Q3 en Q4 cijfers gaan veel beter worden. Als je het geduld hebt zou ik houden. In de tussentijd kan het nog wel dippen, maar daar moeten je dan wel tegen kunnen.
Fragment van transcropt van de CC van gister:
If you’re asking us about the GTV target, you need to understand that there is still quite significant price increases that we see across the restaurant estates that we have. So ticket sizes are still increasing because of inflation. And then, on top of it, we have some pricing optimization. And of course, because – we said it before because our EBITDA target is back end loaded, we’ve done some price optimization in the second quarter that you would not be able to see in the half year results for the first half, but you will be able to see that in the second half. So that’s part of it as well. And then, of course, in the U.S., the Amazon deal does change the growth trajectory for Grubhub supporting also a higher GTV growth. And if you ask me about macroeconomical circumstances, now I’m not an economist, so that’s difficult for me to answer. I do know that in the last 22 years, we were not very much affected by any sort of crisis. And the reason for that is because in most countries, we’re playing a penetration game. Now obviously, penetration in a country like Holland is already 40%. But our target is to be much bigger than that. But in a country like Germany, the penetration is only 20%. And we do believe that the penetration – so basically getting more consumers on our platform far outweighs any sort of negative effect from a macroeconomical environment.