We hosted a ‘fireside chat’ with Dufry CFO Yves Gerster and Head of IR Kristin Kohler to dig into the business and the model. We touched on some questions about the near-term outlook and travel dynamics but we spent a lot of 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 also discussed the long term growth outlook of the duty free sector, and how it's consolidating during the pandemic. This was an informative call on one of our highest conviction Long ideas.
Video Replay Link: Click Here
