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Just Eat Takeaway 2022!!!!!!!!

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  1. Jonger Belegen 31 oktober 2022 16:53
    quote:

    Just chill schreef op 31 oktober 2022 16:48:

    [...]

    Zei er nou iemand thuisbezorgd? Geen probleem, gaan we regelen! We zijn immers niet voor niets aandeelhouders bij JET.

    mag ik je bestelling opnemen, knal ik gelijk in de meest gebruiksvriendelijk app van food delivery wereld.
    Ah helaas, Uber Eats bezorgt hier niet. Maar ik waarder de geste!
  2. forum rang 6 Just chill 31 oktober 2022 16:54
    quote:

    Jong Belegen schreef op 31 oktober 2022 16:53:

    [...]

    Ah helaas, Uber Eats bezorgt hier niet. Maar ik waarder de geste!
    Dan heb je een gebruiksvriendelijk app, maar geen dekking.
  3. maars 31 oktober 2022 16:57
    De Amerikanen zijn volgens mij vergeten dat de EU een uur later sluit, of niet?
  4. maars 31 oktober 2022 17:01
    quote:

    maars schreef op 31 oktober 2022 16:57:

    De Amerikanen zijn volgens mij vergeten dat de EU een uur later sluit, of niet?
    Had ik niet moeten zeggen, meteen na mijn post is de daling weer ingezet (NASD).
  5. [verwijderd] 31 oktober 2022 17:09
    quote:

    maars schreef op 31 oktober 2022 17:01:

    [...]
    Had ik niet moeten zeggen, meteen na mijn post is de daling weer ingezet (NASD).
    Sp500 + nasdaq(?) daalde gelijk hard toen Biden zei dat hij windfall tax voor energiebedrijven wilt. Wat een mafkees.
  6. forum rang 6 Mr Trade 31 oktober 2022 17:40
    Maar we staan wel weer (dik) boven de 17.
    Toch een mooi slot zo, inderdaad 500k in de na veiling met (0,004) EUR lager.

    Morgen weer een nieuwe maand! wat zal deze ons brengen?
  7. forum rang 4 Herbert 31 oktober 2022 17:56
    quote:

    John Wigger schreef op 31 oktober 2022 17:09:

    [...]
    Sp500 + nasdaq(?) daalde gelijk hard toen Biden zei dat hij windfall tax voor energiebedrijven wilt. Wat een mafkees.
    Vergelijk het maar met de fee caps
  8. [verwijderd] 31 oktober 2022 18:27
    quote:

    Herbert schreef op 31 oktober 2022 17:56:

    [...]

    Vergelijk het maar met de fee caps
    Dat is ook niet erg kapitalistisch, maar dat kan ook je concurrentie positie verbeteren omdat het moeilijker voor de concurrentie wordt om toe te treden, maar goed ik denk niet dat de extra belasting erdoor heen komt en dat het gewoon een zielige poging is om nog even stemmen te winnen voor de tussentijdse verkiezingen.
  9. forum rang 6 Just chill 31 oktober 2022 18:52
    quote:

    SEVA_ schreef op 31 oktober 2022 18:49:

    Kan iemand bij dit artikel?
    seekingalpha.com/news/3897911-doordas...
    DoorDash (NYSE:DASH) swung lower on Monday as investors sized up the online restaurant delivery company's earnings report later this week and new a data report.

    YipitData published a report indicating that DoorDash's (DASH) grocery order volume experienced a "significant slowdown" in growth through October 24 in comparison to September. That data adds to other reports of consumer pulling back over the last few six weeks in certain consumer discretionary categories.

    YipItData estimate that DoorDash controlled 56% share of the online global food sales delivery market with Uber (UBER) at 31% and Grubhub (OTCPK:JTKWY) at 12% of the market.

    On a good note for DoorDash (DASH), trailing 28-day indexed active users grew 4% for DASH while declining 2% for Uber Delivery and 3% for Grubhub in the week ending October 9 vs. the week ending September 4.

    Shares of DoorDash (DASH) were down 7.65% at 12:35 p.m. to $43.46 and were not far from their post-IPO low of $41.37. For reference, the DoorDash IPO was priced on December 8 at $102 per share.

    DoorDash (DASH) is due to report earnings on November 3. Six of the last eight EPS revisions have been to the downward side.

    Read why Seeking Alpha author Reality Check Research is bullish on DASH
  10. forum rang 6 Just chill 31 oktober 2022 18:53
    DoorDash: 3 Reasons It's A Buy
    Oct. 20, 2022 11:46 PM ETDoorDash, Inc. (DASH)10 Comments
    Reality Check Research profile picture
    Reality Check Research
    277 Followers
    Summary
    DoorDash's stock is down around 80% from previous highs set last year.
    Q2 revenue grew at 30% YoY but is expected to slow in the near term. The company is still not profitable as the focus remains on growing market share.
    A worsening economic outlook and stubbornly high inflation poses a significant risk to consumer discretionary stocks, and DoorDash is no exception.
    However, there are still numerous tailwinds for DoorDash, including cost-per-order reductions and future partnerships with various retailers.
    Additionally, low U.S. market penetration and a small international footprint presents an opportunity for expansion.
  11. forum rang 6 Just chill 31 oktober 2022 18:55
    DoorDash: 3 Reasons It's A Buy
    Oct. 20, 2022 11:46 PM ETDoorDash, Inc. (DASH)10 Comments
    Reality Check Research profile picture
    Reality Check Research
    277 Followers
    Summary
    DoorDash's stock is down around 80% from previous highs set last year.
    Q2 revenue grew at 30% YoY but is expected to slow in the near term. The company is still not profitable as the focus remains on growing market share.
    A worsening economic outlook and stubbornly high inflation poses a significant risk to consumer discretionary stocks, and DoorDash is no exception.
    However, there are still numerous tailwinds for DoorDash, including cost-per-order reductions and future partnerships with various retailers.
    Additionally, low U.S. market penetration and a small international footprint presents an opportunity for expansion.
    Woman receiving delivery at home
    FG Trade/E+ via Getty Images

    Summary
    DoorDash (NYSE:DASH) management described it perfectly in their latest investor newsletter: "People need to and typically enjoy eating". Food has been, and always should be, a relatively inelastic product. It's hard to imagine a scenario where DoorDash's core business is eradicated due to macro or industry-wide issues. Restaurants and grocers should continue to expand indefinitely, albeit slowly. While most people associate DoorDash solely as an industry-leading food delivery service provider, I believe it has the potential to become a multi-sector, on-demand delivery juggernaut. The company needs to continue focusing on expanding its market share while managing cost per order effectively.

    Can DoorDash Sustain Its Growth?
    Believing a company can sustain growth for years in a competitive space requires a lot of forward-thinking and maybe a little bit of luck along the way. Imagine having instant access to a one-stop shop for any goods you'd find at a brick-and-mortar store that can be delivered to you the same day. DoorDash has the foundation and infrastructure to achieve this. To better illustrate, let's use an example. There was a video circulating online earlier this year of a person who was out with friends at a park during a hot summer day wearing long pants. Rather than suffering in the heat or having to go home and change clothes, they decided to order shorts from DICK'S Sporting Goods (DKS) via DoorDash from their phone. In just a matter of minutes, a "Dasher" (nickname for the delivery person for DoorDash) showed up at the park and hand-delivered a brand-new pair of shorts. Pretty convenient I'd say. There are countless scenarios where DoorDash can add value for everyday consumers like this, but it will take time for them to achieve.

    Taking a step back, there are a few reasons why I believe DoorDash remains a growth story with upside potential to reach profitability:

    Market penetration remains low, both U.S. and Internationally.
    Costs per order have been reducing each quarter.
    A recent commitment to expand partnerships with grocery stores and other industries seeking an on-demand e-commerce platform
    Although DoorDash receives its fair share of criticism, perhaps the sell-off may be overdone at this point. This company went public at a high valuation and is considered a growth stock since it is able to justify its negative profit margins with impressive revenue expansion. With that being said, I have to admit it's very challenging to set a price target or give a reasonable valuation estimate for a company such as DoorDash. There are just too many variables that can quickly alter revenue or margins and in turn, its share price. I think it's more important to focus on the longer-term vision for this company as many investors did with Tesla or Amazon during the early days before either company turned a profit.

    Growth stocks have been hit hard this year with rising interest rates, but it's important to remember that markets price companies based on future expectations. Opportunity costs continue to rise, and investors appear to have lost patience with any companies that are not currently profitable.
  12. forum rang 6 Just chill 31 oktober 2022 18:59
    I believe there will be a time again when investors' risk appetite roars back. Throughout history, this is evident. The 2020-2021 rapid increase in equity markets (where it seemed like everyone was making huge investment gains) is the perfect example in my opinion. Investors took on huge amounts of risk and it paid off. For now, sectors that are historically correlated with the economy may continue to suffer with a looming recession in the United States. Consumer Discretionary (where DoorDash is classified) is the third worst-performing sector behind Technology and Real Estate YTD, down more than 30%. The data below is as of October 7th, 2022.

    Figure 2: U.S. Equity Sector Performance
    U.S. Equity Sector Performance YTD
    Fidelity

    A lot of negative expectations are already being priced into cyclical sectors such as Consumer Discretionary, but that will change. When? No one knows (except maybe the Fed) but DoorDash could benefit greatly when the tides do change from a high-level sector perspective.

    Market Penetration Remains Low
    5 years ago, the food delivery marketplace was dominated by Grubhub. As more participants entered the market, things changed fast. So far, it looks like DoorDash could be the sole victor, but it's far from over. There are numerous reports from Bloomberg and consulting firms such as McKinsey illustrating DoorDash's rapid growth over the last few years:

    DoorDash Market Share
    BusinessofApps

    However, it's important to remember that this is just in the United States. DoorDash has bigger plans to expand globally, and rightfully so. Its business strategy clearly has been working in the United States as it continues to take market share. However, they currently have a very small footprint outside the United States versus its biggest competitor Uber Eats. To combat this, DoorDash recently completed its acquisition of Wolt, a Finnish technology company known for its delivery platform for food and merchandise. Management hopes this could spearhead their presence overseas. While it's too early to tell the specifics of what DoorDash has in mind for Wolt, it's clear they are invested in international expansion, which is a great sign for revenue growth.

    Costs Per Order Are Declining
    While the top-line revenue growth is still impressive (for now), DoorDash faces the challenge of reducing costs so it can finally become profitable. Costs per order have been reducing since the second quarter of 2021, but headwinds lie ahead.

    Figure 3: Total Dasher Costs Per Order
    Total Dasher Costs Per Order
    DoorDash Investor Letter

    Total Dasher costs include Dasher acquisition costs, Dasher pay, and the cost of Dasher benefits, including gas rewards and mileage-based payment programs. The good news is that costs have been trending in the right direction since last year. The bad news is that the U.S. Labor Department recently announced it might reclassify gig workers as employees, rather than contractors. Companies such as Uber (UBER), Lyft (LYFT), and DoorDash would be negatively impacted from a cost perspective obviously as it would require significantly more benefits to employees. This is one of the most notable risks DoorDash faces in my opinion, as it should not be overlooked. There would likely need to be some type of change to its current business model or expansion into new industries in order to become profitable, a path filled with uncertainty.

    Grocery Store And E-commerce Expansion
    While some of the largest grocery retailers such as Walmart (WMT) and Kroger (KR) continue to expand their fulfillment capabilities in-house, smaller chains have struggled to expand. This is where I believe DoorDash has a huge opportunity, and the proof is already evident. From June 2021 to June 2022, DoorDash saw a 130% increase in customers ordering from a grocery store on its platform. Most of the partnerships are with small to mid-size companies across the country, and new partnerships were announced just last month with Giant Eagle, Weis Markets (WMK), and The Raley's Companies, just to name a few.

    But there's no reason to stop at grocery stores. DoorDash could continue expanding to other sectors and eventually become a one-stop shop for everything e-commerce. As an example, DoorDash recently partnered with DICK'S Sporting Goods to offer on-demand delivery for over 700 stores across 47 states. The convenience of ordering something online and having it delivered on the same day is unmatched. Imagine ordering things such as office supplies, clothes, or tech equipment that can be delivered to you in less than an hour. Not even Amazon (AMZN) can compete with that efficiency (or perhaps they will eventually?).

    Conclusion
    DoorDash, along with most growth stocks, has taken a beating this year. As many of you already know, rising interest rate environments typically don't bode well for high multiple companies that aren't currently profitable. While in my opinion, an 80% decline for DoorDash brings it back down to a more reasonable valuation, the company still has a ton of room for improvements to justify its current share price. It's going to be a "show me" story over the next few quarters, and if DoorDash can't show any growth in its margins or new details around expansion plans, investors may have to reevaluate the longer-term prospects for this company. I believe there are catalysts on the horizon for DoorDash to return back to the hyper-growth rates it recently had from 2020-2021. Investing in this company will require patience and an understanding of the long-term vision, but has the potential to be incredibly rewarding.

    This article was written by

    Reality Check Research profile picture
    Reality Check Research
    277 Followers
    Trader with 10 years of experience focused on U.S. equities. My goal is to help people discover new investment opportunities (both long and short) using a fundamentals-based approach.
    Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned
  13. Dick123 31 oktober 2022 19:50
    quote:

    Elwin1980 schreef op 31 oktober 2022 19:34:

    Ik heb een Gak van 18,18 E
    Nu is mijn vraag denken jullie dat we die koers halen dit jaar nog of eerder 2023?
    Alle tips en adviezen zijn welkom
    '

    Ik denk woensdag voor het rentebesluit daarna zouden we weer eens kunnen zakken
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