FlyerTalk Forums - View Single Post - Dsicover Capital One buying Discover.
Thread: Dsicover Capital One buying Discover.
View Single Post
Old Feb 20, 2024 | 5:23 am
  #16  
hhdl
40 Countries Visited
Community Influencer
All eyes on you!
5 Years on Site
 
Join Date: Oct 2019
Programs: Flying Blue, Hilton Honors, Amtrak Guest Rewards
Posts: 3,631
Originally Posted by chicagorich
I imagine Cap1 is buying Discover so it can eventually field its own payment network and pull the Cap1 cards off of the Visa and Mastercard networks. I guess the Mastercard logo on my Savor card will get replaced with a Discover logo eventually.
It does seem like Cap1 wants to be more Amex-like (see also the VentureX etc.) and I've seen it reported that Discover has a much bigger prime/superprime tilt than Cap1 (or even Citi or Chase, though not as much as Amex) in its loan books. It's a plausible hypothesis that having a network makes it a lot easier to make money off cardholders who pay in full.

So I'd expect the Ventures and Savors to shift to the Discover network, while the less-prime cards from Cap1 stay Visa/MC.
hhdl is offline