21 Oct Groupon is hitting the road to sell the company to big investors. We’ve watched the roadshow and pulled all the relevant slides. CEO Andrew. Snapchat Pitch Deck: A Teardown of Their Business Deck. ‘This deck offers insights into Snapchat’s current strategy as well as how it is marketing itself to. 25 Oct The investor presentation (both slides and video) of the upcoming Groupon IPO are online (link). Robin Wouters of TechCrunch has made a.

Author: Mazuhn Zulkigrel
Country: Bosnia & Herzegovina
Language: English (Spanish)
Genre: Education
Published (Last): 12 April 2010
Pages: 147
PDF File Size: 11.29 Mb
ePub File Size: 6.95 Mb
ISBN: 198-3-92032-530-7
Downloads: 87896
Price: Free* [*Free Regsitration Required]
Uploader: Mazujar

The idea is that the Groupon app on my phone is a great way for me to save money: How did so many Wall Street firms desperate to underwrite the Groupon I. Interestingly, Groupon is actually raising less money in the IPO than it did in that round. As Groupon CEO Andrew Mason explains with regard to the first chart, This shows the repeat purchasing behavior of a typical cohort of customers; this one joined in Q2 of I fire it up, and immediately see a list of deals nearby.

Eventually, you become eligible for a reward. Groupon ipo roadshow presentation doesn’t make groupon ipo roadshow presentation pitch solo. Merchants can offer or not offer those deals in real time: It’s time for better capitalism.

GROUPON’S IPO ROADSHOW PRESENTATION: Here’s What Groupon Will Be Telling Investors

The big question is whether Groupon can execute. You sign up in a fit of enthusiasm, you buy a few deals, and then the novelty wears off and you go back to your old life.

Groupon picks the most valuable low-hanging fruit first, and then preaentation its subscriber base grows, the newer subscribers spend less money than the older ones, bringing the average down.

Groupon ipo roadshow presentation if the older subscribers keep on spending just as much as they ever used to. Both execs left Amazon for Groupon, and they repeatedly compare the two companies. Discover the Future of Fintech with this exclusive slide deck.

Please upgrade your browser

The first chart shows the quarterly revenue from the customers that Groupon acquired in the quarter; the grouupon chart shows the groupon ipo roadshow presentation profit from those same customers.

You can see that quarter after quarter after quarter, they continue to buy at the same pace. Featured It’s time for better capitalism.

CEO Andrew Mason groupon ipo roadshow presentation the funny-man routine, and makes a pretty level headed argument for why Groupon will be a long term success.

This shows the repeat purchasing behavior of a typical cohort of customers; this one joined in Q2 of Groupon is groupon ipo roadshow presentation the road to sell the company to big investors.

Groupon has something called Smart Deals, which tries to implement just that kind of targeting. These are big numbers; the valuation is essentially double the amount that was reportedly offered by Google for the company in December, and is 2. Abolish the year fixed-rate mortgage! And it turns out that Groupon does actually attempt to do just that. We doubt this pitch will be enough to silence the numerous Groupon haters out there, but it’s a start. That thesis was supported with charts like this one, generated from some of the relatively sparse information roadshwo Groupon presentatin in its S Once Groupon establishes a customer, spending from that customer increases over time paying back the large groupon ipo roadshow presentation marketing spend.

Your browser isn’t supported

Most pundits focus on Groupon’s massive lossesbut Mason says those losses had to be front loaded into the business to achieve massive scale. And Groupon has very little incentive to launch groupon ipo roadshow presentation a bubblicious valuation which can only exacerbate volatility over time.

He has two Groupon peesentation with him.

And, they feature senior executives looking uncomfortable wearing ties in front of a dark-grey background, broupon to slides! You have successfully emailed the post.

That can now be built in to what the company is calling Groupon OS — all you need to do is allow Groupon to associate you with your credit-card number, and then every time you use that card to buy a certain item, it will automatically show up in the Groupon app.

This chart could show that subscribers spend less and less kpo over time. And Sorkin certainly talks to many more bankers than I do. We’ve watched the roadshow and pulled all the relevant slides. Individuals are much better at judging whether a money-off deal is a good groupon ipo roadshow presentation than they are at judging whether presentatioh particular stock is a good investment.

It could just presdntation down and lose its competitive advantage over its competition; it could, on the other hand, genuinely revolutionize the infrastructure of commerce and groupon ipo roadshow presentation become that thing everybody wants to be these days, a platform.

The Groupon roadshow By Felix Salmon.

So there are systems in groupon ipo roadshow presentation here. They look at the numbers associated with the subscribers that Groupon acquired in the second quarter of Groupon ipo roadshow presentation product head Jeff Holden talks about this around slide Registration on or use of this site constitutes acceptance of our Terms of ServicePrivacy Policyand Cookies Policy.

Can it create a much-loved mass-market brand, which people and merchants trust and return to on a regular basis? Groupon does not have the best reputation for picking only fabulous merchants; it probably needs to work on that a bit.