Daily Ticker #78 · August 26, 2026

YELP INC (YELP)

Consumer Discretionary

Consumer Discretionary · NYSE · San Francisco, CA

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The six clues

  1. Clue 1 · The Basics
    U.S. consumer internet company · mid-cap · listed on NYSE · headquartered in San Francisco.
  2. Clue 2 · The Numbers
    Annual revenue around $1.3 billion, almost entirely from advertising sold to local businesses — think restaurants, plumbers, and dentists desperate for customers.
  3. Clue 3 · The History
    Founded in 2004 by former PayPal employees, it started as an email referral service before pivoting hard into something far more opinionated.
  4. Clue 4 · The Secret
    Its entire empire rests on user-written reviews — millions of them — which has also made it a lightning rod for accusations of burying bad reviews to squeeze ad dollars from small businesses.
  5. Clue 5 · The Lore
    Google tried to buy it for roughly $500 million back in 2009, got turned down, and then built a competing product — a decision that still haunts shareholders.
  6. Clue 6 · The Giveaway
    One star or five stars, every local business lives and dies by its rating here — and the angry review about cold soup you left in 2014 is probably still up.