Travelzoo

TZOO

Market cap $74.7M

TORONTO , Dec. 2, 2025 /PRNewswire/ -- Travelzoo® (NASDAQ: TZOO), the club for travel enthusiasts, announces the release of new Club Offers for Club Members in Canada. Rigorously vetted and negotiated for us travel enthusiasts: $1829—SOUTH KOREA ADVENTURE W/FLIGHTS & TOURSExperience bustling Seoul, discover temples and artifacts in Gyeongju and explore Busan's famed Gamcheon Culture Village.

LONDON , Nov. 26, 2025 /PRNewswire/ -- Travelzoo® (NASDAQ: TZOO), the club for travel enthusiasts, announces the release of new Club Offers for Club Members in the UK. Rigorously vetted and negotiated for us travel enthusiasts: £99—TWO NIGHTS AT CHOICE OF 15 COSY INNS Upham Inns has a selection of characterful pubs with rooms in lovely villages across southern England.

NEW YORK , Nov. 25, 2025 /PRNewswire/ -- Travelzoo® (NASDAQ: TZOO), the club for travel enthusiasts, announces the release of new Club Offers for Club Members in the U.S. Rigorously vetted and negotiated for us travel enthusiasts: $399—NETHERLANDS VACATION WITH FLIGHTSVisit Amsterdam's many museums. Float down the iconic canals.

TORONTO , Nov. 9, 2025 /PRNewswire/ -- Travelzoo® (NASDAQ: TZOO), the club for travel enthusiasts, announces the release of new Club Offers for Club Members in Canada. Rigorously vetted and negotiated for us travel enthusiasts: $899—PARIS 4-NIGHT GETAWAY W/FLIGHTSStroll through snow-dusted arrondissements and enjoy the museums and cafes without crowds.

NEW YORK , Nov. 2, 2025 /PRNewswire/ -- Travelzoo® (NASDAQ: TZOO), the club for travel enthusiasts, announces the release of new Club Offers for Club Members in the U.S. Rigorously vetted and negotiated for us travel enthusiasts: $499—PORTUGAL VACATION WITH FLIGHTSWe'll stroll Lisbon's sunlit streets. We'll take in centuries of history.

LONDON , Nov. 1, 2025 /PRNewswire/ -- Travelzoo® (NASDAQ: TZOO), the club for travel enthusiasts, announces the release of new Club Offers for Club Members in the UK. Rigorously vetted and negotiated for us travel enthusiasts: £69—RIVERSIDE MANOR IN YORKSHIRE We will spend the night in a Grade II-listed manor overlooking the River Ouse.

Travelzoo is rated a buy with a 3-year target price of $24, reflecting strong fundamentals and market mispricing. TZOO's transition to a subscription travel club is driving recurring revenue growth, with positive unit economics and a rapidly expanding paid membership base. Short-term margin compression is due to strategic reinvestment, not structural weakness, and buybacks plus insider alignment further support the bullish thesis.

Travelzoo reported 3Q25 results showing revenue growth but continued deterioration in operating margins, driven by its new membership model. Despite management's claims, the economics of the membership business appear weak, with higher CAC, low margins, and questionable profitability improvements. Significant insider selling by the largest shareholder, alongside ongoing share repurchases, raises concerns about confidence in TZOO's future prospects.

Travelzoo (NASDAQ:TZOO ) Q3 2025 Earnings Call October 28, 2025 11:00 AM EDT Company Participants Jeff Hoffman Holger Bartel - Global CEO & Director Christina Ciocca - Chairman, General Counsel, Head of Global Functions & Corporate Secretary Conference Call Participants Theodore O'Neill - Litchfield Hills Research, LLC Michael Kupinski - NOBLE Capital Markets, Inc., Research Division Patrick Sholl - Barrington Research Associates, Inc., Research Division Steven Silver - Argus Research Company Edward Woo - Ascendiant Capital Markets LLC, Research Division Presentation Operator Good morning, and welcome to the Travelzoo Third Quarter 2025 Earnings Call. Today's conference is being recorded.

Travelzoo (TZOO) came out with quarterly earnings of $0.01 per share, missing the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.26 per share a year ago.