The likely EU approval of Prosus's €4.1 billion acquisition of Just Eat Takeaway.com is set to create a dominant force in Europe's food delivery market. This major consolidation creates an investment opportunity focused on companies benefiting from the industry's shifting competitive landscape and increased focus on technological efficiency.
Published on August 3
The Prosus-Just Eat deal could trigger a domino effect of mergers and acquisitions across the food delivery sector. Companies that can adapt quickly or become acquisition targets may see significant value creation.
Increased competition from this new European giant will likely drive rapid technological advancement across the industry. Companies with strong tech capabilities and logistics solutions are positioned to benefit from this innovation race.
Beyond the obvious delivery platforms, this shake-up creates opportunities for restaurant tech providers, payment processors, and data analytics companies that power the entire food delivery ecosystem.
The expected EU approval of Prosus's €4.1 billion acquisition of Just Eat Takeaway.com represents a pivotal moment in the food delivery industry. This consolidation will create a dominant European player, likely triggering further M&A activity and intensifying global competition. We believe this shift creates opportunities across the entire food delivery ecosystem.
This group focuses on companies positioned to benefit from increased market consolidation and technological innovation in food delivery. The selection includes major delivery platforms, restaurant technology providers, and logistics solutions companies. These stocks represent various ways to capitalise on the industry's evolving competitive landscape.
These companies were handpicked by professional analysts based on their potential to benefit from the food delivery shake-up. The selection captures different aspects of the ecosystem - from established global platforms to innovative tech providers that power digital ordering and logistics solutions.
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On average, analysts expect assets in this group to grow 57.19% over the next year.
12 of 15 assets in this group are rated Buy by professional analysts.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
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