Just Eat Takeaway: Amazon Partnership Is The Start Of The Turnaround

Jul. 06, 2022 9:12 AM ETJust Eat Takeaway.com N.V. (JTKWY), TKAYF8 Comments
Robert Vink profile picture
Robert Vink


  • Just Eat Takeaway partners with Amazon through a commercial agreement to accelerate growth in the US.
  • Under the commercial agreement, Amazon acquires a 2% stake in warrants of Grubhub and a 13% stake in warrants if certain performance conditions are met.
  • The commercial agreement renews every year.
  • This commercial agreement is a turnaround opportunity for the Grubhub asset.

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Grubhub's consistent market share loss has been one of the huge drivers of the abysmal stock performance of Just Eat Takeaway (OTC:JTKWY) . While Grubhub has reasonable underlying profitability in terms of EBITDA without feecaps. (The feecaps

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Robert Vink profile picture
Robert Vink has graduated in Business Analytics at the VU Amsterdam, and is currently pursuing a CFA. In his articles, Robert has mostly covered underfollowed European stocks and technology / e-commerce stocks in general. Feel free to contact me on Linkedin to further discuss equities.I am open to front office job oppourtinities in finance like investment analyst, equity research analyst and investment banking analyst.

Disclosure: I/we have a beneficial long position in the shares of TKAYF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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