Compared to Estimates, Groupon (GRPN) Q3 Earnings: A Look at Key Metrics

For the quarter ended September 2026, Groupon (GRPN) reported revenue of $125.45 million, up 2.1% over the same period last year. EPS came in at -$0.03, compared to -$2.92 in the year-ago quarter.

The reported revenue represents a surprise of -3.06% over the Zacks Consensus Estimate of $129.41 million. With the consensus EPS estimate being -$0.01, the EPS surprise was -200%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Groupon performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Gross Billings: $439.1 million versus $443.52 million estimated by two analysts on average.

• Geographic Revenue- North America: $97.08 million versus the two-analyst average estimate of $100.45 million. The reported number represents a year-over-year change of +1.1%.

• Geographic Revenue- International: $28.37 million compared to the $29.17 million average estimate based on two analysts. The reported number represents a change of +5.8% year over year.

• Geographic Revenue- North America- Local: $91.96 million versus $96.58 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +0.4% change.

• Geographic Revenue- International- Goods: $1.29 million compared to the $1.77 million average estimate based on two analysts. The reported number represents a change of -40.6% year over year.

• Geographic Revenue- North America- Goods: $0.68 million compared to the $0.64 million average estimate based on two analysts. The reported number represents a change of -44.3% year over year.

• Geographic Revenue- International- Local: $25.87 million compared to the $25.39 million average estimate based on two analysts. The reported number represents a change of +11.6% year over year.

• Geographic Revenue- International- Travel: $1.21 million versus the two-analyst average estimate of $2.02 million. The reported number represents a year-over-year change of -17.5%.

• Geographic Revenue- North America- Travel: $4.44 million compared to the $3.24 million average estimate based on two analysts. The reported number represents a change of +37.9% year over year.

• Revenue- Local: $117.83 million compared to the $121.96 million average estimate based on two analysts. The reported number represents a change of +2.7% year over year.

• Revenue- Travel: $5.65 million compared to the $5.26 million average estimate based on two analysts. The reported number represents a change of +20.6% year over year.

• Revenue- Goods: $1.97 million compared to the $2.4 million average estimate based on two analysts. The reported number represents a change of -41.9% year over year.