Travelzoo: The Hidden Growth Story Behind Margin Compression
Travelzoo is rated a buy with a 3-year target price of $24, reflecting strong fundamentals and market mispricing. TZOO's transition to a subscription travel club is driving recurring revenue growth, with positive unit economics and a rapidly expanding paid membership base. Short-term margin compression is due to strategic reinvestment, not structural weakness, and buybacks plus insider alignment further support the bullish thesis.
Travelzoo Continues To Show Worsening Economics, Cannot Be Explained By Investment Alone
Travelzoo reported 3Q25 results showing revenue growth but continued deterioration in operating margins, driven by its new membership model. Despite management's claims, the economics of the membership business appear weak, with higher CAC, low margins, and questionable profitability improvements. Significant insider selling by the largest shareholder, alongside ongoing share repurchases, raises concerns about confidence in TZOO's future prospects.
Travelzoo (TZOO) Q3 2025 Earnings Call Transcript
Travelzoo (NASDAQ:TZOO ) Q3 2025 Earnings Call October 28, 2025 11:00 AM EDT Company Participants Jeff Hoffman Holger Bartel - Global CEO & Director Christina Ciocca - Chairman, General Counsel, Head of Global Functions & Corporate Secretary Conference Call Participants Theodore O'Neill - Litchfield Hills Research, LLC Michael Kupinski - NOBLE Capital Markets, Inc., Research Division Patrick Sholl - Barrington Research Associates, Inc., Research Division Steven Silver - Argus Research Company Edward Woo - Ascendiant Capital Markets LLC, Research Division Presentation Operator Good morning, and welcome to the Travelzoo Third Quarter 2025 Earnings Call. Today's conference is being recorded.
Travelzoo (TZOO) Misses Q3 Earnings and Revenue Estimates
Travelzoo (TZOO) came out with quarterly earnings of $0.01 per share, missing the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.26 per share a year ago.
Travelzoo: Q2 Does Not Shed Clarity On New Business Model Profitability Yet
Travelzoo's 2Q25 results show continued revenue growth from new paying members, but profitability is pressured by higher advertising and discounted package sales. Customer acquisition costs rose, churn appears significant, and the economics of the new business model remain uncertain and potentially unattractive. Gross profits are flat despite higher revenues, with operating margins deteriorating both year-over-year and sequentially, raising concerns about sustainable profitability.
Travelzoo (TZOO) Q2 2025 Earnings Conference Call Transcript
Travelzoo (NASDAQ:TZOO ) Q2 2025 Earnings Call July 25, 2025 11:00 AM ET Executives Christina Sindoni Ciocca - Chairman, General Counsel, Head of Global Functions & Corporate Secretary Holger Bartel - Global CEO & Director Analysts Edward Moon Woo - Ascendiant Capital Markets LLC, Research Division Michael A. Kupinski - NOBLE Capital Markets, Inc., Research Division Patrick William Sholl - Barrington Research Associates, Inc., Research Division Theodore Rudd O'Neill - Litchfield Hills Research, LLC Operator Good morning, and welcome to the Travelzoo Second Quarter 2025 Earnings Call.
Is Travelzoo (TZOO) Stock Undervalued Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Travelzoo (TZOO) Q2 Earnings Lag Estimates
Travelzoo (TZOO) came out with quarterly earnings of $0.12 per share, missing the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.23 per share a year ago.
Is the Options Market Predicting a Spike in Travelzoo Stock?
Investors need to pay close attention to TZOO stock based on the movements in the options market lately.
Is Travelzoo (TZOO) a Great Value Stock Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Travelzoo (TZOO) Q1 2025 Earnings Call Transcript
Travelzoo (NASDAQ:TZOO ) Q1 2025 Earnings Conference Call April 29, 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 Theodore O'Neill - Litchfield Hills Research Michael Kupinski - NOBLE Capital Markets Patrick Sholl - Barrington Research Ed Woo - Ascendiant Capital Steve Silver - Argus Research Operator Good morning, and welcome to the Travelzoo First Quarter 2025 Earnings Call. Today's conference is being recorded.
Travelzoo (TZOO) Q1 Earnings Meet Estimates
Travelzoo (TZOO) came out with quarterly earnings of $0.25 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.31 per share a year ago.
