Yelp Inc.
YELP
position
long
SM
Thesis
Yelp has an ongoing opportunity to increase both the number of advertisers and the lifetime value of those advertisers by offering more flexible advertising contracts. This shift in strategy is expected to drive growth and improve customer retention.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame since the pitch, it's difficult to assess whether the thesis has played out. The thesis suggests a strategic shift that could take time to manifest in financial results, making it unclear if the anticipated growth and retention improvements have occurred.
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