Travelzoo Yönetim
Yönetim kriter kontrolleri 4/4
Travelzoo CEO'su Holger Bartel, Jan2016 tarihinde atandı, in görev süresi 10.33 yıldır. in toplam yıllık tazminatı $ 586.55K olup, şirket hissesi ve opsiyonları dahil olmak üzere 83.7% maaş ve 16.3% ikramiyelerden oluşmaktadır. şirketin hisselerinin 1.83% ine doğrudan sahiptir ve bu hisseler $ 1.96M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 9.4 yıl ve 4.1 yıldır.
Anahtar bilgiler
Holger Bartel
İcra Kurulu Başkanı
US$586.6k
Toplam tazminat
| CEO maaş yüzdesi | 83.68% |
| CEO görev süresi | 10.3yrs |
| CEO sahipliği | 1.8% |
| Yönetim ortalama görev süresi | 9.4yrs |
| Yönetim Kurulu ortalama görev süresi | 4.1yrs |
Son yönetim güncellemeleri
Recent updates
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.Travelzoo: Improved Earnings On Seasonally Cheaper CAC, But Its Economics Don't Seem Attractive
Apr 24TZOO: 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.
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.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.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.
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.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.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.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.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.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.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.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.Not Many Are Piling Into Travelzoo (NASDAQ:TZOO) Stock Yet As It Plummets 25%
Nov 05
Increasing revenue at high costs relies on membership to convert to spend
Updating on Q3 25 resultsOversold 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.Is Travelzoo (NASDAQ:TZOO) Potentially Undervalued?
Apr 27Travelzoo: There Is Hope, But Wait For Technicals
Apr 21Market Cool On Travelzoo's (NASDAQ:TZOO) Earnings Pushing Shares 27% Lower
Apr 05Travelzoo: An Exciting Outlook, But Some Red Flags Remain
Mar 13CEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$4m |
| Dec 31 2025 | US$587k | US$491k | US$5m |
| Sep 30 2025 | n/a | n/a | US$8m |
| Jun 30 2025 | n/a | n/a | US$11m |
| Mar 31 2025 | n/a | n/a | US$12m |
| Dec 31 2024 | US$3m | US$476k | US$14m |
| Sep 30 2024 | n/a | n/a | US$14m |
| Jun 30 2024 | n/a | n/a | US$13m |
| Mar 31 2024 | n/a | n/a | US$12m |
| Dec 31 2023 | US$561k | US$461k | US$12m |
| Sep 30 2023 | n/a | n/a | US$11m |
| Jun 30 2023 | n/a | n/a | US$10m |
| Mar 31 2023 | n/a | n/a | US$8m |
| Dec 31 2022 | US$2m | US$450k | US$7m |
| Sep 30 2022 | n/a | n/a | US$902k |
| Jun 30 2022 | n/a | n/a | US$3m |
| Mar 31 2022 | n/a | n/a | US$5m |
| Dec 31 2021 | US$232k | US$232k | US$924k |
| Sep 30 2021 | n/a | n/a | US$4m |
| Jun 30 2021 | n/a | n/a | US$410k |
| Mar 31 2021 | n/a | n/a | -US$8m |
| Dec 31 2020 | US$6m | US$208k | -US$10m |
| Sep 30 2020 | n/a | n/a | -US$8m |
| Jun 30 2020 | n/a | n/a | -US$5m |
| Mar 31 2020 | n/a | n/a | US$4m |
| Dec 31 2019 | US$482k | US$232k | US$12m |
Tazminat ve Piyasa: Holger 'ın toplam tazminatı ($USD 586.55K ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 618.00K ).
Tazminat ve Kazançlar: Holger 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.
CEO
Holger Bartel (58 yo)
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...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Chairman | 7yrs | US$461.63k | 0.38% $ 406.8k | |
| Global Chief Executive Officer | 10.3yrs | US$586.55k | 1.83% $ 2.0m | |
| Finance Director & Chief Accounting Officer | 3.2yrs | US$147.33k | Veri yok | |
| Founder | 28yrs | Veri yok | 33.5% $ 35.9m | |
| Controller | no data | Veri yok | Veri yok | |
| General Manager of Germany | 9.4yrs | US$393.15k | Veri yok | |
| Global Director of META | no data | Veri yok | Veri yok |
Deneyimli Yönetim: TZOO 'un yönetim ekibi deneyimli ve deneyimlidir ( 9.4 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Chairman | 7yrs | US$461.63k | 0.38% $ 406.8k | |
| Founder | no data | Veri yok | 33.5% $ 35.9m | |
| Independent Director | 4.1yrs | US$122.27k | Veri yok | |
| Independent Director | less than a year | US$44.09k | Veri yok | |
| Independent Director | 4.1yrs | US$88.45k | Veri yok |
Deneyimli Yönetim Kurulu: TZOO 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.1 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/04 22:31 |
| Gün Sonu Hisse Fiyatı | 2026/05/04 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Travelzoo 10 Bu analistlerden 4, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| null null | Argus Research Company |
| Edward Woo | Ascendiant Capital Markets LLC |
| Patrick Sholl | Barrington Research Associates, Inc. |