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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
Jan 14, 2025

Deliveroo, Nando's Exclusivity, and UK Food Delivery

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Deliveroo•GB•Mid 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 Takeawaycom•NL•Mid 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 Takeawaycom•NL•Mid CapUberDelivery HeroDeliverooDoorDashNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryIndustrialsInformation TechnologyCommunication Services
Nov 10, 2021

Elmenus & Egyptian Food Delivery

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Delivery Hero•DE•Mid 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
May 16, 2021

Glovo & EU Convenience Delivery

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Glovo•DE•Mid CapJust Eat TakeawaycomUberDelivery HeroDeliverooNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryIndustrialsInformation Technology

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