Travelzoo Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
23.4%projected annual EPS growth
Analyst Coverage
4analysts covering
FY Revenue (est.)
$99.2Mnext fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 22 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Club Members Growth Rate Quarterly112.0%Target: Maintain double-digit growth through aggressive marketing and trial conversions
Membership Fee Revenue Share Annually19.0%Target: Over 20% of total revenue in FY 2026
Consolidated Revenue Growth (Constant Currency) Quarterly2.0%Target: 8% to 10% annual growth
Operating Margin Quarterly14.0%Target: 10.2% in FY 2026 and 14.1% in FY 2027
Watch Items
- Geopolitical tensions in the Middle East impacting advertising demandTrigger: Ad revenue decline of more than 5% quarter-over-quarterAction: Reallocate marketing spend to domestic getaway packages and accelerate paid membership conversions
- Travelzoo META launch timelineTrigger: Delay beyond Q2 2026Action: Assess impact on Club membership value proposition and adjust member acquisition guidance
- Paid membership renewal ratesTrigger: Drop in renewal rate below historical averagesAction: Enhance member benefits (e.g., airport lounge access, exclusive Member Days) to drive retention
Research as of 19 Jun 2026