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Aandeel JUST EAT TAKEAWAY AEX:TKWY.NL, NL0012015705

Laatste koers (eur) Verschil Volume
13,315   +0,655   (+5,17%) Dagrange 12,870 - 13,355 1.257.951   Gem. (3M) 1,3M

Just Eat Takeaway 2022!!!!!!!!

73.764 Posts
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  1. [verwijderd] 15 februari 2022 20:34
    quote:

    tech-belegger schreef op 15 februari 2022 20:19:

    als je een Food Truck hebt kan je rondrijden voor 7-eleven, zijn er nogal wat in Amerika, en 1.6 procent stijgen vind ik mager als je uber en Doordasch bekijkt en die brengen geen wereldnieuws
    Ik probeerde U een beetje belachelijk te maken met foot truck, maar ik moet zeggen dat ik ondanks dat ik weinig vertrouwen in dit aandeel heb op de huidige waardering, het op het eerste oog wel een mooie samenwerking is. Ben alleen benieuwd wat dit netto gaat opleveren voor JET...
  2. forum rang 5 Drs P. 15 februari 2022 20:41
    GRUBHUB EXPANDING DELIVERY SERVICE WITH 7-ELEVEN
    The Just Eat Takeaway.com NV subsidiary is rolling out Grubhub Goods to 3,000 locations across the U.S.

    Published on February 15, 2022.
    20220215_grubhub_3x2
    Credit: Bloomberg
    Grubhub is expanding its convenience delivery service in collaboration with 7-Eleven Inc. and considering adding urban warehouses in a bid to boost customer retention amid intense competition from DoorDash Inc. and Uber Technologies Inc.

    The Just Eat Takeaway.com NV subsidiary is rolling out Grubhub Goods to 3,000 locations across the U.S., allowing customers to order on-demand some of 7-Eleven’s most popular items, from energy drinks to ice cream and personal care. The national expansion follows a pilot program with 7-Eleven at several locations in Manhattan.

    Adding more warehouses, known as dark stores, would also extend an existing model in New York, where the company operates a Grubhub Goods location to stock its own inventory and make deliveries faster.

    “There’s a number of different strategies that we’re pursuing. At the end of the day, it’s really about getting the diner what they want,” CEO Adam Dewitt said in an interview.
  3. forum rang 5 Drs P. 15 februari 2022 20:49
    Dit was 2019, wordt het dan waarheid in 2022 nu Grubh/JET all time low noteert?

    Buying GrubHub Would Fortify Amazon Stock Well into the Future
    Luke Lango
    July 31, 2019

    Explore the topics mentioned in this article
    The food delivery wars are heating up, and in a move that shocked the world, Amazon (NASDAQ:AMZN), the company which is notorious for disrupting and dominating up-and-coming industries such as cloud and ecommerce has pulled out of the race. Specifically, Amazon’s food delivery business, Amazon Restaurants, shut down in the U.S. in late June after never really gaining traction against bigger and faster-growing peers. It was a missed opportunity to further grow Amazon stock.

    Buying GrubHub Would Fortify Amazon Stock Well into the future
    But, this is isn’t the last chapter for Amazon in the food delivery wars. Instead, Amazon is attacking the market from a different angle, acquisitions and investments. In recent months, Amazon has lead a financing round in UK delivery startup Deliveroo, while rumors have swirled that Amazon is looking to buy Uber Eats in India .

    Having a delivery presence in the UK and India is nice. But, it’s not super important. In the global food delivery market, the U.S. is the golden egg. As of today, Amazon still has no presence in that important market. That’s why Amazon should buy GrubHub (NASDAQ:GRUB). GrubHub is the leader in the U.S. food delivery market.

    InvestorPlace - Stock Market News, Stock Advice & Trading Tips

    7 Stocks to Buy With Over 20% Upside From Current Levels

    Sure, that leadership position has eroded over the past few years thanks to increased competition from DoorDash, Postmates, Uber Eats, and the like. But, the company is still growing very quickly, is still very large, and Amazon has all the tools they need to fix GrubHub’s share erosion problems and turn the platform into the unchallenged leader in U.S. food delivery.

    Oh, and because GRUB stock has been so weak, Amazon could begin its foray into dominating the U.S. food delivery market at a discount price.

    All in all, this move makes a lot of sense to me, and as someone who owns Amazon stock, I’m rooting for this deal to get pulled off.

    The Two Minor Reasons Amazon Should GrubHub

    Amazon should buy GrubHub for two minor reasons, and one very important reason.

    The first minor reason is that GrubHub is one of the two largest food delivery players in the U.S. market, with roughly 33% market share. The other large player is DoorDash, also with around 33% share. After those two, the fall-off is steep. Uber Eats has ~17% share, Postmates has ~11% share, and everyone else combines for a whopping 6% share.

    Amazon should get into the U.S. food delivery business not just to be a player in the market, but to dominate the market, much like Amazon.com dominates ecommerce and Amazon Web Services dominates cloud infrastructure. In order to dominate the market, Amazon should start from a leadership position, meaning they should acquire either GrubHub or DoorDash. DoorDash has a $12 billion valuation. GrubHub has a $7 billion valuation. Thus, buying GrubHub makes the most sense financially.

    The second minor reason is that the U.S. food delivery market will become a huge and integral part of the U.S. consumer landscape one day, and if Amazon wants Prime to stay atop that landscape, Amazon needs a food delivery arm. Amazon presently dominates the U.S. consumer landscape through its Prime ecosystem, which offers consumers everything they would want – an online shopping platform, fast delivery, video and music streaming platforms, so on and so forth.

    But, Amazon has no food delivery platform. Food delivery is becoming super important, and it’s growing super fast. Sales in June across the food delivery space rose 45% year-over-year. Thus, in order for Amazon Prime to maintain its leadership position in the U.S. consumer landscape, Prime needs to develop a food delivery arm, and soon. Acquiring GrubHub would give them that in bulk.

    The One Big Reason Amazon Should Buy GrubHub

    The biggest reason that Amazon should buy GrubHub is that Amazon has all the tools necessary to not just end GrubHub’s share erosion headaches, but also turn an Amazon-integrated GrubHub into the unchallenged leader in U.S. food delivery.

    The logic is simple. Read this article from Second Spectrum. Their data corroborates a very understandable and rational observation about the U.S. food delivery market: there is no customer loyalty. Depending on the platform, customer exclusivity rates are around 30% to 60%. That’s abysmally low.

    This lack of customer loyalty is because, in the absence of exclusive food vendor partnerships, the differentiating factor among these platforms is price. Price oscillates wildly. GrubHub will run a promotion one week. Postmates will run a promotion the next week. UberEats will run one the following week. In response, customers are jumping from app to app, chasing the lowest price, which has caused GrubHub to go from the unchallenged market leader to just another big delivery platform.

    Amazon buying GrubHub would turn GrubHub back into the unchallenged market leader. How? By absorbing GrubHub into the Prime ecosystem.

    Imagine this. Amazon buys GrubHub. GrubHub becomes a part of Amazon Prime. Now, Prime members get free delivery or discounted prices on all orders through GrubHub. Prime members will flock in droves from other platforms, to GrubHub, and they won’t leave GrubHub so long as they keep getting free delivery or lower prices. GrubHub’s market share will soar from 33%, back towards 50%-plus, since pretty much every U.S. consumer is on Amazon Prime.

    Overall, then, through combining its already extensive Prime ecosystem with GrubHub’s leadership position, Amazon could turn GrubHub into the unchallenged market leader in U.S. food delivery.

    Bottom Line on Amazon Stock

    This deal should happen. Amazon should buy GrubHub. They have all the tools necessary to take the struggling GrubHub platform, and turn into the Amazon.com equivalent in the food delivery space.

    It especially makes sense today, since the U.S. food delivery market projects to be a $30 billion-plus market in the not-too-distant future, is presently firing on all cylinders to the tune of 45% year-over-year growth, and GrubHub is trading at a multi-year low market cap of just ~$7 billion.

    As an owner of Amazon stock, I’m rooting for Amazon to be aggressive here and “buy the dip” in GRUB stock
  4. [verwijderd] 15 februari 2022 21:00
    quote:

    tech-belegger schreef op 15 februari 2022 20:57:

    ja 2019 kocht je ze voor 42 euro, stegen tot de hemel tot men besefte dat de sector een ballon was, die is ook gesprongen en de ene trok de andere mee omlaag en JET min 60 procent, voor mij mogen ze stijgen, maar zo ging het wel, zit er wel niet meer in nu
    U investeerd liever in Tech aandelen?
    Maakt ASML onderdeel uit van uw porto?
  5. [verwijderd] 15 februari 2022 21:07
    quote:

    tech-belegger schreef op 15 februari 2022 21:04:

    ja heb ik af en toe wel in portefeuille, zit wel meer in Amerikaanse aandelen, maar heb niet de bedragen die ik hier soms voorbij zie vliegen, doe het wat rustiger
    U moet bij een dip all in gaan bij BATS en Imperial Brands, het is al wel een beetje laat dat geef ik toe, maar verdient nog zeker 30% dit is hoe je snel rijk wordt en niet luisteren naar types zoals Pedr00
  6. [verwijderd] 15 februari 2022 21:09
    quote:

    tech-belegger schreef op 15 februari 2022 21:04:

    ja heb ik af en toe wel in portefeuille, zit wel meer in Amerikaanse aandelen, maar heb niet de bedragen die ik hier soms voorbij zie vliegen, doe het wat rustiger
    Bedragen behoort ook niemand te interesseren.

    Kreeg laatste de opmerking dat mijn geïnvesteerde €30.000 in een bepaald aandeel, "geen zoden aan de dijk zet".....Tsjaaa.

    Er zijn mensen die heel jaloers kijken naar zo'n bedrag, en anderen tanken dat bedrag per dag in hun Privéjet.

  7. forum rang 8 Pedro Ines Kuilen 15 februari 2022 21:19
    quote:

    tech-belegger schreef op 15 februari 2022 21:12:

    Pedro luister ik niet naar hoor, zeg je wat dip bepalen he, niet zo makkelijk, heb zo een tijdje progenity gehad , was ook alle dagen raak, nu wat minder maar komt wel weer terug
    Misschien is dat wel de reden dat u moest zeggen; “ maar heb niet de bedragen die ik hier soms voorbij zie vliegen”
73.764 Posts
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