Report
Andreas Riemann ...
  • Wim Gille

JUST EAT TAKEWAY.COM : Weak quarter, GTV guidance down, but returning to profitability sooner

>First quarter results were weak - First quarter results look weak. Orders missed (an already depressed) consensus by 5% and GTV missed consensus by 1%. Looking at the various segments we note that North America missed consensus orders by 5%, North Europe and UK&I missed by 4% and Southern Europe missed by 11%. This is actually the first time ever a company reports a yoy decline in orders in the industry.The GTV guidance cut, but the return to profitabili...
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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