by James Eling | Jul 30, 2019 | Just Eat, Menulog, Uncategorised
** UPDATE – JUST EAT released their first-half 2019 results today and we have analysed them. Menulog customer numbers fell 10%! Read our updated analysis for more details. ** Could a merger between Just Eat and Takeaway.com force Menulog to close in Australia? ...
by James Eling | Jul 29, 2019 | Just Eat
The BBC is reporting that Just Eat has announced that it is in talks to be taken over by Takeaway.com. This comes after slowing growth in the UK market and troubling performance of the Australian subsidiary, Menulog, led to activist investor, Cat Rock to call for the...
by James Eling | Aug 1, 2018 | Just Eat, Online Ordering
The Just Eat 2018 first half results have been released and there are some very interesting numbers to come out of it. On the face of it, there was pretty good growth. Just Eat took over 104.4 million orders across the group (up 30% from 80.4 million in...
by James Eling | Mar 29, 2018 | Delivery Hero, Just Eat, Menulog, Open Table
Disintermediation occurs when there is a decrease in the use or number of intermediaries between producers and consumers. Restaurant disintermediation is the decrease in the use of companies that exist between a restaurant and their consumers. Who are the Restaurant...
by James Eling | Dec 4, 2017 | Just Eat, Menulog, Online Ordering
Menulog, the UK owned Restaurant order aggregator, has continued to grow through 2017 and the impact that it is having on Australian consumers is becoming more apparent as more Restaurants are impacted by Menulog. Menulog merged with Eat Now in 2015 and shortly after...
by James Eling | Aug 10, 2017 | Just Eat, Menulog
The Just Eat share price has fallen 15.1% in the last two and a half weeks as concerns mount about their ability to grow revenues. This comes after the 26 July release of what on the face of it was an upbeat Half Yearly report. We break down the numbers to look at...