Tripadvisor: Don't Be Tempted - Maintaining Sell
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Tripadvisor reported positive Q4 earnings, beating EPS and revenue expectations. However, guidance for Q1 2025 indicates flat to declining revenue. While Viator and TheFork show growth, Brand Tripadvisor's revenue is declining. Management aims for stabilization by 2025 and profitability by 2026, which may not excite investors.
February 21, 2025 | 2:30 pm
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NEGATIVE IMPACT
Tripadvisor's Q4 earnings beat expectations, but guidance for Q1 2025 shows flat to declining revenue. Growth in Viator and TheFork is overshadowed by declining Brand Tripadvisor revenue. Long-term stabilization plans may not appeal to investors.
Despite positive Q4 results, Tripadvisor's guidance for flat to declining revenue in Q1 2025 and ongoing struggles with Brand Tripadvisor suggest potential short-term stock price pressure. The long-term stabilization plan may not be enough to attract investors now.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100