Summit Shrestha

SAMPLE PRODUCTS• 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)

• iPhone app• Android app

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

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

WHAT'S HOT

• Mobile• Mobile• Mobile• Holiday seasons• Decorations

SECRET SAUCE• Industry expansion tactics

• Acquisitions• Cotter Cunningham, CEO

• COO of Bankrate (grew revenue 8x)• Culture & people

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

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

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

REFERENCES• http://www.foxbusiness.com/technology/2013

/06/18/coupon-site-retailmenot-seeking-ipo/

• http://www.retailmenot.com/corp/executives• http://techcrunch.com/2013/06/17/online-cou

pon-giant-retailmenot-formerly-whaleshark-media-files-for-230m-ipo/

• http://www.fool.com/investing/general/2013/11/26/everybody-wants-to-be-retailmenot.aspx