Just Eat – UK Logistics Build-out & Competitive Dynamics – 12 March 2021

  • Public Equity
  • Consumer
  • Europe


Former director at Just Eat plc


  • Just Eat (LON: JET) (AMS: TKWY) – marketplace vs delivery mix trends and gross margin implications
  • Cost and benefit of salaried and agency riders vs gig economy contractors
  • Order density and rider utilisation trends
  • Average basket size trends and restaurant commission rate
  • Impact of easing lockdown restrictions on platform growth outlook


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