Highlights
• Takeaway.com processed 49.3 million orders in 2016, representing an order growth of 46% compared with 2015, further cementing its market leadership positions in its five Leading Markets (the Netherlands, Germany, Belgium, Austria and Poland).
• In the Leading Markets, the company had approximately a 62% share of the online food delivery marketplaces in 2016, up from 57% in 2015. Takeaway.com accounted for almost the entire growth of the online food delivery marketplaces in these markets. In each of the Leading Markets, Takeaway.com is now significantly larger than the number two.
• In all Leading Markets, Takeaway.com’s marketing budgets far exceeded those of the number two, resulting in the highest visibility and brand awareness in these markets.
• Our network effects have been strengthened which is reflected by an increase in Active Consumers, returning Active Consumers and order frequency of returning Active Consumers in all our Leading Markets.
• Revenue growth was 45% to €111.6 million in 2016, from €76.7 million in 2015.
• Adjusted EBITDA1 was minus €18.3 million in 2016, in accordance with our growth strategy.
• Netherlands’ EBITDA further increased to €34.7 million in 2016, resulting in an Adjusted EBITDA margin2 of 63%, the same level as 2015.
• Germany and Other markets had negative EBITDA due to significant investments to fuel growth and to reach the scale necessary to become profitable.
• In 2016, Takeaway.com launched Scoober, our restaurant delivery services, which is currently operating in 17 European cities for restaurants without own delivery, thereby expanding our restaurant offering to consumers and enhancing our network effects. However, we currently do not believe that Scoober is going to contribute significantly to our profits.
• Takeaway.com made four strategic acquisitions (Just Eat Benelux, Food-Express, Tante Bep and Resto-in) in line with its strategy to further expand its leadership positions.
• Takeaway.com ceased its operations in the United Kingdom in August 2016, demonstrating its disciplined portfolio management by exiting markets in which there is no clear path to market leadership. This is expected to deliver net savings of approximately €1 million per annum.
• The successful Initial Public Offering (“IPO”) provided Takeaway.com with capital to strengthen its operations, fund investments in future growth and enhance financial flexibility.
• Takeaway.com will continue its strategy to further improve its offering to consumers and restaurants through investments in technology, marketing, product development, expansion of Scoober and recruitment of staff.
• Takeaway.com reiterates its financial and operational medium term objectives as communicated at the time of the IPO.
• Per 1 January 2017, the company increased its effective commission rate by around 0.8% in both Germany and Other, which will lead to an average commission rate of approximately 10% in Germany and ca. 10.5% in Other.

1 Profit or loss for the period before depreciation, amortisation, finance income and expenses, share-based payments, share of loss of joint ventures, non-recurring items and income tax expense
2 Adjusted EBITDA / Revenu

Takeaway.com N.V. (AMS: TKWY), hereinafter the “company”, or together with its group companies “Takeaway.com”, the leading online food delivery marketplace in Continental Europe, hereby reports its financial results for the full year 2016. In addition, Takeaway.com published its annual report 2016. The report can be viewed or downloaded as a PDF file at our corporate website: https://corporate.takeaway.com.
Statement of Jitse Groen, CEO of Takeaway.com
“2016 has been an exciting and eventful year for Takeaway.com. We made four strategic acquisitions and successfully listed our company at Euronext Amsterdam. Founded in 2000, Takeaway.com has grown mostly organically to become the leading online food delivery marketplace in Continental Europe. We have increased our highly recurring and predictable consumer base, which led to strong order and revenue growth in 2016.
I am especially proud of the acceleration in our growth that we have shown right after the IPO. Showing that our company was able to keep its focus, despite having the arguable distraction of an IPO. Our order growth overall was strong, especially in the fourth quarter of 2016. In Germany, where we established clear market leadership, our share in terms of orders is now approximately as large as that of the number two and number three websites combined, demonstrating both our progress and determination.
We are confident we can deliver on the medium term objectives as set at the time of the IPO and we will continue to invest in our offering to our consumers and restaurants through technology, marketing, product development and our Scoober restaurant delivery services. We are well-positioned for further growth as we have seen more consumers order food online more frequently.”
Performance highlights 2016 2015 2016 to 2015
(Thousands, except where indicated)
(% change, except where indicated)
Key Financial Indicators (€)
Revenue 111,641 76,736 45%
Netherlands 55,253 41,871 32%
Germany 36,809 24,085 53%
Other 19,579 10,780 82%
Gross profit 96,032 69,382 38%
Marketing expenses (82,600) (59,048) 40%
EBITDA (18,276) (13,788) 33%
Netherlands 34,746 26,463 31%
Germany (39,402) (28,568) 38%
Other (13,620) (11,683) 17%
Loss for the period (30,887) (19,566) 58%

Loss for the year
As a result of the factors described above, the group incurred a net loss of €30.9 million in 2016, which represented a 58% increase from a loss of €19.6 million in 2015.

MOET je daar zoveel geld per aandeel voor betalen?
DAAR waarschuwen wij al tijden voor.

Outlook
To maintain our strong growth, we will continue to invest significantly in our offering to consumers and restaurants through marketing, product development, expansion of restaurant delivery services, recruitment of staff at all levels and organisational infrastructure. As a result, we anticipate a loss at group level for the year 2017, in conformity with the guidance given by the company at IPO.

Media:
E: press@takeaway.com
For more information please visit our corporate website: https://corporate.takeaway.com

Meer tijd willen wij niet aan dit aandeel besteden.
Straks tekort aan liquide middelen en dan?

Herhaling van gisteren 14 maart 2017
tijd 16.07
Takeaway
de manier van prijsvorming doet ons denken aan het pushen, om dit aandeel een goede prijs te laten zien. Maar inhoudelijk is er geen reden voor dat pushen, verlieslatend en de eerste jaren geen rendement (lees dividend).
Nu EUR 34,73 +1,43 vol. 199.880
totaal geen reden voor zo'n hoge prijs!
Een gewaarschuwde beleggers telt voor ... ?
Laat U niet gek maken zoals toentertijd met de ICT fondsen, kwamen ook veel te duur in de markt. Deze vergelijking trekken wij, want veel opdrachten wil niet zeggen WINST. De kosten lopen vaak gelijk op in deze branche. Er knabbelen teveel partijen aan de opbrengsten.

Reactie XEA.nl
Niet te GELOVEN het commentaar van CEO Groen.
Meer orders en meer verlies! Laat U als belegger niet GEK MAKEN door de vleiende woorden van mijnheer GROEN, NU staat het rood.

Adviezen
Datum Instelling Analist Advies Koersdoel WPA 2017 WPA 2018
19-01-2017 Morgan Stanley Overweight 34,50 nihil
17-01-2017 Goldman Sachs Neutral 32,00 nihil
13-01-2017 ABN Amro Marc Hesselink Buy 33,00 nihil
Wie waren de uitgevende partijen?

Central Order Book Takeaway
View Data | View Chart Refresh
Active as of 15 Mar 2017 08:19 CET
# ORDERS # SHARES BID PRICE ASK PRICE # SHARES # ORDERS
2 152 MKT 33,00 670 2
1 100 35,00 34,00 3.125 3
1 10 34,20 34,65 50 1
1 100 34,15 34,99 70 1
2 400 34,00 35,00 300 1
1 100 33,50 35,19 900 1
3 144 33,00 35,25 10 1
1 25 32,80 35,30 500 1
1 105 32,50 35,50 220 1
1 52 32,40 35,55 2.000 1
14 1.188 Total 7.845 13

Pushen met die hap, alles kan te Amsterdam.


tijd 09.00
Takeaway EUR 31,13 -3,01