Thanks. So it’s aggregation of customers at different lounges to banks. This job is highly improbable of being undertaken by lounge operators, as it is operated by different companies. Banks in my view may not try to squeeze DFS as saving here may not move a needle for them.
So in my view, as air travel numbers increase this should DFS should do well. Biggest risk for me is cc companies/banks reducing complimentary access, i used to get 3 a quarter which is reduced to 2. And next being, someone with better tech platform dislodging them.
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