Travelzoo (TZOO) came out with quarterly earnings of $0.23 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.25 per share a year ago.
Travelzoo delivered sequential improvement in operating income for 1Q26, driven by lower G&A and S&M expenses. Despite higher revenues, TZOO's margins declined YoY, and membership economics remain questionable due to high CAC and churn rates. Membership revenue growth is offset by significant marketing spend and potentially high churn, raising doubts about long-term profitability.
Travelzoo (TZOO) Q1 2026 Earnings Call Transcript
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 6 | $43 | $65.76 | $22.76 | 52.93% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 26,198 | $357,078.74 | $284,510.28 | -$72,568.46 | -20.32% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 147,896 | $1.92M | $1.61M | -$310,826.18 | -16.21% |
Kimberly Cappellano Private Wealth Asset Management LLC | 2,950 | $22,591.28 | $32,037 | $9,445.72 | 41.81% |
Brian Baylis Bell Investment Advisors Inc. | 388 | $2,296.96 | $4,213.8 | $1,916.84 | 83.45% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PS Patrick Sholl Barrington Research | 867.03 | $5,625.17 | $9,411.65 | $3,786.48 | 67.31% |
| Media Industry | Communication Services Sector | Holger Bartel CEO | NASDAQ (NGS) Exchange | 89421Q205 CUSIP |
| US Country | 249 Employees | - Last Dividend | 7 Nov 2013 Last Split | 28 Aug 2002 IPO Date |
Travelzoo is a renowned Internet media company specializing in the travel and entertainment sectors. It excels in providing highly attractive deals sourced from various travel and entertainment companies, as well as local businesses across the globe, particularly in the Asia Pacific, Europe, and North America. Its core mission is to offer exceptional value to its members by carefully curating deals that meet stringent quality standards. Founded in 1998 and headquartered in New York, New York, Travelzoo has established a significant footprint in the travel industry, connecting airlines, hotels, cruise lines, vacation packagers, tour operators, destinations, car rental companies, travel agents, theater and performing arts groups, restaurants, spas, and activity companies with travelers looking for exclusive offerings.
Travelzoo's product suite is diverse, designed to cater to various aspects of travel and leisure needs of its members.
Acts as the primary portal for members to access a wide range of exclusive travel, entertainment, and local deal offerings. This user-friendly platform is constantly updated with the latest deals that pass Travelzoo's quality assurance tests.
Provide on-the-go access to Travelzoo's deals, allowing users to discover, purchase, and redeem offers directly from their smartphones. These apps extend the functionality of the website to mobile devices, ensuring that members can access deals anytime, anywhere.
Is a weekly newsletter that highlights the top 20 deals of the week, curated by Travelzoo's team of deal experts. It's a concise way for members to stay informed of the best available offers without needing to search for them.
Offers timely notifications about highly sought-after or limited-time deals, ensuring that members have the opportunity to book these exclusive offers before they sell out or expire.
A network of third-party websites that features travel deals published by Travelzoo. This extends the reach of Travelzoo’s deals, making them accessible on a wider range of platforms and thus reaching more potential members.
Allow members to purchase vouchers for deals from local businesses, such as spas, hotels, and restaurants. This component of Travelzoo’s service focuses on bringing localized deals to members, catering to those looking for leisure and relaxation opportunities near them or planning staycations.