Groupon, Inc. (NASDAQ:GRPN)

Bleeding money and no moat at all.
I ask myself if I should enter a time frame of "five plus years" as I don't believe the company will still exist in that time.

I have not been a Groupon supporter until the past week or so. My wife and I have used a number of coupns lately and our friends say they are also as things get worse. I think Groupon will start to pull itself together at these levels and be able to get back to the $10-12. area by year end.

No economic moat or competitive advantage.

eldrehad pick

Oversaturated marketplace. Competitors with endless assets. Only a matter of time before Groupon goes the way of the dinosaur.

I hope to stay as a leading company to its sector. Sales are growing and profits will start occuring.

Ok, people are on panic. Maybe the stock can fall down to 5$, but the long term price will be over the 20$ if the rivals dont beat Groupon

Can this company grow if the middle class is being robbed by the FED?
At some point the FED will likely do another round of QE and on a much larger scale.
With stagnant real wages and the eventual rise in commodity prices, discretionary spending appears destine to fall.
Businesses are not likely to fare any better with falling sales and smaller margins.
So will GRPN's promise of delivering a minimum number of paying customers to businesses be maintained?
GRPN requires too much hope to be a reasonable investment in times of trouble.

Bad business model

MCP, FB , FSLR , ANR , S&P

Lock-up period ends on Friday. Lots of selling expected from insiders.

Groupon will disappear. They are too easily replaceable.

This company is a complete mess management wise. They have grown far too fast to collect themselves and customer service is attrocious. Other companies will come by and do it better for less. This company DOES NOT have a moat. Just a name.

still has problems

I'm a subscriber, but I've noticed the ads getting repetitive. The same consumer interest-supplier interest cycle that drove them up is spinning the other way now.

I bought many deals off GRPN. Just yesterday I had a problem using 1 of the deals and up till now (almost 36 hrs) I got no response to my emails. They clearly are on the decline and this business model can't provide sustainable profits. the only people who made money in this company are the employees who were there before the IPO. Besides, living social and Google offers are strong competitors and I used both as well.

Retailers will be less inclined to pay GroupOn to run specials for them as the economy improves and consumer spending picks up.

It's just a coupon company. Nothing special to justify the anticipation of huge sustainable growth expected from its IPO.

Is it just me or is 9B for a coupon company a little out there?

company has too much competition with an easy to replicate business model. possible bad accounting practices.