TKAYF News and Press, Takeaway.com NV

2024-07-16 09:39:57 ET Summary Just Eat Takeaway.com N.V. stock dropped significantly since its IPO and more so since 2020 at over $100, despite a commercial agreement with Amazon for free delivery in 2022. Full year 2023 results show a modest drop in gross transaction volume, but...

2024-07-08 00:52:21 ET Summary UK's Deliveroo saw a price increase of 17% recently, following acquisition talks with the US based and much bigger competitor, DoorDash. While the talks have since fallen through, the potential acquisition price is speculatively assessed here based o...

2024-06-10 10:53:01 ET More on Kroger and Just Eat Takeaway.com JustEat: More Robust Execution Is Needed (Hold Rating) Kroger: Downside Risk Mounts As Merger Poses Lose-Lose Scenario Kroger Deserves More Love Kroger follows Costco to offer GLP-1s as part of w...

2024-05-09 11:48:59 ET Summary There is intense competition and low profitability in the food delivery industry, and the recently announced Uber and Instacart partnership could further complicate things for DoorDash. DoorDash reported revenue growth of 23% year-over-year for the f...

2024-01-29 06:48:30 ET Summary The food delivery industry has evolved considerably since 2020, with many companies going public and experiencing initial success followed by collapses. Just Eat is having great success in Northern Europe but is ceding market share to competitors in ...

2024-01-22 03:00:05 ET Summary Just Eat Takeaway has a strong marketplace food delivery business with high profitability and a strong moat. The food delivery industry is growing, driven by the convenience and variety of options available. Even with conservative assumptions, th...

2024-01-16 09:00:00 ET Summary Delivery Hero’s top line growth has been stepping down from attractive levels, as the industry transitions to cost-cutting and price hikes to finally deliver margin improvement. Delivery Hero’s progress has been slow but appears to be o...

2023-11-07 15:40:07 ET Summary A closer look at Uber Technologies, Inc.'s Q3 underlying business performance reveals a strong operational performance and significant growth across most metrics. Uber demonstrated impressive growth in key metrics, including gross bookings, active us...

2023-10-25 09:17:45 ET Summary The food delivery industry's long-term outlook remains promising, driven by evolving consumer behaviors, the return of employees to offices, and projected growth in key markets. The company's fundamental weaknesses persist, particularly in the US and...

2023-10-25 07:56:37 ET Summary Northern Europe and UK&IE return to positive GTV growth and provide strong adj. EBITDA generation. Grubhub remains an anchor on the stock and valuation with poor growth. Just Eat Takeaway.com is undervalued relative to European peers despite ...