Global Internet_ What’s next for Just Eat Takeaway_
2025-02-28 05:14
V i e w p o i n t | 25 Feb 2025 05:26:19 ET │ 17 pages For DASH — while TKWY would help launch and accelerate new geographies, we believe DASH is more focused on organic international expansion (we note DASH has held talks with Deliveroo, per press reports (see here. Reuters, 25 June 2024) and we note the difficulty in competing in competitive markets with scaled logistics players (across the board). Not to mention a greater focus and attention on new vertical adoption (like grocery), in our view. Many prev ...