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    Sherri Malek

    Research Analyst at RBC Capital Markets

    Sherri Malek is an Equity Research Analyst at RBC Europe Limited, part of RBC Capital Markets, specializing in Internet and related sectors. She covers companies such as Just Eat Takeaway.com and has been recognized for her research insights, having contributed to RBC’s global investment ideas and strategy publications. Malek started her career as a Research Analyst at Goldman Sachs before joining RBC in 2017, and she brings several years of experience in financial analysis and equity research. Although specific professional credentials and quantitative performance metrics are not explicitly available, her longstanding role at RBC and coverage of high-profile firms underscore her expertise in her sector.

    Sherri Malek's questions to Just Eat Takeaway.com (TKAYF) leadership

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

    Question

    Sherri Malek of RBC Capital Markets asked to reconcile the commentary on overinvesting during the pandemic with the high loyalty of pandemic-acquired customers, questioning which specific KPI had underperformed.

    Answer

    CEO Jitse Groen clarified that while customer behavior KPIs like order frequency and loyalty are strong, the rate of new customer acquisition has normalized to pre-pandemic levels. This is lower than the exceptional acquisition rate during the pandemic, causing a temporary net decline in active users. The 'overinvestment' was relative to the current, more normalized growth rate, not the pandemic-era trajectory.

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