JUST EAT TAKEWAY.COM : Preview FY23 sales update: a tale of two stories
>A tale of two stories. - Our expectations for 4Q are fine, but not great. Overall we are in line with consensus on orders and GTV for 4Q. In this note we lower our sales fc by 1%, while we keep our Adj EBITDA estimates unchanged. On group level we see the FX headwind moderating from minus 4% in 3Q to minus 2% in 4Q. We see food inflation moderating from plus 5% in 3Q to plus 4% in 4Q (in particular slow down in NE and UKI). In terms of order growth we see NA and SE&A...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.
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.
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