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    Miriam Adisa

    Research Analyst at Morgan Stanley

    Miriam Adisa's questions to Just Eat Takeaway.com (TKAYF) leadership

    Miriam Adisa's questions to Just Eat Takeaway.com (TKAYF) leadership • Q2 2023

    Question

    Miriam Adisa from Morgan Stanley questioned why the company did not raise its full-year EBITDA guidance, given the strong first-half performance and previous comments suggesting a stronger second half.

    Answer

    CEO Jitse Groen explained that the company is balancing profitability with increased investments in growth, particularly in expanding its logistics network and enhancing technology for new verticals. He clarified that the guidance of "approximately €275 million" allows for some upside but also accounts for second-half uncertainties. Groen emphasized that significant reductions in operating costs are enabling these simultaneous investments in growth and profitability.

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    Miriam Adisa's questions to Just Eat Takeaway.com (TKAYF) leadership • Q2 2022

    Question

    Miriam Adisa of Morgan Stanley questioned the company's confidence in its H2 GTV growth guidance, considering the deteriorating macroeconomic environment, and asked for color on July trading trends.

    Answer

    CEO Jitse Groen expressed confidence, citing easier year-over-year comparisons, inflationary ticket size increases, pricing optimizations, and the growth impact from the Amazon deal in the U.S. He noted that while delivery may be impacted by macro pressures, the company's large marketplace business and focus on market penetration provide resilience.

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