Just Eat Takeaway.com (AMS:TKWY) in Contrarius Global Equity Fund Q1 2023

Leading Food Delivery in Northern Europe and Beyond

Jul 01, 2025

Summary

Leader in food delivery across Northern Europe, UK, and other regions.
Improved profitability through strategic fee increases and cost reductions.
Expected to generate positive adjusted EBITDA in 2023.
Well-capitalized post-sale of iFood stake, with minimal net debt.

In the Q1 2023 letter from Contrarius Global Equity Fund, Just Eat Takeaway.com (AMS:TKWY, Financial) was recognized for its leadership in food delivery across multiple regions. The fund highlights the company's improved profitability and strategic financial positioning following the sale of its iFood stake.

"Just Eat's strategic initiatives have positioned it for meaningful EBITDA growth, making it an attractive investment at current valuations." — Contrarius Global Equity Fund, Q1 2023 Fund Letter

Read full letter at gurufocus Contrarius Global Equity Fund 2023 Q1 page.

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