Just Eat Takeaway.com N.V. Business Summary

Just Eat Takeaway.com N.V. (JTKWY) operates a global online marketplace model that facilitates on-demand delivery by connecting consumers with over 750,000 partners, including restaurants, grocery stores, and retail outlets. The company generates revenue primarily through transaction-based commissions from partners (typically 10-15%), consumer-facing delivery and service fees, and high-margin advertising through premium listings. Following the late 2024 divestiture of its North American unit, Grubhub, the business is segmented into core regions: the United Kingdom and Ireland, Northern Europe (led by Germany and the Netherlands), Southern Europe, and Australia/New Zealand. In the hyper-competitive delivery landscape, Just Eat Takeaway maintains a dominant market-leading position in the UK and Germany, competing directly with Uber Eats, Deliveroo, and DoorDash through a hybrid model of marketplace-only and logistics-enabled delivery services. The company was founded in 2000 by Jitse Groen, who scaled the business from the Dutch startup Thuisbezorgd.nl into a global powerhouse before stepping down as CEO on January 1, 2026. Leadership is currently spearheaded by CEO Roberto Gandolfo, a veteran of the platform economy who previously scaled iFood and served as Head of Prosus Europe. The executive team includes CFO Mayte Oosterveld, formerly of Ahold Delhaize and Goldman Sachs, and CTO Mert Öztekin, who brings extensive engineering experience from Delivery Hero. Following a €4.1 billion acquisition in 2025, the company is now a key subsidiary of the global technology investor Prosus N.V. (owned by Naspers), with Prosus CEO Fabricio Bloisi serving as Chair of the Supervisory Board to oversee the firm’s strategic pivot toward product-led innovation and operational profitability.