GRUB is echter wel problematisch aan het worden. orders dalen en de 15% personeelsreductie is nu van maat en getal voorzien.
Moet je je eens indenken dat Jitse de ambitie USA niet gehad had…….. stond er een vierdubbele koers van gisteren op ons bord
? In the North America segment, GTV decreased by 12% to €5.1 billion in H1 2023, mainly caused by lower Order volumes, which were partly offset by a higher ATV. Adjusted EBITDA turned positive and amounted to €51 million in H1 2023, from minus €4 million in H1 2022, despite the ongoing headwind to segment profitability from fee caps in New York City. In parallel to actively exploring a partial or full sale of Grubhub, we have appointed a new CEO, are realising US$30 million+ run-rate savings from 2024 onwards through a restructuring and have established a path to cash flow breakeven at Grubhub, excluding any positive impact of a potential New York City fee cap amendment.