Added to YB: 2025-06-11
Pitch date: 2025-06-09
GRPN [bearish]
Groupon, Inc.
-4.6%
current return
Author Info
The Captain's Log is run by Lauren Balik and shares independent investment research (mostly shorts). Sign up for the newsletter.
Company Info
Groupon, Inc. operates a marketplace that connects consumers to merchants by offering goods and services at a discount in North America and international.
Market Cap
$1.4B
Pitch Price
$31.50
Price Target
N/A
Dividend
N/A
Sector
Broadline Retail
Category
N/A
Groupon Has Become a GLP-1 Affiliate Marketing and Bootleg Microsoft Office Racket
GRPN short: Stock up 174% YTD on fake turnaround. N.America Local growth driven by GLP-1 weight loss meds (sketchy providers) & MS Office 2024 keys, both categorized as 'Local' not 'Goods'. GLP-1 shortage over, MS Office cycle ending. Czech mgmt team hides these drivers on earnings calls. Customers stockpile trial offers vs recurring revenue.
Read full article (13 min)