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Just Eat Takeaway 2022!!!!!!!!

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Pedro Ines Kuilen
0
quote:

zonsverduistering schreef op 17 februari 2022 21:23:

[...]
Wohh, ik kniel en buig diep voor master Groen. Maar bij jou doe ik de hink stap sprong met een roze ballonnetje in mijn handen. Feestelijke man...
Goed dat je master strateeg Jitse Groen niet onderschat!!
www.quotenet.nl/zakelijk/a39022120/ta...
zonsverduistering
1
quote:

Pedro Ines Kuilen schreef op 17 februari 2022 21:27:

[...]

Goed dat je master strateeg Jitse Groen niet onderschat!!
www.quotenet.nl/zakelijk/a39022120/ta...
je kan prachtige links neerzetten, maar ik raak hier nooit wat aan. Trusten padre pedro.
[verwijderd]
3
Grubhub Shows That Food Delivery Alone Won’t Bring Profits
The restaurant delivery company launches a Grubhub Goods convenience store service after a rough 2021.

Last year, the multinational food delivery business Just Eat Takeaway finalized its Grubhub (GRUB) - Get Grubhub, Inc. Report purchase in an all-share deal a year and a half after Takeaway.com (founded in 2000 in The Netherlands) and Just Eat (founded in 2001 in Denmark) merged into one company.

The move was a bit of a surprise, as Uber Eats (UBER) - Get Uber Technologies, Inc. Report was rumored to be interested in purchasing Grubhub before Just Eat beat it to the punch in 2020.

The Grubhub sale happened in June 2021, and by its third-quarter presentation there was already bad news. Its earnings before interest, taxes, depreciation, and amortization margins to shrank by 1% to 1.5%.

But Just Eat Takeaway has been struggling to turn a profit for a while, as according to the first-half 2021 earnings report, its revenue rose 52% year-over-year to approximately $3 billion. But its overall adjusted EBITDA fell by 192% to a loss of approximately $220 million.

The company referred to the first half of 2021 as the peak of its absolute losses, with CEO Jitse Groen saying “our consumer base, restaurant selection and order frequency have strongly increased, which will lead to improved profitability going forward.”

The activist investor Cat Rock Capital Management, which owns a 6.5% stake in Just Eat, blamed Grubhub for the under performance and urged Just Eat to sell it, perhaps to Amazon. But instead, Just Eats held onto its investment, and its ??EBITDA is expected to be between “minus 1% and minus 1.5%” for the year, according to its fourth-quarter report.

In the full year of 2021, Just Eat Takeaway.com processed 1.1 billion orders, an increase of 33% from the year before, but the company noted in its report that “the full year order growth, excluding Grubhub, was more than 40% year-on-year, versus the targeted 45%, despite the dampening effect of restaurants reopening.”

Like Netflix and Zoom, Grubhub was one of those companies that prospered when the world went to heck in 2020. While people were generally cooking more at home as restaurants were largely off limits, at least at first, few people cook every single night so take out orders surged.

Grubhub reported sales of $459 million in the second quarter of June, a 41% increase that surprised even the company. So if Grubhub was ever going to turn a profit, this would be the time, right?

The problem is that the profit margins are fairly brutal. Delivery apps like Grubhub charge restaurants a percentage of the order, which according to an internal site is usually 20% for marketing and a 10% delivery fee as well as a processing fee of 30 cents + 3.05%, though it’s been accused of asking eateries to pay percentages of up to 30% for better placement on the site.

From there, Grubhub has to hire delivery people, “it’s biggest expense,” notes The Wall Street Journal.

Grubhub’s isn’t the only delivery service to struggle with profitability, as none of the other delivery apps (including Seamless, which Grubhub bought in 2013) have turned a profit yet.

Grubhub, Doordash (which hasn’t released an earnings report for the fourth quarter of 2021 yet, but made $1.28 billion of revenue in the third quarter) and Uber Eats, whose EBITDA loss margin improved to 1.4% compared to 2.1%, all dominate the market, controlling 85% of the food delivery world, but are struggling with tight margins.

Grubhub is in a margins game right now, so it’s best play, from the company’s perspective, is to get customers to order more items, which is why it’s been expanding into grocery stores and alcohol delivery, and “to bundle nonperishable goods with food” to drive up order tallies and drive down delivery costs.

So that explains why Grubhub has now introduced Grubhub Goods, a collaboration with 7-Eleven. Following a pilot program in Manhattan, customers in more than 3,000 Grubhub Goods locations can order groceries for delivery, including ice cream, milk, deodorant and beer, depending on the location.

But in addition to getting people to buy more stuff, part of the reasoning for the move is just to continue to get the customer base to associate Grubhub with convenient delivery, as the company reports that people who order convenience items on Grubhub then go onto place more orders from restaurants in the following month than those who do not order convenience items.

Grubhub co-founder and former CEO Matt Maloney left the company in December, and so far Groen has not given an indication as to when he believes the company will become profitable, and the company did not respond to questions from TheStreet about when it thinks it will turn the corner.

But the likely answer is…no time soon, as the company is currently in the process of delisting from Nasdaq (NASDQ) , which it says is part of a move to cut down on costs.

Groen asserted there are no plans to sell Grubhub, and that only the largest food delivery players in each market will, eventually, become profitable, he said in an interview with the Dutch television program "Business Class".

www.thestreet.com/investing/grubhub-s...
Engineer Dries
3
Vanavond pizzaatje besteld via Thuisbezorgd (was heerlijk), zat er een kortingsvoucher van €5 voor DELIVEROO aan mn pizza vastgeniet! Die pizzaria gaat over naar louter deliveroo.. zeer bearish als je het mij vraagt..
Herbert
0
Wasmachine71
1
Food delivery bevind zich echt in een value trap. Bericht van gisteravond was eigenlijk de meest simpele en duidelijke uitleg die je nodig hebt.

Verder vind ik dit forum ook wel amusant. Vooral de waardevolle bijdrage van PIK zijn de redenen waar ik voor in de ochtend met daverend enthousiasme aan mijn dag begin. Vele zijn gewend aan food delivery en met een beetje verstand begrijp je dat dit niet zal verdwijnen

Iets afleren is veel moeilijker dan aanleren. Eten bestellen is volop ‘aangeleerd’ afgelopen 2 jaar, en deze trend zal zich mooi doorzetten, zo herkennen analisten dit al. In de steeds drukker wordende samenleving waar we ons in bevinden grijpen we o zo makkelijk naar de telefoon om dan maar even het eten te laten komen, simpele en snelle oplossingen zijn een zonde voor de alsmaar luier wordende mens, maar ontkennen dat dit heerst zou naïef zijn.

Ik ga voor 20 rondjes in de draaimolen met een 3-daagse Jimmy kaart en een grote popcorn. (Tot nu toe ben ik behoorlijk wat rondjes in de draaimolen in de min maar dat negeren we dan maar even)
Drs P.
0
quote:

Herbert schreef op 17 februari 2022 21:52:

Uber verliest marktaandeel in US aan Dash, ze zullen met iets moeten komen.
Grubhub kopen?
Wasmachine71
1
M.i word de gehele sector gewaardeerd op feit dat het ‘slecht’ zal aflopen met elk aandeel. Echter weet iedereen (ook de analisten) dat er 1 of 2 bovenuit gaan schieten. Ik hoop dat het jet is, misschien wel misschien niet, maar dan herinner ik jullie aliassen als een glorieuze tijd die ik heb meegemaakt ookal was het financieel niet de slimste keuze, heb ik wel kunnen lachen. Bedankt
Bert12345
0
quote:

Wasmachine71 schreef op 18 februari 2022 00:29:

M.i word de gehele sector gewaardeerd op feit dat het ‘slecht’ zal aflopen met elk aandeel. Echter weet iedereen (ook de analisten) dat er 1 of 2 bovenuit gaan schieten. Ik hoop dat het jet is, misschien wel misschien niet, maar dan herinner ik jullie aliassen als een glorieuze tijd die ik heb meegemaakt ookal was het financieel niet de slimste keuze, heb ik wel kunnen lachen. Bedankt
Hhahaha, mensen die in Spanje woonden en voor wie Nederland nu echt te duur is!
NoMoneyman
0
quote:

kassa! schreef op 17 februari 2022 21:37:

Grubhub Shows That Food Delivery Alone Won’t Bring Profits
The restaurant delivery company launches a Grubhub Goods convenience store service after a rough 2021.

Last year, the multinational food delivery business Just Eat Takeaway finalized its Grubhub (GRUB) - Get Grubhub, Inc. Report purchase in an all-share deal a year and a half after Takeaway.com (founded in 2000 in The Netherlands) and Just Eat (founded in 2001 in Denmark) merged into one company.

The move was a bit of a surprise, as Uber Eats (UBER) - Get Uber Technologies, Inc. Report was rumored to be interested in purchasing Grubhub before Just Eat beat it to the punch in 2020.

The Grubhub sale happened in June 2021, and by its third-quarter presentation there was already bad news. Its earnings before interest, taxes, depreciation, and amortization margins to shrank by 1% to 1.5%.

But Just Eat Takeaway has been struggling to turn a profit for a while, as according to the first-half 2021 earnings report, its revenue rose 52% year-over-year to approximately $3 billion. But its overall adjusted EBITDA fell by 192% to a loss of approximately $220 million.

The company referred to the first half of 2021 as the peak of its absolute losses, with CEO Jitse Groen saying “our consumer base, restaurant selection and order frequency have strongly increased, which will lead to improved profitability going forward.”

The activist investor Cat Rock Capital Management, which owns a 6.5% stake in Just Eat, blamed Grubhub for the under performance and urged Just Eat to sell it, perhaps to Amazon. But instead, Just Eats held onto its investment, and its ??EBITDA is expected to be between “minus 1% and minus 1.5%” for the year, according to its fourth-quarter report.

In the full year of 2021, Just Eat Takeaway.com processed 1.1 billion orders, an increase of 33% from the year before, but the company noted in its report that “the full year order growth, excluding Grubhub, was more than 40% year-on-year, versus the targeted 45%, despite the dampening effect of restaurants reopening.”

Like Netflix and Zoom, Grubhub was one of those companies that prospered when the world went to heck in 2020. While people were generally cooking more at home as restaurants were largely off limits, at least at first, few people cook every single night so take out orders surged.

Grubhub reported sales of $459 million in the second quarter of June, a 41% increase that surprised even the company. So if Grubhub was ever going to turn a profit, this would be the time, right?

The problem is that the profit margins are fairly brutal. Delivery apps like Grubhub charge restaurants a percentage of the order, which according to an internal site is usually 20% for marketing and a 10% delivery fee as well as a processing fee of 30 cents + 3.05%, though it’s been accused of asking eateries to pay percentages of up to 30% for better placement on the site.

From there, Grubhub has to hire delivery people, “it’s biggest expense,” notes The Wall Street Journal.

Grubhub’s isn’t the only delivery service to struggle with profitability, as none of the other delivery apps (including Seamless, which Grubhub bought in 2013) have turned a profit yet.

Grubhub, Doordash (which hasn’t released an earnings report for the fourth quarter of 2021 yet, but made $1.28 billion of revenue in the third quarter) and Uber Eats, whose EBITDA loss margin improved to 1.4% compared to 2.1%, all dominate the market, controlling 85% of the food delivery world, but are struggling with tight margins.

Grubhub is in a margins game right now, so it’s best play, from the company’s perspective, is to get customers to order more items, which is why it’s been expanding into grocery stores and alcohol delivery, and “to bundle nonperishable goods with food” to drive up order tallies and drive down delivery costs.

So that explains why Grubhub has now introduced Grubhub Goods, a collaboration with 7-Eleven. Following a pilot program in Manhattan, customers in more than 3,000 Grubhub Goods locations can order groceries for delivery, including ice cream, milk, deodorant and beer, depending on the location.

But in addition to getting people to buy more stuff, part of the reasoning for the move is just to continue to get the customer base to associate Grubhub with convenient delivery, as the company reports that people who order convenience items on Grubhub then go onto place more orders from restaurants in the following month than those who do not order convenience items.

Grubhub co-founder and former CEO Matt Maloney left the company in December, and so far Groen has not given an indication as to when he believes the company will become profitable, and the company did not respond to questions from TheStreet about when it thinks it will turn the corner.

But the likely answer is…no time soon, as the company is currently in the process of delisting from Nasdaq (NASDQ) , which it says is part of a move to cut down on costs.

Groen asserted there are no plans to sell Grubhub, and that only the largest food delivery players in each market will, eventually, become profitable, he said in an interview with the Dutch television program "Business Class".

www.thestreet.com/investing/grubhub-s...

DoorDash walst over Grubhub heen en dan proberen ze maar een samenwerking voor boodschappen te bezorgen, men weet dat een zinkend schip uiteindelijk ook echt gaat zinken, 2 maart weten we vrijwel zeker dat het verlies flink is opgelopen, zie ook Delivery en DoorDash, maar hoe groot de klap dan gaat worden is moeilijk te voorspellen, men waarschuwt genoeg om bij JET weg te blijven, maar degene die aanzienlijk onder water staan proberen een heel ander beeld te schetsen, heb mijn kooporder voor de zekerheid maar op € 27,- gezet, hahaha !!!
NoMoneyman
1
Het is nu wel wat makkelijker bij JET gezien Doordash en Delivery Hero je weet dat het zeker bij JET allemaal nog slechter is, dus je kunt nu tot en met de resultaten op 2 maart aan de zijlijn blijven zitten of op je blaren.
Bert12345
1
quote:

Spaarpotvuller schreef op 18 februari 2022 01:08:

Het is nu wel wat makkelijker bij JET gezien Doordash en Delivery Hero je weet dat het zeker bij JET allemaal nog slechter is, dus je kunt nu tot en met de resultaten op 2 maart aan de zijlijn blijven zitten of op je blaren.
Rationeel eens, maar je hebt KNVB, chauferuke en MarkvanDuin. Die blijven er geld insteken met een soort verbetenheid.

Dalen? Ja natuurlijk! Maar rond de 30 staan er ook mensen op zoals ik.
Hendrik Roo
1
Het aandeel heeft voor de start van de Corona pandemie boven de € 100,- genoteerd. Kennelijk vond de markt dat toen passed bij de ontwikkeling van de ondergroei van toen.
OJ84
1
We gaan de € 39,- weer in bij opening. Ben benieuwd wat het herstel vandaag is op de beurzen algemeen.....
Pedro Ines Kuilen
0
quote:

OJ84 schreef op 18 februari 2022 07:32:

We gaan de € 39,- weer in bij opening. Ben benieuwd wat het herstel vandaag is op de beurzen algemeen.....
Theoretische openingsprijs zelfs op €39,005!!!
Lek is boven!
OJ84
1
quote:

Pedro Ines Kuilen schreef op 18 februari 2022 07:34:

[...]

Theoretische openingsprijs zelfs op €39,005!!!
Lek is boven!
Ik zou bijna het gevoel krijgen bij u dat uw echte naam Emil Ratelband is.....haha
Sharon
3
quote:

Pedro Ines Kuilen schreef op 18 februari 2022 07:34:

[...]

Theoretische openingsprijs zelfs op €39,005!!!
Lek is boven!
Jouw lek moet nog gedicht worden ben ik bang.
Pedro Ines Kuilen
0
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