Groupon: This Marketplace Could Be At An Inflection Point (Upgrage)

2026-01-14 11:09:44 ET

Investment Thesis

Earlier last year I wrote a bearish article on Groupon ( GRPN ). My main criticism of Groupon is that fundamentally the business model is flawed. For a two-sided marketplace to succeed in economic terms, both parties, merchants and consumers, must find it beneficial to use the platform. Showing little signs of improvement, reflected by double-digit growth in billing and positive free cash flow, investors turned bullish....

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