DFRYF - Dufry Outshines Autogrill As A Lesser-Known Travel Recovery Play
- Two under-the-radar travel recovery plays, Dufry and Autogrill still offer attractive returns.
- For Dufry, M&A-fuelled growth is impressive, but hindered by debt repayments. Thankfully, they are positioned well for a recovery and further growth.
- For Autogrill, taking a slower, organic approach to growth may actually be a disadvantage; limiting upside potential post-recovery.
- Currently, Autogrill is more attractively valued. Yet, I still prefer Dufry due to their stronger financial position and a bigger growth runway.
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Dufry Outshines Autogrill As A Lesser-Known Travel Recovery Play