Travelzoo targets 25% of revenue from membership fees in 2026 while increasing marketing spend [Seeking Alpha]
Travelzoo (TZOO)
US:NASDAQ Investor Relations:
ir.travelzoo.com
Company Research
Source: Seeking Alpha
Jeff Hoffman reported that "Travelzoo's consolidated Q4 revenue was $22.5 million, up 9% from the prior year" and that operating profit was $0.6 million or 3% of revenue, which was down from $4.9 million in the prior year due to Quick Insights Near-term profitability is expected to decline due to increased marketing spend for Club Member acquisition, with management acknowledging short-term EPS pressure but anticipating improvement as recurring membership revenue grows. Risks include revenue softness in advertising/commerce, potential churn in new cohorts, and uncertainties regarding renewal rates after fee increases; management is enhancing member benefits to support retention but admits it is too early to assess churn impacts. Advertising and commerce revenue was soft in Q4 and is expected to remain soft in the near term, with slower growth in membership fees but management expects stronger membership revenue growth in 2026 as recurring fees become a larger revenue share.
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TZOO
News
- Club Offers for Travel Enthusiasts in CanadaPR Newswire
- Travelzoo (NASDAQ:TZOO) had its price target lowered by analysts at Barrington Research from $13.00 to $8.00. They now have an "outperform" rating on the stock.MarketBeat
- Travelzoo (TZOO) Q4 2025 Earnings Call Highlights: Revenue Growth Amidst Profit Challenges [Yahoo! Finance]Yahoo! Finance
- Travelzoo Q4 2025 Earnings Call Summary [Yahoo! Finance]Yahoo! Finance
- Travelzoo Q4 Earnings Call Highlights [Yahoo! Finance]Yahoo! Finance
TZOO
Earnings
- 2/19/26 - Miss
TZOO
Analyst Actions
- 2/20/26 - Barrington Research
TZOO
Sec Filings
- 2/19/26 - Form 8-K
- 2/13/26 - Form SCHEDULE
- 12/29/25 - Form 4
- TZOO's page on the SEC website