Just Eat Takeaway.com NV
OTC:TKAYF
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Just Eat Takeaway.com NV
Just Eat Takeaway.com NV emerged as a formidable player in the global online food ordering and delivery industry by skillfully navigating the complexities of a multisided platform business. The company was born from a merger between the UK's Just Eat and Netherlands-based Takeaway.com, expanding its reach across Europe, North America, and beyond. Acting as a digital intermediary, Just Eat Takeaway connects hungry customers with local restaurants and delivery couriers, managing the intricate logistics of meal delivery with precision. By leveraging cutting-edge technology, including sophisticated algorithms and a robust digital interface, the company streamlines the ordering process, enhances customer experience, and ensures timely, reliable service.
The firm's revenue primarily flows from fees levied on transactions between customers and restaurants. Restaurants are charged a commission on each order facilitated through the platform, which forms the bulk of the company's income. Additionally, Just Eat Takeaway offers various marketing services and specialist software solutions to partner restaurants, designed to enhance their visibility and operational efficiency. With initiatives aimed at expanding its market share and improving operational efficiencies, Just Eat Takeaway continues to adapt to the evolving demands of the food delivery sector while grappling with intense competition and the delicate balance of keeping all parties—consumers, restaurants, and couriers—engaged and satisfied.
Just Eat Takeaway.com NV emerged as a formidable player in the global online food ordering and delivery industry by skillfully navigating the complexities of a multisided platform business. The company was born from a merger between the UK's Just Eat and Netherlands-based Takeaway.com, expanding its reach across Europe, North America, and beyond. Acting as a digital intermediary, Just Eat Takeaway connects hungry customers with local restaurants and delivery couriers, managing the intricate logistics of meal delivery with precision. By leveraging cutting-edge technology, including sophisticated algorithms and a robust digital interface, the company streamlines the ordering process, enhances customer experience, and ensures timely, reliable service.
The firm's revenue primarily flows from fees levied on transactions between customers and restaurants. Restaurants are charged a commission on each order facilitated through the platform, which forms the bulk of the company's income. Additionally, Just Eat Takeaway offers various marketing services and specialist software solutions to partner restaurants, designed to enhance their visibility and operational efficiency. With initiatives aimed at expanding its market share and improving operational efficiencies, Just Eat Takeaway continues to adapt to the evolving demands of the food delivery sector while grappling with intense competition and the delicate balance of keeping all parties—consumers, restaurants, and couriers—engaged and satisfied.
Profitability Improvements: Adjusted EBITDA for H1 2023 was €143 million, a €277 million improvement over last year, with strong contributions from all segments.
GTV Growth Recovery: Northern Europe and the UK & Ireland returned to Gross Transaction Value (GTV) growth in Q2 2023, signaling a positive trend after pandemic-related declines.
Cash Flow Progress: Free cash flow before working capital improved significantly to -€78 million (from -€407 million a year ago), with a target for positive free cash flow by mid-2024.
Guidance Maintained: Management reaffirmed guidance for 2023: GTV growth of -4% to +2% YoY, adjusted EBITDA of approximately €275 million, and positive free cash flow by mid-2024.
Operational Efficiency: Major cost reductions were achieved, particularly in the UK, through platform simplification, technology improvements (like order pooling), and shifting to more efficient delivery models.
Grubhub Status: Efforts to sell Grubhub are ongoing amid fee cap challenges, but measures are in place to reduce its cash burn and bring it to break-even.
Growth in Grocery/Adjacencies: Grocery partners grew by 36%, and grocery GTV in the UK & Ireland multiplied by over 13x year-on-year, boosting order frequency and incremental growth.
Advertising Revenue: Advertising revenue grew 33% YoY to nearly €100 million in H1, driven by higher adoption of platform ad products.
