Aandeel JUST EAT TAKEAWAY AEX:TKWY.NL, NL0012015705

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DeWalt schreef op 3 augustus 2023 00:45:

Na cijfers TKWY, UBER en DASH is mij duidelijk dat

Dash de winnaar is in USA (TKWY daalt, UBER daalt ook in orders)

TKWY de winnaar is in EU (UBER niet overtuigend, WOLT geen groei)

Grubhub dus naar UBER en de rest van TKWY naar DASH….

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Optiekoning schreef op 3 augustus 2023 00:46:

Wat betekenen de cijfers van DD voor Just Eat? Zal het een positieve of negatieve impact hebben?

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DeWalt schreef op 3 augustus 2023 02:06:

De echte cijfers van DASH s22.q4cdn.com/280253921/files/doc_fin...

Hoe je van een kwartaal verlies van $172mln naar een positieve adjusted EBITDA van $279mln gaat (pagina12)

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SEVA_ schreef op 3 augustus 2023 00:48:

[...]

Juiste conclusie. AUNZ past goed in DD, waar Uber nu de grootste is.

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Bodemvisser schreef op 3 augustus 2023 06:33:

morgen mensen..Jet loos AEX Put loos ..

fijne dag

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Dick schreef op 3 augustus 2023 08:31:

Nog geen herstel opening 15,11

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wiegveld schreef op 2 augustus 2023 23:13:

[...]

Geld en omzet, zie Reutersverhaal.

Ze komen ook snel Ebitdapositief te staan met ordergroei en GTV achtige groei.

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Beurs goeroee schreef op 3 augustus 2023 08:14:

Vandaag maar weer eens definitief de 14 opzoeken. Go Jitse Rood!

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wiegveld schreef op 3 augustus 2023 08:15:

Dash CEO in earnings transscript:

Hey, Deepak. It's Tony. I'll take the first one on growth outside of restaurants. I mean, hopefully, you all saw in our June update, when we celebrated 10 years as a company, we actually rolled out one of our biggest product updates this year.

And that really -- one of the featured things that we shipped was actually the launch of both our grocery and retail tabs. And I think there's another good example of how we do product development in a very disciplined way, which kind of, I think, aligns a bit to the sentiment behind your second question, where everything effectively is stage-gated and we give maximum exposure or investment once we see that they are ready for prime time. And I think when it comes to a lot of these categories outside of restaurants, I think you saw a lot of that growth for us happened in the first couple of years with the pandemic in which we launched with third-party convenience retailers, whether they be the likes of Walgreens, CVS, 711 and many, many others. But then over the last two and a half years, we've built a multibillion-dollar grocery business from scratch and it was really ready for prime time exposure.

And that's one of the things that you saw as we now have more non-restaurant stores on the platform in North America versus any other platform. We're growing faster than every other platform and gaining share dramatically in virtually all categories and certainly -- and very specifically also in grocery. You also see this in retail. We've seen a lot of growth in categories that is even outside of food, whether that be in sporting goods, with exporting goods or office supplies with Office Depot and OfficeMax or the pet category with PetSmart and Petco, or the health and beauty category with Sephora.

So a lot of this is happening and we found ourselves in a position where not only were we seeing very resilient growth in the core U.S. restaurants category at all-time high frequencies, which gives us just more to introduce a lot of these new categories, but we also saw the readiness in terms of product market fit, from a selection, quality of service and affordability perspective, when it came to our grocery and our retail offerings, and that's why we made the announcement and why we shipped the features that we did in June.

Verder een korte oassage over WOLT. CEO is tevreden en hoge verwachtingen zijn volgens hem gehaald.

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wiegveld schreef op 3 augustus 2023 09:05:

Gisteren is het eindspel voor JET begonnen. Meteen onder de €15 past in t plaatje

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wiegveld schreef op 3 augustus 2023 09:05:

Gisteren is het eindspel voor JET begonnen. Meteen onder de €15 past in t plaatje