Groupon is now in the second week of its IPO roadshow, where it is pitching prospective investors on the growth of its business. Groupon’s new products are major components of its growth story. In the third quarter of 2011, Groupon expanded from offering just deals for local services to those for travel, event tickets, and [...]

With Groupon’s IPO roadshow kicking off on Monday, Groupon executives will be spending the next two weeks busily pitching investors on the future prospects of their company. Groupon recognizes that with the growth of its core daily deals business (Groupon 1.0) already slowing, the company needs a new source of growth to justify its $10bn+ [...]

Today, Groupon filed a prospectus to raise funds via a public offering. Over the next week, they will be pitching investors to participate in this offering. One question these potential investors should make sure to ask: what happened to Groupon’s quarter over quarter growth rate? Why is the growth rate collapsing?There are a few potential reasons [...]

Today’s Yipit Data Report reveals Groupon and the overall Industry have reversed their down month in July: Groupon’s revenue increased 13% from July to $121 million, a $1.5 billion annual run rate. LivingSocial’s revenue declined 3% to $45 million, a $540 million annual run rate. August was the second consecutive month that LivingSocial experienced declining [...]

While Yelp’s daily deal segment got off to a strong start, things have been getting worse ever since. But, in August, things got dramatically worse as revenue declined 52% based on Yipit Data. So, what happened? Over the last 6 months, Yelp has been generating less and less revenue per deal as competition in the [...]

Today’s Yipit Data Report revealed substantial shifts in the Daily Deal space occurring over the past month: Daily Deal industry revenue declined 7% in July in North America’s largest markets. Groupon’s revenue declined 4% while LivingSocial’s revenue declined 18%. Groupon’s market share increased from 47% to 49% while LivingSocial’s market share declined from 23% to [...]

Each month, we’ll be publishing trends and analyses from our proprietary dataset of more than 100,000 offers to the daily deal and investor communities. The Yipit Data Report launched yesterday to acclaim from Bloomberg, VentureBeat and The Wall Street Journal. Subscribers of the report receive an in-depth analysis of the daily deal industry and its participants [...]

Analogies to mature markets are useful in predicting how new ones will evolve. One framework I like for Daily Deals is how the display ad technology landscape* shaped up. A friend of mine, Paul Knegten, pointed me to a famous slide by investment banker Terence Kawaja that details the many layers formed over time in the display ad market. The [...]

We were all surprised to see Groupon’s US revenue decline 30% in February, but apparently that’s just the beginning. Yipit, as a daily deal aggregator, indexes offers from more than 400 services, including Groupon and LivingSocial. We ran some numbers from our database, and it turns out Groupon is having an even worse March than [...]

A lot’s happened in the Daily Deal space since our last roundup.  Virgin is launching a Daily Deals, while Virgin America launched its new Chicago routes with Groupon. The NYT is launching a deal site too, and you won’t believe who’ll be showing up at the Oscar’s this Sunday! Here’s your Friday round-up: The Grey [...]