Nigel van Putten's questions to Just Eat Takeaway.com (TKAYF) leadership • Q4 2021
Question
Nigel van Putten of Kempen & Co. NV followed up on U.S. fee caps and partnership talks for Grubhub, suggesting a deal might be difficult without legal clarity and asking if 'all options' referred more to grocery partnerships.
Answer
CEO Jitse Groen clarified that they are looking at all options that would strengthen Grubhub. He suggested that potential U.S. partners can 'look through' the fee caps, as there is broad agreement they are likely illegal, implying that while their removal would be beneficial, it is not a complete roadblock to discussions.