Travelzoo (TZOO)

• Market cap: $141M
• 1 day: 4.08%
• 5 days: 1.96%
• 1 month: -8.49%
• 3 months: -38.64%
• 6 months: -0.48%
• Year to date: -39.50%
• 1 year: 34.84%
• 5 years: 196.21%
• 10 years: -4.43%
• Sector: Communication Services
• Industry: Advertising Agencies

About: Travelzoo acts as a publisher of travel and entertainment offers. It operates in four segments. Travelzoo North America segment, which is the key revenue driver, consists of operations in Canada and the U.S.; Travelzoo Europe segment consists of operations in France, Germany, Spain, and the U.K.; Jack's Flight Club segment consists of subscription revenue from premium members to access and receive flight deals from Jack's Flight Club via email or via Android or Apple mobile applications; and New Initiatives consists of Travelzoo's licensing activities in Asia Pacific territories. It derives its revenue through advertising fees including listing fees paid by travel, entertainment, and local businesses to advertise their offers on the company's media properties.

Employees: 227

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

102% more capital invested

Capital invested by funds: $40.3M [Q3] → $81.2M (+$40.9M) [Q4]

25% more funds holding

Funds holding: 57 [Q3] → 71 (+14) [Q4]

7.03% more ownership

Funds ownership: 27.46% [Q3] → 34.49% (+7.03%) [Q4]

5% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 20

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $17 36% upside
• Avg. target: $17 36% upside
• High target: $17 36% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Barrington Research James Goss 22% 1-year accuracy 21 / 97 met price target

36% upside $17

Outperform Maintained

25 Feb 2025