Groupon CEO Dušan Šenkypl and CFO Rana Kashyap join me to talk about taking over a company they weren’t sure would survive—and what they’re building now.
We start with their backgrounds, why they stepped into the turnaround, and what it took to get the business growing again. Then we get into where they want to take it: an AI-native marketplace for local experiences, with Groupon’s deals available wherever customers are searching.
A lot of this conversation is about AI from the perspective of people actually implementing it. We cover Project Foundry, the company’s data infrastructure, AI assistants, and how smaller teams are changing the way Groupon operates.
We also spend time on the investment case: rebuilding customer trust, improving recommendations and booking, reaching younger customers, and making marketing dollars go further. The part I’m most interested in is getting a customer’s first purchase to become a second, third, and fourth—and what that could mean for earnings and free cash flow.
Disclosure: I own Groupon shares and am bullish on the company. This conversation is not investment advice.
Recorded September 10, 2026. This was not an earnings call or an update to financial guidance. Management’s forward-looking statements reflect its views on that date; actual results may differ.
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