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Yelp YELP Restaurants, Retail & Other — Net revenue

Other product segments

Services
$240.96M+0.1%
Other
$33.02M+97.8%

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Other financials

Income statement

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Revenue$375.5M+1.4%
Gross profit$333.7M-0.4%
Operating income$43.7M-17.9%
Net income$31.7M-28.2%
EPS (diluted)$0.57-14.9%

Balance sheet

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Cash & equivalents$94.1M+9.7%
Total debt$23.3M-23.8%
Total equity$644.5M-13.6%
Total assets$990.6M+1.1%

Cash flow

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Operating cash flow$75.8M+30.7%
CapEx$14.7M+13.2%
Free cash flow$61.1M+35.7%

Valuation

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Market cap$1.41B-26.9%
Enterprise value$1.33B-28.5%
P/E11.1×-1.8×
P/S-0.4×

Profitability

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Gross margin89.6%-1.0pp
Operating margin11.7%-0.9pp
Net margin8.6%-1.7pp
FCF margin20.2%+0.6pp

Returns & leverage

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Return on equity18.2%-1.9pp
Debt / equity0.0×
Current ratio1.7×-1.5×

Where this comes from

Reported directly by Yelp in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Yelp’s 10-Q, filed August 7, 2026.

Filed
Aug 7, 2026, 4:16 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001345016-26-000066
Line itemThree Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Services$240,963$240,802$474,749$472,378
Restaurants, Retail & Other101,532112,895200,234223,320
Total advertising342,495353,697674,983695,698
Other33,02416,69761,99333,230
Total net revenue$375,519$370,394$736,976$728,928

Item 1. Financial Statements (Unaudited)

FAQ

What is Yelp's restaurants, retail & other — net revenue?
Yelp (YELP) reported restaurants, retail & other — net revenue of $101.53M in Q2 2026.
How has Yelp's restaurants, retail & other — net revenue changed year-over-year?
Yelp's restaurants, retail & other — net revenue decreased by 10.1% year-over-year, from $112.9M to $101.53M.
What is the long-term trend for Yelp's restaurants, retail & other — net revenue?
Over 4 years (2021 to 2025), Yelp's restaurants, retail & other — net revenue has grown at a 4.1% compound annual growth rate (CAGR), from $377.46M to $443.7M.
What does restaurants, retail & other — net revenue mean?
This metric represents the total net revenue generated from advertising services and business page products specifically within the restaurants, retail, and other service categories. It reflects the company's ability to monetize its platform by connecting local businesses in these sectors with consumers seeking recommendations and services. Tracking this revenue stream provides insight into the demand for digital advertising solutions among small and medium-sized local enterprises.

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