Are you interested in investing in the home delivery sector? If so, you may be interested in the stock of Just Eat Takeaway Group. In this article, we will show you how to analyse this stock, which is listed on the Amsterdam Stock Exchange's Segment A, with detailed and comprehensive information about the stock, including the company's activities and sources of revenue, an overview of its main competitors and examples of recent partnerships. We will also explain how to set up a good fundamental analysis of this stock.
It will be important to monitor the new services offered by Just Eat Takeaway, particularly on social networks, which will enable it to broaden its consumer target by reaching more and more potential customers.
The commercial partnerships that the group may set up, particularly in the context of marketing operations, may also have an influence on this value.
It will also be necessary to keep an eye on the evolution of the number of restaurant owners registered on this platform as well as the number of subscribing customers or the geographical areas served by the services.
Of course, it will also be necessary to keep an eye on the competition in this sector. Just Eat's opponents are numerous and it is not impossible that new entrants to the market will appear in the near future.
Events leading to an increase in home delivery services, as was the case with containment or the use of teleworking during the pandemic, may also have an influence on this title.
Finally, of course, the annual and quarterly financial results published by the Just Eat Takeaway Group should be regularly reviewed and compared with previous years' results as well as with analysts' expectations and the targets set out in the business plans.
In order to anticipate possible future price changes for Just Eat Takeaway shares, you need to know a lot about the company, its activities and its main sources of income. Here is a complete presentation of this company:
Just Eat Takeaway NV is a Dutch company specialising in meal delivery services. More specifically, the company is currently one of the largest online meal delivery platforms in the world.
The group's business is to connect consumers with restaurants through online and mobile platforms. The group has over 580,000 connected restaurants including Just Eat Takaway.com and offers a wide range of dining options.
The recent combination of Just Eat and Takaway.com has enabled the newly formed group to become one of the world's leading companies in its field. Geographically, the company operates in the United States, the United Kingdom, Germany, the Netherlands, Canada, Australia, Austria, Luxembourg, Belgium, Bulgaria, Denmark, France, Ireland, Israel, Italy, Luxembourg, Norway, New Zealand, Poland, Portugal, Romania, Slovakia, Spain and Switzerland. Through partnerships, it is also present in Colombia and Brazil.
Photo credits: ©garyhider/123RF.COM
The Just Eat Group, since its merger with Takeaway, has become one of the leaders in its sector in Europe and worldwide, outside the Chinese market. However, it still faces stiff competition from other major players in the sector. We therefore suggest that you discover here who the main adversaries of this company are:
First of all, the giant of the sector is Uber Eats which is the ready-to-eat delivery service launched by the Uber Group in 2015. The system allows consumers to order meals via a mobile app or from the group's website from partner restaurants. The meals are then delivered by independent couriers. Uber Eats operates worldwide, with operations in North America, South America, Europe, Australia, Asia and Africa.
Another company that competes directly with Just Eat Takeaway is Deliveroo, a British company that also specialises in the delivery of ready meals. It also operates internationally and is present in the UK, the Netherlands, France, Belgium, Ireland, Italy, the United Arab Emirates, Australia, Singapore and Hong Kong. Here too, orders are placed by consumers from the company's website or mobile app with partner restaurants and are then delivered by independent couriers.
This Spanish start-up specialising in fast commerce was created in 2015 and consists of an on-demand courier service that buys, picks up and delivers ordered products from a mobile app. This offers different services including fast food delivery with a very popular offer but is mainly present in the national market of Spain.
Finally, the American company DoorDash is also a serious competitor to Just Eat Takeaway, which even managed to overtake the giant Uber Eats in 2018 in the US market. Currently, the group is thus the leader in meal delivery in the US for ready-made and prepared meals.
If Just Eat Takeaway has many opponents to face on its market, it can fortunately count on some strategic allies. Indeed, the company regularly sets up alliances with other companies or sponsoring operations that allow it to gain visibility and profitability, as in the two examples we are going to present to you:
In particular, in 2021, the Just Eat Takeaway group has established a strategic global partnership with Sodexo, starting in Belgium and expanding to other European countries. Through this partnership, consumers can now use their Sodexo meal card as a means of payment to order meals at a wide variety of restaurants, seven days a week via the Takeaway website or mobile app.
Just Eat has also set up a partnership with UEFA, this time for the men's, women's, youth and futsal competitions. Just Eat Takeaway, through this new partnership, has become one of the major official partners of no less than 11 competitions that are organised by the supreme body of European football, including the UEFA Champions League, the UEFA Europa League and the UEFA Europa Conference. The agreement also covers the UEFA SuperCup, UEFA Futsal Champions League and UEFA Youth League and runs from 2021 to 2024.
Just Eat Takeaway is of course a company based in the Netherlands. As such, its shares are currently listed on the Dutch stock exchange, and more specifically on compartment A of the Euronext Amsterdam exchange. However, due to its large market capitalisation, the group is also included in a number of stock market indices, including the AEX index and the Next 150 index.
In July 2019, the Takeaway Group completed the acquisition of Just Eat for £8.2 billion in a share swap. As a result of the deal, Just Eat shareholders own 52.2% of the combined company. Takeaway's offer for Just Eat was accepted by shareholders in 2020 and the new company has a combined turnover of €1.21 billion.
While a large part of Just Eat Taleaway's share capital is floating, the other part is owned by Jirge Groen (7.20%), Car Rock Capital Management (6.96%), Tiger Global Management (5.91%), The Baupost Group (5.13%), 3.32% to Baillie Gifford & Co, 3.13% to Templeton Global Advisors, 2.95% to Capital Research & Management Co World Investors, 2.88% to Norges Bank Investment Management, 2.19% to The Vanguard Group and 2.06% to AKO Capital.
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