Information on the target
Just Eat Takeaway.com, a prominent player in the food delivery sector, has recently reported a significant turnaround in its order growth after nearly five years of decline. The company, which operates globally, was acquired by Prosus for £3.6 billion in December 2025. Following this acquisition, Just Eat Takeaway has seen a modest year-on-year increase of 0.1% in worldwide orders as of September 2026, marking a pivotal shift from the previous 9% decline noted at the time of acquisition.
This resurgence in orders is attributed to a series of strategic initiatives implemented by Prosus, focusing on enhancing technology, logistics, product offerings, and marketing efforts. The leadership at Prosus, particularly CEO Fabricio Bloisi, has expressed optimism about sustaining this growth trajectory, emphasizing the importance of long-term profitability over short-term gains.
Industry overview in the target’s specific country
The Food Retail & Distribution (NEC) industry in the Netherlands has been undergoing significant transformations, driven by changing consumer preferences and advancements in technology. The rise of e-commerce and mobile applications has reshaped how consumers access food products, leading to increased demand for delivery services. This shift has been particularly pronounced in urban areas, where convenience and speed are paramount for consumers.
In recent years, the Dutch food retail market has seen a surge in competition, with both traditional supermarkets and online platforms vying for market share. Companies are increasingly adopting omnichannel strategies to enhance customer experience, integrating online and offline shopping options. This trend has been further accelerated by the COVID-19 pandemic, which prompted many consumers to embrace online food shopping and delivery services.
Moreover, sustainability has become a critical focus within the industry, with consumers increasingly prioritizing eco-friendly practices. Retailers are responding by sourcing local products, reducing packaging waste, and implementing more sustainable logistics solutions. This shift not only aligns with consumer values but also enhances brand loyalty and market positioning.
The regulatory environment in the Netherlands also plays a significant role in shaping the food retail landscape. The government has implemented various policies aimed at promoting fair competition and consumer protection, which have implications for prici…