Trip.comChipotle
Live Report Β· Updated February 11, 2026

Trip.com vs Chipotle

Trip.com Group Ltd. and Chipotle Mexican Grill, Inc. are examined here to compare their business models, financial performance, and market context. This page presents a neutral, accessible view of the...

Why It's Moving

Trip.com

TCOM Gears Up for Q4 Earnings Reveal as Travel Peers Surge Ahead of Key Report

  • Upcoming earnings announcement on Feb. 25 highlights potential insights into year-end travel recovery and revenue acceleration.
  • Travel peers like CCL and EXPE climbing today, signaling sector momentum that bolsters TCOM's positioning in global bookings.
  • Recent premarket action shows resilience around $58 levels, with lower volume hinting at steady trader interest pre-report.
Sentiment:
πŸƒBullish
Chipotle

Chipotle Stock Tumbles on Flat 2026 Sales Outlook After Q4 Traffic Slump

  • Same-store sales dropped 2.5% in Q4β€”better than the expected 2.9% declineβ€”but marked the fourth straight quarter of falling traffic amid higher menu prices.
  • Annual same-store sales fell 1.7% in 2025, the first yearly drop since 2016, signaling broader pressure on core customers as spending patterns fluctuate.
  • CEO highlighted a 'dynamic consumer backdrop' driving conservative guidance, with flat sales expected in 2026 versus analysts' 1.8% growth forecast.
Sentiment:
🐻Bearish

Investment Analysis

Pros

  • Trip.com Group has shown strong long-term stock returns of 126.9% over five years, reflecting significant growth momentum.
  • The company benefits from the global travel rebound as pandemic restrictions ease, fueling robust demand for its travel services.
  • Current valuation metrics suggest Trip.com is undervalued by about 42%, indicating potential upside for investors.

Considerations

  • Trip.com Group's share count has increased by over 3% year-over-year, which may dilute earnings per share.
  • Despite strong demand, Trip.com lags behind some peers in performance, potentially signaling competitive challenges.
  • The company operates in a highly cyclical travel industry exposed to economic and geopolitical uncertainties that could impact results.

Pros

  • Chipotle delivered strong fiscal 2024 financials including $11.31 billion revenue, a 14.6% year-over-year increase.
  • Profitability is robust with a 26.7% gross margin and 42% return on equity, reflecting operational efficiency.
  • The company has a large market presence with around 3,000 restaurants internationally, supporting growth opportunities.

Considerations

  • Chipotle's valuation metrics like a P/E ratio of 53.78 point to a premium positioning which may limit upside potential.
  • The business is exposed to commodity price volatility, which can pressure margins in the highly competitive foodservice sector.
  • Growth may face execution risks due to rapid expansion and international market complexities.

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Trip.com (TCOM) Next Earnings Date

Trip.com Group (TCOM) will report its fourth quarter and full year 2025 financial results on February 25, 2026 after market close, with a management conference call scheduled for 7:00 PM ET that same evening. This earnings announcement will cover the company's Q4 and complete fiscal year 2025 performance. The results release and subsequent call will provide investors with comprehensive commentary on the company's financial performance and forward outlook.

Chipotle (CMG) Next Earnings Date

Chipotle Mexican Grill (CMG) reported its Q4 2025 earnings on February 3, 2026, which has already passed as of today. The next earnings release, covering Q1 2026, is estimated for late April 2026, with analyst projections centering around April 22–28 based on historical patterns of reporting roughly 90 days after quarter-end.

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