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Research Alert: Trip: Lowering Estimates On Competitive Headwinds; Reiterating Sell Opinion
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Research Alert: Trip: Lowering Estimates On Competitive Headwinds; Reiterating Sell Opinion
Apr 11, 2025 8:03 AM

10:45 AM EDT, 04/11/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We trim our target to $10 from $13, about 9x our 2025 EPS estimate vs. its 16x three-year mean, reflecting significant competitive challenges at Brand TripAdvisor. We lower our 2025 estimate to $1.08 from $1.17 and lower our 2026 estimate to $1.16 from $1.22. Our below-consensus estimates reflect our view of limited revenue growth and higher marketing expenses. We note Q1 guidance calls for revenue declines, driven by Brand Tripadvisor (50% of revenue). TRIP's review-centric platforms are losing share of site traffic to large technology companies as well as other online travel agencies. We think competitors are better positioned to withstand potential economic headwinds due to scale and technology. Selling and marketing expenses consistently represent 50% or more of revenue, alluding to how high customer acquisition costs are for TRIP. To reflect increased risks to shares from macroeconomic headwinds and competitive pressures, we revise our multiple to 9x from 11x.

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