Bumble Inc restructuring aims to boost operating leverage by reducing headcount by 35% and enhance subscription stickiness with feature upgrades. This move is expected to drive top-line growth alongside international expansion and improve bottom-line margins by 3% this year, enhancing ROIC.
Key growth drivers include:
App Growth: Revamping Badoo and leveraging Fruitz's potential.
International Expansion: Targeting untapped markets in Europe, Asia, and Latin America.
M&A: Enhancing user lifetime value and expanding the ecosystem.
With recent efforts from the company, EPS should be considerably higher over the coming years offering a good margin of safety at todays valuation.
Content:
Company Overview
Leadership Transition
App Relaunch Focus
Capital allocation
Growth Drivers
Valuation
Technical analysis
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