Interesting comment about P2P market in Tourism Holding presentation (in May 2023) :
"recently, there has been a lot more pressure for US P2P companies to turn cash flow positive, so they are now reducing their marketing expenses".
There is probably no major short term impact for Camplify, as these companies are mainly in the US, even if Outdoorsy is also present in ANZ.
But it may also mean that they won't be aggressive competitors if Camplify want to do more acquisitions in Europe.
Interesting comment about P2P market in Tourism Holding...
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