Travelzoo
- Open
- 10.91
- Day high
- 11.06
- Day low
- 10.70
- Prev close
- 10.94
- Volume
- 45K
- Mkt cap
- $113M
- P/E (TTM)
- 29.5
- EPS (TTM)
- $0.37
- P/B
- -13.7
- P/S
- 1.2
- Yield
- —
- Per share
- —
Travelzoo (TZOO) is a Communication Services company listed on NASDAQ. The stock is down 17% over the past year.
Travelzoo (TZOO) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 2 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
TZOO earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 23, 2026 | $0.16 | $0.23 | +43.8% | $24M | -1.4% |
| Feb 19, 2026 | $0.11 | $-0.00 | -101.6% | $22M | -12.9% |
| Jul 23, 2025 | $0.23 | $0.12 | -47.8% | $24M | +2.2% |
| Feb 25, 2025 | $0.26 | $0.26 | +0.0% | $21M | -12.6% |
| Oct 23, 2024 | $0.20 | $0.26 | +30.0% | $20M | -7.9% |
| Jul 25, 2024 | $0.22 | $0.23 | +4.5% | $21M | -2.7% |
| Feb 28, 2024 | $0.23 | $0.27 | +17.4% | $21M | -1.6% |
| Jul 27, 2023 | $0.19 | $0.17 | -10.5% | $21M | -0.3% |
| Apr 27, 2023 | $0.16 | $0.23 | +43.8% | $22M | +6.0% |
| Mar 22, 2023 | $0.10 | $0.20 | +100.0% | $19M | +1.8% |
| Oct 26, 2022 | $0.11 | $0.06 | -45.5% | $16M | -13.6% |
| Jul 27, 2022 | $0.19 | $0.08 | -57.9% | $18M | -12.0% |
TZOO insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Feb 24, 2026 | BARTEL HOLGERdirector, officer: Global Chief Executive Officer | Buy | 40,000 | $5.43 |
| Feb 24, 2026 | BARTEL HOLGERdirector, officer: Global Chief Executive Officer | Buy | 100,000 | $5.49 |
| Feb 24, 2026 | BARTEL HOLGERdirector, officer: Global Chief Executive Officer | Buy | 60,000 | $5.18 |
| Dec 29, 2025 | AZZURRO CAPITAL INC10 percent owner | Sell | 22,500 | $7.08 |
| Dec 29, 2025 | AZZURRO CAPITAL INC10 percent owner | Sell | 20,000 | $7.01 |
| Dec 29, 2025 | AZZURRO CAPITAL INC10 percent owner | Sell | 40,000 | $6.97 |
| Dec 15, 2025 | AZZURRO CAPITAL INC10 percent owner | Sell | 15,000 | $7.56 |
| Dec 15, 2025 | AZZURRO CAPITAL INC10 percent owner | Sell | 5,000 | $7.09 |
| Dec 8, 2025 | AZZURRO CAPITAL INC10 percent owner | Sell | 7,500 | $7.00 |
| Dec 1, 2025 | AZZURRO CAPITAL INC10 percent owner | Sell | 5,000 | $7.01 |
| Nov 13, 2025 | AZZURRO CAPITAL INC10 percent owner | Sell | 5,000 | $7.53 |
| Nov 6, 2025 | AZZURRO CAPITAL INC10 percent owner | Sell | 10,000 | $7.75 |
| Sep 29, 2025 | AZZURRO CAPITAL INC10 percent owner | Sell | 25,000 | $10.06 |
| Sep 25, 2025 | AZZURRO CAPITAL INC10 percent owner | Sell | 7,500 | $10.48 |
| Sep 25, 2025 | AZZURRO CAPITAL INC10 percent owner | Sell | 20,000 | $10.51 |
Source: TZOO SEC Form 4 filings, latest Feb 24, 2026. For informational purposes only — not investment advice.
See the full TZOO insider & 13F page →Travelzoo company profile
Overview
Travelzoo (NASDAQ:TZOO) is an internet media company founded in 1998 and headquartered in New York. The company operates as a digital marketplace connecting travel enthusiasts with exclusive deals from travel suppliers including airlines, hotels, cruise lines, and entertainment venues. Since going public in 2002, Travelzoo has evolved from a traditional advertising-based model to incorporate subscription-based membership services, serving over 30 million members across North America, Europe, and Asia Pacific markets.
Business
Travelzoo operates in the digital travel marketing industry, functioning as an intermediary between travel suppliers and consumers seeking discounted travel experiences. The company's core business revolves around curating and distributing exclusive travel deals through multiple channels and platforms. The company's primary product is the Travelzoo Top 20 email newsletter, which features hand-picked travel deals that are researched and verified by the company's deal experts. This weekly publication reaches millions of subscribers and serves as the foundation of Travelzoo's value proposition - providing consumers with vetted, high-quality travel offers while giving suppliers access to a targeted audience of travel enthusiasts. Travelzoo operates through several key segments. The North America segment generates approximately 65% of total revenue and includes operations in the United States and Canada. The Europe segment contributes roughly 30% of revenue, with Germany being a significant market. The company also operates Jack's Flight Club, a subscription-based service that alerts members to discounted flight deals, which represents about 5% of revenue but has shown strong growth with revenue increases of 19-29% year-over-year. The company distributes its content through multiple touchpoints including the Travelzoo website, mobile applications for iOS and Android, social media platforms with over 4 million followers, and the Travelzoo Network - a collection of third-party websites that republish Travelzoo's deals. Additionally, Travelzoo offers Local Deals and Getaway listings, allowing members to purchase vouchers for experiences from local businesses such as spas, restaurants, and hotels.
Competitive moat
Travelzoo's competitive moat is moderately strong but faces increasing pressure from digital disruption. The company's primary moat stems from its established brand reputation and trusted curation process, where deals are hand-picked and verified by travel experts rather than algorithmically generated. This human curation creates consumer trust and supplier confidence, as 91% of members report being open to new destinations based on Travelzoo's recommendations. The company benefits from network effects between its supply and demand sides - a larger member base attracts more travel suppliers seeking to fill inventory, while more exclusive supplier relationships attract additional members. Travelzoo's 20+ year operating history has created established relationships with major travel suppliers who view the platform as an effective channel for moving distressed or excess inventory. However, Travelzoo's moat faces significant challenges. The company operates in an increasingly crowded market with competition from online travel agencies like Expedia and Booking.com, daily deal sites, social media platforms where suppliers can directly reach consumers, and Google's travel products that aggregate deals across multiple sources. The barriers to entry for deal aggregation have lowered significantly with technological advances, and many suppliers now have sophisticated revenue management systems that allow them to distribute deals through multiple channels simultaneously. The transition to a subscription model represents both an opportunity to strengthen the moat through recurring revenue and member loyalty, but also a risk if competitors offer similar curation services at lower prices or for free. The company's success in converting its large free member base to paid subscriptions will be critical in determining whether it can maintain its competitive position in an evolving digital travel landscape.
Risks & safety
Travelzoo presents a moderate margin of safety with mixed financial health indicators requiring careful consideration. • Liquidity and Solvency: Cash position of $11.5 million with current ratio of 0.72 indicates potential short-term liquidity concerns, though the company generates positive operating cash flow of $3.3 million quarterly and free cash flow of $3.3 million • Debt Structure: Negative shareholders' equity of -$1.4 million creates an unusual debt-to-equity ratio, though total liabilities of $50.7 million against assets of $49.3 million suggests manageable leverage • Valuation Metrics: Trading at 13.1x P/E ratio and 10.0x EV/EBITDA, representing reasonable valuations for a profitable, cash-generating business • Profitability: Consistent profitability with $3.3 million quarterly net income and 19-24% operating margins demonstrate operational efficiency • Other Considerations: Active share repurchase program and transition to higher-margin subscription revenue model provide additional downside protection, though execution risk remains on membership conversion strategy
Recent development
Over the past few years, Travelzoo has undergone a significant strategic transformation centered around monetizing its large member base through subscription services. The most pivotal development was the introduction of paid memberships in 2024, marking a fundamental shift from a purely advertising-based model to a hybrid approach. The company implemented a $40 annual membership fee in the US and £30 in the UK, while grandfathering existing "legacy members" who comprised 95% of the member base as of 2024. Jack's Flight Club has emerged as a key growth driver, with the subscription-based flight deal service showing consistent revenue growth of 19-29% year-over-year. The company expanded Jack's Flight Club to Canada in 2024 and is exploring further expansion into European markets with multilingual capabilities. This service has demonstrated the viability of Travelzoo's subscription model with over 13% growth in premium subscribers. The company has been developing Travelzoo META, a browser-enabled metaverse travel experience targeting Gen Z and travel enthusiasts. While management has emphasized developing this initiative with "financial discipline," specific details remain limited, and the project appears to be in early development phases. Membership strategy has become increasingly sophisticated, with Travelzoo introducing exclusive "Club Offers" available only to paid members, member-only benefits such as lounge access and weekly giveaways, and priority access to deals. The company expects substantial revenue growth in 2025 as it focuses on converting legacy members to paid subscriptions, with management projecting that Q2 2025 revenue growth will double compared to Q1 levels. Recent operational improvements include enhanced mobile applications, expanded social media presence reaching 4 million followers, and continued investment in the deal curation process that differentiates Travelzoo from algorithmic competitors.
TZOO company profile · for informational purposes only — not investment advice.
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