Q1 2025 Groupon Inc Earnings Call Transcript

May 8, 2025 / 12:00 PM GMT

Release Date Price: $23.37 (+36.77%)

Transcript 8-K10-Q

Key Points

Positve

Groupon Inc (GRPN) reported a strong start to 2025, exceeding guidance on both billings and adjusted EBITDA.
North America Local segment saw an 11% year-over-year growth in billings, marking the first double-digit growth since 2017.
The company's hyperlocal strategy is delivering strong results, with the top 10 cities in North America growing billings by double digits.
International local business, excluding Italy, showed a 5% year-over-year billing growth.
Groupon Inc (GRPN) has strengthened its leadership team with key appointments, including a new Chief Marketing Officer and Chief Technology Officer.

Negative

Revenue growth is currently lagging behind billings due to compression of take rates in North America Local.
Higher redemption rates are causing a short-term headwind to revenue.
The macro environment remains volatile, impacting consumer spending and making it difficult to predict customer behavior.
Progress on the international website and mobile app updates has been slow, with no clear timeline for completion.
The sale of the Gift Cloud subsidiary will remove approximately $6 million in revenue and $4 million in adjusted EBITDA from consolidated results for the remainder of 2025.

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

GRPN.OQ - Groupon Inc
Q1 2025 Groupon Inc Earnings Call
May 08, 2025 / 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, 2025 financial results conference call.

On the call today, our Chief Executive Officer, Duchamp Sekiel, Chief Financial Officer.

And senior Vice President of finance, Rana Kesha.

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 materials, 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, 2025 only,

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