On Monday 9/13 at 10am EDT, we’re hosting a ‘fireside chat’ with Dufry CFO Yves Gerster and Head of IR Kristin Kohler to dig into the business and the model. While we’ll touch on some questions about the near-term outlook and travel dynamics we will also spend time outlining how this company is positioning itself for the future full recovery of international travel to leverage growth into a double digit operating margin post pandemic. We'll also discuss the long term growth outlook of the duty free sector, and how it's consolidating during the pandemic. We hope you can join us for what promises to be an informative call on one of our highest conviction Long ideas.
Call Details
Date/Time: Monday, September 13th at 10AM EDT Add To Calendar: Click Here
Live Video Link: Click Here
