$TZOO

BARTEL HOLGER (Global Chief Executive Officer) sold (to issuer) 200,000 shares of TRAVELZOO (TZOO) at $5.64 ($1.13M total) on 2026-09-28.

Strategic Transition to Recurring Revenue Management intentionally accelerated the shift toward a recurring membership model, prioritizing long-term predictable revenue over short-term reported profitability. The Q2 reported loss was primarily driven by a strategic decision to double marketing spend to $4.6 million for member acquisition, which is expensed immediately while revenue is recognized ratably.

Travelzoo (NASDAQ:TZOO) Q2 earnings call: CEO Holger Bartel said marketing spend was $4.6M in the quarter, focused on acquiring and converting members. Management expects current marketing to reduce EPS by $0.60 in 2025, then add $1.20 incrementally in 2026. Cash equivalents and restricted cash were $7.6M at June 30; cash fell due to payables reduction and $1.9M buyback. Advertising improved in June and July; membership fees expected to exceed 20% of revenue in 2025.

TRAVELZOO (TZOO) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 ex-99106x30x20268xk.htm EX-99.1 Document Exhibit 99.1 Travelzoo Travelzoo 590 Madison Avenue 35th Floor New York, NY 10022 Investor Relations: ir@travelzoo.com FOR IMMEDIATE RELEASE Travelzoo Reports Second Quarter 2026 Results NEW YORK, July 28, 2026 — Travelzoo® (NASD

Travelzoo (TZOO) reported a Q2 net loss of $2.1 million, or $0.21 per share, versus a $1.4 million profit, or $0.12 per share, a year earlier. Revenue fell 3% to $23.2 million. The company cited international conflicts as a temporary drag and expects year-over-year revenue growth in Q3 2026. Shares were down 25.3% pre-market at $7.63 on Nasdaq.

Travelzoo (TZOO) is scheduled to report Q2 2026 results on July 29 at 8:00 AM ET. The article cites a Q2 2026 revenue estimate of $25.00 million and expected EPS of $0.14, with figures stated in USD.

Travelzoo (NASDAQ: TZOO) has launched four new UK Club Offers for its members, featuring discounted luxury travel experiences. These include a 5-star London hotel stay with champagne breakfast, chic city breaks to Rome and Istanbul with flights or spa access, and a historic inn package in Rye with wine tasting. The deals aim to enhance member engagement and are part of Travelzoo's ongoing strategy of offering region-specific, curated promotions.

Travelzoo reported a 5% year-over-year revenue increase to $24.3 million in Q1 2026, maintaining an operating profit of $3.4 million. The company significantly boosted marketing spend to acquire new club members, resulting in a 112% year-over-year growth in club membership. Despite geopolitical challenges impacting advertising revenue, Travelzoo is optimistic about future profitability driven by predictable membership fees and new member benefits.

Travelzoo announced its financial results for the first quarter ended March 31, 2026, reporting, revenue of $24.3 million, a 5% increase year-over-year, and earnings per share of $0.23. The company saw strong renewals of memberships, which positively impacted EPS, and is investing in acquiring new Club Members. Travelzoo also repurchased 500,000 shares of its common stock during the quarter, with expectations for continued revenue growth in Q2 and subsequent quarters.

Travelzoo won three Gold Awards at the 17th Canadian Online Publishing Awards (COPAs), establishing itself as a leader in online travel media. The company was recognized for its "Top 20" newsletter and received awards for Best Travel Story and Best Photojournalism for its "Malta Moved Me" feature. This achievement highlights Travelzoo's consistent delivery of high-quality content and exclusive travel deals to its 30 million members.