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Travelzoo - Reise-Newsletter mit Groupon Charakteristika


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...leider mal wieder erst sehr spät entdeckt; extrem schicke GuV-Struktur mit >90% Roh-Marge.

Dafür ist Marketkap derzeit leider rund 20-fache !!! Bilanzsumme.

Offenbar wollen sie auf andere Bereich ausweiten; da steckt die Phantasie drin.

Aktuellen Preis sehe ich als social Web 2.0 Übertreibung, aber wer weiß?

Eric Savitz

Travelzoo Mania! Market Goes Gaga Over Local Deals Play
Mar. 25 2011 - 12:24 pm | 3,999 views | 0 recommendations | 0 comments

TZOO: Up, up and away!
Wow, have you looked at a chart for Travelzoo (TZOO) recently?

The stock, basically is on fire. And for that you can at least in part blame Groupon. Travelzoo is one of a number of companies that have jumped into the local deals market – in Travelzoo’s case, focusing on the travel market, where the company has built a business aggregating travel deal offers from airlines, hotels and the like int he form of e-mail newsletters. The obvious investing thesis here is this: With people throwing around the possibility that Groupon could be worth $25 billion, why not take a flier on TZOO, which now has a market cap of around $1 billion.

This morning, ThinkEquity analyst Atul Bagga repeated his Buy rating on the shares, lifting his price target to $70, from $58. He also upped his 2011 EPS forecast to $1.22 a share from $1.11, while lifting his 2012 target to $1.64 a share, from $1.54.

“Our analysis of the company’s local deals business suggests a better-than-expected ramp-up in the new cities roll-out and number of deals offered,” he writes in a research note. “While we expect the company to invest aggressively to support this high growth business, we believe that a revenue outperformance could drive margin leverage as well.”

Travelzoo sure has come a long, long way; when the company started operations in the bubble years it literally gave away 700,000 shares for nothing as a promotional stunt. Now the stock trades for a lofty 50x Bagga’s new EPS target for 2011.

TZOO is up $4.32, or 7.6%, to $61.09; the stock is up 63% since February 23.
Travelzoo Reports Second Quarter 2011 Results
Travelzoo Inc. (NASDAQ: TZOO):

Revenue of $37.6 million, up 34% year-over-year
Operating profit of $7.6 million, up 29% year-over-year
Net income of $4.9 million, up 51% year-over-year
Earnings per share of $0.30, compared to $0.20 in the prior year period
Travelzoo Inc., a global Internet media company, today announced financial results for the second quarter ended June 30, 2011, with revenue of $37.6 million, an increase of 34% year-over-year. Operating profit was $7.6 million, up 29% year-over-year. Net income was $4.9 million, with diluted net income per share (EPS) of $0.30, up from $0.20 in the prior-year period.

"We achieved record revenues and our fastest growth rate in 4 years. We accelerated our investment in future growth, adding 27 new Local Deals markets, 800,000 new subscribers and we grew our headcount faster than in any prior quarter," said Chris Loughlin, CEO of Travelzoo. "We also ran a television advertising test, which negatively impacted earnings per share by approximately $0.07. We are pleased with our accelerated growth rate and confident that our investments will fuel future growth."

North America

North America business segment revenue grew 25% year-over-year to $27.7 million. Operating profit was $6.5 million, or 24% of revenue, down from $6.7 million, or 30% of revenue, in the prior-year period.


Europe business segment revenue grew 67% year-over-year to $10.0 million. In local currency terms, revenue grew 53% year-over-year. Operating profit was $1.1 million, compared to an operating loss of $808,000 in the prior-year period.


Travelzoo had a total unduplicated number of newsletter subscribers in North America and Europe of 20.7 million as of June 30, 2011, up 13% from June 30, 2010, and up 4% from March 31, 2011. In North America, total unduplicated number of subscribers was 15.3 million as of June 30, 2011, up 9% from June 30, 2010 and up 3% from March 31, 2011. In Europe, total unduplicated number of subscribers was 5.5 million as of June 30, 2011, up 29% from June 30, 2010 and up 7% from March 31, 2011.

Asset Management

During the second quarter, Travelzoo used $11.2 million of cash for operating activities. Accounts receivable decreased by $473,000 quarter-over-quarter and increased by $2.4 million over the prior-year period to $15.9 million. Accounts payable increased by $2.1 million quarter-over-quarter and increased by $9.3 million over the prior-year period to $15.7 million. Capital expenditures were $356,000, down from $699,000 in the prior quarter and up from $355,000 in the prior-year period. Travelzoo exited the second quarter with $40.1 million in cash and cash equivalents.

Conference Call

Travelzoo will host a conference call to discuss second quarter results at 11:00 a.m. ET today. Please visit http://www.travelzoo.com/earnings to

download the management presentation (PDF format) to be discussed in the conference call;
access the webcast.
Travelzoo Asia Pacific Unveils Chinese Brand Identity
SHANGHAI, July 19, 2011 /PRNewswire-Asia/ -- Travelzoo Asia Pacific, a licensee of Travelzoo Inc. (NASDAQ: TZOO), a global Internet media company, announced the launch of its Chinese brand identity to enhance its relevance to the discerning Chinese consumers and takes a bigger step toward its accelerated growth plans in China.

"Travelzoo has clearly emerged as a publisher of high quality travel deals in China," said Mr. Jason Yap, CEO, Travelzoo Asia Pacific. "The Chinese identity reinforces our global position as a hallmark of the most trusted publisher of travel and entertainment deals. It deepens our commitment for even broader recognition of the Travelzoo brand in China."

In China, Travelzoo will be branded and operated in the name of Travelzoo Lv You Zu (in Chinese phonetics). The website was also redesigned since May this year for greater ease of use for its loyal subscribers and users in China.

The enhanced visual identity is designed to target an emerging culture of individuals in China who are passionate about travelling, and who are savvy with their lifestyle choices. The logo design captures Travelzoo''s rooted set of values - simple, fun, trusting and inspiring, with Lv You Zu depicted in a flowing mark.

( Logo: http://www.prnasia.com/sa/2011/07/11/20110711934142-l.jpg )

Ms. Vivian Hong, President, Travelzoo China added, "Our visual identity is enhanced with the Chinese characters: Lv You Zu, which literally means ''Travel Community''. The design is dynamic, representing the spur of joy from travelling. The red colour is auspicious and symbolizes vitality in the constant pursuit of quality. This new identity provides Travelzoo China a renewed energy in engaging our travel suppliers and subscribers."

The Chinese identity was created with the help of Landor, one of the world''s leading strategic branding and design firms.

For more information about Travelzoo, please visit www.lvyouzu.com.
Travelzoo Announces Preliminary Financial Results
and Growth Plans

NEW YORK, October 12, 2012 – Travelzoo Inc. (NASDAQ: TZOO), a global Internet media
company, today announced certain preliminary financial results for the third quarter ended September
30, 2012 and announced that the Company is in negotiations to acquire a hotel booking website.
Travelzoo expects to report revenues in the range of $35.0 million to $35.5 million for the third
quarter ended September 30, 2012. Travelzoo expects to report earnings per share of $0.20 to $0.22.
Travelzoo intends to announce detailed financial results for the third quarter on Thursday, October 25,

"We continue to be positive about our long-term growth strategy,” said Chris Loughlin, chief
executive officer, “but we have found our hotel search offering and the group-buying voucher model not
meeting the needs of hotels and users well enough, and therefore plan to adjust our product offering.”
Travelzoo discloses that the Company is in active negotiations to acquire a hotel booking website. “Our
hotel commission tests during the third quarter have shown positive results,” said Mr. Loughlin, “so we
are excited about adding, or developing, a hotel booking platform to our deals business.”

Travelzoo’s expanded hotel offering will allow Travelzoo subscribers to book deals on any night,
at select hotels. Unlike online travel agency (OTA) offerings, Travelzoo intends to limit the selection to
those hotels tested and approved by Travelzoo’s Deal Experts.
Antwort auf Beitrag Nr.: 46.199.595 von R-BgO am 10.01.14 10:58:45noch viel perverser: reverse/forward split, d.h. erst werden Stücke zusammengelegt, dann wieder in die alte Anzahl geteilt...

Ziel: alle rauswerfen, die weniger als 25 Aktien haben

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