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Travelzoo

NasdaqGS:TZOO 주식 리포트

시가총액: US$60.0m

  • 회사 개요
    • 가치 평가
    • 미래 성장
    • 과거 실적
    • 재무 건전성
    • 배당
  • 경영진
  • 지분
  • 기타 정보
  • 주식 커뮤니티

Travelzoo 경영진

경영진 기준 점검 4/4

Travelzoo CEO는 Holger Bartel, Jan2016 에 임명되었습니다 의 임기는 10.67 년입니다. 총 연간 보상은 $586.55K, 83.7% 급여 및 16.3% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $1.18M 가치에 해당하는 회사 주식의 1.96% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 9.8 년과 4.4 년입니다.

핵심 정보

Holger Bartel

최고경영자

US$586.6k

총 보수

CEO 급여 비율83.68%
CEO 재임 기간10.7yrs
CEO 지분 보유율2.0%
경영진 평균 재임 기간9.8yrs
이사회 평균 재임 기간4.4yrs

최근 경영진 업데이트

Recent updates

분석 기사 • Jul 31

Travelzoo Reported A Surprise Loss, And Analysts Have Updated Their Forecasts

One of the biggest stories of last week was how Travelzoo ( NASDAQ:TZOO ) shares plunged 29% in the week since its...
User avatar
내러티브 업데이트 • Jul 30

TZOO: Membership Investments And Higher Margins Will Support 2026 Earnings

Analysts have trimmed the Travelzoo fair value estimate from $12.00 to $9.50, citing lower price targets tied to softer Q2 revenue, increased spending on subscriber and membership growth, and a reset in investor expectations rather than a change in the long term franchise view. Analyst Commentary Recent Street commentary on Travelzoo highlights a more cautious tone as bearish analysts recalibrate expectations.
Seeking Alpha • Jul 29

Travelzoo: This Pivot Isn't Working (Rating Downgrade)

Summary Travelzoo reported dismal Q2 results, prompting a downgrade to sell as revenue turned negative and margins deteriorated. TZOO's pivot to a members-only model faces mounting competition from OTA loyalty programs, weakening its consumer value proposition. Escalating marketing spend has failed to drive member growth, while cash reserves have fallen below $10 million, heightening financial risk. With superior alternatives available and a precarious outlook, I recommend steering clear of TZOO amid likely continued underperformance. Read the full article on Seeking Alpha
User avatar
내러티브 업데이트 • Jun 16

TZOO: Share Repurchases And Higher Margins Will Support 2026 Earnings

Analysts have raised their fair value estimate for Travelzoo from $8.00 to $12.00, citing updated assumptions on discount rates, revenue growth, profit margins, and future P/E multiples reflected in recent Street research. What’s in the News for Travelzoo Travelzoo announced new Club Offers for members in Germany, including weeklong villa stays in Croatia for six people from €1,399, Istanbul packages with flights and a private driver from €549 per person, and short breaks in Sauerland and the Mecklenburg Lake District with reported savings versus direct or market pricing.
User avatar
내러티브 업데이트 • Jun 02

TZOO: Share Repurchases And Higher Margins Will Support Future Upside

Analysts have adjusted their price target on Travelzoo to $21.25 from $21.00, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News The Board of Directors authorized a share repurchase plan on March 5, 2026, allowing the company to buy back up to 1,000,000 common shares using available cash (Key Developments).
User avatar
내러티브 업데이트 • Apr 29

TZOO: Buybacks And Mixed Street Views Will Support Future Upside Potential

Narrative Update on Travelzoo The analyst fair value estimate for Travelzoo has moved from $20.00 to $21.00. Analysts point to updated assumptions for revenue growth, profit margins, and a lower future P/E multiple following recent revisions to Street price targets around the Q4 results.
User avatar
내러티브 업데이트 • Apr 14

TZOO: Reset Forecasts And Buyback Plan Will Support Long Term Upside

Analysts now frame Travelzoo around a $20 price target, in line with the updated fair value estimate, after revising long term forecasts and valuation inputs following softer than expected Q4 results and reduced expectations for 2026 and 2027. Analyst Commentary Recent research updates on Travelzoo focus on lower price targets and revised long term expectations following softer than expected Q4 results and reduced outlooks for 2026 and 2027.
User avatar
내러티브 업데이트 • Mar 31

TZOO: Subscriber Momentum And Buybacks Will Support 2026 Earnings Recovery

Analysts have cut Travelzoo's blended price target, with recent moves from $21 to $20 and from $13 to $8, citing softer Q4 results and reduced expectations for 2026 and 2027. Analyst Commentary Bearish analysts have reacted to the softer Q4 results by trimming longer term expectations and resetting price targets, signalling more caution around execution and growth visibility.
User avatar
내러티브 업데이트 • Mar 17

TZOO: Reset Expectations Will Support 2026 Upside As Buyback Program Advances

Narrative Update on Travelzoo The analyst price target for Travelzoo has been reduced from $22.25 to $20.00, as analysts factor in softer than expected Q4 results and lowered expectations for 2026 and 2027 that also affect updated profit margin and P/E assumptions. Analyst Commentary Recent Street research reflects a mixed but engaged view on Travelzoo, with price targets adjusted to align with softer than expected Q4 results and revised expectations for 2026 and 2027.
User avatar
내러티브 업데이트 • Mar 03

TZOO: Subscriber Expansion Will Drive 2026 Earnings Despite Softer Q4 Reset

Analysts have lowered their fair value estimate for Travelzoo from $13.00 to $8.00, citing revised assumptions for revenue growth and profit margins following softer than expected Q4 results and reduced long-term forecasts reflected in recent price target cuts to $20 and $8. Analyst Commentary Bearish analysts have responded to the softer than expected Q4 results by trimming their longer term assumptions, which feeds directly into lower valuation estimates and more cautious sentiment on the stock.
User avatar
내러티브 업데이트 • Feb 24

Update on Q4/FY25 Results

Average cost to acquire members improved from $40 to $34, making each member acquisition immediately profitable without any additional spend. Membership costs also increased to $50/year adding additional room for profitable membership acquisition, though I would prefer TravelZoo focus revenue generation on customer spend once acquired (thereby demonstrating the value of the membership and lowering customer churn) rather than on profitable acquisition.
User avatar
내러티브 업데이트 • Feb 16

TZOO: Subscriber Expansion Will Support 2026 Earnings Despite Reset 2025 Expectations

Analysts have trimmed their price target on Travelzoo to $23 from $26, pointing to updated 2025 estimates after the Q3 report, while still highlighting subscriber growth as a key support for the longer term outlook. Analyst Commentary Recent Street research reflects a more cautious tone on Travelzoo, with price targets adjusted to reflect updated 2025 estimates following the Q3 report.
User avatar
내러티브 업데이트 • Feb 02

TZOO: Subscriber Momentum Will Support 2026 Upside Despite Near Term Estimate Cuts

Analysts have lowered their price target for Travelzoo from $26 to $23, citing reduced 2025 estimates after the Q3 report. They still identify subscriber growth as a key factor in their outlook for 2026.
User avatar
내러티브 업데이트 • Jan 19

TZOO: Subscriber Expansion Will Support 2026 Upside Despite Reduced Forecasts

Analysts have trimmed their average price target on Travelzoo to about $22, down from prior targets closer to $26, as they recalibrate expectations following softer Q3 results and reduced forecasts for 2025 and 2026. Analyst Commentary Recent research updates on Travelzoo reflect a more cautious stance after softer Q3 results and reduced forecasts for 2025 and 2026, even as some analysts still see room for attractive upside if execution improves.
User avatar
내러티브 업데이트 • Jan 04

TZOO: Subscriber Expansion Will Drive 2026 Membership Monetization Upside Despite Forecast Reset

Analysts have nudged our Travelzoo price target slightly lower to $22.25, reflecting trimmed near term 2025 and 2026 forecasts after softer Q3 results, while still acknowledging subscriber driven growth potential into 2026. Analyst Commentary Street research following the Q3 release reflects a more cautious stance on near term execution while maintaining a constructive long term view on Travelzoo's growth algorithm.
User avatar
내러티브 업데이트 • Dec 19

TZOO Subscriber Momentum Will Drive Earnings Despite Near Term Execution Risks

We lower our price target on Travelzoo to $13 from $17, as analysts factor in softer near term growth, reduced profit margin expectations, and higher required returns, despite confidence that subscriber momentum can still support solid performance into 2026. Analyst Commentary Bearish analysts have trimmed their price targets following the latest quarterly update, citing a combination of softer than expected near term trends and more conservative long term assumptions.
User avatar
내러티브 업데이트 • Dec 05

TZOO: Subscriber Momentum Will Drive Paid Membership Upside After Forecast Reset

Analysts have trimmed their price target on Travelzoo to approximately $22 per share from about $24 previously, citing reduced 2025 and 2026 forecasts following softer Q3 results, while maintaining confidence in subscriber driven growth over the longer term. Analyst Commentary Recent Street research reflects a recalibration of expectations for Travelzoo, with lower price targets and revised forecasts for 2025 and 2026 following softer than anticipated Q3 results.
User avatar
내러티브 업데이트 • Nov 20

TZOO: Subscriber Growth Will Drive Recovery Despite Near-Term Forecast Cuts

Analysts have revised their price target for Travelzoo downward from $25.25 to $22.25. They cited softer-than-expected Q3 results and lowered growth projections for 2025, although expectations for 2026 remain positive.
분석 기사 • Nov 05

Not Many Are Piling Into Travelzoo (NASDAQ:TZOO) Stock Yet As It Plummets 25%

Travelzoo ( NASDAQ:TZOO ) shareholders that were waiting for something to happen have been dealt a blow with a 25...
User avatar
내러티브 업데이트 • Oct 29

Increasing revenue at high costs relies on membership to convert to spend

Updating on Q3 25 results
User avatar
새로운 내러티브 • Jul 30

Oversold on misunderstood earnings

Travelzoo's recent drop due to lower profit margins (based on higher customer acquisition costs) is fundamentally misunderstood. Travelzoo acquires a new customer for $38, and that customer pays $40 for membership, leading to an immediate net gain of $2.

CEO 보수 분석

Holger Bartel의 보수는 Travelzoo의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Jun 30 2026n/an/a

US$471k

Mar 31 2026n/an/a

US$4m

Dec 31 2025US$587kUS$491k

US$5m

Sep 30 2025n/an/a

US$8m

Jun 30 2025n/an/a

US$11m

Mar 31 2025n/an/a

US$12m

Dec 31 2024US$3mUS$476k

US$14m

Sep 30 2024n/an/a

US$14m

Jun 30 2024n/an/a

US$13m

Mar 31 2024n/an/a

US$12m

Dec 31 2023US$561kUS$461k

US$12m

Sep 30 2023n/an/a

US$11m

Jun 30 2023n/an/a

US$10m

Mar 31 2023n/an/a

US$8m

Dec 31 2022US$2mUS$450k

US$7m

Sep 30 2022n/an/a

US$902k

Jun 30 2022n/an/a

US$3m

Mar 31 2022n/an/a

US$5m

Dec 31 2021US$232kUS$232k

US$924k

Sep 30 2021n/an/a

US$4m

Jun 30 2021n/an/a

US$410k

Mar 31 2021n/an/a

-US$8m

Dec 31 2020US$6mUS$208k

-US$10m

Sep 30 2020n/an/a

-US$8m

Jun 30 2020n/an/a

-US$5m

Mar 31 2020n/an/a

US$4m

Dec 31 2019US$482kUS$232k

US$12m

보상 대 시장: Holger의 총 보수(USD586.55K)는 US 시장에서 비슷한 규모 기업의 평균(USD650.23K) 수준입니다.

보상과 수익: Holger의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Holger Bartel (59 yo)

10.7yrs
재임 기간
US$586,550
보수

Mr. Holger Bartel, Ph.D. has been Global Chief Executive Officer of Travelzoo Inc. since January 1, 2016 and served as its Director from June 1, 2023 to April 20, 2026. Mr. Bartel served as the Chairman of...


리더십 팀

이름직위재임 기간보수지분
Christina Ciocca
Chairman7.3yrsUS$461.63k0.41%
$ 244.1k
Holger Bartel
Global Chief Executive Officer10.7yrsUS$586.55k1.96%
$ 1.2m
Lijun Qi
Finance Director & Chief Accounting Officer3.5yrsUS$147.33k데이터 없음
Ralph Bartel
Founder28.3yrs데이터 없음35.9%
$ 21.5m
Jeff Hoffman
Controllerno data데이터 없음데이터 없음
Christian Smart
General Manager of Germany9.8yrsUS$393.15k데이터 없음
Arveena Ahluwalia
Global Director of METAno data데이터 없음데이터 없음
9.8yrs
평균 재임 기간
55yo
평균 나이

경험이 풍부한 관리: TZOO의 경영진은 노련하고 경험이 풍부합니다(평균 재임 9.8 년).


이사회 구성원

이름직위재임 기간보수지분
Christina Ciocca
Chairman7.3yrsUS$461.63k0.41%
$ 244.1k
Ralph Bartel
Founderno data데이터 없음35.9%
$ 21.5m
Michael Karg
Independent Director4.4yrsUS$122.27k데이터 없음
Sharry Sun
Independent Director1.3yrsUS$44.09k데이터 없음
Volodymyr Cherevko
Independent Director4.4yrsUS$88.45k데이터 없음
4.4yrs
평균 재임 기간
44yo
평균 나이

경험이 풍부한 이사회: TZOO의 이사회는 경험이 있음으로 간주됩니다(평균 재임 4.4 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/15 04:08
종가2026/09/15 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
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별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Travelzoo는 10명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
null nullArgus Research Company
Edward WooAscendiant Capital Markets LLC
Patrick ShollBarrington Research Associates, Inc.

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