the end of Q2 2025 [10] - Cash used in operating activities was $20.5 million, compared to $16.3 million in the same quarter last year [10] - Free cash flow was negative $24.6 million, slightly improved from negative $25.2 million in the previous quarter [10] Guidance - For Q4 2025, Groupon expects revenues between $135 million and $137 million, indicating 4-6% year-over-year growth [11] - The company anticipates adjusted EBITDA of $21 million to $23 million for Q4 [11] - For the full year 2025, expected revenues are between $500 million and $505 million, reflecting 2-3% year-over-year growth [12]