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Posted by
Two Blokes Jul 16 -
Filed in
Stock
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2 views
I rate Avolta a buy, driven by its dominant scale, captive audience, and powerful proprietary data ecosystem. The merger with Autogrill gives DUFRY unmatched global reach, access to 2.5 billion passengers, and strong negotiating power with brands. DUFRY's structural advantages—pricing power, data-driven execution, and long-term contracts—support margin expansion and revenue growth.
