Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N
EDRE.MC - Edreams Odigeo SA
Q4 2026 eDreams ODIGEO SA Earnings Call
May 28, 2026 / 11:00AM GMT
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Presentation
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We offer a different model, a different proposition that is highly successful on a subscription basis prime.
And so if you look at a Costco model, which is a subscription one in the retail space, then we do not price in a standard to 20, 25% margin to our travel products. So this allows us to offer the customers. The lowest price about 80 to 90% of the time, in fact, and making our profit on the subscription renewal rather than the individual transaction. We also provide superior lifetime value and superior products, services, features, functionality to customers that all come into play into giving us a superior LTV to CAC that outstrips many transactional players.
And then if you compare this in terms of the largest of
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