Core Insights - Groupon reported Q2 2025 GAAP revenue of $125.7 million, exceeding Wall Street's expectation of $122.47 million, with diluted earnings per share of $0.46, a significant improvement from a loss of $0.25 per share in Q2 2024 [1][5] - Gross billings increased by 12% year-over-year to $416.7 million, indicating strong performance in North America, while international markets faced challenges [1][6][8] Financial Performance - GAAP revenue grew by 0.9% year-over-year, while gross billings rose by 11.5% [2][6] - Adjusted EBITDA decreased by 5.5% to $15.6 million, and free cash flow surged by 132.7% to $25.2 million [2][10] - The company achieved net income from continuing operations of $20.6 million, a turnaround from a net loss of $9.4 million in Q2 2024 [5] Business Model and Strategy - Groupon operates a digital marketplace connecting local businesses with consumers, focusing on curated local experiences [3][4] - The company is transitioning from a general daily deals platform to a destination for quality local experiences, emphasizing higher-value merchant partnerships and technology investments [4][12] Market Dynamics - North America remains the primary growth driver, with local billings increasing by 20% and active customers rising by 6% to 10.8 million [6][7] - International gross billings declined by 3%, with active international customers falling by 11% year-over-year [8][10] Operational Highlights - The company is investing in technology upgrades, including MobileNext rollouts and AI initiatives to enhance merchant deal design [12] - Marketing expenses increased by 13.4% year-over-year as Groupon aims to attract new users and merchants [10] Future Outlook - Management raised full-year billings growth guidance to 3% to 5%, but did not provide explicit revenue or profitability guidance [14] - Key areas to monitor include revenue growth relative to billings, customer and merchant retention, and performance in international markets [15]

Core Viewpoint - Groupon reported quarterly earnings of $0.46 per share, significantly exceeding the Zacks Consensus Estimate of a loss of $0.02 per share, marking an earnings surprise of +2,400% [1] - The company has shown consistent performance, surpassing consensus EPS estimates three times over the last four quarters [2] Financial Performance - Groupon's revenues for the quarter ended June 2025 were $125.7 million, surpassing the Zacks Consensus Estimate by 2.32% and showing a slight increase from $124.61 million in the same quarter last year [2] - The current consensus EPS estimate for the upcoming quarter is breakeven on revenues of $121.43 million, while for the current fiscal year, it is $0.30 on revenues of $500.25 million [7] Stock Performance - Groupon shares have increased approximately 150.5% since the beginning of the year, outperforming the S&P 500's gain of 7.1% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations of outperforming the market in the near future [6] Industry Outlook - The Internet - Commerce industry, to which Groupon belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, which may impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that investors should monitor these revisions closely [5]

Core Insights - Groupon reported a 1% increase in global revenue and a 12% increase in billings for Q2 2025 [1] - North America local revenue grew by 3% and local billings surged by 20% [1] - The company completed a financing transaction worth $244 million [1] Financial Performance - The financial results for Q2 2025 were filed with the Securities and Exchange Commission [1] - The earnings commentary is available on Groupon's investor relations website [1] Management Commentary - CEO Dusan Senkypl highlighted the momentum in Groupon's transformation, emphasizing the 20% growth in North America local billings and improved customer acquisition [2] - The company aims to establish itself as a trusted destination for quality local experiences at competitive prices [2] - There is a focus on marketplace health and platform velocity to ensure sustained growth [2]

Groupon Reports Second Quarter 2025 Results Global Revenue up 1% and Billings up 12% North America Local Revenue up 3% and Local Billings up 20% Completion of $244 million Financing Transaction CHICAGO - August 6, 2025 - Groupon, Inc. (NASDAQ: GRPN) today announced its financial results for the second quarter ended June 30, 2025. The company filed its Form 10-Q with the Securities and Exchange Commission and posted updated earning commentary on its investor relations website (investor.groupon.com). "Our Q2 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Commission File Number: 1-35335 Groupon, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or o ...

Company Performance - Groupon's stock closed at $30.87, reflecting a -2.7% change from the previous day's closing price, underperforming compared to the S&P 500's loss of 0.37% [1] - Over the last month, Groupon's shares have decreased by 9.53%, while the Retail-Wholesale sector gained 2.03% and the S&P 500 gained 2.68% [1] Upcoming Financial Results - Groupon is set to announce its earnings on August 6, 2025, with an expected EPS of -$0.02, indicating stability compared to the same quarter last year [2] - The consensus estimate for revenue is projected at $122.86 million, representing a 1.41% decrease from the same quarter of the previous year [2] Full Year Estimates - Analysts expect Groupon to achieve earnings of $0.3 per share and revenue of $500.25 million for the full year, marking changes of +119.87% and +1.56% respectively from the previous year [3] - Recent revisions to analyst estimates are seen as a positive indicator for the business outlook [3] Valuation and Ranking - Groupon currently holds a Zacks Rank of 1 (Strong Buy), with a Forward P/E ratio of 104.57, which is significantly higher than the industry average of 22.16 [5] - The Zacks Rank system has a historical track record of outperformance, with 1 stocks returning an average of +25% annually since 1988 [5] Industry Context - The Internet - Commerce industry, part of the Retail-Wholesale sector, has a Zacks Industry Rank of 151, placing it in the bottom 39% of over 250 industries [6] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [6]

Financial Results Announcement - Groupon, Inc. plans to release its second quarter 2025 financial results after market close on August 6, 2025 [1] - A conference call will be held on August 7, 2025, at 8:00 AM ET to discuss the results and answer investor questions [2] Company Overview - Groupon operates as a local marketplace where consumers can purchase services and experiences, aiming to provide value and enhance life experiences [3]

Group 1 - Groupon's stock closed at $32.75, down 3.39% from the previous session, underperforming the S&P 500's loss of 0.4% [1] - Over the past month, Groupon shares declined by 4.24%, while the Retail-Wholesale sector gained 4.14% and the S&P 500 increased by 4.97% [1] Group 2 - Upcoming financial results are anticipated to show an EPS of -$0.02, unchanged from the prior year, with quarterly revenue expected at $122.86 million, down 1.41% year-over-year [2] - For the entire fiscal year, earnings are projected at $0.3 per share and revenue at $500.25 million, reflecting increases of 119.87% and 1.56% respectively from the previous year [3] Group 3 - Recent analyst estimate revisions indicate optimism about Groupon's business and profitability, with a 21.33% increase in the Zacks Consensus EPS estimate over the last 30 days [5] - Groupon currently holds a Zacks Rank of 1 (Strong Buy), which has historically delivered an average annual return of +25% since 1988 [5] Group 4 - Groupon's Forward P/E ratio stands at 111.76, significantly higher than the industry average of 21.92, indicating it is trading at a premium [6] - The Internet - Commerce industry, part of the Retail-Wholesale sector, ranks in the top 27% of all industries according to the Zacks Industry Rank [6]

Industry Overview - Ecommerce sales in Q1 2025 grew by 6.1% compared to Q1 2024, while total retail sales increased by 4.5%, with ecommerce accounting for approximately 16.2% of total U.S. retail sales [1] - The ecommerce industry is experiencing a shift towards digital influencers and advanced technologies such as AR/VR, social commerce, generative AI, and the Metaverse [4][5] - The Zacks Internet - Commerce industry ranks 51, placing it in the top 21% of nearly 250 Zacks industries, indicating positive near-term prospects [8][9] Current Trends - The retail experience is increasingly blending online and offline activities, with consumers preferring faster delivery and pickup options [7] - Subscription models for repeat-use items are gaining traction, making it easier for consumers to order and for retailers to plan [7] - Social commerce is becoming popular, particularly among Gen-Z, with platforms like TikTok leading the way [14] Performance Metrics - The Zacks Electronic - Commerce Industry has gained 18% over the past year, outperforming the broader Zacks Retail and Wholesale Sector (16.5%) and the S&P 500 (11.9%) [12] - The industry is currently trading at a price-to-forward earnings (P/E) ratio of 24.6X, which is a premium of 8.6% to the S&P 500 and a discount of 0.8% to the broader retail sector [16] Company Highlights Groupon, Inc. (GRPN) - Groupon operates an online marketplace connecting buyers and sellers across various sectors, with over 76% of its 2024 revenue coming from the U.S. [19] - The company has shown a positive trend in earnings estimates, with the 2025 estimate moving from a loss of $0.18 to a profit of $0.30 per share [21] - Groupon's shares have increased by 146.9% over the past year, primarily in the last two months [22] CarGurus, Inc. (CARG) - CarGurus offers an online marketplace for new and used cars, with 93% of its 2024 revenue generated in the U.S. [25] - The company has no debt and is focused on improving dealer profitability through data-driven solutions, which is driving its market share [27] - Analysts estimate a 25% earnings growth for 2025, with revenues expected to increase by 5% [28]

Group 1: FuboTV - FuboTV's stock has increased by 193% in 2025, with a significant surge in the first four trading days of the year [3][10] - The company secured a $220 million settlement from Venu partners, enhancing its financial position, as it started the year with an enterprise value of $475 million [4][8] - Disney's acquisition of a 70% stake in FuboTV, which includes its Hulu + Live TV platform, is expected to provide substantial synergies, although the deal is not expected to close until the first half of next year [5][9] - FuboTV's operating losses are narrowing, and the combination with Disney's services could lead to profitability in the future [7][9] Group 2: Groupon - Groupon's stock has risen by 194% in 2025, despite a history of declining revenue over the past eight years [10][12] - The company has exited unprofitable international markets and reduced its focus on low-margin physical goods, which is expected to improve its financial performance [11][12] - Revenue decline has slowed, with a 4% decrease in 2024 being the best performance since 2016, and analysts predict a return to marginal revenue growth in 2025 [12][13] - Groupon is positioned to benefit from both economic downturns and growth, as consumers and businesses may turn to its platform for value [13]