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 (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) 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.
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 (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) 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.
TZOO presents a mixed investment case ahead of fourth-quarter earnings, combining discounted valuation and slower expected growth in revenues.
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.
Travelzoo's innovative portfolio and rich partnerships position it for sustained growth, but macroeconomic risks and a stretched valuation remain concerns.
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.
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.
Here is how Travelzoo (TZOO) and Williams-Sonoma (WSM) have performed compared to their sector so far this year.