The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Anubhav Malhotra - Liberum Capital - Analyst
: Hi, Aslan. Congratulations on a very strong performance in the first half. I'll just ask a couple of questions. Firstly, about franchisee store opening
appetite. I mean, given the increase in interest rate that's been happening in Turkey at the moment, how confident do you remain about the
appetite for franchisee store openings going forward?
And then second question is around your CapEx guidance. So I don't think you're opening a lot of corporate stores at the moment, except for a
few in the COFFY business, so if you'll just remind me where that CapEx is being -- is planned to be spent this year? Thank you.
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JULY 27, 2023 / 8:30AM, DPEU.L - Half Year 2023 DP Eurasia NV Trading Statement Call
Question: Anubhav Malhotra - Liberum Capital - Analyst
: The capital expenditure plans, TRY160 million. You're not opening a lot of corporate stores at the moment, so I'm just wondering where it is being
spent.
Question: Anubhav Malhotra - Liberum Capital - Analyst
: Yeah.
Question: Anubhav Malhotra - Liberum Capital - Analyst
: Okay. That makes a lot of sense. Can I just ask one more, on the share of aggregator platforms in your delivery sales? That seems to have gone up
again this year. And that's fine because probably aggregators are expanding a lot in Turkey at the moment and they're taking share, but do you
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JULY 27, 2023 / 8:30AM, DPEU.L - Half Year 2023 DP Eurasia NV Trading Statement Call
put in any efforts to bring that aggregator customer back end onto your own app or your own website, maybe by sending them any coupons to
come back to your website when you deliver the product to them?
Question: Anubhav Malhotra - Liberum Capital - Analyst
: Any new strategy that you adopted in those last one or two months that changed?
Question: Anubhav Malhotra - Liberum Capital - Analyst
: Yeah.
Question: Anubhav Malhotra - Liberum Capital - Analyst
: All right. Excellent. Thank you so much. Those are my questions.
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