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Zelfs als Grubhub gesloten wordt is dit een eenmalige last en zal de koers stijgen. Mijn verwachting is dat dit na de beslissing over de Fee Caps alle opties overwogen worden en dat Grubhub naar Uber gaat en alle aktiviteiten van Uber in Europa naar JET met bijbetaling van de ene aan de andere partij.
RobS schreef op 11 februari 2024 18:52 :
Zelfs als Grubhub gesloten wordt is dit een eenmalige last en zal de koers stijgen. Mijn verwachting is dat dit na de beslissing over de Fee Caps alle opties overwogen worden en dat Grubhub naar Uber gaat en alle aktiviteiten van Uber in Europa naar JET met bijbetaling van de ene aan de andere partij.
Maar waarom zou Uber willen wachten tot na de Fee Gabs?
SEVA_ schreef op 11 februari 2024 17:59 :
[...]
Wat quotes van de analist in kwestie na Q4-23:
With all geographies still in negative orders territory (and more especially North America, SEANZ in double digits decline) while food inflation is easing, JET remains unable to convince me and investors that it is able to generate a >high-single digit growth going forward. Logically, the market continues to value JET as a food retailer as its current growth/profitability profile is quite similar. Any hypothetical rerating towards restaurants' valuation (>2.5-3x EV/Sales) would take time with JET deemed to demonstrate its ability to re-generate growth with continued profitability improvement. I stick to my Sell as I don't believe in JET's ability to showcase a growth/profitability profile similar to restaurants (at least not as long as the group sticks to its SEANZ exposure and is unable to sell Grubhub). Ik ben het overigens niet met hem eens.
hij zou wel eens gelijk kunnen hebben dat investeerders er niet in geloven en dat dit de reden van de lage koers is.
T. Edison schreef op 11 februari 2024 19:11 :
[...]Maar waarom zou Uber willen wachten tot na de Fee Gabs?
Gotcha70 schreef op 10 februari 2024 20:41 :
[...]
€ 100 per aandeel. Dat is nog hoger dan Morningstar.
Het inkoopprogramma kan hier een duw aangeven. Wanneer er ook maar iets van de triggers die ING vermeldt uitkomt, wordt men zich bewust dat de buit dan inmiddels met 20.000.000 aandeelhouder minder afgedeelt hoeft te worden.
dinkyron schreef op 11 februari 2024 20:17 :
[...]
Denk niet dat Uber wil wachten maar dat Jitse wil wachten tot na de feecaps.Die heeft een prijs in zijn hoofd en voor minder verkoopt hij niet zolang de kas nog redelijk gevuld is. Er zullen heus wel door Uber en misschien andere voorstellen gedaan zijn de afgelopen tijd ,die allemaal afgewezen zijn. Groen ziet waarschijnlijk nog potentie voor Grub of de verkoopprijs , die inversteerders nu niet zien. toekomst zal uitwijzen wat verstandig was.
We gaan het zien, positieve verrassingen zijn altijd welkom
Het kan hard gaan zodra het vertouwen er weer is,
wins schreef op 11 februari 2024 21:01 :
Het kan hard gaan zodra het vertouwen er weer is,
Klopt daar wacht de jet aandeel houder pas 18 maanden op
Gotcha70 schreef op 10 februari 2024 20:41 :
[...]
€ 100 per aandeel. Dat is nog hoger dan Morningstar.
100 mag van mij maar dat gaat denk ik niet gebeuren
ons Ahold heult met Doordash in USA Ahold Delhaize USA Wed, February 7, 2024 at 3:00 PM GMT+1 In this article: AD 0.00% Watchlist Watchlist DASH +0.85% Ahold Delhaize USA Ahold Delhaize USA Food Lion, Giant Food, The GIANT Company, Hannaford and Stop & Shop Customers to Gain Access to Additional Delivery Option SALISBURY, N.C., Feb. 07, 2024 (GLOBE NEWSWIRE) -- Leading omnichannel grocery retail group Ahold Delhaize USA has announced a new agreement with local commerce platform DoorDash to make an additional on-demand grocery delivery marketplace available to customers at each of its local omnichannel brands – Food Lion, Hannaford, Giant Food, The GIANT Company and Stop & Shop. Delivery from DoorDash is expected to be available to customers of all brands by March. “As leading omnichannel grocery retailers in their markets, Ahold Delhaize USA brands are focused on providing fast and convenient grocery delivery for customers. The addition of DoorDash as a marketplace partner for our companies is very exciting,” said JJ Fleeman, CEO, Ahold Delhaize USA. “The speed and ease of DoorDash and its strong reputation for providing great customer service aligns with the priorities of each of our local brands. We look forward to delivering this new option for customers of our local brands – as well as new customers through DoorDash – and leveraging this partnership to enable our brands as they continue to drive omnichannel growth.” DoorDash is available in nearly all markets served by Ahold Delhaize USA brands, and the service is already live for most customers at Giant Food, The GIANT Company, Hannaford and Stop & Shop. Food Lion will pilot with DoorDash in February and expects to launch in its markets in March. Through the new partnership, the local brands of Ahold Delhaize USA will add to the 100,000+ non-restaurant stores already on DoorDash’s Marketplace and Drive platforms across North America. “From day one DoorDash has been focused on creating opportunities for our merchant partners to compete, succeed, and flourish in every environment,” said Tony Xu, CEO and Co-founder at DoorDash. “We’re excited to partner with Ahold Delhaize USA brands to support the growth of their digital channels and help them engage consumers in new ways. As consumers’ favorite local commerce platform, we look forward to expanding our East Coast selection and giving consumers more access to everything in their neighborhoods, including groceries, retail, flowers, food, and more.” ADUSA brands’ loyalty programs are integrated into the DoorDash experience. All participating brand stores will also be available on DashPass, DoorDash’s membership program that offers members $0 delivery fee, reduced service fees, and member-only benefits on eligible orders from thousands of restaurants, grocery, and convenience stores nationwide.* About Ahold Delhaize USA Ahold Delhaize USA, a division of Netherlands-based Ahold Delhaize, is the parent company of Ahold Delhaize’s U.S. companies, including its local brands – Food Lion, Giant Food, The GIANT Company, Hannaford and Stop & Shop. When considered together, the local brands of Ahold Delhaize USA comprise the largest grocery retail group on the East Coast and the fourth largest grocery retail group in the nation, operating more than 2,000 stores and 20 distribution centers across more than 20 states and serving millions of omnichannel customers each week. About DoorDash DoorDash (NASDAQ: DASH) is a technology company that connects consumers with their favorite local businesses in more than 25 countries across the globe. Founded in 2013, DoorDash builds products and services to help businesses innovate, grow, and reach more customers. DoorDash is your door to more: the local commerce platform dedicated to enabling merchants to thrive in the convenience economy, giving consumers access to more of their communities, and providing work that empowers. *DashPass benefits apply only to eligible orders that meet the minimum subtotal requirement listed on DoorDash for each participating merchant. Other fees (including service fee), taxes, and gratuity still apply. After signing up for DashPass, you will be charged the then-current renewal price (plus applicable taxes) automatically on a recurring basis until you cancel. DashPass terms (including how to cancel) here. MEDIA CONTACTS: Christy Phillips-Brown 704-287-0055 Erin DeWaters 336-963-0393
Weer veel sterkte deze week Jet belegger Laat je niet gek maken als hij weer eens een keertje de 14.75 aanraak En weer terug zakt Maar dit zou zo maar eens die ene week kunnen worden waar we op wachten
En onze Jitse en wij kunnen onze borst natmaken!! Technology DoorDash Aims to Boost Presence Abroad While Rivals StruggleCEO wants the company to match its US recognition in Europe DoorDash adds Stop & Shop as new grocery partner in the US The San Francisco-based company operates in 28 countries outside the US. The San Francisco-based company operates in 28 countries outside the US.Photographer: Paul Frangipane/Bloomberg By Natalie Lung 7 februari 2024 at 15:00 CET Updated on 8 februari 2024 at 20:07 CET DoorDash Inc., already the top restaurant delivery company in the US, is now looking to strengthen its presence abroad. The San Francisco-based company operates in 28 countries outside the US, mostly in continental Europe, Japan and Australia. Yet it doesn’t enjoy the same name recognition in any of those markets the way it does in the US, Chief Executive Officer Tony Xu said in an interview. “We’re not very well penetrated in any one of those countries,” Xu said. “The growth is there, and our unit economics are improving, but we have a long way to go when it comes to matching the penetration levels of our US marketplace.” The bulk of DoorDash’s overseas markets are in more sparsely populated European countries like Sweden, Estonia, Denmark and Iceland, which it entered through its purchase of Finnish food-delivery company Wolt Enterprises two years ago. While there has been speculation that DoorDash could be interested in acquiring UK peer Deliveroo Plc to feed its global ambitions, Xu said “our hands are pretty full right now to make sure that we do a great job” in its existing overseas markets, which don’t include the UK or France. Get the Q&AI newsletter. You’ve got questions about AI, we’ve got answers. Delivered weekly. “What we’re really talking about is consumer awareness and engagement,” Xu said, elaborating on his earlier comments. “In the US, most people know what DoorDash is.” That’s not necessarily the case in many of the other markets where DoorDash or Wolt operate now, he added, and many more still don’t know that DoorDash is in the grocery category. “Our focus today is on serving the audiences in our markets, which means connecting more people to merchants and earnings opportunities in their neighborhoods.” DoorDash shares were gained 1.8% in New York on Wednesday. They are up 16% so far this year. Europe’s biggest food delivery companies, including Deliveroo, Germany’s Delivery Hero SE and Turkish startup Getir, are under pressure from investors to prove they can turn a profit as demand for delivery has faded from pandemic-era levels. Across the industry, companies that promised ultra-fast delivery of everything from perishables to medications in Europe are cutting costs and consolidating. Xu said during last November’s earnings call that there is more work to do in its Eastern European markets in particular to upgrade technology, acquire more customers and partner with more merchants. DoorDash is looking to invest its cash pile not only overseas but also in its non-restaurant businesses like grocery delivery, which has outpaced growth of its core restaurant delivery business. On Wednesday, DoorDash announced it’s adding a new grocery partner, Royal Ahold Delhaize NV, which owns Stop & Shop and Hannaford. The agreement will bring nearly 2,000 of Ahold Delhaize’s US grocery stores on the East Coast onto DoorDash’s delivery platform. That adds to the more than 100,000 non-restaurant stores DoorDash has partnered with for on-demand delivery, Xu said. Smaller Orders US consumers are making smaller grocery purchases on online delivery apps post-pandemic Source: YipitData Note: Data represents share of total grocery purchases on Instacart, DoorDash, Uber, Gopuff, Grubhub, Shipt The new deal could cut into market share held by online grocery delivery rival Instacart, which has more than 80,000 retail stores on its app and previously had an exclusive relationship with Ahold in the US. Since DoorDash and Uber Technologies Inc. began building out their grocery delivery offerings in recent years, they have managed to siphon away last-minute or smaller basket grocery purchases from Instacart thanks to an established, loyal user base for their existing restaurant meal delivery services. The partnership taps into a new type of customer, one who may add on a few convenience-store items to a DoorDash restaurant takeout order, rather than use Instacart or Ahold’s own ecommerce sites for weekly, bulk grocery purchases, according to JJ Fleeman, CEO of Ahold Delhaize USA. “We believe that the partnerships that we’ve created with Instacart and now DoorDash really extend that customer base and gain a level of incremental sales for us,” Fleeman said. DoorDash’s three-year-old grocery delivery business doubled in gross order value in the third quarter last year. Small orders have taken up an increasing share of overall online grocery purchases since the pandemic, according to data compiled by research firm YipitData, which analyzes customer email receipts. DoorDash reports fourth-quarter results next week. (Updates with context around European delivery companies in eighth paragraph.)
wiegveld schreef op 12 februari 2024 08:07 :
En onze Jitse en wij kunnen onze borst natmaken!!
Technology
DoorDash Aims to Boost Presence Abroad While Rivals Struggle
CEO wants the company to match its US recognition in Europe DoorDash adds Stop & Shop as new grocery partner in the US
En hoe beter dan de nummer 1 in noord europa/ UK/I over te nemen? Is momenteel nog geen 10-15% van de totale waarde van Doordash om de toko over te nemen en daarmee in één klap een groot deel van Europa.
Mr Trade schreef op 12 februari 2024 08:10 :
[...]
En hoe beter dan de nummer 1 in noord europa/ UK/I over te nemen?
Is momenteel nog geen 10-15% van de totale waarde van Doordash om de toko over te nemen en daarmee in één klap een groot deel van Europa.
De kans is zeer sterk toegenomen hierdoor.
déjà vu schreef op 12 februari 2024 08:17 :
[...]
De kans is zeer sterk toegenomen hierdoor.
Ik zou zeggen doe dat bod (het liefst voor vrijdag optie expiratie) :) Hopelijk tikt het aandeel de 15EU aan vandaag, om in ieder geval boven de 14,70 te sluiten. Zou een mooi begin van de week zijn.
Deutsche Bank handhaaft koopadvies op Just Eat Takeaway 6 minuten geleden (vandaag 08:29:27)Dow Jones Newswires (MORE TO FOLLOW) Dow Jones Newswires
Deutsche Bank verhoogt koersdoel Just Eat Takeaway van 22,00 naar 23,00 euro 27 minuten geleden (vandaag 08:29:25)
Maarten304 schreef op 12 februari 2024 08:36 :
Deutsche Bank handhaaft koopadvies op Just Eat Takeaway
6 minuten geleden (vandaag 08:29:27)Dow Jones Newswires
(MORE TO FOLLOW) Dow Jones Newswires
Van €22 naar €23. Delivery Hero van €36 naar €21 Bron : Bolero.be
Zo de 26 ste keer de 14.70 aan getikt dus hij kan weer de bekende weg op
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