RossTrip.com

Ross vs Trip.com

Ross Stores Inc. and Trip.com Group Ltd. are compared here, focusing on business models, financial performance, and market context to provide a clear, neutral view. This page outlines how each company...

Why It's Moving

Ross

Ross Stores (ROST) surges to 52-week high on earnings momentum and retail leadership.

  • EPS of $1.58 in the November 20 report crushed estimates of $1.40, reinforcing a streak of four straight positive surprises and boosting confidence in growth.
  • Stock leads NASDAQ Composite retail performers as of December 11, up 11.7% in the past month and 20.2% year-to-date, far exceeding sector gains.
  • Ongoing store expansion with 90 new locations signals aggressive scaling, supporting projected revenue growth to $22.4B this fiscal year.
Sentiment:
๐ŸƒBullish
Trip.com

Trip.com surges on Q3 earnings beat and fresh institutional bets amid booming travel demand.

  • Net revenue jumped 16% year-over-year, powered by over 30% growth in outbound hotel and flight bookings to Europe, highlighting robust post-pandemic travel recovery.
  • Inbound bookings skyrocketed more than 100% via new immersive experiences like half-day tours at the Great Wall, cementing Trip.com's lead in China's inbound market.
  • Maverick Capital initiated a $3.08M position on Dec. 12, while partnerships like Galaxy Asia Car Rental in Malaysia boost regional offerings and user perks.
Sentiment:
๐ŸƒBullish

Which Baskets Do They Appear In?

US Consumer Spending Stocks to Watch in 2025

US Consumer Spending Stocks to Watch in 2025

U.S. retail sales have exceeded expectations for the third straight month, signaling robust consumer health. This theme focuses on companies poised to benefit from sustained consumer spending, particularly in strong-performing sectors like online retail and food services.

Published: September 17, 2025

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Value Retail Stocks (Budget-Conscious Consumer Play)

Value Retail Stocks (Budget-Conscious Consumer Play)

With consumer sentiment falling, particularly among budget-conscious households, spending habits are shifting towards value-focused retailers. This theme identifies companies poised to attract customers who are looking to stretch their dollars on essential goods.

Published: September 14, 2025

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Consumer Sentiment Drop (Four-Month Low) Aids Retailers

Consumer Sentiment Drop (Four-Month Low) Aids Retailers

A sharp drop in consumer sentiment to a four-month low indicates that households, especially lower and middle-income ones, are feeling financial pressure. This creates an investment opportunity in discount and off-price retailers, which stand to gain as consumers shift their spending to value-oriented stores.

Published: September 13, 2025

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Discount Retailers: What's Next as Job Market Cools

Discount Retailers: What's Next as Job Market Cools

Recent data shows that initial jobless claims have risen to their highest level since June, signaling a potential cooling of the U.S. labor market. This trend could shift consumer spending towards essentials and value, benefiting discount retailers and consumer staples companies.

Published: September 5, 2025

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Discount Retail Trends 2025: Market Analysis & Risks

Discount Retail Trends 2025: Market Analysis & Risks

Walmart has raised its sales and earnings forecast, demonstrating strong performance despite rising tariff costs. This success highlights an investment opportunity in discount retailers and the logistics companies that support their growing e-commerce operations.

Published: August 22, 2025

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Consumer Caution: Investing In Value And Staples

Consumer Caution: Investing In Value And Staples

A recent drop in consumer sentiment, fueled by persistent inflation, suggests a potential slowdown in consumer spending. This environment could benefit companies that offer essential goods and value, such as consumer staples and discount retailers.

Published: August 20, 2025

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Consumer Caution: Value Prevails

Consumer Caution: Value Prevails

A sharp drop in consumer sentiment, driven by persistent inflation fears, signals a potential shift in household spending. This theme focuses on companies poised to benefit as consumers prioritize essential goods and seek value.

Published: August 18, 2025

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Navigating The Sportswear Shake-Up

Navigating The Sportswear Shake-Up

Puma's recent profit warning, driven by U.S. tariffs and weak demand, signals a broader disruption in the sportswear industry. This situation creates a potential opening for rival brands to gain market share and for off-price retailers to benefit from sector-wide inventory challenges.

Published: July 25, 2025

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The Great Retail Price Divide

The Great Retail Price Divide

This collection of stocks represents retailers capitalizing on Amazon's price increases by offering better deals on everyday essentials. These companies were carefully selected by our analysts for their potential to attract budget-conscious shoppers looking for more affordable alternatives.

Published: July 21, 2025

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Everyday Essentials

Everyday Essentials

These companies power our daily lives by offering must-have products at wallet-friendly prices. Carefully selected by our analysts, this collection features retail giants with business models built to thrive even when consumers are watching every penny.

Published: June 17, 2025

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Investment Analysis

Ross

Ross

ROST

Pros

  • Ross Stores has demonstrated consistent revenue growth, supported by strong operational efficiency and sustained market demand for its off-price retail offerings.
  • The company maintains a low debt-to-equity ratio, reflecting financial stability and a lower risk profile compared to industry peers.
  • Recent analyst upgrades and a consensus 'Buy' rating indicate positive market sentiment and confidence in Ross Stores' future earnings potential.

Considerations

  • Insider selling activity by company executives may signal reduced confidence in the company's near-term prospects.
  • The stock's price-to-earnings ratio is relatively high, suggesting it may be overvalued relative to its earnings, which could limit upside potential.
  • Ross Stores faces margin pressures from rising distribution and tariff costs, which could impact profitability in the short term.

Pros

  • Trip.com Group operates a leading one-stop travel platform in China, benefiting from strong domestic travel demand and a growing digital economy.
  • The company's valuation metrics, including a forward P/E ratio below 20, suggest it is reasonably priced relative to projected earnings growth.
  • Trip.com Group has a high free-float percentage, providing good liquidity and broad market access for investors.

Considerations

  • Trip.com Group's business is highly sensitive to changes in Chinese consumer spending and regulatory shifts, which can create volatility.
  • The company's dividend yield is very low, offering minimal income return for investors seeking regular payouts.
  • Trip.com Group faces intense competition from both domestic and international travel platforms, which could pressure margins and market share.

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