TKAYY - Just Eat Takeaway: Poised To Outlast The Competition

• Food delivery is a very competitive sector, and was a COVID winner that might be poised for a reopening correction.
• Just Eat Takeaway - which is about to close on a deal for Grubhub - has shown an ability to maintain market share and actually make profits.
• Their shares have also gotten little to no credit over the past year.
• The regulatory environment and JET's underlying profitability suggest it could be one of the winners in this sector.
• Once the crowd gets winnowed out, the returns could be quite attractive.

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