Is Deliveroo leaving Australia?  Coming 4th in a 2 horse Race.

Is Deliveroo leaving Australia? Coming 4th in a 2 horse Race.

We wrote in December about the DoorDash entering Australia last year and how it may increase the likelihood of Deliveroo leaving Australia.  Things have only gotten worse in 2020, we believe, for Deliveroo. We first mentioned DoorDash entering Australia back in August...
Menulog customers fall 10% Just Eat profit falls 98%

Menulog customers fall 10% Just Eat profit falls 98%

Just Eat has just released their results for the six months ended 2019, and it shows that Menulog customers in Australian and New Zealand fell 10% over the first 6 months. Despite revenue increasing 30% up to £464 million for the entire Just Eat Group, the underlying...
Menulog to close???

Menulog to close???

** 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? ...