Added to YB: 2026-02-23
Pitch date: 2026-02-19
YELP [bearish]
Yelp Inc.
-4.97%
current return
Author Info
The Bear Cave provides analysis, commentary, and curated links on the short world. Sign up for the newsletter.
Company Info
Yelp Inc. operates a platform that connects consumers with local businesses in the United States and internationally.
Market Cap
$1.4B
Pitch Price
$21.33
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.03
P/E
11.45
EV/Sales
0.99
Sector
Interactive Media and Services
Category
N/A
Problems at Yelp ($YELP)
YELP (short): Value trap w/ damaged brand & broken sales culture. Q4 rev -0.54% YoY, ad clicks -7%. Glassdoor reviews show high-pressure tactics, angry customers, stale leads. Losing to TikTok, Instagram, Beli, Google AI. Insiders sold $18M, zero buys in 2yrs. ~10x P/E looks cheap but competition intensifying
Read full article (7 min)