R.J. Chopin
Deep value, growth, growth at reasonable price

If Goldman Sachs Sees 75% Upside For RetailMeNot, I'm A Buyer

Company Overview

RetailMeNot (NASDAQ:SALE) operates the largest digital coupon marketplace in the world. In 2013, the company generated about $3.5 billion in retailer sales from digital coupons on an estimated 590 million visitors to their domestic and global websites. The company recently reported about 16 million app downloads as mobile monetization continues to grow. The company operates the largest digital coupon marketplace in the United States with global operations in Canada, United Kingdom, Germany, Netherlands, and France. The company competes in the same space as Groupon (NASDAQ:GRPN) and Coupons.com (COUP). However, RetailMeNot has turned the corner and became a profitable enterprise. Management is continuing the expansion with a close watch on maintaining profits.

After...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
FREESA PRO MEMBERS
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details