Report
Andreas Riemann ...
  • Wim Gille

JUST EAT TAKEWAY.COM : Another boring quarter

>Boring 3Q24 set of results. - TKWY results were a marginal miss vs company compiled consensus. Group orders (both in and excluding North America) are down 3% year-on-year, missing consensus by 1%. Group GTV is down 2% year-on-year missing consensus by 2%. Excluding North America Group GTV is up 3% year-on-year. Deviations are same same across the regions. Outlook reiterated - Company cites an improved exit rate following a slower July. In addition th...
Underlying
Just Eat Takeaway.com N.V.

Takeaway.com NV. Takeaway.com 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 Lieferando.de, Lieferservice.at, Lieferservice.ch, Pizza.be, Pizza.fr, Pizza.lu, Pizza.pl, Pyszne.pl, BGmenu.com, Oliviera.ro, Takeaway.com, Thuisbezorgd.nl and Vietnammm.com. The platforms feature various kinds of restaurants.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Andreas Riemann

Wim Gille

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