Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Travelzoo (TZOO)
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-11-04
$5.34+6.16%
Close 2026-11-04 · 1-day change
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.80 → 0.68 EPS · FY ending Dec 31, 2027 · 4 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 4 to 4; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for TZOO yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain competitiveness in travel deals market | A supporting condition in Travelzoo's published investment case. The stated target is sustain or grow membership base. | Intact | membership declines or market share loss next year | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a high-risk membership-growth and recovery story, not a proven durable compounder. The thesis is on watch: membership growth is strong, while recent financial performance has lagged its industry cohort.
The valuation evidence is mixed: one measure says TZOO is cheap versus peers, while another shows a 59% premium to peers. The expectations gap is negative, but model confidence is low, so the evidence does not clearly show that the market is pricing in a full recovery.
Near term, repeated earnings misses and an elevated risk of another miss weigh on the outlook. Club Members grew 65% year over year in Q3, but revenue growth was uneven and operating losses continued after a profitable Q1. Management has kept focusing on membership growth and share repurchases, while restoring operating profitability remains mixed.
The multi-year view depends on member growth translating into steadier revenue and sustained operating profits. Another guidance cut would add to execution concerns, while lower interest rates or continued strength from large Communication Services companies could improve the sector backdrop. These external factors do not resolve TZOO’s company-specific profitability challenge.
Over the next 1 to 3 years, the membership opportunity is real, but repeated misses and ongoing operating losses make the thesis fragile. The main test is whether member growth can support steadier revenue and a return to sustained operating profitability. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Operating income improved to $3.4M in Q1 2026 from $0.5M in Q4 2025. |
| Broken |
| operating income falls below $0.5M next year |
Operating income: $-2.56M FY2026-Q3; GAAP. Published target: operating income >= $3.4M. Target period is not explicitly aligned with this observation. Oct 27, 2026-2,560,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Sustain year-over-year revenue growth | A primary condition in Travelzoo's published investment case. The stated target is >=11% YoY revenue growth. | Broken | YoY revenue growth falls below 11% next year | Revenue growth: 3.2% FY2026-Q3; GAAP. Published target: >=11% YoY revenue growth. Target period is not explicitly aligned with this observation. Oct 27, 20263.202847 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.98 → $0.68 · observed estimates
$0.11B → $0.11B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.98 | $108,818,750 | 5 / 4 |
| 2026-07-25 | $0.98 | $108,818,750 | 5 / 4 |
| 2026-07-26 | $0.98 | $109,455,000 | 4 / 4 |
| 2026-07-27 | $0.98 | $109,455,000 | 4 / 4 |
| 2026-07-28 | $0.98 | $108,818,750 | 5 / 4 |
| 2026-07-29 | $0.98 | $109,455,000 | 4 / 4 |
| 2026-07-30 | $0.88 | $107,220,800 | 4 / 4 |
| 2026-07-31 | $0.75 | $106,013,500 | 4 / 4 |
| 2026-08-01 | $0.88 | $107,220,800 | 4 / 4 |
| 2026-08-02 | $0.75 | $106,013,500 | 4 / 4 |
| 2026-08-03 | $0.75 | $106,013,500 | 4 / 4 |
| 2026-08-04 | $0.88 | $107,220,800 | 4 / 4 |
| 2026-08-05 | $0.75 | $106,013,500 | 4 / 4 |
| 2026-08-06 | $0.75 | $106,013,500 | 4 / 4 |
| 2026-08-08 | $0.88 | $107,220,800 | 4 / 4 |
| 2026-08-09 | $0.75 | $106,013,500 | 4 / 4 |
| 2026-08-10 | $0.88 | $107,220,800 | 4 / 4 |
| 2026-08-12 | $0.75 | $106,013,500 | 4 / 4 |
| 2026-08-13 | $0.88 | $107,220,800 | 4 / 4 |
| 2026-08-14 | $0.88 | $107,220,800 | 4 / 4 |
| 2026-08-15 | $0.88 | $107,220,800 | 4 / 4 |
| 2026-08-16 | $0.88 | $107,220,800 | 4 / 4 |
| 2026-08-17 | $0.88 | $107,220,800 | 4 / 4 |
| 2026-08-18 | $0.88 | $107,220,800 | 4 / 4 |
| 2026-08-19 | $0.88 | $107,220,800 | 4 / 4 |
| 2026-08-20 | $0.88 | $107,020,800 | 3 / 4 |
| 2026-08-21 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-08-22 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-08-23 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-08-24 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-08-25 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-08-26 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-08-27 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-08-28 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-08-29 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-08-30 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-08-31 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-01 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-02 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-03 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-04 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-05 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-06 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-07 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-08 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-09 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-10 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-11 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-12 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-13 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-14 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-15 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-16 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-17 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-18 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-19 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-20 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-21 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-22 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-23 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-24 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-25 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-26 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-27 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-28 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-29 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-09-30 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-10-01 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-10-02 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-10-03 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-10-04 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-10-05 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-10-06 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-10-07 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-10-08 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-10-09 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-10-10 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-10-11 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-10-12 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-10-13 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-10-14 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-10-15 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-10-16 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-10-17 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-10-18 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-10-19 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-10-20 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-10-21 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-10-22 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-10-23 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-10-24 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-10-25 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-10-26 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-10-27 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-10-28 | $0.80 | $106,020,800 | 4 / 4 |
| 2026-10-29 | $0.76 | $105,907,000 | 4 / 4 |
| 2026-10-30 | $0.76 | $105,907,000 | 4 / 4 |
| 2026-10-31 | $0.76 | $105,907,000 | 4 / 4 |
| 2026-11-01 | $0.76 | $105,907,000 | 4 / 4 |
| 2026-11-02 | $0.76 | $105,907,000 | 4 / 4 |
| 2026-11-03 | $0.68 | $105,716,200 | 4 / 4 |
| 2026-11-04 | $0.68 | $105,716,200 | 4 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 4 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.