Travelzoo's third-quarter revenue rose 3% year over year to $22.9 million, but the company posted a $2.6 million loss, compared with a $0.5 million operating profit a year earlier, as it accelerated marketing to add paid Club Members. Club Members grew 65% year over year, the largest quarterly addition to date, while the average acquisition cost fell to $54 from $62 in the prior quarter. Management estimates the membership push could add $1.20 to 2027 earnings per share, although acquisition costs are expensed immediately while subscription revenue is recognized over the membership period. Deferred revenue stands at about $13 million, and the company projects membership revenue above $30 million in 2027. Revenue at Jack's Flight Club declined in the quarter.
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