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    John Colantoni

    Research Analyst at Jefferies

    John Colantuoni is an Equity Analyst at Jefferies LLC, specializing in coverage of companies such as Reddit, Inc., Uber, and Etsy, with a strong focus on the general sector. He is ranked among the top 10% of Wall Street analysts and has delivered a 63% success rate with over 205 profitable ratings, generating an average return of 11% per recommendation and achieving notable returns such as a 210.9% gain on Reddit, Inc. stock. Colantuoni began his analyst career at Consumer Edge Research, later moved to Morgan Stanley, and joined Jefferies in 2019; he holds a Bachelor of Arts in Economics and Government from Hamilton College. Professionally, he is FINRA-registered and licensed as a broker through Jefferies LLC.

    John Colantoni's questions to YELP (YELP) leadership

    John Colantoni's questions to YELP (YELP) leadership • Q3 2024

    Question

    Chris, on behalf of John Colantoni at Jefferies, asked about the expected margin profile of the combined business after integrating RepairPal and requested a more granular breakdown of the weakness within the RR&O category.

    Answer

    CFO David Schwarzbach stated that RepairPal was approximately breakeven on $30 million in revenue and that Yelp aims to leverage its SEO/SEM expertise to drive growth, with more details to come post-closing. COO Jed Nachman clarified that the weakness in RR&O is broad-based across restaurants, retail, and other subcategories due to similar macro pressures.

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