TZOO

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. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +46.03%. A quarter ago, it was expected that this global internet media company would post earnings of $0.11 per share when it actually produced break-even earnings, delivering a surprise of -100%. Over the last four quarters, the company has surpassed consensus EPS estimates just once. Travelzoo, which belongs to the Zacks Internet - Commerce industry, posted revenues of $24.27 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 1%. This compares to year-ago revenues of $23.14 million. The company has topped consensus revenue estimates just once over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Travelzoo shares have added about 5.2% since the beginning of the year versus the S&P 500's gain of 4.3%. While Travelzoo has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Travelzoo was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) s...

In April 2026, Travelzoo reported first‑quarter 2026 results showing sales of US$24.27 million, up from US$23.14 million a year earlier, while net income eased to US$2.48 million from US$3.17 million and diluted EPS from continuing operations edged down to US$0.23 from US$0.26. Around the same time, Travelzoo also highlighted new, carefully vetted UK Club Member offers that bundle luxury stays, curated events, and experiential extras, underlining its focus on value‑rich, exclusive travel packages. Now we’ll examine how the modest earnings softness alongside richer UK Club offers may influence Travelzoo’s longer‑term investment narrative. Explore 26 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research. To own Travelzoo, you need to believe its paid‑membership model and curated travel offers can translate modest revenue growth into healthier earnings over time. The latest quarter showed slightly higher sales but softer profitability, which keeps the key near term question squarely on whether member acquisition and marketing spending are earning their keep. For now, this earnings softness does not appear to fundamentally alter the biggest risk, which is that higher acquisition costs could prevent revenue from flowing through to margins. The new UK Club Offers, featuring luxury stays, events and experiential extras, tie directly into one of Travelzoo’s main potential catalysts: deeper engagement from paying members. These richer packages speak to the company’s effort to make membership feel valuable through exclusive, curated deals in markets like the UK, which is central to its growth plans. How effectively these offers support renewals and repeat bookings, especially with earnings under pressure, will be important to watch. Yet beneath the appeal of exclusive travel deals, investors should be aware of the risk that rising marketing costs and uncertain member retention could... Read the full narrative on Travelzoo (it's free!) Travelzoo's narrative projects $111.5 million revenue and $7.1 million earnings by 2029. This requires 6.7% yearly revenue growth and about a $2.4 million earnings increase from $4.7 million today. Uncover how Travelzoo's forecasts yield a $20.00 fair value, a 106% upside to its current price. Compare...

This article first appeared on GuruFocus. Revenue: Q1 consolidated revenue was $24.3 million, a 5% increase year over year. Constant Currency Revenue: $23.6 million, up 2% from the prior-year period. Operating Profit: $3.4 million, or 14% of revenue, compared to $3.8 million in the prior-year period. Advertising and Commerce Revenue: $19.7 million for Q1 2026. Membership Fees Revenue: Increased to $4.6 million, expected to account for over 20% of revenue. GAAP Operating Margin: 14% for Q1. Non-GAAP Operating Profit: $3.5 million, or 14% of revenue, compared to $4.4 million in the prior-year period. Cash and Cash Equivalents: $11.3 million as of March 31, 2026. Cash Flow from Operations: $3.9 million. Member Growth Rate: 112% year over year. Warning! GuruFocus has detected 2 Warning Sign with GNMLF. Is TZOO fairly valued? Test your thesis with our free DCF calculator. Release Date: April 23, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Travelzoo (NASDAQ:TZOO) reported a 5% year-over-year increase in revenue, reaching $24.3 million for Q1 2026. The company achieved a significant 112% year-over-year growth in club membership, indicating strong demand for its services. Membership fees, which are stable and predictable, increased to $4.6 million and are expected to account for over 20% of revenue. Travelzoo (NASDAQ:TZOO) successfully launched new features such as worldwide complimentary lounge access and a Travel Enthusiast Hotline, enhancing membership value. The company maintained a strong cash position with $11.3 million in cash, cash equivalents, and restricted cash, even after repurchasing 500,000 shares of common stock. Operating profit decreased to $3.4 million from $3.8 million in the prior-year period, reflecting increased marketing expenses. Higher member acquisition costs reduced the operating margin to 14% for Q1 2026. The geopolitical situation, particularly the war in Iran, negatively impacted advertising revenue towards the end of Q1. The company's North American segment experienced lower operating profit compared to the previous year. Fluctuations in reported net income are expected in the short term due to immediate expensing of marketing costs and revenue recognition over 12 months. Q: How is the current geopolitical situation affecting Travelzoo's business, and what is the outlook for...

Travelzoo reported Q1 2026 consolidated revenue of $24.3 million (up 5% YoY) with operating profit of $3.4 million (14%); membership fees rose to $4.6 million and are expected to exceed 20% of revenue this year. Management boosted marketing to drive Travelzoo Club growth, achieving 112% year‑over‑year member growth and an average acquisition cost of $27 in Q1, but subscription accounting (expensing acquisition costs immediately) depressed EPS by about $0.13. Cash and liquidity remained solid at $11.3 million after repurchasing 500,000 shares, and the company expects continued revenue growth in Q2 with the first Travelzoo META experiences and additional membership benefits launching in Q2 2026. Interested in Travelzoo? Here are five stocks we like better. 3 Small-Cap Stocks Ready to Deliver Significant Growth Travelzoo (NASDAQ:TZOO) reported first-quarter 2026 revenue growth and stable profitability while increasing marketing spend to accelerate paid membership growth, according to executives on the company’s earnings call. Financial Controller for North America Jeff Hoffman, filling in for Chief Accounting Officer Lijun Qi, said consolidated revenue increased 5% year-over-year to $24.3 million. In constant currencies, revenue was $23.6 million, up 2% from the prior-year period. Operating profit was $3.4 million, or 14% of revenue, compared with $3.8 million a year earlier. → Credo Stock Flashes Strong Bullish Signal—Upswing Just Starting By revenue category, Advertising and Commerce revenue was $19.7 million in the quarter, while Membership Fees revenue increased to $4.6 million. Hoffman said membership fees are becoming a larger portion of the business and that the company expects membership fees to account for over 20% of revenue this year. Hoffman also outlined performance across reporting segments, stating that revenue growth came from all segments. He said operating profit in North America was lower, operating profit in Europe was higher, and operating profit for the Jack’s Flight Club segment was flat. → Allbirds Exits Shoes, Pivots to AI With NewBird Rebrand Management emphasized that increased marketing spend is tied to acquiring Travelzoo Club members and described the economics as attractive with a quick payback. Hoffman shared that the average acquisition cost per club member was $27 in Q1 2026, following quarterly levels of $28 (Q1 2025), $38 (Q2...

NEW YORK, April 23, 2026 /PRNewswire/ -- Travelzoo® (NASDAQ: TZOO): Revenue of $24.3 million, up 5% year-over-year Consolidated operating profit of $3.4 million Non-GAAP consolidated operating profit of $3.5 million Cash flow from operations of $3.9 million Earnings per share (EPS) of $0.23 Travelzoo, the club for travel enthusiasts, today announced financial results for the first quarter ended March 31, 2026. Consolidated revenue was $24.3 million, up 5% from $23.1 million year-over-year. In constant currencies, revenue was $23.6 million, up 2% year-over-year. Travelzoo's reported revenue consists of advertising revenues and commissions, derived from and generated in connection with purchases made by Travelzoo members, and membership fees. In Q1, we continued to invest significantly in acquiring more Club Members when we saw that we can achieve a positive return on investment (ROI). Marketing costs were expensed immediately. Membership fees revenue is recognized ratably over the subscription period of 12 months. In Q1, the number of renewals of memberships jumped to the highest ever. Because renewals of memberships have no acquisition costs, this had a positive impact on EPS. Going forward, we expect renewals of memberships to further increase because of a growing base of members. We refer to our investor presentation. Net Income attributable to Travelzoo was $2.5 million for Q1 2026, or $0.23 per share, compared with $0.26 per share in the prior-year period. Non-GAAP operating profit was $3.5 million. Non-GAAP operating profit excludes stock option expenses ($35,000) and severance expenses ($15,000). Please refer to "Non-GAAP Financial Measures" and the tabular reconciliation below. "We will continue to leverage Travelzoo's global reach, trusted brand, and strong relationships with top travel suppliers to negotiate more Club Offers for Club Members and add new benefits, such as our popular complimentary airport lounge access worldwide in case of a delayed flight," said Holger Bartel, Travelzoo's Global CEO. "Travelzoo members are affluent, active, and open to new experiences. We inspire travel enthusiasts to travel to places they never imagined they could. Travelzoo is the must-have membership for those who love to travel as much as we do." Travelzoo North America North America business segment revenue increased 4% year-over-year to $15.7 million. Operatin...

NEW YORK (AP) — NEW YORK (AP) — Travelzoo (TZOO) on Thursday reported first-quarter profit of $2.5 million. The New York-based company said it had net income of 23 cents per share. The results beat Wall Street expectations. The average estimate of four analysts surveyed by Zacks Investment Research was for earnings of 16 cents per share. The global media commerce company posted revenue of $24.3 million in the period, missing Street forecasts. Four analysts surveyed by Zacks expected $24.5 million. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on TZOO at https://www.zacks.com/ap/TZOO

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. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +46.03%. A quarter ago, it was expected that this global media commerce company would post earnings of $0.11 per share when it actually produced break-even earnings, delivering a surprise of -100%. Over the last four quarters, the company has surpassed consensus EPS estimates just once. Travelzoo, which belongs to the Zacks Internet - Commerce industry, posted revenues of $24.27 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 1%. This compares to year-ago revenues of $23.14 million. The company has topped consensus revenue estimates just once over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Travelzoo shares have added about 5.2% since the beginning of the year versus the S&P 500's gain of 4.3%. While Travelzoo has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Travelzoo was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) s...

Image source: The Motley Fool. Feb. 25, 2026 at 11 a.m. ET Chief Executive Officer — Holger Bartel Chief Accounting Officer — Lijun Chief Financial Officer — Jeff Hoffman Head of Product — Christina Ciocca Jeff Hoffman: Thank you, operator, and welcome to those of you joining us. Today, I'm stepping in for Lijun, our Chief Accounting Officer. Please refer to the management presentation to follow along with our prepared remarks. The presentation in PDF format is available on our Investor Relations site at travelzoo.com/ir. Let's begin with Slide 4. Travelzoo's consolidated Q4 revenue was $22.5 million, up 9% from the prior year. In constant currencies, revenue was $22.1 million, up 7% from the prior year. Operating income, which we as management call operating profit, decreased as expected as we invested more in the growth of Club Members. Q4 operating profit was $0.6 million or 3% of revenue, down from $4.9 million in the prior year. Let me explain the rationale for a significant increase in marketing expenses, which lowered EPS. Slide 5 shows that investments in the acquisition of Club Members are attractive as they have a quick payback. On the left side, you will see that average acquisition cost for a full paying Club Member was $28 in Q1, $38 in Q2, $40 in Q3 and $34 in Q4. On the right side, you see that we get this money back fast. The member pays, in the U.S. in this case here, their $40 annual membership fee right away at the beginning of the membership period. Additionally, we generated $10 in revenue from transactions in the same quarter. This full payback doesn't even consider an increase in advertising revenue and future membership fees and other revenues. Now Slide 6 shows as a reminder that with subscription businesses, membership fee revenue is recognized ratably over the subscription period, whereas acquisition costs are expensed immediately when incurred. Slide 7 shows the effect. While we have a quick payback, the reported EPS is different. Higher member acquisition expenses, coupled with only a small portion of revenue recognized in the quarter reduces EPS. In the case of Q4, that effect was a reduction of approximately $0.08. As shown on Slide 8, our strategy is fueling membership growth at a rate of 180% year-to-date. New Club Members come roughly half from legacy members and half from those new to Travelzoo. On Slide 9, we break down th...

NEW YORK, April 21, 2026 /PRNewswire/ -- Travelzooﾮ (NASDAQ: TZOO): About Travelzoo We, Travelzooﾮ, are the club for travel enthusiasts. We reach 30 million travelers. Club Members receive Club Offers negotiated and rigorously vetted by our deal experts around the globe. Our relationships with thousands of top travel companies give us access to irresistible deals. Our club and its benefits are built around the lifestyle of a modern travel enthusiast. View original content to download multimedia:https://www.prnewswire.com/news-releases/travelzoo-q1-2026-earnings-conference-call-on-april-23-at-1100-am-et-302747509.html

Management is intentionally trading short-term profitability for long-term recurring revenue by aggressively investing in Club Member acquisition. The strategy is driven by a favorable ROI where the $34 average acquisition cost in Q4 is immediately offset by a $40 annual membership fee and $10 in transactional revenue. Revenue growth of 9% was supported by all reporting segments, though advertising and commerce experienced softness that management expects to persist into Q1 2026. The transition to a paid subscription model aims to reduce reliance on the volatile advertising market by building a stable, predictable revenue base. Operating margins were temporarily pressured by the immediate expensing of marketing costs while membership revenue is recognized ratably over 12 months. Management noted a divergence in the travel market where luxury travel remains robust while the lower-end segment faces more significant economic challenges. Membership fees are projected to account for approximately 25% of total revenue this year as the subscriber base matures. Management plans to increase member acquisition spending in 2026 compared to 2025, provided the quick payback and positive ROI metrics hold. Profitability is expected to improve as the first major cohorts of members reach their renewal dates, generating revenue without associated acquisition costs. The company raised the U.S. membership fee to $50 effective January 1, 2026, to further enhance the unit economics of the subscription business. Travelzoo META experiences are now scheduled for a Q2 2026 launch and will be integrated as a core benefit for Club Members. G&A expenses saw a non-permanent increase in Q4 due to a one-time cost associated with a global company meeting. A $0.08 reduction in Q4 EPS was specifically attributed to the accounting mismatch between immediate marketing expenses and deferred revenue recognition. Jack's Flight Club shifted focus toward profitability in Q4, maintaining premium subscriber levels to offset attrition rather than pursuing aggressive growth. The company launched a 24/7 Travel Enthusiast Hotline in partnership with Allianz to increase the perceived value and retention of the membership product. Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Management attributed adve...

Revenue growth: Travelzoo reported Q4 2025 revenue of $22.5 million, up 9% year‑over‑year (7% in constant currency), with membership fees of $4.1 million and management forecasting membership to represent about 25% of revenue while advertising/commerce was soft. Member acquisition spending drove operating profit down to $0.6 million (3% of revenue) from $4.9 million a year earlier and reduced EPS by roughly $0.08, even though management says acquisition costs have a quick cash payback — average acquisition cost per paying member ranged about $28–$40 across 2025 quarters. Strategy and pricing: The company will accelerate paid‑member growth and add benefits (Travelzoo Meta coming Q2 2026, lounge access, 24/7 hotline), raised the U.S. annual club fee to $50 effective Jan 1, and plans to increase 2026 acquisition spend if returns remain attractive. Interested in Travelzoo? Here are five stocks we like better. 3 Small-Cap Stocks Ready to Deliver Significant Growth Travelzoo (NASDAQ:TZOO) reported fourth-quarter 2025 revenue of $22.5 million, an increase of 9% from the prior year, as the company continued to invest heavily in growing its paid Travelzoo Club membership base. In constant currency, revenue was $22.1 million, up 7% year over year, according to prepared remarks on the company’s earnings call. Financial Controller Jeff Hoffman, standing in for the company’s Chief Accounting Officer, said operating income (referred to as “operating profit” by management) declined “as expected” due to higher marketing investments tied to acquiring club members. Operating profit was $0.6 million, or 3% of revenue, down from $4.9 million in the prior-year quarter. → Draganfly’s CEO Says Drones Are Becoming Intelligence Platforms—Not Just Hardware Management emphasized that the economics of member acquisition have a “quick payback,” but the accounting treatment can pressure near-term reported earnings. Hoffman explained that acquisition costs are expensed immediately, while membership fee revenue is recognized ratably over the 12-month subscription period. As a result, higher acquisition spending can reduce EPS even when cash payback is rapid. For Q4, management estimated this effect reduced EPS by approximately $0.08. Hoffman also provided quarterly average acquisition costs for a full-paying club member: $28 in Q1, $38 in Q2, $40 in Q3, and $34 in Q4. Using the U.S. exampl...