Monopoly games in online food delivery

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Monopoly games in online food delivery

23 December 2020

Online food delivery is a winner-takes-all industry. Winning market share and dominating individual countries are the name of the game.

Just Eat Takeaway.com already dominates 13 countries, and generates 90% of its revenue in those countries (including Germany, the Netherlands, and the UK).

Online food delivery is a growth opportunity of stratospheric size. Market penetration is still low, but growing fast. The total addressable market is so vast that Just Eat Takeaway.com could grow ten times in revenue and market value over the coming years.

Or, it could fall prey to a hostile takeover. The industry is going to see rapid developments in 2021, which could include some surprise mergers and acquisitions.

Either way, shareholders of Just Eat Takeaway.com will come out ahead. The stock is currently valued at such a low price, that even losing to competition and becoming prey will NOT be to shareholders' disadvantage.

How is that possible?

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18 January 2021

Report Update:
(PDF - 0.7MB)