Uber's first-ever full-year profit without any caveats. Chipotle's fantastic quarter and why you can't bet against big burrito. Roblox's return to strong user metrics and analysts talking about the ad business. Dating profiles for stocks and which companies make good long-term partners for investors.
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Quick takeaways
Uber's first-ever full-year profit indicates its core business is becoming more efficient and less reliant on artificial sweeteners for growth.
Chipotle's strong execution, growth potential, and expansion strategy make it an attractive investment.
Deep dives
Uber's Strong Financial Performance
Uber reported its first-ever full-year profit, with impressive growth in gross bookings and adjusted EBITDA. The company's gross bookings increased by 22% in the fourth quarter, and adjusted EBITDA rose to $1.3 billion, up $618 million year over year. This indicates that Uber's core business is becoming more efficient and less reliant on artificial sweeteners to drive its growth. However, there are still challenges ahead, particularly in the freight sector.
Chipotle's Impressive Earnings
Chipotle reported strong earnings with same-store sales increasing by 8.4% in the fourth quarter, surpassing expectations. The company opened 121 new restaurants during the quarter, including those with drive-through capability. This expansion strategy, along with increased order volume and efficient utilization of square footage, contributed to Chipotle's success. While the valuation may be a concern, the company's solid execution and growth potential make it an attractive investment.
Roblox's Strong User Metrics
Roblox achieved impressive user metrics, with bookings increasing by 25% year over year to 1.13 billion in the quarter. Average daily active users reached 71.5 million, a 22% increase, and the average bookings per daily active user grew by 3%. This reflects the company's strong engagement and monetization of its platform. Additionally, the potential for advertising revenue and the focus on expanding the creation of experiences in Roblox's metaverse create exciting growth prospects.
Stability and Ambition in Vertex Pharmaceuticals
Vertex Pharmaceuticals stands out in the biotech industry for its stability and ambitious pipeline. The company has established a strong revenue stream through its cystic fibrosis drug, Trikafta. Moreover, Vertex has several therapies in development, such as gene editing treatments for sickle cell disease and anemia, as well as innovative non-opioid pain medications. The combination of reliable cash flow and ongoing research positions Vertex as a promising long-term partner for investors.
Uber’s first ever year of profitability comes without any caveats, what should investors make of the everything app at all-time highs?
(00:21) Tim Beyers and Dylan Lewis discuss:
- Uber at all-time highs and its ride-hailing dominance.
- Chipotle’s fantastic quarter, and why the company’s comps prove you can’t bet against big burrito.
- Roblox’s return to strong user metrics, and why analysts are talking about the company’s ad business.
(17:02) What might dating profiles look like for stocks? Mary Long caught up with Motley Fool Senior Analyst Asit Sharma to figure out which companies would make a good long-term partners for investors.