•
Mar 31, 2020

Groupon Q1 2020 Earnings Report

Announced results for the quarter ended March 31, 2020, revealing the impact of COVID-19 and strategic shifts.

Key Takeaways

Groupon's Q1 2020 results were significantly impacted by COVID-19, leading to a substantial net loss. The company has taken steps to preserve cash and reduce costs. Revenue decreased by 35% year-over-year, and the company reported a net loss of $211 million.

Revenue decreased 35% year-over-year to $374.2 million.

Gross profit decreased 34% year-over-year to $201 million.

Net loss from continuing operations was $211 million, compared to a $41.2 million loss in Q1 2019.

Ended the quarter with $667 million in cash, including $150 million in borrowings.

Total Revenue
$374M
Previous year: $578M
-35.3%
EPS
-$1.63
Previous year: $0.6
-371.7%
Gross Profit
$201M
Previous year: $306M
-34.2%
Cash and Equivalents
$667M
Previous year: $646M
+3.3%
Free Cash Flow
-$247M
Previous year: -$165M
+49.7%
Total Assets
$1.28B
Previous year: $1.51B
-14.8%

Groupon

Groupon

Groupon Revenue by Segment

Groupon Revenue by Geographic Location

Forward Guidance

Groupon is focused on strengthening its cash position and reducing its cost structure to navigate the impact of COVID-19. The company is also working on foundational improvements to its marketplace and operating structure.

Positive Outlook

  • Executed phase one of restructuring plan
  • Expects the combination of layoffs and furloughs to result in approximately $100 million in cost savings in 2020
  • Expect phase one layoffs to result in more than $125 million in annualized cost savings beginning in 2021
  • Multi-phase restructuring plan expected to deliver approximately $225 million in annualized cost savings
  • Strengthened cash position and significantly reduced cost structure

Challenges Ahead

  • COVID-19 has had a major impact on the business
  • Macroeconomic landscape creates challenges
  • Adjusted EBITDA loss of $22 million
  • First quarter GAAP net loss per diluted share of $7.53
  • First quarter non-GAAP net loss per diluted share of $1.63

Revenue & Expenses

Visualization of income flow from segment revenue to net income