Clement Genelot

JUST EAT TAKEAWAY: All is about continuing to improve EBITDA and selling assets | BUY | EUR43

All is about continuing to improve EBITDA and selling assets

JET more suffering than its peers in H1 but H2 to be boosted by Grubhub-Amazon deal
EBITDA profitability still on path with potential positive surprise in H2
No refinancing/capital raise concerns as long as assets are sold by mid-2023
Just Eat N.V. NV. NV, formerly Takeaway Com Holding BV, is a company based in the Netherlands that operates an online food delivery marketplace. The Company focuses on connecting consumers and restaurants, and allows users to order food from nearby restaurants and have the food delivered to their homes. The Company transmits the order placed by customers and forwards it to restaurants, which prepare and deliver the meal. It is present in Portugal, France, Switzerland, Austria, Luxembourg, Belgium, the Netherlands, Germany, Poland, Bulgaria, Romania and Vietnam, and operates the Websites,,,,,,,,,,, and The platforms feature various kinds of restaurants.

Bryan Garnier
Bryan Garnier

Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.

Clement Genelot

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