Report
Wim Gille

JUST EAT TAKEWAY.COM : Battle of North America just started

We like the acquisition of Grubhub more than doubles TKWYs TAM, while the share count increases by only 40%. This offers a lot of long-term upside if TKWY can fix Grubhubs current shortcomings. Meanwhile TKWY keeps expanding its market leading position in every country that matters, while the competition is increasingly fighting an uphill battle. Unit economics for Logistics in Europe don’t work today and pending regulation will only make things worse for TKWYs peers. Further cem...
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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