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Dec 31, 2019

Groupon Q4 2019 Earnings Report

Groupon's financial performance was below expectations in Q4 2019, with the company announcing a strategic plan to exit the Goods category by the end of 2020 and focus on the local experiences market.

Key Takeaways

Groupon's Q4 2019 results revealed a revenue decrease of 23% to $612.3 million and a net income of $77.0 million, or $0.13 per diluted share. The company announced a strategic shift to focus on the local experiences market by exiting the Goods category by the end of 2020.

Groupon plans to exit the Goods category by the end of 2020 to focus on the $1 trillion local experiences market.

Q4 revenue decreased by 23% to $612.3 million.

Q4 net income from continuing operations was $79.2 million.

The company is focusing on four key priorities: inventory, modernization, brand, and cost reduction.

Total Revenue
$612M
Previous year: $800M
-23.5%
EPS
$1.4
Previous year: $2
-30.0%
Active Customers
43.6M
Units Sold
42.61M
Gross Profit
$310M
Previous year: $366M
-15.3%
Cash and Equivalents
$751M
Previous year: $841M
-10.7%
Free Cash Flow
$186M
Previous year: $308M
-39.6%
Total Assets
$1.59B
Previous year: $1.64B
-3.4%

Groupon

Groupon

Groupon Revenue by Segment

Forward Guidance

For the full year 2020, Groupon is focused on achieving operational goals related to product launches, unit growth in North America Local, inventory density in key cities, brand relaunch, and cost base reset with the exit of Goods.

Positive Outlook

  • Launch a new mobile app and expand bookable offers
  • Grow North America Local units year-over-year in the second half of 2020
  • Execute density strategy in 10 cities
  • Relaunch the brand and deploy a full-funnel marketing strategy
  • Reset the cost base with the exit of Goods

Revenue & Expenses

Visualization of income flow from segment revenue to net income