Report
Andreas Riemann ...
  • Wim Gille

JUST EAT TAKEWAY.COM : Decent set of 1H24 results. Outlook reiterated and new €150mln SBB announced.

>Decent set of 1H24 results - Orders (445mln) were in line with consensus. GTV (€13.2bn) was in line with consensus. Revenue (€2.5bn) was in line with consensus. Gross Profit (€1.2bn) beat consensus by 5%. Adj EBITDA (€203mln) was 3% better than consensus. The outlook reiterated in line with expectations. Loss for the period was higher than expected which is solely related to €146 mln in impairments (104mln SEANZ and 42mln NE). Finally the cash position was lower than...
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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