2022年8月外文研究報(bào)告just eat

COMPANIES

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PRODUCTSJustEatTCHAPTER

01IndustryoverviewEstimatedonlinefooddeliverymarketsizeworldwidefrom2022to2027(inbillionU.S.dollars)Marketsizeoftheglobalonlinefooddeliverysector2022-2027250223.7200.7200180.1161.614515010050130.202022202320242025202620273Description:Themarketsizeoftheglobalonlinefooddeliverysectorwasestimatedat130.2billionU.S.dollarsin2022.Thisfigurewasexpectedtogrowto223.7billionU.S.dollarsby2027.ThemarketwasexpectedtohavegrownataCAGRof11.44percentovertheperiodconsidered.

ReadmoreNote(s):Worldwide;2022Source(s):ResearchandMarkets;StatistaCloudkitchenmarketsizeworldwidein2021,withaforecastfor2027(inbillionU.S.dollars)Sizeofthecloudkitchenmarket2021-2027120112.5310080604020056.71202120274Description:Acloudkitchen,otherwiseknownasadarkkitchen,ghostkitchen,orvirtualrestaurantisarestaurantthatdoesnotprovidedine-inortakeawayservicestocustomers.Itisprimarilyvirtualandisreliantonfooddeliveryapps,website/webportalorders,and/orcallstogeneratesales.Theglobalcloudkitchenmarketsizewasestimatedat56.71billionU.S.dollarsin2021andisforecasttoreach112.53billonU.S.dollarsby2027.ReadmoreNote(s):Worldwide;2021Source(s):PRNewswire;ResearchandMarketsNumberoffooddeliverystartupemployeeslaidoffworldwidefromJanuary2021toJuly2022,bycompanyFooddeliverystartuplayoffsworldwide2021-2022,bycompanyNumberofemployees1,500

2,00005001,0002,5003,0003,5004,0004,5005,000Getir(May25,2022)Instacart(Jan21,2021)Gopuff(Jul12,2022)Gorillas(Jul3,2022)Avo(May1,2022)Gopuff(Mar29,2022)JustEatTakeaway(Jul20,2022)Gorillas(May24,2022)SEND(May4,2022)DeliveryHero(Dec22,2021)Ninjacart(Feb23,2021)Postmates(Jan23,2021)5Description:Onlinefooddeliveryservicesarechallengedbylowerdemandandhigherworldwidemarketcompetition.SinceJanuary2021,severallayoffshavebeenannouncedbystartupsoperatinginthesector.ThebiggestreductioninheadcountwasreportedinMay2022,whenGetirlaidoffmorethan4,400employees.ReadmoreNote(s):Worldwide;January2021toJuly2022Source(s):Layoffs.fyiMarketshareoftheleadingthird-partyfooddeliverycompaniesintheUnitedStatesin2020MarketshareoftheleadingfooddeliverycompaniesintheUnitedStatesin202040%35%35%30%25%20%20%20%15%10%5%12%6%3%1%1%0%DoorDashUberInstaCartJustEatTakeawayShiptChowNowWaitrD6Description:DoorDashhadthebiggestmarketshareamongfooddeliveryintermediariesintheUnitedStatesin2020,capturing35percentofsales,followedbyInstaCartandUber,eachaccountingfor20percentofthemarket.ReadmoreNote(s):UnitedStates;2020Source(s):EdgebyAscential;ProgressiveGrocerCHAPTER

02CompanyinformationRevenueofJustEatTworldwidein2021,byregion(inmillioneuros)JustEatTrevenues2021,byregion2,0001,8161,8001,6001,4001,1841,2001,0008758006004002000654567234UnitedStatesUnitedKingdomCanadaGermanyNetherlandsRestoftheWorld8Description:JustEatTisanonlinefoodorderanddeliveryservice,actingasanintermediarybetweenrestaurantsandcustomers.JustEatTgeneratedatotalrevenueofaround1.18billioneurosfromtheUnitedKingdom.ReadmoreNote(s):UnitedKingdom;2021Source(s):JustEatTRevenuedistributionofJustEatTworldwidein2019and2020,byregionJustEatT:revenuedistribution2019-2020,byregionUnitedKingdom25.63%CanadaGermanyNetherlandsRestoftheworld100%90%80%70%60%50%40%30%20%10%0%25.44%7.64%7.26%15.6%13.17%20.87%21.48%32.69%201930.23%20209Description:ThisstatisticillustratesthebreakdownofrevenuegeneratedbythefooddeliveryplatformJustEatTin2019and2020byregion.TheUnitedKingdomisJustEatT'sbiggestmarket,accountingforaround33percentofthecompany'snetrevenuein2020.Thatyear,JustEatT'srevenueintheUKreached725millionBritishpounds.ReadmoreNote(s):UnitedKingdom;2019and2020Source(s):JustEatTAnnualrevenueofJustEatTworldwidefrom2015to2020,bytype(in1,000euros)AnnualrevenueofJustEatTworldwide2015-2020,bytypeCommission

revenueOnlinepaymentservicesrevenueVou20152016201720182019*2020*61687998711202681471497052173933720001654000119701596429491--110Description:JustEatTisaDutchonlineplatformthatisspecializedinonlinefoodorderingandhomedelivery.Itoperatesasanintermediarybetweenthecustomerandrestaurantwiththeironlineportal.JustEatToperatesunderdifferentbrandnamesinvariouscountries,forexampleLieferando.deinGermanyorThuisbezorgd.nlintheNetherlands.TherevenueofJustEatTgrewannuallybetween2015and2020.In2015,theirrevenueamountedto[...]ReadmoreNote(s):Worldwide,Europe;2015to2020;*TacquiredJustEatinJanuary2020.Thefiguresfor2019and2020havebeenadjustedtoreflectthisacquisition.Allfigurespriorto2019arefrombeforetheacquisitionandreflectonly[...]Read

moreSource(s):JustEatTNumberofordersfromJustEatTworldwidefrom2014to2021,bycountry(in1,000s)NumberofglobalordersfromJustEatT2014-2021,bycountryOther3273TheNetherlands11640CanadaGermany7061UnitedStatesUnitedKingdomTotal21974201420152016201720182019*2020*20216072159461169317341239463262969470112000160000337111089716899285971250001610002170002108349321274466829132693939193800648000860001330001790002740004130005880001086000490006200011200026200011Description:In2021,JustEatTreceivedatotalofnearly1.09billionorders,asignificantincreasecomparedtothepreviousyearwhenthecompanycounted588million.JustEatTisaDutchonlineplatformspecializedinonlinefoodorderingandhomedelivery.Theplatformoperatesasanintermediarybetweenthecustomerandtherestaurantthroughtheironlineportal.JustEatToperatesunderdifferentbrandnamesinvariouscountries,forexample[...]ReadmoreNote(s):Worldwide,Europe;2014to2021;*TacquiredJustEatinJanuary2020.Thefiguresfor2019and2020havebeenadjustedtoreflectthisacquisition.Allfigurespriorto2019arefrombeforetheacquisitionandreflectonly[...]Read

moreSource(s):JustEatTCHAPTER

03ConsumersNumberofactiveconsumersofJustEatTworldwidefrom2019to2021,bycountry(inmillions)ActiveconsumersofJustEatT2019-2021globally,byregionNorth

AmericaNorthernEuropeUnitedKingdomandIrelandSouthernEuropeandANZTotal7120192020202127373720263114171991213919913Description:ThenumberofactiveconsumersofJustEatTexperiencedanincreasefrom2019to2021,asfooddeliverycompanyTacquiredcompetitorJustEatinearly2020.Asof2021,JustEatThadapproximately19millionactiveconsumersintheUnitedKingdomandIreland,whereasSouthernEuropeandANZ(AustraliaandNewZealand)registeredabout13millionactivecustomers.ReadmoreNote(s):Worldwide;2019to2021Source(s):JustEatTNumberofreturningactiveconsumersofJustEatTworldwidefrom2014to2021(inmillions)ReturningactiveconsumersofJustEatTglobally2014-202180706050403020100676032.68.76.853.62.4201420152016201720182019*2020*202114Description:ThenumberofreturningactiveconsumersofJustEatTexperiencedanincreasingtrendfrom2014to2021.Asof2021,JustEatThadapproximately67millionactiveconsumersreturningtoJustEatTfordeliveredfood.ReadmoreNote(s):Worldwide,Europe;2014to2021Source(s):JustEatTAverageordervaluefromconsumersofJustEatTworldwidefrom2014to2020,bycountry(ineuros)OrdervaluefromglobalconsumersofJustEatT2014-2020,bycountryTheNetherlands19.83Germany18.4919.2519.6820.0520.3920.9UnitedKingdomCanadaOther18.7917.9316.5916.6215.9619.8221.55Total19.2419.3219.0919.2319.1220.6922201420152016201720182019202019.919.920.1220.6121.4221.3622.3420.2220.3723.5422.6715Description:Asof2020,theaverageordervaluefromJustEatTakeawayconsumersinGermanywas22.67euros,whereasintheNetherlandsitamountedtoanaverageof23.54euros.InCanadaitwasslightlylower,withanordervalueof20.37euros.ReadmoreNote(s):Worldwide;2014to2020;*TacquiredJustEatinJanuary2020.Thefiguresfor2019and2020havebeenadjustedtoreflectthisacquisition.Allfigurespriorto2019arefrombeforetheacquisitionandreflectonly[...]Read

moreSource(s):JustEatTNumberofdownloadsofleadingfooddeliveryandtakeoutappsintheUnitedKingdom(UK)in2021(in1,000s)MainfooddeliveryappsintheUK2021,bydownloadsNumberofdownloadsinthousands01,0002,0003,0004,0005,0006,0007,000UberEats:FoodDeliveryDeliveroo:FooddeliveryJustEat-FoodDelivery5,964.35,096.34,048.4TescoGrocery&Clubcardgetir:groceriesinminutesHelloFresh:MealKitDeliveryGorillas:GroceryDeliverySainsbury'sGroceries2,772.62,221.41,015.4565.6544.3514.4Zapp-24/7Drinks&GroceriesPizzaHutDelivery&Takeawayfoodpanda:Food&GroceriesGopuff-Alcohol&FoodDeliveryJustEatES-OrderFoodOnlineBoltFood394.9215.6198.5162.1120.5119.2WoltDelivery:Foodandmore16Description:Withnearlysixmilliondownloads,UberEatswasthemostpopularfooddeliveryappintheUnitedKingdom(UK)in2021.ThesecondplacewenttoDeliveroo,whichrecordedaboutfivemilliondownloadsthatyear.TherestaurantserviceJustEastfollowedthird,withoverfourmilliondownloads.

ReadmoreNote(s):UnitedKingdom;2021Source(s):AppMagicMonthlynumberofvisitstoJust-eat.co.ukviadesktopandmobilewebdevicesfromJulytoDecember2020(inmillions)NumberofmonthlyvisitstoJust-eat.co.uk20203024.425201510522.222.22119.618.80JulyAugustSeptemberOctoberNovemberDecember17Description:TraffictoJustEat'sUKwebsitesawaboostfromroughly19millionvisitspermonthinJulytoover24millionvisitsinDecember2020.Traffictotheonlinefooddeliveryplatformconsistentlyincreasedduringthissix-monthperiodexceptforadeclineinSeptember.

ReadmoreNote(s):UnitedKingdom;JulytoDecember2020;desktopandmobilewebdevicevisitsSource(s):SimilarWebBrandawarenessofJustEatTintheNetherlandsandGermanyfrom2018to2020BrandawarenessintheNetherlandsandGermanyofJustEatT2018-2020NetherlandsGermany80%70%60%50%40%30%20%10%0%69%59%57%56%52%38%20182019202018Description:ThebrandawarenessofconsumersonJustEatTexperiencedagrowthfrom2018to2020intheNetherlandsandGermany.Asof2020,approximately59percentoftheGermanrespondentsmentionedJustEatTakeawayasabrandtheythoughtoffwhendiscussingorderingfoodfordelivery,anincreasecomparedtothepreviousyear.ReadmoreNote(s):Germany,Netherlands;2018to2020Source(s):GfK;JustEatTMostpopularreasontoorderfoodthroughJustEatinSpainbetweenSeptember2020andSeptember2021JustEatSpain:mainreasonfororderingfood2020-202130%25%25%21%20%14%15%10%5%0%NotwantingtocookHavingacravingWantingtospendtimewithfriendsorfamily19Description:BetweenSeptember2020andSeptember2020,themostpopularreasonforJustEatuserstomakeanorderwasnotwantingtocook.with25percentofrespondentscitingit.Inthesametimeperiod,user'spartnerswerethemostcommoncompanytoorderwith.ReadmoreNote(s):Spain;September30,2020toSeptember30,2021Source(s):JustEatEspa?a;JustEatTPreferredoccasiontoorderfoodthroughJustEatinSpainbetweenSeptember2020andSeptember2021JustEatSpain:favoritemomentfororderingfood2020-202135%33%29%30%25%20%15%10%5%6%6%0%WatchingTV,shows,ormoviesSocializingwithfriends/familyWatchingsportseventsWorking20Description:In2020-2021,watchingTV,shows,ormovieswasthefavoriteoccasionfor33percentofrespondingJustEatusersinSpain.ThesecondmostpopularoccasionforusingJustEatwassocializingwithfamilyorfriends.Read

moreNote(s):Spain;September30,2020toSeptember30,2021Source(s):JustEatEspa?a;JustEatTCHAPTER

04EuropeanfoodtechstartupsCombinedcompanyvalueoffoodtechnologyunicornsinselectedregionsworldwideasofMarch2021(inbillioneuros)Combinedcompanyvalueoffoodtechnologyunicornsworldwidein2020,byregion30027425019320015010050920AsiaAmericasEurope22Description:Theterm"unicorn"isusedintheventurecapitalindustrytodescribeastartupcompanywithavalueofoveronebillionU.S.dollars.AsofMarch2020,foodtechnologyunicornsinAsiahadthehighestcombinedcompanyvalueat274billioneuros.Meanwhile,foodtechunicornsEuropehadthelowestcombinedcompanyvalueat92billioneuros.ReadmoreNote(s):Worldwide;asofMarch2021Source(s):Dealroom.co;FiveSeasonsVenturesValueofleadingfoodtechnologyunicornsinEuropeasofMarch2021(inbillioneuros)ValueofleadingfoodtechunicornsinEurope2021403635302725201715121050DeliveryHeroOcadoTRestofunicorns23Description:AsofMarch2021,DeliveryHerowasthefoodtechnologycompanyinEuropewiththehighestvalueatapproximately27billioneuros.Theonlinefooddelivery,headquarteredinGermany,hasacquiredanumberofsimilarcompetitorsinrecentyears,includingFoodpanda.

ReadmoreNote(s):Europe;March2021Source(s):Dealroom.co;FiveSeasonsVenturesCombinedenterprisevalueoffoodtechnologyunicornsinEuropefrom2015to2020,bycompanytype(inbillioneuros)CombinedenterprisevalueoffoodtechcompaniesinEurope2015-2020,bytypePublicfoodtechunicornsPri