Travelzoo: An Exciting Outlook, But Some Red Flags Remain
Travelzoo has shown impressive alpha generation, surging over 43% in the past year, trouncing other travel tech and micro-cap stocks, although the pace has dipped. Revenue growth isn't currently taking place with the core advertising business declining, but a greater contribution of recurring membership fees should start leaving their presence felt shortly. TZOO's cost base is rather well controlled, and it has also improved its performance on the cash generation front, which will help fund investments in the metaverse and share buybacks.
Travelzoo (TZOO) Q4 2024 Earnings Call Transcript
Travelzoo (NASDAQ:TZOO ) Q4 2024 Earnings Conference Call February 25, 2025 11:00 AM ET Company Participants Jeff Hoffman - Financial Controller, North America Holger Bartel - Global Chief Executive Officer Christina Ciocca - Chair & General Counsel Conference Call Participants Michael Kupinski - Noble Capital Markets Patrick Sholl - Barrington Research Steve Silver - Argus Research Ed Woo - Ascendiant Capital Operator Good morning, and welcome to the Travelzoo Fourth Quarter 2024 Earnings Call. Today's conference is being recorded.
Travelzoo (TZOO) Misses Q4 Earnings and Revenue Estimates
Travelzoo (TZOO) came out with quarterly earnings of $0.26 per share, missing the Zacks Consensus Estimate of $0.31 per share. This compares to earnings of $0.24 per share a year ago.
Travelzoo Set to Report Q4 Earnings: Buy, Sell or Hold the Stock?
TZOO presents a mixed investment case ahead of fourth-quarter earnings, combining discounted valuation and slower expected growth in revenues.
Why Travelzoo (TZOO) Could Beat Earnings Estimates Again
Travelzoo (TZOO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
TZOO Stock Surges 137% in a Year: Should Investors Buy, Sell or Hold?
Travelzoo's innovative portfolio and rich partnerships position it for sustained growth, but macroeconomic risks and a stretched valuation remain concerns.
Travelzoo's Model Shift Makes It A Strong Buy
Travelzoo's stock has tripled since summer, and I rate it a strong buy as we enter 2025, expecting further gains. TZOO stock's recent consolidation is normal after a massive rally, with key indicators suggesting potential for more upside. Travelzoo's fundamentals are strong, with EPS growth, aggressive share buybacks, and rising margins, contradicting flat EPS forecasts for 2025.
TZOO Soars 106.1% YTD: Buy or Sell Before 2025 Subscription Push?
Travelzoo's stock soars 106% YTD as it preps for 2025's paid membership launch. With strong margins and 30M+ members, TZOO looks set for major growth.
Is Travelzoo (TZOO) Stock Outpacing Its Retail-Wholesale Peers This Year?
Here is how Travelzoo (TZOO) and Williams-Sonoma (WSM) have performed compared to their sector so far this year.
Travelzoo (TZOO) Is Up 0.71% in One Week: What You Should Know
Does Travelzoo (TZOO) have what it takes to be a top stock pick for momentum investors? Let's find out.
Travelzoo Rises 39.7% Since Q3 Earnings: Time to Buy the Stock?
TZOO soars 39.7% post Q3. Strong margins and upcoming membership fees signal growth.
Travelzoo (TZOO) Upgraded to Buy: What Does It Mean for the Stock?
Travelzoo (TZOO) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
