Added to YB: 2026-02-24
Pitch date: 2026-02-20
TZOO [neutral]
Travelzoo
+0.19%
current return
Author Info
No bio for this author
Company Info
Travelzoo, together with its subsidiaries, operates as an Internet media company that provides travel, entertainment, and local experiences worldwide.
Market Cap
$59.0M
Pitch Price
$5.38
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.72
P/E
13.17
EV/Sales
0.66
Sector
Interactive Media and Services
Category
turnaround
Thoughts on Travelzoo Earnings Update - 2025 Q4
TZOO (update): Q4 missed on revenue & earnings, Advertising/Commerce down YoY/QoQ. Mgmt cites softness into Q1'26 then improvement. Member growth accelerated to ~19% QoQ, 180% YTD; CPA fell to $34 vs $40 target. Unit economics intact, deferred rev up YoY. Key Q1'26 test: renewal rates, member engagement, ad stabilization. Thesis hinges on subscription transition execution. Cautiously optimistic.
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