SALE

RetailMeNot Inc

TMT, Consumer


Presented:03/19/2015
Price:$17.27
Cap:$0.95B
Current Price:$11.58
Cap:$0.56B

Presented

Date03/19/2015
Price$17.27
Market Cap$0.95B
Ent Value$0.75B
P/E Ratio35.2x
Book Value$9.30
Div YieldN/A
Shares O/S54.72M
Ave Daily Vol910,000
Short Int8.70%

Current

Price$11.58
Market Cap$0.56B
RetailMeNot, Inc. operates a digital coupon marketplace. Its marketplace connects consumers with retailers and brands. The company owns and operates digital coupon Websites, including RetailMeNot.com in the United States; VoucherCodes.co.uk in the United Kingdom; and Bons-de-Reduction.com, Poulpeo.com, and Ma-Reduc.com in France. Its Websites, mobile applications, email newsletters, alerts, and social media presence enable consumers to search for, discover, and redeem relevant digital offers from retailers and brands for various product categories comprising clothing and shoes, electronics, health and beauty, home and office, travel, food and entertainment, and personal and business services. The company was founded in 2007 and is headquartered in Austin, Texas.

Publicly traded companies mentioned herein: Coupons.com Inc (COUP), Google Inc (GOOG), RetailMeNot Inc (SALE)

Highlights

The presenter is long shares of RetailMeNot (SALE), expecting considerable growth in the geofencing business and stabilizing mobile and desktop business. He believes management guidance is generally conservative and does not factor in some extra benefits from shifts in technology and consumer behavior. He thinks the stock can appreciate to $30 from $17 today.

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Idea Discussion

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