Category Archives: groupon

The SEC should have Groupon start over on its S-1

I’ve spent much of the last two days dissecting the second amendment to the Groupon S-1. I was hoping to post my complete thoughts tonight, but I’ve seen so much shoddy reporting on this S-1 that I want to make … Continue reading

Posted in groupon | 6 Comments

Groupon’s new S-1 shows even more cause for worry

A few initial thoughts on the Groupon S-1. I will have an updated post later tonight. The key takeaway from Groupon’s amended S-1 is that the company’s best days in terms of revenue growth are behind it. Groupon has been … Continue reading

Posted in groupon | 3 Comments

Groupon’s other funny numbers

It seems Groupon might be dumping Adjusted CSOI, its much ridiculed accounting metric that I frequently describe as “the best possible way to view our business if you ignore all the things that make our business look terrible.” Although CSOI … Continue reading

Posted in groupon | 14 Comments

Selling value, not price

I had an interesting Twitter exchange this morning with Milk and Honey Spa in Austin, who recently started following me. Have you run a Groupon or daily deal? No. The economics have never worked out and risk to brand has been … Continue reading

Posted in groupon, marketing | 2 Comments

My great Groupon customer service experience

In early May, I bought a Groupon for Robb’s Really Good Food. It’s a food cart in Portland, Ore. Before I got a chance to use it, Robb sold his food cart. (He plans to open a new one.) I … Continue reading

Posted in groupon | 15 Comments

Virgin America knows how to make daily deals work

I admit it. I am in the bag for Virgin America. I have been since before they took off. (Literally.) I once live tweeted a flight to San Diego using their in-flight WiFi. Savvy travelers will recognize that the picture … Continue reading

Posted in advertising, airlines, groupon, local search | 4 Comments

Revised Groupon merchant agreement

Here is a sample merchant agreement that I received. This one is from January 2011. Merchant Agreement Date of Agreement: 1/XX/2011 Merchant Name(herein referred to as “Merchant”): This “Merchant Agreement” or “Agreement”, effective as of the above date (“Effective Date”), … Continue reading

Posted in groupon | 10 Comments

Shop Talk: A conversation with a Groupon merchant

I apologize for the poor audio quality in the video. Yes, I know I should have put a mic on her, but this was shot with a point-and-shoot digital camera without an external mic jack. The TechCrunch story has biggest … Continue reading

Posted in groupon | 19 Comments

A look at Groupon’s extremely lopsided merchant agreement

See the Groupon, LivingSocial and daily deals merchant FAQ. Last night I posted a Groupon merchant contract  I received. When reading this analysis, please keep in mind that I am not a lawyer and this is not legal advice. It’s simply … Continue reading

Posted in groupon | 62 Comments

How daily deal companies could improve the merchant experience — and why they won’t

There are a number of ways that daily deal companies could improve the economics for merchants. Limit the number of deals people can buy in a set period of time. This would discourage deal habituation. (Of course, this isn’t in … Continue reading

Posted in groupon, livingsocial | 21 Comments