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    Silvia Cuneo

    Research Analyst at Deutsche Bank

    Silvia Cuneo's questions to Just Eat Takeaway.com (TKAYF) leadership

    Silvia Cuneo's questions to Just Eat Takeaway.com (TKAYF) leadership • FY 2022

    Question

    Silvia Cuneo from Deutsche Bank inquired about the contribution of the grocery business to the overall mix in 2022 and its expected ramp-up in 2023.

    Answer

    CCO Andrew Kenny characterized 2022 as a foundational year for grocery, focused on building partnerships and enhancing the user experience. While consumer metrics are encouraging, he noted it will take time for the category to become a meaningful part of the business, and therefore specific contribution figures are not yet being disclosed.

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    Silvia Cuneo's questions to Just Eat Takeaway.com (TKAYF) leadership • Q4 2021

    Question

    Silvia Cuneo from Deutsche Bank AG asked for an update on the grocery and convenience business, including potential order contribution and investment levels for 2022, following recent partnership announcements.

    Answer

    CEO Jitse Groen stated the goal is to run the grocery business profitably as an extension of the existing delivery network. COO Jörg Gerbig provided details on major partnerships like 7-Eleven in the U.S. and Asda/Tesco in the U.K., as well as a dark store rollout in Canada. He noted the preferred model in Europe is partnerships, but they may selectively open their own stores.

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