Ibotta Posts 2 Percent Sales Decline

Ibotta (NYSE:IBTA), a leading digital promotions and performance marketing platform for consumer packaged goods (CPG), released financial results for Q2 2025 on August 13, 2025. The most notable headline was that both GAAP revenue and adjusted earnings (non-GAAP) missed consensus estimates: GAAP revenue came in at $86.0 million, below the estimate of $90.6 million, and diluted non-GAAP earnings per share (EPS) were $0.49, below last year's non-GAAP adjusted net income per diluted share of $0.68 for Q2 2024. The quarter was marked by expanding reach through third-party partnerships and redeemer growth, but also by compressing profit margins and continued weakness in direct-to-consumer channels. Overall, the quarter underscored operational and strategic progress, but short-term financial results lagged expectations and Management guided to further declines in revenue for Q3 2025, with an outlook of $79.0–$84.0 million, representing a year-over-year decrease of 17% at the midpoint. Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q1 2025 earnings report. Ibotta connects CPG brands, retailers, and consumers through its digital promotions platform, the Ibotta Performance Network (IPN). It enables brands to deliver targeted, measurable promotions both directly to consumers and through third-party publishers such as grocers and e-commerce platforms. These promotions are designed to drive sales, capture insights, and improve return on marketing investment for brands.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool