TZOO Earnings

TZOO reported its FY2025Q3 earnings on 2025-10-28, showcasing a revenue of 22.00M against an estimate of 23.00M, resulting in a -3.15% surprise. The EPS was 0.01, surpassing the expected 0.14 by -92.86% . The stock experienced a -17.23% price change on the earnings day and a -16.14% change over the next five days, reflecting market reactions to the results.

Following TZOO's FY2025Q3 earnings announcement on 2025-10-28, the stock price moved by -17.23% on the day of the release. Over the subsequent five days, it saw a -16.14% change. Historically, TZOO's stock price tends to shift by an average of +1.30% in the 10 days leading up to earnings and +5.73% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate TZOO’s annual revenue to reach 23.00M, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue No Change by 0% and EPS estimates No Change by 0% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between TZOO's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were No Change by 0%, while EPS estimates moved No Change by 0% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, TZOO's stock price typically moves by +1.30% in the 10 days before its earnings and +5.73% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 0.00 and revenue of 23.00M.

The earnings call highlights growth in membership revenue and Jack's Flight Club, but concerns arise from reduced GAAP margins, negative cash flow, and cautious advertising revenue projections. While membership growth aligns with expectations, cost increases in customer acquisition and uncertain regional advertising environments are noted. Positive aspects include strong retention efforts and exclusive travel offerings. The Q&A reveals optimism in growth and profitability but lacks clarity on advertising timelines. The overall sentiment is balanced, reflecting both potential growth and existing financial challenges, leading to a neutral stock price prediction.