{"id":1004795,"date":"2026-09-21T09:15:13","date_gmt":"2026-09-21T13:15:13","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/groupon-shareholder-nick-nemeth-calls-for-aggressive-share-buybacks\/"},"modified":"2026-09-21T09:15:13","modified_gmt":"2026-09-21T13:15:13","slug":"groupon-shareholder-nick-nemeth-calls-for-aggressive-share-buybacks","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/groupon-shareholder-nick-nemeth-calls-for-aggressive-share-buybacks\/","title":{"rendered":"Groupon Shareholder Nick Nemeth Calls for Aggressive Share Buybacks"},"content":{"rendered":"

\nCalls for systematic repurchases and a $120 million cash goal, citing $214 million of unused authorization at June 30
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SANTA BARBARA, Calif., Sept. 21, 2026 (GLOBE NEWSWIRE) — Groupon, Inc. (NASDAQ: GRPN) shareholder Nick Nemeth today publicly called on the Board and management to\u00a0accelerate share repurchases<\/strong>, adopt a $120 million operating cash-balance goal<\/strong> and establish a Rule 10b5-1 plan that can continue buying through routine earnings blackouts.<\/p>\n

\u201cDu\u0161an, Rana and the team have earned our confidence by cutting costs, restoring annual growth and rebuilding Groupon,\u201d said Nemeth, publisher of Mispriced Assets. \u201cWe are asking the Board to bring the same urgency to capital allocation. If management delivers the improvement it sees ahead, waiting could mean retiring fewer shares with the same buyback dollars.\u201d<\/p>\n

Groupon returned to annual revenue and billings growth in 2025 for the first time in a decade: billings rose 7%, North America Local grew 14%, SG&A fell approximately $22 million and headcount declined 17%<\/strong>. Its 2026 restructuring targets another $20 million to $25 million in annualized payroll savings, partly reinvested in growth. 2025 results<\/u><\/a>, 2026 update<\/u><\/a>.<\/p>\n

On the Mispriced Assets podcast, CFO Rana Kashyap called the rebuild \u201ca complete gut.\u201d Groupon is concentrating resources behind its strongest people, hiring talent from Uber, Klarna and DoorDash, and equipping teams with Foundry, its data and AI platform. Podcast<\/u><\/a>.<\/p>\n

Management is advancing priorities in Nemeth\u2019s shareholder letter on X<\/u><\/a>: platform modernization, personalization, customer service, AI distribution and shareholder engagement. Groupon\u2019s deals are now live in ChatGPT and Claude, with tools for developers and creators announced. Operating update<\/u><\/a>, AI announcement<\/u><\/a>.<\/p>\n

Management expects second-half growth to accelerate. Better retention could amplify the result: repeat purchases carry higher margins, while more transactions absorb existing fixed costs.<\/p>\n

\u201cOne extra annual purchase per active customer could support over $100 million in incremental annual adjusted EBITDA<\/strong> in our illustrative model, assuming stable order economics and limited additional overhead,\u201d Nemeth said. \u201cWe see a credible path to beating consensus over the next six quarters if retention improves. Repurchasing meaningfully undervalued shares now gives continuing shareholders more of that potential upside.\u201d<\/p>\n

The capital supports action:<\/p>\n