I still feel Lumo should never have been allowed - their arrival in 2021 "bringing new passenger markets" is rubbish - post covid figures were rising anyway. This too is another desperate attempt at raiding the DfT revenue pot to patch up KleptoGroup's dodgy business.
Lumo are not like WSMR, Grand Central or Hull Trains, those actually went somewhere without a regular direct London service. FirstGroup's Lumo is a purely parasitic business, similar to this bid.
Having used Lumo once for a London to Edinburgh and being forced to use LNER on the way (due to enginering works), i can say that Lumo are not stealing my business from LNER. LNERs cl.800s are so unpleasant and uncomfortable to me, that if the option of Lumo weren't availible to me for future London to Scotland journeys, i would sooner fly or use Avanti West Coast than LNER. Heck id sooner postpone my trip than use LNER.
Lumo offer much needed competion to the London to Scotland market, particularly against the airlines bargain basement fares, which can only be a good thing in an era of decarbonisation. Then if LNER do happen to loose some leisure travelers to Lumo then perhaps they should consider why their supposedly more premium offering with far more capacity and journeys each day, is struggling to retain its customers. Privatisation is often billed as breeding innovation through competition, if LNER find themselves loosing market share then they'll have to innovate.
As for this new proposed Sheffield venture, i welcome it, especially if it makes railtravel to Sheffield affordable at least 2x a day from London. At present i have never used EMR to Sheffield because of their extortionate prices (even with a railcard), meanwhile National Express can often get me there for less than a tenner each way, which is more prefferable despite being slower and less comfortable.
Sheffield is also home to a university so with affordably priced fares i could see such a service encouraging a modal switch from coaches for students, and since the proposed timings are slower in most cases than EMR any time conscious travellers will choose EMR.
Also its only 2 services per say which if run with voyagers which are 4-5 cars, how much abstraction would that realistically result from a 2tph all day EMR service, would it really not be inconsequential?
And of course for Woodhouse and Worksop its purely beneficial.