Company Overview - Travelzoo (NASDAQ: TZOO) is a prominent platform for travel enthusiasts, providing exclusive deals through its Club Offers, which are carefully vetted and negotiated to ensure high-quality travel experiences [1] - The company connects with 30 million travelers and collaborates with various travel suppliers, positioning itself as a significant player in the travel industry [1] Stock Performance - Recently, Barrington set a price target of $13 for Travelzoo, indicating a potential increase of 56.44% from the current stock price of $8.31, although this target was reduced from a previous $17 [2] - Currently, Travelzoo's stock is priced at $8.05, reflecting a 4.39% decrease today, with a trading range between $7.99 and $8.45 [3] - Over the past year, the stock has experienced significant volatility, with a high of $24.85 and a low of $7.76 [3] Market Capitalization and Trading Activity - Travelzoo's market capitalization is approximately $88.4 million, indicating the company's size and investor interest [4] - The trading volume stands at 116,986 shares, highlighting the level of activity and liquidity in the stock, which is essential for investors considering buying or selling shares [4][5]

Core Insights - Travelzoo® has announced new Club Offers for its members in the U.S. and the UK, providing rigorously vetted travel deals [1][2] - The company reported a revenue of $22.2 million for the third quarter of 2025, reflecting a 10% year-over-year increase [5] Group 1: Club Offers - New offers include a Portugal vacation package for $499, which includes roundtrip flights, 4 nights at a well-reviewed hotel, and breakfast, saving over $340 [4] - A Bali trip for two is available for under $500, featuring 3 nights at a beachfront resort and 3 nights in Ubud, with savings of up to 57% [4] - A Hawaii winter getaway for $799 includes flights, hotels, and resort perks, with savings up to $360 [4] - Hotel stays across the U.S. are offered for $99 or less, saving Club Members up to 70% [4] - Spa treatments at over 500 locations are available at half price, with a $75 gift card valid for $150 worth of services [4] Group 2: Company Performance - Travelzoo reported a consolidated operating profit of $0.5 million for the third quarter of 2025 [5]

Core Insights - Travelzoo reported a consolidated revenue of $22.2 million for Q3 2025, reflecting a 10% increase from $20.1 million in the same period last year [1][12]. - The company continues to invest heavily in acquiring new Club Members, which has impacted earnings per share (EPS) due to immediate expensing of marketing costs [2][11]. - Net income attributable to Travelzoo was $0.2 million, or $0.01 per share, down from $0.26 per share in the prior-year period [3][12]. Financial Performance - Consolidated revenue increased to $22.2 million, a 10% year-over-year growth, with constant currency revenue at $21.9 million, up 9% [1][12]. - Non-GAAP operating profit was reported at $1.1 million, excluding certain expenses [3][14]. - The North America segment revenue rose 11% year-over-year to $14.2 million, while the Europe segment revenue increased by 9% to $6.6 million [4][5]. Membership and Marketing Strategy - The company is focusing on acquiring more Club Members, expecting a payback and positive ROI within a quarter [2][11]. - Membership fees revenue is recognized ratably over a 12-month subscription period, contributing to fluctuations in reported net income [2][11]. - Travelzoo aims to enhance member benefits, including airport lounge access for delayed flights, to attract affluent and active travelers [4]. Segment Performance - Travelzoo North America reported an operating profit of $1.1 million, which is 8% of revenue, down from 25% in the prior-year period [4]. - The Europe segment experienced an operating loss of $640,000, attributed to the acquisition of more Club Members [5]. - Jack's Flight Club, in which Travelzoo holds a 60% interest, saw a revenue increase of 12% year-over-year to $1.4 million, with an 8% rise in premium subscribers [6]. Cash Flow and Balance Sheet - As of September 30, 2025, cash, cash equivalents, and restricted cash totaled $9.2 million, with cash flow from operations at ($0.4) million [10][20]. - Deferred revenue increased due to the ratable recognition of membership fees [10]. - The company repurchased 148,602 shares of its outstanding common stock during Q3 2025 [10]. Future Outlook - For Q4 2025, Travelzoo expects continued year-over-year revenue growth, with an acceleration in subsequent quarters as more Legacy Members transition to Club Members [11]. - The company anticipates substantial increases in profitability over time as recurring membership fees revenue is recognized [11].

Core Points - Travelzoo will host a conference call to discuss its financial results for the third quarter ending September 30, 2025 [1] - The press release reporting the financial results will be issued before the market opens on October 28, 2025 [1] - The conference call is scheduled for October 28, 2025, at 11:00 AM ET, and will be accessible via a live webcast [1] Company Overview - Travelzoo is described as a club for travel enthusiasts, reaching 30 million travelers [1] - Club Members receive 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 attractive deals [1]

Group 1 - Travelzoo announces the release of Club Offers for Club Members in Germany, targeting travel enthusiasts [1] - The company claims to reach 30 million travelers and provides offers personally reviewed by deal experts [1] - Offers include significant savings, such as up to 69% off on hotel stays and various luxury experiences [2] Group 2 - Specific offers highlighted include a 2-night stay in Rome for €99, a 5-star hotel in Kos for €699, and a 4-night stay at Lake Garda for €249 [2] - Additional offers feature a €50 deal for 3 nights in Bad Füssing with thermal spa access and a design hotel near Berlin's Ku'Damm for €50 [2] - The company emphasizes partnerships with top travel suppliers to access exclusive deals [1]

Company Overview - Travelzoo is a club for travel enthusiasts, reaching 30 million travelers globally [1] - Club Members receive offers that are personally reviewed by deal experts [1] Club Offers - Offers include a variety of travel packages with significant discounts, such as: - Switzerland by train for $1999–$2199, covering 8 nights with flights [2] - Mexico all-inclusive stay at Fairmont for $2699, offering 42% off [2] - Mont-Tremblant suite with breakfast and parking for $179–$219, with discounts of 38%–43% [2] - Trekking the Himalayas with guided tours and meals starting at $849, with savings of 45%–50% [2] - All-inclusive Punta Cana escape for $999, including flights from various Canadian cities [2] Partnerships and Relationships - Travelzoo collaborates with thousands of top travel suppliers, leveraging long-standing relationships to access exclusive deals [1]

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]

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]