Travelzoo (TZOO): Local Deal Volume Deteriorating

   15 Sep 2013

PCLN, EXPE, GRPN: New Deal Products from Competitors Taking Share

Slowing in new deals after busy holiday period. Fewer visitors to website bodes poorly for advertising revenues. Certain popular items such as movie tickets unsustainable as competition grows. Deal margins likely to dip below current 35%. Heavy impending competition from Groupon, Google, Amazon. Has not scaled in growing # of US cities.

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