For 2005 he puts the finger on Travelzoo, an online aggregator of travel deals.
He thinks that Travelzoo faces threats from upstarts below and giants like Yahoo above.
Travelzoo Inc. (TZOO) had been the hottest name in the sector until late January.
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Other competitors in the services sector include: Orbitz Worldwide (OWW), Expedia (EXPE), and Travelzoo Inc. (TZOO).
Travelzoo is a leading global Internet media company with over 26 million subscribers.
Wow, have you looked at a chart for Travelzoo (TZOO) recently?
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In Asia Pacific, its business is operated by Travelzoo (Asia) Ltd. and Travelzoo Japan K.K., under a license agreement with Travelzoo Inc.
Though Travelzoo derives over 70% of its revenue from the North American market, its European business has been growing at a faster pace.
Travelzoo does not have any significant ongoing involvement with the operations of the Asia Pacific segment since its sale to Azzurro Capital Inc. in 2009.
With an expanding travel and deals market combined with a lower online penetration (compared to the U.S.), we believe Europe offers considerable growth opportunities for Travelzoo.
Apart from its websites, Travelzoo has several publications and newsletters.
Recent entrants to daily deals include the New York Times Co. and Travelzoo, whose first offer in New York City generated more cash than any Groupon offer in Manhattan ever did.
Travelzoo derives revenues from the sale of advertising in North America and Europe on the Travelzoo website, the Travelzoo Top 20 e-mail newsletter, Newsflash, and from the Travelzoo Network.
Travelzoo ventured into the social commerce space in August 2010, by launching a local deals service which enables customers to purchase vouchers for local businesses such as spas and restaurants.
In addition, Travelzoo operates Fly.com, a travel search engine and a social commerce business ( Local Deals), which provides its subscribers with high quality deals for restaurants, spas, shows, concert events, etc.
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Travelzoo is exposed to general economic trends impacting the overall online travel market such as macroeconomic headwinds led by the European crisis, slowing growth rates in emerging markets and volatile foreign exchange.
Second, they have plenty of competition from direct offerings from other web-based companies with a broad user base like Google (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), and Yahoo (NASDAQ:YHOO), Expedia (NASDAQ:EXPE), Priceline.com (NASDAQ:PCLN) and Travelzoo (TZOO).
Local deals has been a significant revenue generator for Travelzoo since then, and we estimate the company to register an increase in the number of deals per market for the rest of our forecast period.
With over 24 million subscribers in North America, Europe, and Asia Pacific, Travelzoo publishes deals from more than 2, 000 travel, entertainment and local companies and is the purported largest publisher of travel, entertainment and local deals.
Travelzoo Inc. is a travel deals publisher that provides virtual platforms including Travelzoo websites as well as publications like newsletters and e-mail alerts to small businesses, travel and entertainment companies to help them advertise their offers.
Second, Groupon has plenty of competition from direct offerings from companies and from other web-based companies with a broad user base like Google(NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), and Yahoo(NASDAQ:YHOO), Expedia (NASDAQ:EXPE), Priceline.com(NYSE:PCLN) and Travelzoo (TZOO).
Second, they have plenty of competition from direct offerings from companies and from other web-based companies with a broad user base like Google (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), and Yahoo (NASDAQ:YHOO), Expedia (NASDAQ:EXPE), Priceline.com (NYSE:PCLN) and Travelzoo (TZOO).
Large corporate entities like AOL, Cox, eBay, Gannett are offering their own daily deals to their existing users, as are smaller companies that have a base in an industry like Zagat, OpenTable, Yelp, TravelZoo, and even Gilt Groupe. (Flash sales are actually different than daily deals, so they have Gilt City).
Once William Shatner returns to commercials, consumers may begin to remember why Priceline was the leader in online travel bookings and feel confident in using the service once again, rather than traveling through competitors like Expedia (NASDAQ: EXPE), Orbitz (NYSE: OWW), Travelzoo (NASDAQ: TZOO) and Ctrip.com (NASDAQ: CTRP), all of which have been trending upward recently (with the exception of Orbitz, which traded down seven percent during Wednesday trading).
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