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May 6, 2025

Coupang: Coupang Eats & South Korean Food Delivery

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FarfetchDelivery HeroJust Eat TakeawaycomGrabDoorDashUberFarfetchDelivery HeroJust Eat TakeawaycomGrabDoorDashUberNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryIndustrialsFinancialsInformation TechnologyCommunication Services
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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
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Weekly update
Dec 23, 2024

Just Eat Takeaway, Google, Experian, AB InBev, Hermès, FEVR, IDEXX, Belron, Procore, Wayfair, GXO

Just Eat TakeawaycomNLMid CapGoogleFevertree DrinksAnheuser-Busch InBevExperianHermèsIDEXX LaboratoriesBecton Dickinson andBelronGXO LogisticsWayfairDanaherCCC Intelligent SolutionsProcore
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
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
Jul 4, 2021

Domino's Pizza: Managing the US and UK Franchise Network

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Domino's Pizza EnterprisesAUSmall CapDominos PizzaDoorDashUberJust Eat TakeawaycomProcess PowerBrand EquityNetwork EffectsFranchisorsMarketplaces & PlatformsConsumer DiscretionaryCommunication ServicesIndustrialsInformation Technology
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IP Research Analysis
May 23, 2021

Bechtle AG, Software Reselling, & White Label Food Delivery

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BechtleDEMid CapJust Eat TakeawaycomDoorDashUberSlerpNetwork EffectsB2B MiddlemenMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesIndustrials
May 21, 2021

Slerp & UK White Label Restaurant Food Delivery

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SlerpDESmall CapUberJust Eat TakeawaycomOloDeliverooNetwork EffectsMarketplaces & PlatformsIndustrialsInformation TechnologyConsumer Discretionary
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IP Research Analysis
May 17, 2021

Food Delivery Wars and Credit Acceptance's Underwriting Moat

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DoorDashUSLarge CapJust Eat TakeawaycomUberCredit AcceptanceNetwork EffectsCornered ResourceProcess PowerMarketplaces & PlatformsInsurers & FinancialsConsumer DiscretionaryCommunication ServicesIndustrialsInformation TechnologyFinancials
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
Mar 10, 2021

Nimbus Kitchens, Roberta's Pizza & Ghost Kitchens

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Nimbus KitchensJust Eat TakeawaycomDoorDashUberNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryCommunication ServicesIndustrialsInformation Technology
Feb 18, 2021

Uber Eats, SkipTheDishes & Food Delivery Business Models

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UberUSLarge CapGrubhubJust Eat TakeawaycomNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryIndustrialsInformation Technology

Showing 20 of 611 results