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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
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eDreams ODIGEO
eDreams ODIGEO (EDR) investor relations material
eDreams ODIGEO Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary26 Feb, 2026
Executive summary
Adjusted EBITDA for the first nine months of FY 2026 rose 74% year-over-year to €138.4 million, with Prime membership up 13% to 7.7 million and a target of 7.9 million by March 2026.
Prime-related revenue now accounts for 75% of cash revenue margin, highlighting the shift to a subscription-driven business.
The company is executing a €100 million share buyback program through September 2027, with €23 million repurchased this quarter and 9.4% of share capital already amortized.
Strategic review supports accelerated growth, targeting over 13 million Prime members and €270 million+ cash EBITDA by FY 2030.
Strategic investments in new products, geographies, and transition to monthly Prime payments temporarily impacted profitability.
Financial highlights
Revenue margin increased 3% year-over-year to €502.8 million for 9M FY26, driven by a 16% rise in Prime revenue margin.
Cash adjusted EBITDA improved by 2% to €126.7 million for the nine months, despite investments and Ryanair content instability.
Cash marginal profit margin expanded by 5 percentage points to 42%, with Prime contributing 89% of total cash marginal profit.
Adjusted net income for the nine months stood at €63.8 million, up from €14.5 million year-over-year.
Cash flow from operating activities rose by €31.1 million to €79.1 million, despite working capital outflow due to the subscription model transition.
Outlook and guidance
On track to deliver FY 2026 targets: 7.9 million Prime members, €172.9 million adjusted EBITDA, and €155 million cash EBITDA.
Long-term targets include over 13 million Prime members and €270 million+ cash EBITDA by FY 2030.
Anticipated record net adds of 1.5–2 million Prime members per year between FY 2028 and FY 2030, with 15–20% annual growth.
Cash EBITDA margin expected to dip to 15% in FY 2027 during peak investment, returning to 23% by FY 2030.
Guidance is de-risked due to conservative assumptions on Ryanair content and payment model changes.
Prime ARPU decline drivers?
Impact of monthly payments on cash flow?
Ryanair content instability impact on outlook?
FY27 EBITDA margin dip drivers
Why other OTAs not adopting subscription?
ARPU decline drivers & recovery timeline
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Next eDreams ODIGEO earnings date
Q4 202629 May, 2026
eDreams ODIGEO
Next eDreams ODIGEO earnings date
Q4 202629 May, 2026
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Frequently asked questions
eDreams ODIGEO is one of the world’s largest online travel companies and one of the largest European e-commerce businesses. Under its four leading online travel agency brands – eDreams, GO Voyages, Opodo, Travellink, and the metasearch engine Liligo – it offers the best deals in regular flights, low-cost airlines, hotels, cruises, car rental, dynamic packages, holiday packages and travel insurance to make travel easier for over seventeen million customers around the globe. eDreams ODIGEO is listed in the Spanish Stock Market.
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