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Found 18 results in 6ms
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Weekly update
Jan 21, 2025

Netflix Ads & The Trade Desk, AppFolio, IDEX, Westlake, Mettler-Toledo, Hermès, AVGO, Lonza, FEVR, BFIT, TKWY

NetflixUSMega CapAppFolioDeliverooYardiThe Trade DeskJust Eat TakeawaycomRealPage
Jan 14, 2025

Deliveroo, Nando's Exclusivity, and UK Food Delivery

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DeliverooGBMid CapDelivery HeroJust Eat TakeawaycomUberDoorDashNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryIndustrialsInformation TechnologyCommunication Services
Jan 6, 2025

Just Eat Takeaway vs Wolt Germany & Employed Courier Models

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Just Eat TakeawaycomNLMid CapUberDelivery HeroDeliverooDoorDashNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryIndustrialsInformation TechnologyCommunication Services
Dec 23, 2024

Just Eat Takeaway: UK vs EU Courier Models and Delivery Economics

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Just Eat TakeawaycomNLMid CapUberDelivery HeroDeliverooDoorDashNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryIndustrialsInformation TechnologyCommunication Services
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Weekly update
May 3, 2022

Weekly Update: Berkshire Annual Meeting Reflections

AcastSEMid CapHagertyDeliverooDigimarcSpotifyGorilla Technology
May 1, 2022

Online Food Delivery in France: Deliveroo, UberEats, & Gorillas

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DeliverooGBMid CapGorilla TechnologyJust Eat TakeawaycomUberNetwork EffectsMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryIndustrials
Nov 10, 2021

Elmenus & Egyptian Food Delivery

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Delivery HeroDEMid CapJust Eat TakeawaycomDeliverooNetwork EffectsMarketplaces & PlatformsConsumer Discretionary
Aug 17, 2021

Getir & On-Demand Grocery Delivery

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GetirJust Eat TakeawaycomDelivery HeroDeliverooNetwork EffectsMarketplaces & PlatformsConsumer Discretionary
Aug 12, 2021

Just Eat Takeaway: Protecting the Legacy UK Marketplace

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Just Eat TakeawaycomNLMid CapUberDeliverooNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryIndustrialsInformation Technology
May 21, 2021

Slerp & UK White Label Restaurant Food Delivery

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SlerpDESmall CapUberJust Eat TakeawaycomOloDeliverooNetwork EffectsMarketplaces & PlatformsIndustrialsInformation TechnologyConsumer Discretionary
May 16, 2021

Glovo & EU Convenience Delivery

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GlovoDEMid CapJust Eat TakeawaycomUberDelivery HeroDeliverooNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryIndustrialsInformation Technology
Apr 29, 2021

Online Food Delivery: A Restaurant's Perspective

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DeliverooGBMid CapRestaurant Brands InternationalShake ShackChipotleDominos PizzaJust Eat TakeawaycomProcess PowerBrand EquityNetwork EffectsMarketplaces & PlatformsFranchisorsConsumer Discretionary
Apr 18, 2021

Online Food Delivery: Spain Labor Law & Market Structure Changes

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UberUSLarge CapJust Eat TakeawaycomDeliverooNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryIndustrialsInformation Technology
Apr 15, 2021

Burger King UK: Offline to Online Food Delivery

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Restaurant Brands InternationalCALarge CapDeliverooJust Eat TakeawaycomNetwork EffectsMarketplaces & PlatformsConsumer Discretionary
Sep 7, 2020

Just Eat & Online Food Delivery in Spain

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Just Eat TakeawaycomNLMid CapUberDeliverooNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryIndustrialsInformation Technology
Aug 17, 2020

Scaling Uber EATS in London

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UberUSLarge CapJust Eat TakeawaycomGrubhubMcDonaldsDeliverooNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryIndustrialsInformation Technology
Aug 13, 2020

Deliveroo & Dark Kitchens

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DeliverooGBMid CapJust Eat TakeawaycomGrubhubUberMcDonaldsNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryIndustrialsInformation Technology
Aug 10, 2020

Online Food Delivery: Marketplaces & Logistics Business Models

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Just Eat TakeawaycomNLMid CapUberGrubhubDeliverooNetwork EffectsMarketplaces & PlatformsIndustrialsInformation TechnologyConsumer Discretionary

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