Travelzoo (TZOO)

Travelzoo Inc. (TZOO) stock has experienced movements in the past six months, with a year-to-date decline of approximately 49-50% in 2025. The shift to a paid membership model has impacted short-term earnings due to reinvestment in customer acquisition. The Q2 2025 earnings report showed revenue surpassing expectations but EPS missing estimates, leading to a stock price decline. Insider selling occurred in September 2025, with Azzurro Capital Inc. selling shares. Q3 2025 earnings are expected on October 28, 2025.

The travel industry is seasonal, impacting Travelzoo's business. The fourth quarter is typically a lower-performing period. Travelzoo's offerings, such as holiday and winter-sun escapes, reflect seasonal travel patterns.

Travelzoo Inc. operates as an internet media company, curating and publishing travel, entertainment, and local deals for its global membership base, which exceeded 30 million in 2024. The company operates as an intermediary, verifying offers from merchants and presenting them to consumers, generating revenue through advertising fees and a subscription-based membership model. Travelzoo offers handpicked and verified travel deals for flights, hotels, vacation packages, and cruises. They provide curated local experiences and discounts on dining, spas, activities, and entertainment. Discounted tickets for concerts, theater productions, sporting events, and other live performances are available. Exclusive hotel and resort packages with perks are offered. Jack's Flight Club, a subsidiary, provides flight deal alerts via a subscription model. The Travelzoo Top 20 Newsletter and Newsflash Email Alert Service are key distribution channels, and the Travelzoo Network lists deals on third-party websites.

Travelzoo has a global presence across North America, Europe, and Asia Pacific, with offices in cities including New York City, Chicago, Las Vegas, London, Miami, Munich, Silicon Valley, and Toronto.

Travelzoo has received positive recognition for consumer satisfaction, including the highest ranking from FOCUS MONEY and a number 1 ranking from BILD Zeitung in Germany. These recognitions highlight consumer trust and satisfaction with Travelzoo's curated travel deals. The company has been known for verifying product availability and accuracy through "test booking."

The ownership structure of Travelzoo (TZOO) includes institutional, insider, and retail investors. Approximately 34.92% of the company's stock is owned by insiders, and 44.05% is held by public companies and individual investors. Major institutional owners include Renaissance Technologies Llc, Acadian Asset Management Llc, BlackRock, Inc., and Vanguard Group Inc. Historically, the company's founder, Ralph Bartel, held a significant controlling interest.