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Join the investment community and start your week with market insights seen through the lens of alternative web data.'s merger with Just Eat quintuples its distribution footprint

4 months ago by James Mattone in Innovation, Markets

A new force in the delivery wars has risen after a $10 billion deal merger between two of the largest delivery platforms outside of the United States. ($TAKEAWAY) just bought Just Eat ($LON:JE) in an all-share deal that gives a greater presence in Canada, the United Kingdom, France, and the isle of Corsica. In total, will add 104,256 restaurants that partner with Just Eat, which will increase the company's overall distribution footprint by 495%, or nearly quintuple its current network.

Due to the deal, acquired the largest delivery platform in the United Kingdom, one that was aggressively pricing its delivery service at £1.03 while also using delivery people already employed by some restaurants in order to rapidly expand.

Before Takeaway's merger with Just Eat, the company was one of the largest delivery services on the European continent, serving the Netherlands, Austria, Poland, Romania, Switzerland, Bulgaria and Macedonia. It also has the delivery service, which is one of the largest in Vietnam.

However, with this acquisition, enters two of the largest English-speaking markets outside of the United States, and becomes one of the top-5 largest food delivery platforms we track on Thinknum. It severely outpaces its regional competitors Uber Eats ($UBER) and Deliveroo ($DELIVEROO) in the United Kingdom, as well as in Canada.

With Uber Eats recently partnering with Starbucks and McDonalds, and GrubHub set to announce earnings soon, the Delivery Wars appear to be heating up thanks to this merger set to disrupt the top services in the space.

About the Data: 

Thinknum tracks companies using information they post online - jobs, social and web traffic, product sales and app ratings - and creates data sets that measure factors like hiring, revenue and foot traffic. Data sets may not be fully comprehensive (they only account for what is available on the web), but they can be used to gauge performance factors like staffing and sales. 

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James Mattone

James is the Associate Editor at Thinknum Media, mainly covering video games, food, and tech news, but not afraid to head into Sephora or beauty brands if need be...

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