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Aandeel JUST EAT TAKEAWAY AEX:TKWY.NL, NL0012015705

Laatste koers (eur) Verschil Volume
13,755   -0,080   (-0,58%) Dagrange 13,750 - 13,935 380.006   Gem. (3M) 1,8M

Just Eat Takeaway 2023

58.668 Posts
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  1. NabeursInfoCorrectKaderen 26 juli 2023 07:06
    s3.eu-central-1.amazonaws.com/takeawa...

    Northern Europe and UK and Ireland returned to year-on-year Gross Transaction Value ('GTV') growth of 4% and 1% (3% at constant currency) respectively in Q2 2023. As a consequence, the H1 2023 GTV growth for both segments was also positive. North America and Southern Europe and ANZ are following the same improving trend. GTV for the entire business declined by 4% on a constant currency basis in Q2 2023.
    ? Adjusted EBITDA amounted to €143 million in H1 2023, reflecting a material improvement of €277 million compared with H1 2022. Ongoing focus on efficiency in Delivery operations as well as general costs saving initiatives were the main reasons for this increase. All operating segments materially contributed to this improvement.
    ? In Northern Europe, the Adjusted EBITDA Margin as a percentage of GTV ('Adjusted EBITDA Margin') reached our 5.0% long-term target in H1 2023. The UK and Ireland segment, with a 1.8% margin, is on track to reach a similarly high Adjusted EBITDA Margin.
    ? We are fast approaching our positive free cash flow target. Free cash flow before changes in working capital significantly improved to minus €78 million in H1 2023 from minus €407 million in H1 2022. Excluding exceptionals and a one-off 2012/2013 tax settlement with the Danish tax authority, free cash flow before changes in working capital was minus €16 million.
    ? Grubhub, with a free cash flow of minus €56 million in H1 2023, is also on a path to cash flow breakeven. We have initiated a number of measures which we believe will lead to further improvements going forward.
    ? Our global grocery proposition continues to progress well with approx. 40,000 grocery Partners on the platform by 30 June 2023, a growth of 36% compared with the end of June 2022, with particularly strong progress in the UK and Ireland.
    ? Advertising4 revenue was €99 million in H1 2023 excluding Grubhub, a 33% increase compared with the same period last year, with significant opportunities ahead to expand offerings within this vertical. Grubhub's advertising revenue is
    excluded as this is part of a tiered commission structure.
    ? Brent Wissink informed the Company that he wishes to pursue other opportunities and will be stepping down as Chief
    Financial Officer and resign from the Management Board of the Company as per the Company’s annual general meeting in May 2024. The Supervisory Board will initiate the process of finding a successor for Mr. Brent Wissink.
  2. forum rang 4 Leon57 26 juli 2023 07:18
    Cijfers H! zijn m.i. beter dan verwacht, Teleurstellend is denk ik dat er geen verdere verhoging in de winstverwachting is afgegeven, geen vervroeging in wanneer free cah flow positief zal worden en geen nieuws over IFood.
    Volgens mij zullen ze komende maand met nieuws over I foor moeten komen daar, als ik het goed heb onthouden, 1 augustus de peildatum was voor het bepalen of, en zo ja hoeveel, er extra betaald zou gaan worden
  3. forum rang 5 SAHR-0310 26 juli 2023 07:19
    quote:

    Steef89 schreef op 26 juli 2023 07:16:

    Ik wist het wel, Grub wordt een cash cow voor JET. Boeiend dat ze maar nummer 3 zijn in de US, markt is groot genoeg.
    Ik blijf erbij dat ze JET blijven treiteren mbv enkele witteboorden met diepe zakken totdat 'ze' Grubhub terug hebben.....
58.668 Posts
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