Groupon Q1 adjusted EBITDA misses analyst expectations

Groupon

07/05/2026 21:38

Overview

US online marketplace's Q1 global revenue flat, billings down 1% yr/yr

Adjusted EBITDA for Q1 missed analyst expectations

Company repurchased 1.94 mln shares for $21.3 mln in Q1, plus 860,000 more in April

Outlook

Groupon sees Q2 revenue between $126 mln and $128 mln

Company expects full-year 2026 revenue of $513 mln to $523 mln

Groupon projects 2026 adjusted EBITDA of $70 mln to $75 mln

Result Drivers

NORTH AMERICA MIXED - Local Billings up 2% on strength in 'Things to Do' and paid channels, offset by weakness in Small Business merchants, Health Beauty & Wellness, Enterprise channel, managed and organic channels, and adverse weather

INTERNATIONAL GROWTH - International Local Revenue up 10% and up 19% excluding Giftcloud, driven by expansion of seasonally relevant 'Things to Do' supply and improved organic traffic from new consumer platform

UNIT SALES DECLINE - Unit sales fell 5% yr/yr, mainly due to softer transaction volume in North America, partially offset by unit growth in International Local

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Adjusted EBITDA
Miss
$12.80 mln
$14.38 mln (3 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the discount stores peer group is "buy."

Wall Street's median 12-month price target for Groupon Inc is $20.00, about 26.2% above its May 6 closing price of $15.85

The stock recently traded at 40 times the next 12-month earnings vs. a P/E of 12 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)