Travelzoo (TZOO)

Travelzoo Inc.'s stock price has been volatile, trading between $24.85 and $8.10 over the past 52 weeks, and was down 60% year-to-date as of early November 2025. In Q3 2025, Travelzoo reported EPS of $0.01, missing estimates, and revenue of $22.2 million, also below expectations. In Q2 2025, revenue increased by 13% year-over-year to $23.9 million, but operating profit decreased. The company held its Annual General Meeting on June 4, 2025. Travelzoo repurchased over 900,000 shares for $13.0 million during the first nine months of 2025. There has been significant insider selling by the company's largest shareholder. Several analysts have lowered their price targets for Travelzoo.

Travelzoo's business has historically exhibited a countercyclical demand pattern. In Q3 2025, advertising revenues were flat year-over-year, with a sequential decrease attributed to seasonality. Travelzoo predicts that 'experience-led travel' will be in high demand in 2026, with a growing preference for off-season travel and destinations like Spain and Italy.

Travelzoo Inc. is an internet media company operating as a 'club for travel enthusiasts,' curating exclusive deals for travel, entertainment, and local experiences within the travel technology sector. Its services include curated travel deals, local deals, and entertainment deals, operating under its main brand and Jack's Flight Club. Travelzoo has transitioned to a paid subscription model for its 'Club Members' starting in late 2023 and 2024.

Travelzoo Inc. has a global presence across North America, Europe, and Asia Pacific, with operations in key markets including the United States, Canada, the United Kingdom, Germany, Australia, China, Hong Kong, Japan, and Singapore. The company has 25 offices located worldwide.

Travelzoo has maintained a strong brand reputation, particularly for its curated deals and commitment to quality. In 2025, Travelzoo was ranked as the top 'travel deals' brand in Germany by BILD. Brand awareness in North America lags behind major competitors like Expedia. The company's strategic pivot to a subscription-based model is aimed at further building loyalty and leveraging its trusted brand.

Travelzoo Inc.'s ownership is concentrated with its founder, Ralph Bartel, through Azzurro Capital Inc., holding approximately 43.2% of shares. Institutional investors hold a substantial portion, ranging from approximately 5.74% to 27.4% of the stock. Public companies and individual investors collectively hold around 46.03% of the stock.