GICS Sector : Consumer Cyclical
Just Eat Takeaway.com N.V. operates an online food delivery marketplace.The company focuses on connecting consumers and restaurants through its platforms.It serves in Canada, the United States, Austria, Belgium, Denmark, Germany, Luxembourg, Norway, Poland, Switzerland, Slovakia, the Netherlands, Australia, Bulgaria, France, Israel, Italy, New Zealand, Portugal, Romania, and Spain, as well as through partnerships in Colombia and Brazil.
The company plans to invest an additional €150 million in 2025 to expand its logistics, enhance supply, and accelerate marketing and loyalty programs in Europe and the UK & Ireland. This investment is expected to drive GTV growth of 4-8% in 2025, with adjusted EBITDA projected to range between €360-€380 million and free cash flow of approximately €100 million. The long-term target is to achieve an adjusted EBITDA margin exceeding 5% of GTV, signaling confidence in its ability to scale profitability.
Publication Date: Feb -27
During the Q&A session, management emphasized its commitment to countering competitive pressures through increased investments in supply, marketing, and technology. Jitse Groen highlighted that the company will maintain its strategic direction post-deal, with no changes to its operational strategy or leadership team. Prosus, the acquirer, has expressed full support for the current strategy, particularly in the UK and Germany, where €150 million will be allocated for growth initiatives.
Overall, Just Eat Takeaway.com's strategic initiatives and investments in growth markets position it well to navigate competitive pressures and achieve its long-term financial targets. The acquisition by Prosus is expected to provide the necessary resources and expertise to accelerate growth and enhance shareholder value.
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Aug -22
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Aug -11
The 4.5% growth in Order-driven segment of Just Eat Takeaway.com N.V. is driven by increasing online food delivery adoption, expansion into new markets, and strategic partnerships. Additionally, investments in technology and marketing, as well as growing demand for convenience and variety in food options, contribute to this growth.
Ancillary growth of 5.5% in Just Eat Takeaway.com N.V. is driven by increasing adoption of online food ordering, rise in commission fees from restaurants, and expansion of services such as delivery, marketing, and loyalty programs, as well as strategic partnerships and acquisitions.
Just Eat Takeaway.com N.V. offers a platform for customers to order food from various restaurants and have it delivered to their doorstep.
Just Eat Takeaway.com N.V. partners with restaurants to provide them with a platform to reach a wider customer base and increase their sales.
Just Eat Takeaway.com N.V. offers customers the option to pick up their orders from participating restaurants.
Just Eat Takeaway.com N.V. provides logistics and delivery services to restaurants, enabling them to focus on food preparation.
Just Eat Takeaway.com N.V. offers marketing and advertising services to restaurants, helping them to increase their visibility and sales.
Just Eat Takeaway.com N.V. operates in a highly competitive market with many substitutes available, including cooking at home, ordering from restaurants directly, and using other food delivery platforms. However, the company's strong brand recognition and large network of restaurants help to mitigate this threat.
Customers have some bargaining power due to the availability of substitutes, but Just Eat Takeaway.com N.V.'s strong brand and large network of restaurants reduce this power. Additionally, the company's loyalty programs and promotions help to retain customers.
Restaurants and food establishments have some bargaining power due to their importance in the company's business model. However, Just Eat Takeaway.com N.V.'s large scale and strong brand recognition help to balance this power.
The threat of new entrants is high due to the relatively low barriers to entry in the online food delivery market. However, Just Eat Takeaway.com N.V.'s strong brand recognition, large network of restaurants, and established logistics infrastructure make it difficult for new entrants to compete.
The online food delivery market is highly competitive, with many players competing for market share. Just Eat Takeaway.com N.V. faces intense competition from other major players, which can lead to pricing pressure and high marketing expenses.
| Value | |
|---|---|
| Debt Weight | 28.09% |
| Debt Cost | 4.31% |
| Equity Weight | 71.91% |
| Equity Cost | 9.58% |
| WACC | 8.10% |
| Leverage | 39.06% |
Value: 4.6
Growth: 8.1
Quality: 4.6
Yield: 0.0
Momentum: 7.5
Volatility: 6.7
1-Year Total Return ->
Value: 4.4
Growth: 5.7
Quality: 2.7
Yield: 0.0
Momentum: 9.0
Volatility: 4.0
1-Year Total Return ->
Value: 8.1
Growth: 7.0
Quality: 5.0
Yield: 0.6
Momentum: 2.0
Volatility: 2.0
1-Year Total Return ->
Value: 5.2
Growth: 6.4
Quality: 4.8
Yield: 0.0
Momentum: 3.0
Volatility: 2.7
1-Year Total Return ->
Value: 2.6
Growth: 7.2
Quality: 4.6
Yield: 0.0
Momentum: 3.0
Volatility: 1.7
1-Year Total Return ->
Value: 6.1
Growth: 7.3
Quality: 1.4
Yield: 0.0
Momentum: 1.0
Volatility: 0.7
1-Year Total Return ->