Report
Wim Gille

JUST EAT TAKEWAY.COM : The flywheel keeps spinning

>The flywheel keeps spinning. All KPIs in the right direction - Tuesday TKWY reported another solid set of results. Orders grew 79% yoy and GMV increased 88% yoy. Moreover all operational KPIs (customer growth, restaurant growth, order baskets and order frequencies) are moving into the right direction, which reinforces our believe the company is firmly on track to conquer Europe. TKWY saw very strong trading throughout 1Q21 and based on current data TKWY still sees ve...
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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