Q1 2026 Groupon Inc Earnings Call Transcript

May 8, 2026 / 12:00 PM GMT

Release Date Price: €15.21 (+14.28%)

Transcript 8-K10-Q

Key Points

Positve

Groupon Inc (GRPN) is rebuilding as an AI-native company, embedding AI agents into core functions to enhance efficiency and speed.
The company has launched Project Foundry, which is expected to significantly transform operations and improve performance.
Groupon Inc (GRPN) has made meaningful progress on strategic bets, including the deployment of new iOS and Android apps and an international web platform.
The company executed a share buyback, repurchasing 2.8 million shares, reflecting confidence in its financial position.
Groupon Inc (GRPN) is optimistic about AI-driven discovery and agentic transactions accelerating market penetration in local experiences.

Negative

Q1 2026 results fell short of expectations, with global billings declining 1% year-over-year.
Revenue was flat year-over-year, and adjusted EBITDA was slightly below guidance.
The company faced pressures from continued softness in managed and organic channels, and a deceleration in North America local.
Severe winter weather in January and February added a near-term headwind to performance.
Groupon Inc (GRPN) is planning additional restructuring actions, including a potential 15% reduction in global headcount, which may indicate ongoing operational challenges.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

GRPN.OQ - Groupon Inc
Q1 2026 Groupon Inc Earnings Call
May 08, 2026 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello, and welcome to Groupon's first quarter 2026 financial results conference call.

On the call today are Chief Executive Officer, Dushan Sengfull and Chief Financial Officer, Ranika Shah.

At this time, all participants are in a listen-only mode. Today's call will be a question-and-answer session only. The company has posted earnings material, including earnings commentary on the company's investor relations website at investor.groupon.com. Today's conference call is being recorded.

Before we begin, Groupon would like to remind listeners that the following discussion and responses to your questions reflect management's views as of today, May 8th, 2026 only, and will include forward-looking statements.

Actual

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