Report
Andreas Riemann ...
  • Wim Gille

JUST EAT TAKEWAY.COM : Exciting week ahead, with earnings on 13 Oct and CMD on 21 Oct

>Preview on 3Q trading update (13 Oct) - The company is to provide a trading update on 13 October. We expect the number of orders to increase by 84% year-on-year (of which 40% is organic) and come in at 278m in 3Q. In our model, the share of own delivery edges up by 110bps quarter-on-quarter and comes in at 45.3% for the quarter. On GTV, we expect the company to increase by 119% (of which 51% is organic) compared to the GMV numbers published last year. We forecast GTV...
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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