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’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 [...]

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 [...]

While no one has ever doubted Groupon’s impressive topline growth – the question has always been around the defensibility of a business that has so few barriers to entry. In its long awaited S-1, it’s clear that Groupon has impressive topline growth. However, when looking at its oldest markets, it appears that their business model is [...]

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 [...]

It was an honor to be a part of today’s webinar: Local Social Commerce – The Explosion of Group Buying. Perry Evans, Greg Sterling and I shared some thoughts on the Daily Deal space and did some Q&A. The webcast is available in its entirety here, and my slides are below: Yipit Webinar 8-19-10 Thinking [...]

UPDATE 7/21: This post was re-published on Business Insider. If you’ve been following our Daily Deal tracker recently, you’d know that the list has grown to over 110 Daily Deal companies across the US (running hundreds of different individual deals). How are these sites growing amidst an increasingly crowded space? One strategy has been verticalization, [...]

UPDATE 7/22: This post was re-published on LearnVest. We all want to stay in shape, but nobody wants to pay an arm and a leg to do it.  In Manhattan alone, there are over 90 gyms, each one offering different membership rates, fees, and facilities.  But is it worth the monthly cost if you’re simply [...]