- RetailMeNot (NASDAQ:SALE) is trading -4.7% after hours, possibly in sympathy with a plummeting Coupons.com, ahead of tomorrow's earnings report.
- RetailMeNot is expected to earn $0.32/share ($0.21 in GAAP terms) on $86.1M in revenues for Q4. EBITDA is expected to come in at $33.97M.
- With Coupons.com (COUP -27.3%) tanking in late trading today, it's interesting to take another look at Paulo Santos' January thesis for a couponing pairs trade: long RetailMeNot, short Coupons.com, in part based on GAAP profitability.
- Eric Przybylski notes that RetailmeNot seems to have recovered from an algorithm change at Google must more quickly than the stock has.
- Previously: Coupons.com plunges after revenue miss, low guidance (Feb. 09 2015)