Transcript
Transcript

Takeaway.com – European Online Food Delivery – 5 August 2019

  • Multi Asset
  • Consumer
  • Europe

Specialist

Former Global Head at Delivery Hero SE

Agenda

  • Just Eat acquisition and potential deal synergies
  • Integration of Delivery Hero’s German asset
  • Marketplace to delivery transition and gross margin impact
  • Average basket trends and order frequency
  • Customer and rider acquisition cost trends

Questions

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