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Let's stop laughing at Groupon

103 点作者 jasondc超过 10 年前

20 条评论

JonFish85超过 10 年前
To be fair, Groupon did a lot of things <i>right</i>.<p>* They grew insanely fast for several years in a row.<p>* They had crazy usage numbers.<p>* They convinced VCs they would go public at a huge valuation.<p>* They got a huge buyout offer from Google.<p>* They IPOed, giving the company a $12B valuation and bringing in billions in cash while giving investors high multiples of their investment.<p>All of those things are tremendous successes, not worth laughing at. Now from an outside perspective, they&#x27;re not a traditionally successful company. They&#x27;re currently worth about 1&#x2F;4 of their day 2 stock price. They&#x27;re trying to find a better business model (Groupon Goods?), because their daily deals wasn&#x27;t cutting it. The company was, in my opinion, a pump-and-dump type of company: not built for the long haul, but for raising the next round of cash.<p>Laughing at Groupon? I&#x27;d be more jealous: they were able to complete a sprint, but so far in the marathon, they&#x27;re not looking like a company built to last. They look like a company that is using the IPO cash to search for something to sustain themselves, while cutting costs to extend their runway. To say that&#x27;s &quot;successful&quot; is a bit of a stretch, in my mind. Their success was in hitting all the right metric for a large IPO. Since then, it&#x27;s been a bit of a dud.
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arfliw超过 10 年前
What a fluff job. There was one interesting sentence in the whole article:<p>&gt;Its revenue and EBITDA have consistently climbed in each year since going public, and there is plenty of cash on hand without a single cent of debt.<p>What about their business? I don&#x27;t even know what they do today, still daily deals? How is that going, how are the growth prospects? Did they pivot, will they need to?<p>Asking the writer more than HN. That was crappy &#x27;journalism&#x27;.
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tsm超过 10 年前
Disclaimer: Groupon engineer (but not speaking for company).<p>Groupon&#x27;s a lot more than daily deals now—that (what we call &quot;Local&quot;) is still a big part of the business, but there is also Goods, Getaways, our POS&#x2F;inventory management system, and Snap! by Groupon (in addition to several other things I&#x27;m probably forgetting). And even in Local the emphasis has shifted from daily emails (&quot;push&quot;) to various &quot;pull&quot; strategies.<p>It&#x27;s always tough when you fire your founder and CEO, but the company&#x27;s been recovering steadily and I have faith in upper management&#x27;s ability to continue increasing revenue and diversifying the product offering.
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api超过 10 年前
I&#x27;m not laughing. I&#x27;m just perpetually a tad depressed that stuff like this is apparently more valuable than defeating aging, fixing our economy in fundamental ways, or making life mulitplanetary. Hell, it&#x27;s usually more more valuable and profitable than even minor and mid tier innovations in the IT sector.
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justboxing超过 10 年前
Andrew Mason is having the last laugh, all the way to the Bank. Last time I checked, despite being fired from the Company he created out of a Wordpress Blog, his nett worth was $200 MILLION.<p>Source: <a href="http://www.cnbc.com/id/100512677" rel="nofollow">http:&#x2F;&#x2F;www.cnbc.com&#x2F;id&#x2F;100512677</a>
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danteembermage超过 10 年前
Groupon has lots of debt, just not the long-term kind. Why is having debt due sooner somehow better? For reference check out this <a href="http://www.sec.gov/cgi-bin/viewer?action=view&amp;cik=1490281&amp;accession_number=0001490281-14-000064&amp;xbrl_type=v#" rel="nofollow">http:&#x2F;&#x2F;www.sec.gov&#x2F;cgi-bin&#x2F;viewer?action=view&amp;cik=1490281&amp;ac...</a> their current assets and current liabilities are about the same, with cash and what they owe their merchants about the same too.<p>That said, I always teach Groupon as the quintessential example of the power of having a negative payables cycle. They don&#x27;t deserve any laughter for the growth engine they created; whether the business itself is sustainable is still an open question, but I&#x27;d say the same thing about GM so that comment doesn&#x27;t really count as derision.
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silencio超过 10 年前
Groupon has been growing some non-deals services in the past few years, I wonder if that&#x27;s what&#x27;s finally paying off?<p>My restaurant uses their POS+payments platform moderately successfully (for certain values of success, the POS world is awful). It&#x27;s a side of Groupon that most people don&#x27;t know exists, that I think makes sense.
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Touche超过 10 年前
I still remember the height of the Groupon hype and a HN commenter saying that they could be bigger than Google.
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voronoff超过 10 年前
Groupon itself was the one pushing poor metrics for valuation and hiring a bunch of salespeople they never intended to keep more than a year past IPO. They artificially pumped their price, and should be derided for that even if they made money doing so.
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tehabe超过 10 年前
I think it is weird that Forbes calls Groupon a &quot;social buying site&quot;, even though that just sell coupons online.
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josefresco超过 10 年前
The Jury is still out. Groupon is still actively pushing growth strategies which can backfire in big ways.<p><a href="http://www.fool.com/investing/general/2014/10/06/why-groupon-stock-has-crashed-43-in-2014.aspx" rel="nofollow">http:&#x2F;&#x2F;www.fool.com&#x2F;investing&#x2F;general&#x2F;2014&#x2F;10&#x2F;06&#x2F;why-groupon...</a>
mathattack超过 10 年前
As long as they find a way to stay a public company, they&#x27;re a success in my book.
marjuk超过 10 年前
One thing I don&#x27;t understand that how is firing founding CEO serves to be keeping the company growing and finding new revenue sources? isn&#x27;t just a terrifying signal to the market that the board has lost faith in the long-term viability of the company by making such big decisions as firing a founder CEO?
dennisbest超过 10 年前
Fine. But I reserve to laugh at Fortune. This line in the article stands out: &quot;If you want to criticize someone for overvaluing Groupon, take a good long look at public market investors.&quot;<p>Aren&#x27;t they doing THAT in this article?
Dylan16807超过 10 年前
This is ridiculous. Groupon hired the people that set that valuation. It&#x27;s completely reasonable to mock Groupon for it.
tw04超过 10 年前
Failing to take Google&#x27;s offer is proof they did over value themselves, so his analogy quickly falls on it&#x27;s face.
shittyanalogy超过 10 年前
23 billion down to 4.9 billion...
blt超过 10 年前
That page of text with ads took about 10 seconds to load and render on a 50-megabit internet connection with a 3.4 ghz i7 CPU and 16 gb memory. Let&#x27;s start laughing at Fortune&#x27;s web development team instead.
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Eleutheria超过 10 年前
Groupon is like Blackberry.<p>They&#x27;re already dead but nobody has told them.
vernie超过 10 年前
Never.