Sign in

    Clement Genelot

    Research Analyst at Bryan, Garnier & Co

    Clement Genelot's questions to Just Eat Takeaway.com (TKAYF) leadership

    Clement Genelot's questions to Just Eat Takeaway.com (TKAYF) leadership • Q2 2022

    Question

    Clement Genelot of Bryan, Garnier & Co asked about the range of financing options being considered to strengthen the balance sheet, including capital raises, debt, and further asset disposals.

    Answer

    CFO Brent Wissink stated that no options are being ruled out. The company is exploring various alternatives, including asset sales like Grubhub and iFood, as well as other refinancing opportunities. He emphasized a preference for options that are not dilutive to shareholders.

    Ask Fintool Equity Research AI

    Clement Genelot's questions to Just Eat Takeaway.com (TKAYF) leadership • Q4 2021

    Question

    Clément Genelot of Bryan, Garnier & Co Ltd. (France) asked about the potential for opening own-brand dark stores in Europe, questioning if the ROI would be higher doing so organically versus acquiring an existing player.

    Answer

    CEO Jitse Groen stated that acquiring a player is unlikely due to the 'unpalatable' level of losses these companies typically incur. He emphasized that Just Eat's advantage is its existing, scaled delivery network, which has already absorbed many of the associated costs, making organic expansion a more financially sound approach.

    Ask Fintool Equity Research AI