Just Eat Takeaway.com N.V.

OTCPK:JTKW.Y Stock Report

Market Cap: US$4.7b

Just Eat Takeaway.com Management

Management criteria checks 2/4

Just Eat Takeaway.com's CEO is Jitse Groen, appointed in Apr 2000, has a tenure of 25.5 years. total yearly compensation is €1.83M, comprised of 37.4% salary and 62.6% bonuses, including company stock and options. directly owns 0.058% of the company’s shares, worth $2.68M. The average tenure of the management team and the board of directors is 6.3 years and 0 years respectively.

Key information

Jitse Groen

Chief executive officer

€1.8m

Total compensation

CEO salary percentage37.41%
CEO tenure25.5yrs
CEO ownership0.06%
Management average tenure6.3yrs
Board average tenureno data

Recent management updates

Recent updates

Seeking Alpha • Mar 12

Just Eat Takeaway: Uber Vs. Private Equity

Yesterday Betaville publishes on their website an interesting rumour. I wrote an article in January that predicted this too. Just Eat Takeaway continues to be significantly undervalued and that makes a takeover bid a high probability.
Seeking Alpha • Jan 27

Just Eat Takeaway: A Takeover Bid Is A High Probability Event

I think that multiple companies may currently be considering a bid on Just Eat Takeaway. Especially Amazon and Uber are high-probability candidates. JET's incredibly discounted valuation makes a hostile takeover bid relatively easy.
Seeking Alpha • Dec 13

Just Eat Takeaway: Value Of iFood Stake Amounts To 30-80% Of Its Market Cap

I believe the market entirely neglects the huge value iFood represents. iFood's valuation is anywhere from $9 billion to $25 billion, and probably in the middle. JET holds a 33% stake. iFood is running a practical monopoly in Brazil. JET's EV is $12.6 billion.
Seeking Alpha • Oct 30

Just Eat Takeaway: Cat Rock Becomes An Impatient Activist And Blows Up The Strategy

Merging with Grubhub was a necessity to avoid giving Uber valuable profit pools which it could reinvest in Europe. Cat Rock was Takeaway's biggest most vocal supporter during the Grubhub merger calling it a "masterstroke". After the Capital Market's day of Takeaway, Cat Rock sent a public letter. In short, Cat Rock is worried about JET's low stock price. Cat Rock's solution is just to subsidize Amazon or another suitor into entering grocery and, by doing so, derisk the stock, which in turn leads to a stock appreciation?
Seeking Alpha • Aug 31

Just Eat Takeaway: Sales Growth And Undervalued

Just Eat Takeaway N.V. or GRUB in the United States is a Dutch dot-com business specializing in online food ordering and delivering outstanding growth to shareholders. If Just Eat’s supply expansion and brand awareness efforts successfully work in some countries, they will most likely grow in other regions. The management believes that the food delivery market is worth more than €72 billion. In my view, there is significant room for improvement in terms of revenue. In my base case scenario, I assumed that the company would continue to invest successfully in brand awareness. As a result, the number of restaurants that sign agreements with the company increase. With sales growth at 22%, with capital expenditures growth of 12%, and FCF/Sales of 7%, the implied fair value stands at $26, which is above the current market price.
Seeking Alpha • Jul 16

Just Eat Takeaway: The Profitability Dilemma

JET's order growth exceeds all expectations. JET is guiding for significantly larger short-term losses. JET is expanding market share in London at a rapid pace. JET's stock is falling due to the profitability dilemma.
Seeking Alpha • Jul 01

Just Eat Takeaway Is A Hidden Recovery Play

JET's hybrid model is superior to its competitors' logistical models in Europe. Just Eat Takeaway's stock remains cheap considering long-term growth and margin prospects. JET is a hidden recovery play. JET leads European competitors in market share, gross profits and EBITDA.

CEO Compensation Analysis

How has Jitse Groen's remuneration changed compared to Just Eat Takeaway.com's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 30 2025n/an/a

-€374m

Mar 31 2025n/an/a

-€431m

Dec 31 2024€2m€685k

-€488m

Jun 30 2024n/an/a

-€584m

Mar 31 2024n/an/a

-€611m

Dec 31 2023€2m€670k

-€638m

Sep 30 2023n/an/a

-€2b

Jun 30 2023n/an/a

-€2b

Mar 31 2023n/an/a

-€4b

Dec 31 2022€1m€488k

-€6b

Sep 30 2022n/an/a

-€5b

Jun 30 2022n/an/a

-€4b

Mar 31 2022n/an/a

-€3b

Dec 31 2021€1m€475k

-€1b

Sep 30 2021n/an/a

-€804m

Jun 30 2021n/an/a

-€597m

Mar 31 2021n/an/a

-€383m

Dec 31 2020€1m€475k

-€151m

Sep 30 2020n/an/a

-€152m

Jun 30 2020n/an/a

-€141m

Mar 31 2020n/an/a

-€128m

Dec 31 2019€720k€448k

-€121m

Sep 30 2019n/an/a

-€74m

Jun 30 2019n/an/a

-€32m

Mar 31 2019n/an/a

-€23m

Dec 31 2018€585k€431k

-€14m

Compensation vs Market: Jitse's total compensation ($USD2.14M) is below average for companies of similar size in the US market ($USD7.06M).

Compensation vs Earnings: Jitse's compensation has increased whilst the company is unprofitable.

CEO

Jitse Groen (47 yo)

25.5yrs
Tenure
€1,831,000
Compensation

Mr. Jitse Groen is a Founder of Just Eat Takeaway.com N.V. in 2000 and has been its Chairman of the Management Board since 2011. He is the Chief Executive Officer of Just Eat Takeaway.com N.V. (formerly Ta...

Leadership Team

NamePositionTenureCompensationOwnership
Jitse Groen
Founder25.5yrs€1.83m0.058%
$ 2.7m
Mayte Oosterveld
CFO & Member of Management Board1.3yrs€1.16mno data
Jorg Gerbig
COO & Member of Management Board9.8yrs€1.76m0.054%
$ 2.5m
Andrew Kenny
Member of Management Board & Chief Commercial Officer2.8yrs€2.05m0.045%
$ 2.1m
Joris Wilton
VP of Corporate Communications & Investor Relationsno datano datano data
Sophie Versteege
Company Secretaryno datano datano data
6.3yrs
Average Tenure
45.5yo
Average Age

Experienced Management: JTKW.Y's management team is seasoned and experienced (6.3 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/16 19:18
End of Day Share Price 2025/10/16 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Just Eat Takeaway.com N.V. is covered by 16 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Samuel LourenszArete Research Services LLP
Monique PollardCitigroup Inc
Silvia CuneoDeutsche Bank