Overview
U.S. local marketplace's Q4 revenue rose 2% yr/yr but missed analyst expectations
Adjusted EBITDA for Q4 missed analyst expectations
Company returned to revenue and billings growth for first time in a decade
Outlook
Company did not provide specific guidance in the press release
Result Drivers
NORTH AMERICA LOCAL GROWTH - North America local revenue rose 4% and local billings increased 9% yr/yr in Q4
ACTIVE CUSTOMER INCREASE - Active customers rose 5% yr/yr to 16.2 mln as of Dec 31, 2025
HIGHER MARKETING SPEND - Marketing expense rose to $48.6 mln, or 37% of revenue, from $42.6 mln, or 33% of revenue, in prior year period
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Miss | $132.70 mln | $137.34 mln (3 Analysts) |
Q4 Adjusted EBITDA | Miss | $20.90 mln | $22.59 mln (3 Analysts) |
Q4 Billings | $446.50 mln | ||
Q4 Gross Profit | $120 mln |
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the discount stores peer group is "buy."
Wall Street's median 12-month price target for Groupon Inc is $30.50, about 152.7% above its March 9 closing price of $12.07
The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 27 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
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