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Home  /   Forum   /   Just Eat Takeaway   /   Just Eat Takeaway 2023

Aandeel JUST EAT TAKEAWAY AEX:TKWY.NL, NL0012015705

Laatste koers (eur) Verschil Volume
14,030   -0,205   (-1,44%) Dagrange 13,975 - 14,360 752.020   Gem. (3M) 1,5M

Just Eat Takeaway 2023

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58.668 Posts
Pagina: «« 1 ... 836 837 838 839 840 ... 2934 »» | Laatste | Omlaag ↓
  3. forum rang 7 Hendrik Roo 30 maart 2023 19:36
    quote:

    Gaston Lagaffe schreef op 30 maart 2023 17:12:

    [...]Als er al een matiging van de feecaps komt (ziet er niet best uit) zal dit niet voor het eind van dit jaar zijn. Grubhub zal dus zelfstandig beter moeten gaan draaien. Niet onmogelijk als bijvoorbeeld de kantoren in NY weer vol met mensen zitten. Het continueren van de feecaps is echter een tegenvaller en dus is er geen perspectief voor Grubhub. Het verlies aan marktaandeel zal namelijk wel door blijven gaan. Z.s.m. afscheid nemen van deze miskoop. Is zeer vervelend maar dit gaat veel te lang duren. Kijk goed naar de Q1 cijfers van Grubhub en trek je conclusie.
    Ben het het eens dat een besluit om de feecaps te matigen er niet best uit ziet. Maar de stemming is aanstaande. Hierover zal toch snel duidelijkheid zijn ?
    En als er wel wordt gematigd, lijkt me dat dit perspectief er in een klap is.
  7. forum rang 8 Pedro Ines Kuilen 30 maart 2023 20:08
    quote:

    Sir, St.- Pedro Ines Kuilen schreef op 30 maart 2023 07:44:

    Na de good news show van gisteren verwacht ik dat JET gaat stijgen vandaag en de 17,XX gaat halen vandaag!
    Zonsverduistering, Fermin Torres en Short term investor hebben jullie vandaag de koers van JET gevolgd? De koers stond zeer soeverein groen en na bijvoorbeeld gisteren en eergisteren is de koers wederom groen geëindigd! Denken jullie dat de stijging vandaag komt door de Committee over de Feecaps en het uitmuntende werk van Majorie of zou er een andere reden ervoor zijn?
  8. Norisknofun 30 maart 2023 20:18
    een paar vragen aan chat GPT over just eat:

    can you tell me something about food delivery adoption in europe

    Sure! Food delivery adoption has been rapidly growing in Europe in recent years. The convenience of being able to order food online and have it delivered to your door has led to a surge in demand for food delivery services across the continent.

    According to a report by Statista, the food delivery market in Europe is expected to grow at a compound annual growth rate (CAGR) of 9.8% between 2021 and 2025, reaching a market volume of 65.5 billion euros by 2025.

    The COVID-19 pandemic has further accelerated the adoption of food delivery services, as people are staying at home more and restaurants have been forced to close their doors for dine-in customers. During the pandemic, many restaurants shifted their focus to delivery and takeaway services to stay afloat, and this trend is likely to continue even after the pandemic subsides.

    Several food delivery companies are operating in Europe, including Uber Eats, Deliveroo, Just Eat, and Glovo. These companies have expanded rapidly across the continent in recent years, and they are likely to continue to grow as the demand for food delivery services continues to increase.

    do you believe there will be a further consolidation

    Yes, it's very likely that we will see further consolidation in the food delivery market in Europe in the coming years. The market has already seen some consolidation in recent years, with mergers and acquisitions taking place between companies such as Just Eat and Takeaway.com, and Uber Eats and Postmates.

    Consolidation in the food delivery market can be driven by a number of factors, such as the need for companies to achieve economies of scale, expand their geographic reach, or acquire new technology or talent. Additionally, consolidation can help companies to better compete with their rivals by increasing their market share and offering a wider range of services.

    The COVID-19 pandemic has also accelerated consolidation in the food delivery market, as companies look to acquire smaller competitors to gain a stronger foothold in the market and improve their profitability.

    Overall, the food delivery market in Europe is highly competitive, and we can expect to see further consolidation as companies look for ways to differentiate themselves and capture a larger share of the market.
  9. Norisknofun 30 maart 2023 20:18
    currently food delivery companies have a low market value mainly due to interest. How likely is it that valuation of these companies will go back to the levels of 2021?

    It's difficult to predict with certainty what will happen to the market value of food delivery companies in the future. However, it's important to note that the market value of these companies is affected by a number of factors, including interest rates, investor sentiment, and the overall state of the economy.

    In 2021, food delivery companies experienced a surge in demand due to the COVID-19 pandemic, as people were staying at home more and restaurants were closed for dine-in customers. This led to a significant increase in the market value of these companies as investors became more optimistic about their growth prospects.

    However, as the pandemic situation evolves and restrictions are gradually lifted, it's possible that the market value of these companies could decline if demand for food delivery services decreases. Additionally, interest rates and investor sentiment can also have a significant impact on the market value of these companies.

    That being said, the food delivery market in Europe is still growing, and there is a significant opportunity for these companies to expand their services and increase their market share. If they are successful in doing so, it's possible that their market value could increase again in the future. Ultimately, the market value of these companies will depend on a variety of factors, and it's difficult to predict with certainty what will happen in the future.

    grubhub in the USA is currently facing market caps by the state of new york, how likely is it that this will be removed?

    Grubhub is facing a lawsuit by the state of New York over alleged violations of state and city laws that capped the fees that third-party delivery services can charge restaurants during the COVID-19 pandemic. The lawsuit seeks to permanently enjoin Grubhub from overcharging restaurants and to provide restitution to those restaurants that were overcharged.

    It's difficult to predict the outcome of the lawsuit, but it's possible that the caps on fees could be removed if Grubhub is found to have violated state and city laws. However, it's also possible that the caps could remain in place if the court determines that they are necessary to protect restaurants during the pandemic.

    It's worth noting that other cities and states across the United States have implemented similar caps on fees charged by third-party delivery services during the pandemic. These caps are intended to protect restaurants, many of which have struggled to stay afloat during the pandemic.

    Ultimately, the outcome of the lawsuit will depend on a variety of factors, including the strength of the evidence against Grubhub and the interpretation of state and city laws. However, it's possible that the caps on fees could be removed if Grubhub is found to have violated these laws.

    who do you believe is the most likely candidate to acquire grubhub?

    It's difficult to predict with certainty who the most likely candidate to acquire Grubhub is, as there are a number of potential suitors who could be interested in acquiring the company.

    In 2020, Grubhub was acquired by Just Eat Takeaway.com, a European food delivery company, in a deal valued at $7.3 billion. However, there are still several large food delivery companies in the United States that could potentially be interested in acquiring Grubhub in the future.

    One potential candidate is Uber Eats, which is currently the second-largest food delivery company in the United States behind DoorDash. Acquiring Grubhub could help Uber Eats to increase its market share and expand its reach in the United States.

    Another potential candidate is DoorDash, which has been rapidly expanding its services and market share in recent years. Acquiring Grubhub could help DoorDash to further consolidate its position as the largest food delivery company in the United States.

    Other potential candidates could include large technology companies such as Amazon or Google, which have shown an interest in the food delivery market in the past.

    Ultimately, the decision to acquire Grubhub will depend on a variety of factors, including the price of the acquisition, the strategic fit with the acquiring company's existing business, and regulatory considerations.

    What impact on the stock price of just eat takeaway do you expect when they sell grubhub?

    It's difficult to predict with certainty what impact the sale of Grubhub would have on the stock price of Just Eat Takeaway, as there are a number of factors that could influence investor sentiment and the valuation of the company.

    If the sale of Grubhub is perceived as a positive move by investors, it's possible that the stock price of Just Eat Takeaway could increase. For example, if the sale allows the company to focus on its core markets in Europe and improve profitability, investors may become more optimistic about the company's growth prospects and bid up the stock price.

    However, it's also possible that the sale of Grubhub could have a negative impact on the stock price of Just Eat Takeaway. If the company is unable to secure a favorable price for Grubhub, or if investors perceive the sale as a sign of weakness or a lack of confidence in the company's ability to compete in the United States, the stock price could decline.

    Ultimately, the impact of the sale of Grubhub on the stock price of Just Eat Takeaway will depend on a variety of factors, including the terms of the sale, investor sentiment, and the overall state of the market.

    do you believe Pedro will be next CEO of just eat takeaway?

    As an AI language model, I do not have access to insider information or any special knowledge beyond what is publicly available. Therefore, I cannot predict with certainty whether Pedro will be the next CEO of Just Eat Takeaway.

    However, Pedro Clarke is currently the COO (Chief Operating Officer) of Just Eat Takeaway, and he has been with the company for several years. He has played an important role in the company's expansion and integration of various acquisitions.

    It's possible that Pedro could be a strong candidate for the CEO position given his experience and knowledge of the company. However, ultimately, the decision of who becomes the next CEO will be made by the board of directors, and will likely depend on a variety of factors such as the company's strategic goals and the candidate's qualifications and vision for the future of the company.
  11. Rendementenier 30 maart 2023 20:30
    quote:

    Norisknofun schreef op 30 maart 2023 20:18:

    do you believe Pedro will be next CEO of just eat takeaway?

    As an AI language model, I do not have access to insider information or any special knowledge beyond what is publicly available. Therefore, I cannot predict with certainty whether Pedro will be the next CEO of Just Eat Takeaway.

    However, Pedro Clarke is currently the COO (Chief Operating Officer) of Just Eat Takeaway, and he has been with the company for several years. He has played an important role in the company's expansion and integration of various acquisitions.

    It's possible that Pedro could be a strong candidate for the CEO position given his experience and knowledge of the company. However, ultimately, the decision of who becomes the next CEO will be made by the board of directors, and will likely depend on a variety of factors such as the company's strategic goals and the candidate's qualifications and vision for the future of the company.
    Hahahahahahahha, ik ga stuk
  12. forum rang 8 Pedro Ines Kuilen 30 maart 2023 20:40
    quote:

    Norisknofun schreef op 30 maart 2023 20:18:

    currently food delivery companies have a low market value mainly due to interest. How likely is it that valuation of these companies will go back to the levels of 2021?

    It's difficult to predict with certainty what will happen to the market value of food delivery companies in the future. However, it's important to note that the market value of these companies is affected by a number of factors, including interest rates, investor sentiment, and the overall state of the economy.

    In 2021, food delivery companies experienced a surge in demand due to the COVID-19 pandemic, as people were staying at home more and restaurants were closed for dine-in customers. This led to a significant increase in the market value of these companies as investors became more optimistic about their growth prospects.

    However, as the pandemic situation evolves and restrictions are gradually lifted, it's possible that the market value of these companies could decline if demand for food delivery services decreases. Additionally, interest rates and investor sentiment can also have a significant impact on the market value of these companies.

    That being said, the food delivery market in Europe is still growing, and there is a significant opportunity for these companies to expand their services and increase their market share. If they are successful in doing so, it's possible that their market value could increase again in the future. Ultimately, the market value of these companies will depend on a variety of factors, and it's difficult to predict with certainty what will happen in the future.

    grubhub in the USA is currently facing market caps by the state of new york, how likely is it that this will be removed?

    Grubhub is facing a lawsuit by the state of New York over alleged violations of state and city laws that capped the fees that third-party delivery services can charge restaurants during the COVID-19 pandemic. The lawsuit seeks to permanently enjoin Grubhub from overcharging restaurants and to provide restitution to those restaurants that were overcharged.

    It's difficult to predict the outcome of the lawsuit, but it's possible that the caps on fees could be removed if Grubhub is found to have violated state and city laws. However, it's also possible that the caps could remain in place if the court determines that they are necessary to protect restaurants during the pandemic.

    It's worth noting that other cities and states across the United States have implemented similar caps on fees charged by third-party delivery services during the pandemic. These caps are intended to protect restaurants, many of which have struggled to stay afloat during the pandemic.

    Ultimately, the outcome of the lawsuit will depend on a variety of factors, including the strength of the evidence against Grubhub and the interpretation of state and city laws. However, it's possible that the caps on fees could be removed if Grubhub is found to have violated these laws.

    who do you believe is the most likely candidate to acquire grubhub?

    It's difficult to predict with certainty who the most likely candidate to acquire Grubhub is, as there are a number of potential suitors who could be interested in acquiring the company.

    In 2020, Grubhub was acquired by Just Eat Takeaway.com, a European food delivery company, in a deal valued at $7.3 billion. However, there are still several large food delivery companies in the United States that could potentially be interested in acquiring Grubhub in the future.

    One potential candidate is Uber Eats, which is currently the second-largest food delivery company in the United States behind DoorDash. Acquiring Grubhub could help Uber Eats to increase its market share and expand its reach in the United States.

    Another potential candidate is DoorDash, which has been rapidly expanding its services and market share in recent years. Acquiring Grubhub could help DoorDash to further consolidate its position as the largest food delivery company in the United States.

    Other potential candidates could include large technology companies such as Amazon or Google, which have shown an interest in the food delivery market in the past.

    Ultimately, the decision to acquire Grubhub will depend on a variety of factors, including the price of the acquisition, the strategic fit with the acquiring company's existing business, and regulatory considerations.

    What impact on the stock price of just eat takeaway do you expect when they sell grubhub?

    It's difficult to predict with certainty what impact the sale of Grubhub would have on the stock price of Just Eat Takeaway, as there are a number of factors that could influence investor sentiment and the valuation of the company.

    If the sale of Grubhub is perceived as a positive move by investors, it's possible that the stock price of Just Eat Takeaway could increase. For example, if the sale allows the company to focus on its core markets in Europe and improve profitability, investors may become more optimistic about the company's growth prospects and bid up the stock price.

    However, it's also possible that the sale of Grubhub could have a negative impact on the stock price of Just Eat Takeaway. If the company is unable to secure a favorable price for Grubhub, or if investors perceive the sale as a sign of weakness or a lack of confidence in the company's ability to compete in the United States, the stock price could decline.

    Ultimately, the impact of the sale of Grubhub on the stock price of Just Eat Takeaway will depend on a variety of factors, including the terms of the sale, investor sentiment, and the overall state of the market.

    do you believe Pedro will be next CEO of just eat takeaway?

    As an AI language model, I do not have access to insider information or any special knowledge beyond what is publicly available. Therefore, I cannot predict with certainty whether Pedro will be the next CEO of Just Eat Takeaway.

    However, Pedro Clarke is currently the COO (Chief Operating Officer) of Just Eat Takeaway, and he has been with the company for several years. He has played an important role in the company's expansion and integration of various acquisitions.

    It's possible that Pedro could be a strong candidate for the CEO position given his experience and knowledge of the company. However, ultimately, the decision of who becomes the next CEO will be made by the board of directors, and will likely depend on a variety of factors such as the company's strategic goals and the candidate's qualifications and vision for the future of the company.
    It's possible that Pedro could be a strong candidate for the CEO position given his experience and knowledge of the company.

    Interessant om te lezen!!
  13. [verwijderd] 30 maart 2023 20:44
    quote:

    Sir, St.- Pedro Ines Kuilen schreef op 30 maart 2023 20:40:

    [...]

    It's possible that Pedro could be a strong candidate for the CEO position given his experience and knowledge of the company.

    Interessant om te lezen!!
    Een virtuele fantast adviseert een werkelijke fantast. Knap.
  14. [verwijderd] 30 maart 2023 20:49
    quote:

    Sir, St.- Pedro Ines Kuilen schreef op 30 maart 2023 16:24:

    [...]

    Meer dan 10x de JET-regel!
    Dat is dan volgens jouw fantasieën ruim €. 1,7 mln. in JET. En dat is dan ca. 2% van je portefeuille. Dat heb je een keer geschreven. Dus je bent goed voor een slordige €. 90 mln. Je bent echt een big investor. Petje af.
  15. forum rang 8 SEVA_ 30 maart 2023 21:00
    quote:

    Fermín Romero de Torres XVII schreef op 30 maart 2023 20:49:

    [...]Dat is dan volgens jouw fantasieën ruim €. 1,7 mln. in JET. En dat is dan ca. 2% van je portefeuille. Dat heb je een keer geschreven. Dus je bent goed voor een slordige €. 90 mln. Je bent echt een big investor. Petje af.
    En nog steeds te schrieperig om Anna voor 30k uit de brand te helpen.
  16. forum rang 6 FEBU 30 maart 2023 21:07
    quote:

    SEVA_ schreef op 30 maart 2023 19:06:

    [...]

    Vermoed ook dat er wat speelt, maar breek mijn hoofd hoe ze die shorters schadeloos stellen.
    Shorters zullen vast gedekt zijn, UBS en BR blijven met stukken schuiven. En zonet, kost het overnemende partij zeg 150-200 mio.
    Ik vraag mij alleen af of Jitse met 40 euro genoegen neemt. Stel dat ze alleen Grub verkopen en met opbrengst aandelen kopen staat koers op +35 euro. dus veel zal het niet schelen.

    Ik wil 1 aandeel DASH of 2 aandelen Uber voor 1 aandeel JET
  17. forum rang 7 Steef89 30 maart 2023 21:17
    quote:

    KCNIB schreef op 30 maart 2023 21:07:

    [...]

    Shorters zullen vast gedekt zijn, UBS en BR blijven met stukken schuiven. En zonet, kost het overnemende partij zeg 150-200 mio.
    Ik vraag mij alleen af of Jitse met 40 euro genoegen neemt. Stel dat ze alleen Grub verkopen en met opbrengst aandelen kopen staat koers op +35 euro. dus veel zal het niet schelen.

    Ik wil 1 aandeel DASH of 2 aandelen Uber voor 1 aandeel JET
    Ik wil eigenlijk helemaal geen aandelen van Uber of DD. Pleurisdingen. Cash.
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