Added to YB: 2026-07-20
Pitch date: 2026-07-16
GRPN [neutral]
Groupon, Inc.
Author Info
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Company Info
Groupon, Inc. operates a marketplace that connects consumers to merchants by offering goods and services at a discount in North America and international.
Market Cap
$1.1B
Pitch Price
N/A
Price Target
86.00
Dividend
N/A
EV/EBITDA
89.09
P/E
-11.19
EV/Sales
2.36
Sector
Broadline Retail
Category
turnaround
Groupon Built a Braint
GRPN (update): Highest-conviction long on AI 'Brain' personalization engine relaunching Q3. Base case triple in 2yrs on frequency alone (2.3→4.0 purchases/user, each turn ~$100M EBITDA), no user growth assumed. EBITDA $69M→$150-550M, net margins →50%. Cost cuts via Project Foundry, ~$180M SumUp stake vs $75M cost, strong operator Senkypl. Bear case ~flat via buyback. Risks: NA billings deceleration, insider selling, SumUp round at $5B. Q2 beat (~$17-18M EBITDA) + Q3 relaunch = convexity via calls.
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