3. RetailMeNot

Continuing with the bargain-hunting theme, consumers are increasingly searching the Web for retailer coupons. RetailMeNot ( SALE) of Austin, Texas, is a third-party provider of digital coupons in a relatively nascent market.

The global company owns a portfolio of coupon and deal-related Web sites in the U.S., Canada, Germany, France and the Netherlands, enabling consumers across to find hundreds of thousands of digital coupons and offers from retailers and brands, according to a company description.

The stock is up 11% since the company listed shares on the Nasdaq in July. Shares rose 2.2% to $31.52 on Monday.

"We continue to believe it is one of the best positioned in the large, under-penetrated digital couponing space and that there is meaningful upside from current stock price levels," according to Jefferies analyst Brian Pitz. He reiterated his buy rating on the stock in an Nov. 6 research note, following the company's third-quarter earnings. Pitz has a 12-month target price of $40.

The holiday season brings plenty of opportunity for RetailMeNot. For one, the success of its growing mobile app could provide momentum to RetailMeNot in selling its mobile coupon platform to more bricks-and-mortar retailers next year.

"As the leading digital coupon platform, RetailMeNot is well positioned to benefit from a more promotional retail environment combined with a more cautious consumer," Morgan Stanley analysts wrore in an Oct. 31 note. "Additionally, the company is rolling out a mobile app through which retailers can run campaigns to drive in-store purchasing. While, RetailMeNot is early in this effort, the mobile app has been downloaded approximately 7 million times so far, and the company is heavily marketing this effort."

A prime area for opportunity is clearly in mobile net revenue. RetailMeNot's mobile revenue jumped 190% to $5.8 million in the third quarter.

Last week, the company reported quarterly earnings of $5.6 million, or a per-share loss of 6 cents, down from earnings of $6.6 million, or 1 cent share, in the year-earlier quarter. The loss in the latest quarter included a $7.5 million payout in preferred stock dividends as well as increasing costs associated with promoting its coupons.

But the $1.6 billion-market cap company's net revenue jumped 39% over the prior year to $47.4 million, the company said. Excluding the company's acquisitions, net revenue still jumped 35%, it said. At quarter's end, RetailMeNot had more than 13.9 million global subscribers to a newsletter or store alert, up 81% year over year.

In his note, Pitz cited the company's second consensus estimate beat and raised guidance since its IPO. Management expects revenue between $66 million and $69 million for the fourth quarter. The company also raised its full-year revenue guidance to $197 million to $200 million, and adjusted income between $76 million and $78 million.

"We continue to believe in our global team's ability to execute on improving our websites and mobile capabilities, setting the stage for the continued importance of our business as an efficient, highly effective marketing channel that facilitates increased sales for retailers and brands gearing up for the upcoming holidays," said Cotter Cunningham, founder, president and CEO of RetailMeNot.

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