In today's world, most companies span several regions and sell across the world. As Foolish colleague Morgan Housel notes, 10 years ago, less than a third of S&P 500 revenue came from overseas. Today, more than half of the S&P 500's growth comes from overseas.
And that number is growing. The truth is, investors regularly underestimate how much demand comes from abroad. More importantly, for large, multinational corporations that have already established a presence in their home markets, much of their future growth comes from abroad.
With that in mind, today we're looking at travel website Travelzoo
Where Travelzoo's sales were four years ago
Four years ago, Travelzoo was just getting started in Europe, and its European operations accounted for only around 5% of company sales.
Source: Capital IQ, a division of Standard & Poor's.
Where Travelzoo's sales are today
Today, Travelzoo still collects a majority of its sales from the United States, but the gap between U.S. and European sales is closing.
Source: Capital IQ, a division of Standard & Poor's.
Travelzoo has long trumpeted Europe as a key growth market. In 2008, the company passed the 2 million-member mark on the continent. In the first quarter, the company saw its highest quarterly subscriber growth in Europe and posted its first "significant" quarterly profit on the continent. Today, Europe stands at nearly 5.1 million subscribers.
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Competitor checkup
One last point to check is how Travelzoo's footprint compares to some of its peers across the broader travel site:
Company |
Geography With Most Sales |
Percent of Sales |
---|---|---|
Travelzoo | United States | 77% |
priceline.com |
United States | 53% |
Expedia |
United States | 62% |
Orbitz Worldwide |
United States | 76% |
Source: Capital IQ, a division of Standard & Poor's.
As you can see, Travelzoo is a bit behind its peers when it comes to expanding outside of the United States. However, while the main challenge ahead of travel portals like Expedia and priceline.com in Europe is getting a more fragmented hotel industry around its offerings, Travelzoo can appeal to a wide base of email subscribers with sponsored deals that only require a smaller number of hospitality industry sponsors. Essentially, once it has built out its subscriber base, Travelzoo should be well-positioned to profit from the market.
Keep searching
If you're looking to stay updated on Travelzoo, or any other companies listed above, make sure to add them to our free watchlist service, My Watchlist. It's free, and it helps you constantly stay updated on news and analysis on your favorite companies.
- Add Travelzoo to My Watchlist.
- Add priceline.com to My Watchlist.
- Add Expedia to My Watchlist.
- Add Orbitz to My Watchlist.