3. FINANCIAL INFORMATION
• 2012
• $144.7 million revenue
• ~$2.5 billion in merchant sales
• Stock symbol “SALE” (NASDAQ)
• IPO at $21/share
• Market Cap of $1.7B
4. HISTORY
• Founded as Whaleshark Media 2010
• Raised $300M
• Austin Ventures
• Norwest Venture Partners
• Adams Street Partners
• Institutional Venture Partners
• JP Morgan
• Google Ventures
• Buy RetailMeNot.com from Australia
• July 2013
• Name change
• $230 million IPO
6. SECRET SAUCE
• Industry expansion tactics
• Acquisitions
• Cotter Cunningham, CEO
• COO of Bankrate (grew revenue 8x)
• Culture & people
7. INTERESTING
• Buy their way into first place
• Industry leader in digital couponing
• Acquisition of successful companies
• RetailMeNot.com (United States)
• VoucherCodes.co.uk (United Kingdom)
• Deals.com (Germany)
• ActiePagina.nl (Netherlands)
• Bons-de-Reduction.com and Poulpeo.com (France)
• Deals2Buy.com (North America)
• A small team
• Around four hundred employees
8. COMPETITION
• “Everybody Wants to Be RetailMeNot” – The Motley Fool
• Groupon
• Groupon Freebies – coupons, promotions, giveaways
• LivingSocial
• Backed by Amazon.com
• Daily deals
• LOSING money
• American Express
• Urging users to connect to social networks for coupons
and savings
9. THE VERDICT
• The company will SUCCEED
• Acquiring only successful companies
• High talent bar
• Already leading the industry
• Innovative
• High priority for mobile markets
• iPhone app
• Android app
