Retail Me Not files for 230 Mill IPO



The fucking wikipedia of coupons. Google is always slobing their knob over other sites in the serps. Pretty much killed all my coupon sites. Id invest in them.
 
BeerNuts said:
Google is always slobing their knob over other sites in the serps. Pretty much killed all my coupon sites. Id invest in them.
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This might be relevant to your interests...

Major investors in RetailMeNot revealed in the S-1 include: Austin Ventures, with 31.8% voting power prior to the offering, Norwest Venture Partners with 20.5%, JP Morgan with 13.7%, Institutional Venture Partners with 7.0%, Adam Street Partners with 6.1% and Google Ventures with 5.1%.
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I'm not saying that Google owning 5.1% of the company has anything to do with other coupon sites getting hammered. But I think it's pretty safe to say, Google has in invested interest in seeing this company succeed.
 
Dragonfly said:
This might be relevant to your interests...



I'm not saying that Google owning 5.1% of the company has anything to do with other coupon sites getting hammered. But I think it's pretty safe to say, Google has in invested interest in seeing this company succeed.
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Google Ventures is run entirely independently IIRC. They're almost two separate entities, although Google Venture companies do have access to Google Resources on demand. It's done to ensure they don't get fines for "anti competition" stuff, etc.
 
mituozo said:
Google Ventures is run entirely independently IIRC. They're almost two separate entities, although Google Venture companies do have access to Google Resources on demand. It's done to ensure they don't get fines for "anti competition" stuff, etc.
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Just like all decisions the government makes are not done for any reason but what is best for the public!
 
mituozo said:
Google Ventures is run entirely independently IIRC. They're almost two separate entities, although Google Venture companies do have access to Google Resources on demand. It's done to ensure they don't get fines for "anti competition" stuff, etc.
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Oh I know what the PR department has to state for cameras. But as we've seen in the last several weeks, (NSA, Prism, Google denying all knowledge - then coming back and stating "Oh, that's PRISM program...") - the behind the scenes can be a whole other story.
 
Just took a peek at some of their numbers and figures in the S-1 Form

Here are some interesting details:


-Entered the digital coupon market in 2009

-Since 2009, we have completed nine acquisitions.

-In November 2009, we raised $32.4 million in preferred stock and acquired the businesses of three digital coupon websites.

-In November 2010, we raised $107.0 million through the issuance of preferred stock at a price of $4.66 per share and used the proceeds along with debt financing to acquire RetailMeNot.com

-net revenues increased from $16.9 million in 2010 to $144.7 million in 2012

-In 2012 paid retailers realized over $2.4 billion in sales

-331 full-time employees

-We do not have exclusive relationships with performance marketing networks. <-- (This one surprised me)

-featured more than 500,000 digital coupons

-over 60,000 retailers and brands

-over 90% of traffic to our websites was generated from unpaid sources in 2012

-$8.6 million in paid search expenses

-average over 24.2 million monthly unique visitors to our websites

-top 500 paid retailers paid us, on average, total commission revenues of $235,544 in 2012

-March 31, 2013, we had over nine million subscribers to our free email newsletters and alerts.

-Our newsletters are generally sent two to three times a week and typically include our top 20 digital coupons for the week, a digital coupon for a featured retailer or a weekly feature of top in-store digital coupons. In 2012, we sent consumers an average of approximately 1.9 million newsletters per week.
 
How Google Makes Millions Doing SEO

From the article:

"Say there is a website that makes a TON of money every month from organic search engine traffic. A site that literally dominates #1 spots for more keywords than any other site can even come close to in its industry.

On first glance we might just write this off to some killer SEO and domain authority, but after digging deeper there is more…

If you then found out that Google was a shareholder for this site and had financial interest in the rankings in which it maintained, would you start to get a little curious?

Well I did, and here is what I found.

The site I’m speaking of is a legend in the affiliate marketing game. Top CJ and Linkshare publisher for years running (and on many other networks too), the beast of all coupon sites, RetailMeNot.com."
 
I don't understand how they make money. It says they have contracts with retailers. But how do the contracts work? Is it like a CPA model?
 
Dragonfly said:
This might be relevant to your interests...



I'm not saying that Google owning 5.1% of the company has anything to do with other coupon sites getting hammered. But I think it's pretty safe to say, Google has in invested interest in seeing this company succeed.
Click to expand...

Google is extremely obvious about showing favoritism in the SERPs to their own sites/services/investments. Kinda irritating, but, if I were Google, I'd do the same thing.

Kind of a nice getup they have going though:

1. Invest in company
2. list at top of SERPs
3. ????
4. Profit
 
r3p1v said:
I don't understand how they make money. It says they have contracts with retailers. But how do the contracts work? Is it like a CPA model?
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They are simply affiliates for thousands of different companies. That is what is a bit surprising. I would have assumed the majority of their coupons were private, exclusive deals. It's just one massive affiliate site.

For 2012, 96.4% of our net revenues came from retailers that pay us through performance marketing networks, primarily Commission Junction, LinkShare and Google Affiliate Network. Performance marketing networks provide retailers with affiliate tracking links for revenues attribution to publishers and the ability to distribute digital coupon content to multiple publishers. We do not have exclusive relationships with performance marketing networks.
 
pocketrockets said:
They are simply affiliates for thousands of different companies. That is what is a bit surprising. I would have assumed the majority of their coupons were private, exclusive deals. It's just one massive affiliate site.

For 2012, 96.4% of our net revenues came from retailers that pay us through performance marketing networks, primarily Commission Junction, LinkShare and Google Affiliate Network. Performance marketing networks provide retailers with affiliate tracking links for revenues attribution to publishers and the ability to distribute digital coupon content to multiple publishers. We do not have exclusive relationships with performance marketing networks.
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Wow, that's incredible. Thanks.
 
I remember they started out with bugmenot years ago. I used that to get all my logins to forums and porn sites
 
If they ever lose love from google most of their revenue will be lost. Since retailmenot launched their public 'blogger network' it is incredibly difficult to rank top slot for any "merchant coupon" search result.

In addition their marketing has expanded to include TV commercials and other channels.

Its a stock to watch.
 
At least they are honest, they are largely depend from Search Engine results. From the S-1 registration form:

Risk Factors.

If we are unable to continue to attract visitors to our websites from search engines, then consumer traffic to our websites could decrease, which could negatively impact the number of purchases generated for our retailers through our marketplace, and therefore negatively impact our ability to maintain or grow our net revenues and profitability.
 
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