Travelzoo Reports Third Quarter 2026 Results
Travelzoo reported Q3 2026 revenue of $22.9 million, up just 3% year-over-year, while swinging to a consolidated operating loss of $2.6 million versus a $0.5 million profit a year earlier. EPS was $(0.20) versus $0.01 in the prior-year quarter; both the North America segment (operating loss of $1.4M vs. $1.1M profit) and Europe (loss widened to $1.2M) deteriorated, and Jack's Flight Club revenue fell 15%. Management is aggressively spending on Club Member acquisition — members up 65% YoY — with membership fees recognized ratably over 12 months, and expects profitability to build over time but flagged short-term net income fluctuations.
Key figures
- Revenue
- 22910000
- Guidance
- Q4 2026: expects YoY revenue growth, with growth in subsequent quarters and profitability increasing over time; short-term fluctuations in reported net income likely
- Revenue Yoy
- 3%
- Gross profit
- 17162000
- Europe revenue
- 6900000
- Operating cash flow
- 1800000
- Cash and equivalents
- 8800000
- North america revenue
- 14800000
- Shares repurchased q3
- 256898
- Club member growth yoy
- 65%
- Jacks flight club revenue
- 1200000
- Jacks flight club revenue yoy
- -15%
AI analysis
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