Tab sis nyob rau hauv nws cov nyiaj khwv tau los thib ob hu rau hnub Tuesday thaum sawv ntxov, lub tuam txhab tau hais tias nws cia siab tias GoodRx cov nyiaj cheb yuav raug txais tos tsis tu ncua ntawm cov khw muag khoom noj.
"Peb nyuam qhuav muaj sijhawm luv luv thaum qee daim coupon tsis ua haujlwm," tus tsim thiab co-CEO Doug Hirsch hais rau Barron tus, tsis kam lees paub tus neeg muag khoom. Kroger tsis teb rau qhov kev thov tawm tswv yim.
Shares tau nce ntau npaum li 34% rau $ 10.37 hauv kev ua lag luam thaum ntxov hnub Tuesday tab sis cov khoom lag luam kaw tsuas yog 0.6% ntawm $ 7.81.
Tej yam tsis yog rov qab los nrog GoodRx. Lub tuam txhab tseem tsis tau muab kev kwv yees nyiaj txiag puv xyoo tom qab nws thim rov qab kev taw qhia thaum lub Tsib Hlis vim tias nws muaj tsawg dua ib lub lim tiam ntawm cov ntaub ntawv ua tau zoo raws li kev sib raug zoo nrog cov khoom noj.
Nws qhov kev pom zoo hauv peb lub hlis twg kuj tseem qis dua qhov kev pom zoo ntawm cov kws tshuaj ntsuam xyuas los ntawm FactSet. Rau lub quarter kawg ntawm lub Cuaj Hli, lub tuam txhab tau hais tias cov nyiaj tau los yuav yog kwv yees li $ 185 lab, qis dua li $ 201.2 lab xav. Qhov teeb meem nrog kev siv nws daim coupon ua rau cov nyiaj tau los ntau dua nyob rau lub quarter tam sim no tshaj li lub quarter thib ob, GoodRx tau hais.
Kev tswj hwm tau hais tias kho cov nyiaj khwv tau los ua ntej paj paj, se, depreciation, thiab amortization yuav yog 20% ntawm cov nyiaj tau los hauv peb lub hlis twg. Raws li FactSet, qhov Ebitda margin implies Ebitda ntawm $ 37 lab, kuj qis dua qhov kwv yees rau $ 43 lab.
Hirsch hais Barron tus GoodRx yuav muaj qhov zoo zoo ntawm kev rov zoo li cas hauv lub hlis tom ntej. "Qhov no tsis tau tshwm sim ua ntej hauv lub tuam txhab keeb kwm," nws hais.
Analysts tseem downbeat txog cov Tshuag.
JP Morgan Tus kws tshuaj ntsuam Doug Anmuth, uas muaj $ 10 lub hom phiaj tus nqi, tuav nws qhov ntsuas qis qis ntawm cov khoom lag luam hnub Tuesday, hais tias nws tab tom nrhiav rau lub tuam txhab kom rov qab mus rau nws qhov qub 40% qhov profile.
Jonathan Yong ntawm Credit Suisse tau nce nws lub hom phiaj tus nqi rau $ 11 los ntawm $ 10 tab sis khaws nws qhov ntsuas nruab nrab. "Thaum qhov rov qab los ntawm cov khw muag khoom noj tau zoo, muaj lwm yam uas tuaj yeem cuam tshuam kev loj hlob me ntsis cuam tshuam txog keeb kwm kev cai," Yong hais tias, ceeb toom cov tub ua lag luam tias lub tuam txhab tab tom sim sau cov ntaub ntawv ntxiv ntawm nws cov tswv cuab, uas xav tias yuav ua rau cov nyiaj tau los.
Hirsch tiv thaiv qhov kev txiav txim siab los sau cov ntaub ntawv. “Peb xav paub ntau ntxiv txog cov neeg siv khoom; nws yuav tso cai rau peb ua haujlwm zoo dua nrog kev saib xyuas, "nws hais. Ntxiv rau nws daim npav luv nqi lag luam ntu, GoodRx kuj tseem muaj Pharma Chaw Tsim Tshuaj Kev daws teeb meem uas qhia cov neeg mob thaum txog sijhawm rov sau lawv cov tshuaj.
Raymond James 'John Ransom muaj Kev Lag Luam Ua Lag Luam Ua Haujlwm ntawm cov khoom lag luam, hais tias qhov kev pom zoo tam sim no nrog cov khw muag khoom zoo li kev txiav tawm ntau dua li kev daws teeb meem tas mus li. Ib qho ntxiv, "peb tseem xav tias GDRX yuav tsum tau tshaj tawm tias KR tseem ceeb npaum li cas rau tag nrho shebang," Ransom hais.
Hirsch tau hais tias lub tuam txhab xaiv khaws cov khoom noj lub npe tawm ntawm cov pej xeem qhov muag los tiv thaiv nws txoj kev sib raug zoo. Qhov teeb meem "tshuaj nplaim taws hauv peb los tsim kev sib raug zoo nrog cov khw muag tshuaj," nws hais.
GoodRx tsis ncaj qha ua haujlwm nrog cov khw muag tshuaj tab sis siv PBMs los tswj cov kev sib raug zoo. PBMs zoo li OptumRx muaj ntawv cog lus nrog cov khw muag tshuaj uas qhia meej tias yuav them dab tsi thaum tus neeg siv khoom muab daim coupon GoodRx. GoodRx siv feem pua ntawm qhov PBM ua los ntawm cov neeg siv khoom them nyiaj rau tus kws muag tshuaj.
Sau rau Karishma Vanjani ntawm [email tiv thaiv]