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    Simone Lechipre

    Research Analyst at Stifel

    Simon Lechipre is an equity analyst at Stifel, specializing in European consumer and services companies, with direct coverage of publicly listed firms such as Elior Group. He has delivered actionable recommendations on companies in the foodservice and hospitality sector, focusing on performance metrics like earnings cycles and macroeconomic impact, as evidenced by recent analyses of Lion Finance Group and Elior. His track record includes coverage of multi-year return cycles and financial forecasting, demonstrating expertise in valuation and market trend assessment. Lechipre joined Stifel after building experience as a sector specialist for European equities, backed by financial analyst credentials and active participation in professional research platforms.

    Simone Lechipre's questions to Dufry AG/ADR (DUFRY) leadership

    Simone Lechipre's questions to Dufry AG/ADR (DUFRY) leadership • Q4 2021

    Question

    Simone Lechipre from Stifel inquired about the impact of recent geopolitical events on Dufry's 2022 top-line scenario and asked for details on the moving parts of the P&L and cash flow, including gross profit margin, OpEx, and working capital.

    Answer

    CEO Julian Gonzalez explained that the geopolitical situation was factored into their 2022 scenarios with a slight adjustment but not an overly significant impact. He provided sensitivity figures for the scenarios, including personal expenses at 17-18% of sales, OpEx around 8-8.5%, and concession fees around 32% in a -35% sales scenario. He also noted that working capital recovery would continue alongside sales growth.

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