Financial Performance - Gross billings for the three months ended March 31, 2025, were $386,476 thousand, a 1.0% increase from $381,146 thousand in 2024[142] - Total revenue for the three months ended March 31, 2025, was $117,187 thousand, down 4.8% from $123,084 thousand in 2024[145] - Total gross profit for North America decreased by 1.5% to $82,872 thousand for the three months ended March 31, 2025[154] - Total revenue for the international segment decreased by $2.9 million, from $28.95 million in Q1 2024 to $26.07 million in Q1 2025, a decline of 9.9%[160] - Adjusted EBITDA for the three months ended March 31, 2025 was $15.33 million, down from $19.52 million in Q1 2024, a decrease of 21.5%[176] - Revenue for the same period was $117.2 million, reflecting a decrease of $583 thousand from prior rates[180] - The company reported a gross profit of $106.3 million, down by $512 thousand due to exchange rate fluctuations[180] Customer Metrics - Active customers for the trailing twelve months ended March 31, 2025, were 15,472 thousand, a decrease of 4.1% from 16,130 thousand in 2024[142] - TTM active customers in the international segment fell by 15.1%, from 5,896 thousand in Q1 2024 to 5,006 thousand in Q1 2025[158] Segment Performance - North America segment gross billings increased by $13.6 million, or 5.0%, to $286,519 thousand for the three months ended March 31, 2025[153] - The Local category in North America saw gross billings increase by 10.6% to $255,656 thousand for the three months ended March 31, 2025[153] - The Goods category in North America experienced a significant decline in gross billings, down 42.4% to $8,621 thousand for the three months ended March 31, 2025[153] - International segment total gross billings decreased by $8.3 million, from $108.2 million in Q1 2024 to $99.9 million in Q1 2025, representing a 7.6% decline[158] Expenses - Marketing expenses in North America increased by 21.5% to $26,474 thousand, representing 29.1% of revenue for the three months ended March 31, 2025[156] - International marketing expenses increased by 13.3%, from $7.03 million in Q1 2024 to $7.96 million in Q1 2025, representing 30.5% of revenue[162] - Consolidated operating expenses rose by 1.2%, from $103.19 million in Q1 2024 to $104.41 million in Q1 2025[165] Profitability - Contribution profit in North America decreased by 9.5% to $56,398 thousand for the three months ended March 31, 2025[156] - International contribution profit decreased by 20.3%, from $19.4 million in Q1 2024 to $15.5 million in Q1 2025, primarily due to increased marketing expenses[162] Cash Flow and Liquidity - Free cash flow for the three months ended March 31, 2025, was $(3,759) thousand, an improvement from $(13,820) thousand in 2024[145] - The company experienced a net cash used in operating activities of $22 thousand for Q1 2025, a significant improvement from $10.1 million in Q1 2024[189] - Free cash flow for the three months ended March 31, 2025, was reported at $(3.8) million, compared to $(13.8) million in the prior year[187] - As of March 31, 2025, the company had a cash balance of $226.8 million, with sufficient liquidity to support operational needs and repay 2026 Notes upon maturity[182] - As of March 31, 2025, the company had $85.4 million in cash held by international subsidiaries, primarily in various foreign currencies[199] Other Financial Metrics - Other income improved significantly, with a net gain of $7.57 million in Q1 2025 compared to a loss of $12.68 million in Q1 2024, reflecting a $21.9 million favorable change in foreign currency gains[168] - The provision for income taxes decreased by 76.9%, from $6.19 million in Q1 2024 to $1.43 million in Q1 2025[169] - The company raised $80.0 million through a Rights Offering, selling 7,079,646 shares at $11.30 each[192] - The 2026 Notes have a principal amount of $230.0 million with a fixed interest rate of 1.125% per annum[195] Market Conditions - Approximately 22.2% of the company's revenue was derived from international operations, exposing it to foreign currency exchange risks[205] - The business is affected by changes in merchants' and customers' discretionary spending, which is expected to continue[209] - Increased inflation could negatively impact the business by driving up operating costs[209] - The company may struggle to offset higher costs through price increases or cost efficiency measures if inflationary pressures become significant[209]

In its upcoming report, Groupon (GRPN) is predicted by Wall Street analysts to post quarterly loss of $0.20 per share, reflecting a decline of 433.3% compared to the same period last year. Revenues are forecasted to be $115.5 million, representing a year-over-year decrease of 6.2%.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 34.3% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this ...

Company Performance - Groupon's stock closed at $18.10, showing no change from the previous day, while the S&P 500 gained 0.58% [1] - Over the past month, Groupon's shares declined by 3.57%, underperforming the Retail-Wholesale sector's loss of 0.19% and the S&P 500's loss of 0.84% [1] Upcoming Financial Results - Groupon is expected to report an EPS of -$0.20, which represents a decline of 433.33% from the same quarter last year [2] - The consensus estimate for revenue is $115.5 million, down 6.16% from the prior-year quarter [2] Full-Year Estimates - The full-year Zacks Consensus Estimates predict earnings of -$0.25 per share and revenue of $497.1 million, indicating year-over-year changes of +83.44% and +0.92%, respectively [3] Analyst Forecasts - Recent revisions to analyst forecasts for Groupon are important as they reflect changing business trends, with positive changes indicating a favorable outlook on the company's health and profitability [4] Zacks Rank and Performance - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently places Groupon at 3 (Hold) [6] - The Zacks Consensus EPS estimate for Groupon has decreased by 76.79% in the past month [6] Industry Context - Groupon operates within the Internet - Commerce industry, which is part of the Retail-Wholesale sector, currently holding a Zacks Industry Rank of 83, placing it in the top 34% of all industries [7]

Core Insights - Groupon is recognized as a leading destination for families seeking local experiences, particularly in the Chicago area, due to its diverse range of affordable activities [1][10] - The company focuses on supporting local businesses while providing value-driven experiences that align with consumer trends prioritizing affordability and meaningful outings [10] Group 1: Family Activities - Groupon offers a variety of family activities, including the Chuck E. Cheese Family Play & Pizza Package, which includes 60 minutes of unlimited games, a large pizza, and beverages [4] - My Kidzplay Indoor Playground spans 32,000 square feet and features trampolines, a ninja course, and a three-story play structure, catering to children aged six months to 12 years [5] - Discounted admission to LEGOLAND Discovery Center Chicago provides families with immersive LEGO experiences, including creative building zones and a 4D cinema [6] - The Exploritorium in Skokie encourages creativity through hands-on activities and offers accessible family admission options [7] Group 2: Upcoming Events and Promotions - Groupon is promoting the Mother's Day Family Fest by Event Wiz Inc., which includes carnival rides, food vendors, and live entertainment, scheduled for May 2025 [8] - The Mother's Day promotions from April 28 to May 11 feature discounted experiences such as spa packages, therapeutic massages, and personalized gifts, aimed at providing thoughtful options for families [9] Group 3: Business Model and Community Engagement - Groupon's business model emphasizes partnerships with local businesses, creating a bridge between merchants and communities, which enhances customer engagement and supports local economies [10][11] - The company's commitment to diversity, equity, and inclusion (DEI) is integral to its operations, aiming to foster a sense of belonging among employees and highlight the cultural heritage of its partners [11]

Core Insights - Groupon has been recognized as a leading platform for discovering and booking shared group experiences in New York, emphasizing its role in connecting people through accessible outings [1][3] - The platform is noted for making group experiences convenient and affordable, catering to the growing consumer demand for social interaction [3][8] Group Activities Overview - Notable activities featured on Groupon include N.Y.C Skyline Tours & Cruises, Bowlero, AMC Theatres, Ferox Ninja Park, and Area 53, showcasing a diverse range of group-friendly experiences [5][6][7] - N.Y.C Skyline Tours & Cruises offers scenic boat rides highlighting landmarks like the Statue of Liberty and Brooklyn Bridge, appealing to both tourists and locals [5][7] - Bowlero combines bowling with arcade games and a lounge atmosphere, making it suitable for group celebrations [5][7] - AMC Theatres provides discounted black ticket deals via Groupon, making movie nights more affordable for groups [6][7] - Ferox Ninja Park features obstacle courses and parkour elements, promoting teamwork and physical engagement [6][7] - Area 53 is an indoor adventure park with climbing structures and immersive zones, ideal for various group activities [6][7] Local Business Impact - Groupon's partnerships with local venues enhance the quality of experiences offered while supporting small businesses in reaching new customers [8][10] - The platform plays a vital role in strengthening local economies by fostering connections between merchants and consumers [10]

Company Performance - Groupon's stock closed at $18.94, reflecting a -0.58% change from the previous day, underperforming the S&P 500's 0.79% gain [1] - Over the past month, Groupon's shares have appreciated by 28.28%, outperforming the Retail-Wholesale sector's loss of 3.65% and the S&P 500's loss of 3.56% [1] Upcoming Earnings - The upcoming earnings release is expected to show an EPS of -$0.20, representing a 433.33% decline compared to the same quarter last year [2] - Revenue is anticipated to be $115.5 million, down 6.16% from the prior-year quarter [2] Annual Forecast - For the entire year, the Zacks Consensus Estimates predict an EPS of -$0.25 and revenue of $497.1 million, indicating changes of +83.44% and +0.92% respectively compared to the previous year [3] Analyst Estimates - Recent changes to analyst estimates for Groupon are significant, as they often reflect the evolving business trends [3] - Positive estimate revisions indicate analyst optimism regarding the company's business and profitability [3] Zacks Rank System - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has shown a strong track record, with 1 stocks averaging a +25% annual return since 1988 [5] - Groupon currently holds a Zacks Rank of 3 (Hold), with the consensus EPS estimate having decreased by 21.72% over the past month [5] Industry Overview - The Internet - Commerce industry, part of the Retail-Wholesale sector, has a Zacks Industry Rank of 64, placing it in the top 26% of over 250 industries [6] - Strong individual industry groups, as measured by the Zacks Industry Rank, tend to outperform weaker groups by a factor of 2 to 1 [6]

Core Viewpoint - Groupon's shares have increased by approximately 25.9% since the last earnings report, outperforming the S&P 500, raising questions about the sustainability of this positive trend leading up to the next earnings release [1] Group 1: Earnings and Estimates - The consensus estimate for Groupon has shifted downward by 7.24% over the past month, indicating a negative trend in estimates [2] - The most recent earnings report is crucial for understanding the catalysts affecting the stock's performance [1] Group 2: VGM Scores - Groupon has a strong Growth Score of A, but it is significantly lagging in Momentum Score with an F, while holding a middle-tier value grade of C [3] - The aggregate VGM Score for Groupon is C, which is relevant for investors not focused on a single strategy [3] Group 3: Outlook - The overall trend for estimates has been downward, suggesting a potential decline in stock performance, with a Zacks Rank of 3 (Hold) indicating expectations for an in-line return in the coming months [4]

Company Performance - Groupon's stock closed at $16.80, showing no change from the previous day, outperforming the S&P 500 which fell by 1.57% [1] - Over the past month, Groupon's shares have increased by 70.9%, while the Retail-Wholesale sector and S&P 500 experienced losses of 11.13% and 12.16%, respectively [1] Earnings Expectations - The upcoming earnings report is expected to show an EPS of -$0.20, a decline of 433.33% from the same quarter last year, with projected revenue of $115.5 million, down 6.16% year-over-year [2] - For the annual period, the Zacks Consensus Estimates predict an EPS of -$0.25 and revenue of $497.1 million, reflecting increases of 83.44% and 0.92% from the previous year [3] Analyst Sentiment - Recent changes in analyst estimates for Groupon indicate a shift in near-term business trends, with positive revisions suggesting optimism about the company's profitability [3] - The Zacks Rank system, which evaluates these estimate changes, currently ranks Groupon at 3 (Hold), with the EPS estimate having decreased by 21.72% in the past month [5] Industry Context - Groupon operates within the Internet - Commerce industry, which is part of the Retail-Wholesale sector, currently holding a Zacks Industry Rank of 63, placing it in the top 26% of over 250 industries [6] - The Zacks Industry Rank assesses the strength of industry groups, indicating that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [6]

Group 1 - Groupon, Inc. (GRPN) has reached a significant support level and is considered a good pick for investors from a technical perspective due to a "golden cross" formation [1] - The golden cross is characterized by a short-term moving average breaking above a long-term moving average, indicating a potential bullish breakout [2] - GRPN shares have increased by 54.6% over the past four weeks, and the company holds a 3 (Hold) rating on the Zacks Rank, suggesting a potential breakout [3] Group 2 - The positive earnings outlook for GRPN is supported by one upward revision in earnings estimates over the past 60 days, with no downward revisions, leading to an increase in the Zacks Consensus Estimate [3] - The combination of earnings estimate revisions and the technical breakout signals indicates that investors should monitor GRPN for potential gains in the near future [4]

Core Viewpoint - Groupon, Inc. (GRPN) stock is currently overbought and nearing a resistance level, indicating a potential sell-off in the near future [1][4][5] Group 1: Stock Performance - Trading in Groupon stock has been quiet but trending higher, with a significant chance of reversal and sell-off due to overbought conditions [1] - The Relative Strength Momentum Indicator (RSI) shows that the stock is in overbought territory, as indicated by the blue line being above the horizontal red line [1][2] Group 2: Market Behavior - Over the past year, each time the RSI indicated overbought conditions, a subsequent decline in stock price followed [4] - Groupon is approaching a resistance level around $18, where many traders may look to sell, fearing they will miss out on potential profits [4][5] - The fear of being undercut by other sellers may lead to a reduction in the prices traders are willing to accept, potentially triggering a snowball effect that drives the price lower [5]