Customer Frequency Sensitivity — Groupon's Largest Operating Lever
Customer frequency sensitivity for Groupon's 16.2M active-customer marketplace. Each incremental turn drops approximately $100M of EBITDA at current contribution margins — from today's 2.3 visits per customer per year toward peer-comparable 4.3 visits. Source: Wyandanch Consulting LLC; illustrative analysis, not a forecast.
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Nick Nemeth, Dissident Shareholder