Transcript
Transcript

Tui vs Thomas Cook – Competitive Analysis – 5 June 2019

  • Public Equity
  • Consumer
  • Europe

Specialist

Former Managing Director at Tui AG and former Head, Strategic Projects & Business Development at Tui AG

Agenda

  • Revenue drivers for Thomas Cook (LON: TCG) vs Tui (LON: TUI), including pricing, volume and product offering
  • Gross margin dynamics by destination
  • Hotelier relationships and benefits of a capital-intensive model

Questions

Access the full Transcript

Submit your details to read this transcript in full.

The information, material and content contained in this transcript (“Content”) is for information purposes only and does not constitute advice of any type or a trade recommendation and should not form the basis of any investment decision.This transcript has been edited by Third Bridge for ease of reading. Third Bridge Group Limited and its affiliates (together “Third Bridge”) make no representation and accept no liability for the Contentor for any errors, omissions or inaccuracies in respect of it. The views of the specialist expressed in the Content are those of the specialist and they are not endorsed by, nor do they represent the opinion of, Third Bridge. Third Bridge reserves all copyright, intellectual and other property rights in the Content. Any modification, reformatting, copying, displaying, distributing, transmitting, publishing, licensing, creating derivative works from, transferring or selling any Content is strictly prohibited