Report
Wim Gille

JUST EAT TAKEWAY.COM : Already pre announced, but still closely watched

>Final FY20 earnings to be released on 10 March - Just Eat Takeaway.com already provided a trading update on 13 January providing us with FY20 orders (588m), GMV (EUR 12.9bn), revenues (EUR 2.4bn) and Adj EBITDA margin (10%). Still we believe the sell side will eagerly await the annual report as modelling TKWY has been extremely difficult in 2020 due to, the partial consolidation of JustEat (as per 15 April), a change in segmentation disclosure and in general definiti...
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
Wim Gille

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