Core Viewpoint - Travelzoo reported quarterly earnings of $0.12 per share, missing the Zacks Consensus Estimate of $0.23 per share, representing a -47.83% earnings surprise [1][2] Financial Performance - The company posted revenues of $23.91 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.44%, compared to $21.14 million in the same quarter last year [2] - Over the last four quarters, Travelzoo has exceeded consensus revenue estimates two times [2] Stock Performance - Travelzoo shares have declined approximately 31.3% since the beginning of the year, while the S&P 500 has gained 7.3% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations of outperforming the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.33 on revenues of $24.35 million, and for the current fiscal year, it is $1.18 on revenues of $96.25 million [7] - The Internet - Commerce industry, to which Travelzoo belongs, is currently ranked in the top 28% of over 250 Zacks industries, suggesting a favorable outlook for the sector [8]

Financial Performance - Travelzoo reported consolidated revenue of $23.9 million for Q2 2025, representing a 13% increase from $21.1 million in the same period last year [1] - Net income attributable to Travelzoo was $1.4 million, or $0.12 per share, compared to $0.23 per share in the prior-year period [3] - Non-GAAP operating profit was $2.4 million, excluding certain expenses [3][24] Segment Performance - North America business segment revenue increased by 14% year-over-year to $16.1 million, with an operating profit of $2.8 million [5] - Europe business segment revenue rose by 7% year-over-year to $6.4 million, but reported an operating loss of $883,000 due to increased member acquisition costs [6] - Jack's Flight Club, in which Travelzoo holds a 60% ownership, saw revenue increase by 33% year-over-year to $1.4 million, with a shift from an operating loss to a profit of $156,000 [7] Membership and Marketing Strategy - The company invested significantly in acquiring new Club Members, expecting a positive return on investment within the quarter [2] - Membership fees revenue is recognized ratably over a 12-month subscription period, impacting earnings per share [2] - Travelzoo aims to leverage its global reach and relationships with travel suppliers to negotiate more offers for Club Members [4] Cash Flow and Balance Sheet - Cash flow from operations was reported at $1.3 million [12] - As of June 30, 2025, cash, cash equivalents, and restricted cash totaled $11.2 million [12] - Deferred revenue is expected to continue increasing as membership fees are recognized over time [12] Future Outlook - For Q3 2025, Travelzoo anticipates continued year-over-year revenue growth, with expectations for accelerated growth in subsequent quarters [14] - The company expects profitability to increase over time as recurring membership fees are recognized [14] - Travelzoo is seeing a transition of Legacy Members to Club Members, which is expected to enhance revenue streams [15]

Travelzoo, the club for travel enthusiasts, will host a conference call to discuss the Company's financial results for the second quarter ended June 30, 2025. Travelzoo will issue a press release reporting its results before the market opens on July 23, 2025.HOW: A live webcast of Travelzoo's Q2 2025 earnings conference call can be accessed at http://ir.travelzoo.com/events-presentations. The webcast will be archived within 2 hours of the end of the call and will be available through the same link. ...

Group 1 - Travelzoo announces the release of Club Offers for its members in the U.S., providing rigorously vetted travel deals [1] - The company claims to reach 30 million travelers, offering exclusive deals reviewed by deal experts globally [1] - Travelzoo partners with thousands of top travel suppliers, leveraging long-standing relationships to access attractive offers [1] Group 2 - Specific offers include a Napa retreat for $299 with a 50% discount on upgraded rooms and additional perks valued at $164 [2] - An all-inclusive 4-night stay in Riviera Maya for $579, covering flights, activities, meals, and drinks [2] - An 8-night trip to Italy for $899, including roundtrip flights, train transfers, and hotel accommodations [2] - A 3-night all-inclusive retreat for two at Fairmont Mayakoba for $1999, saving members $1439 compared to regular rates [2]

Group 1: Core Insights - Investors in Travelzoo (TZOO) should monitor stock movements due to high implied volatility in the July 18, 2025 $2.50 Put option, indicating potential significant price movement [1] - Implied volatility reflects market expectations for future stock movement, suggesting that a major event may be anticipated that could lead to a substantial price change [2] - Travelzoo currently holds a Zacks Rank 2 (Buy) in the Internet - Commerce industry, which is in the top 26% of the Zacks Industry Rank [3] Group 2: Analyst Perspectives - The recent high implied volatility for Travelzoo options may indicate a developing trading opportunity, as options traders often seek to sell premium on such options to capture decay [4] - The Zacks Consensus Estimate for Travelzoo's current quarter has slightly decreased from 24 cents per share to 23 cents over the last 60 days, reflecting a minor adjustment in earnings expectations [3]

Core Insights - Travelzoo® has launched Club Offers for its members, providing exclusive travel deals that are rigorously vetted and negotiated for travel enthusiasts in the UK [1] Company Overview - Travelzoo® is a club for travel enthusiasts, reaching 30 million travelers globally. Club Members receive offers personally reviewed by deal experts [1] - The company partners with thousands of top travel suppliers, leveraging long-standing relationships to access attractive deals [1] Featured Offers - £399 per person for a two-night stay at the iconic Burgh Island Hotel, including two black-tie dinners, saving up to £750 [2] - £49 per person for an exclusive member event aboard Virgin Voyages' new ship, Brilliant Lady, featuring a cocktail hour and a four-course dinner [2] - £4,999 per person for a Galápagos expedition cruise, including flights and excursions, saving £2,387 [2] - £399 per person for a seven-night stay at the new 5-star Hotel Unda in Corfu, saving up to 61% [2] - Some offers have limited inventory and are subject to availability [2]

Company Overview - Travelzoo is a club for travel enthusiasts, reaching 30 million travelers globally [1] - The company offers Club Members exclusive deals that are personally reviewed by deal experts [1] Club Offers - Travelzoo has released new Club Offers for its members, which are rigorously vetted and negotiated [1] - Some offers have limited inventory and are subject to availability [1] Featured Offers - A 6-night all-inclusive Cancun vacation with flights starting at $999, allowing Club Members to save up to $400 [2] - PEI Harbourview Inn with breakfast priced between $109 and $189, available for summer, fall, or winter stays [2] - A Singapore and Bali combo trip for 13 nights with flights starting at $1999, offering a savings of $310 for Club Members [2] - Toronto summer stays with breakfast at $229, providing a 46% discount [2] - Croatia yacht cruises this summer or fall for $1399, offering a 57% discount [2]

Company Overview - Travelzoo is a club for travel enthusiasts, reaching 30 million travelers and offering Club Offers that are personally reviewed by deal experts globally [1] - The company partners with thousands of top travel suppliers, leveraging long-standing relationships to provide exclusive deals [1] Club Offers - Travelzoo has released Club Offers for its members, which are rigorously vetted and negotiated [1] - Offers include a $499 all-inclusive getaway to Mexico, a $2,999 5-star Maldives villa with a 74% savings, and a $125 summer stay in Chicago with a 71% discount [2] - Other notable offers include a $599 stay at Maui's No. 1 resort, saving $300 per night, and a luxurious Serengeti safari for two priced at $7,999, down from $13,592 [2]

Company Overview - Travelzoo is a club for travel enthusiasts, reaching 30 million travelers globally [1] - The company offers Club Members exclusive deals that are rigorously vetted and negotiated by deal experts [1] Club Offers - A 3-night stay in Akureyri, Northern Iceland, is available for £299 per person, ideal for viewing the Northern Lights [2] - A summer stay in Paris for £299 includes 2 nights at Hotel Saint-Paul Rive Gauche, saving 42-55% [2] - A 9-night tour of Sri Lanka is offered at £1099, saving £1500 on the regular price, including return flights [2] - An elegant Victorian mansion stay in Berkshire is available for £149 for two, set in 80 acres of beautiful estate [2] - A 51-night half-world cruise on Queen Mary 2 is priced at £4499 per person, saving £3340 compared to other offers [2]

Group 1 - Travelzoo is set to join the Russell 3000 Index effective June 27, 2025, following the annual reconstitution [1][2] - The Russell 3000 Index includes the 3,000 largest US stocks ranked by total market capitalization, providing automatic inclusion in either the large-cap Russell 1000 or small-cap Russell 2000 Index [2] - Approximately $10.6 trillion in assets are benchmarked against Russell's US indexes, highlighting the significance of this inclusion for Travelzoo [3][8] Group 2 - Travelzoo is a global Internet media company founded in 1998, focusing on travel, local, and entertainment offers from over 2,000 companies [4] - The company reaches 30 million travelers through its publications, including the popular Top 20 email newsletter [4] - In 2024, Travelzoo introduced an annual membership fee for its services, providing exclusive offers and benefits to Club Members [5]