Just Eat Takeaway.com | Investor Day Presentation Deck | 86 slides

Just Eat Takeaway.com · 2021-10
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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3
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Slide inventory

86
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
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introduce_nominees
Open slide detailBeat · Attention
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front_matter
Open slide detailBeat · Attention
04
transition
Open slide detailBeat · Attention
05
The slide uses a collage of lifestyle photography to illustrate the breadth of the company's mission.establish_context
Open slide detailBeat · Attention
06
The slide uses a visual icon-grid layout to present key performance indicators.summarize
Open slide detailBeat · Attention
07
The diagram uses concentric circles to represent business segments (Marketplace, Delivery, B2B) and maps them to usage frequency and value propositions.present_framework
Open slide detailBeat · Need
08
The slide highlights that 90% of GTV comes from three regions and >80% from five specific countries.analyze_data
Open slide detailBeat · Need
09
Uses a combination of bar charts to show current penetration vs potential steady state and historical frequency growth.size_opportunity
Open slide detailBeat · Need
10
The slide uses a circular flow diagram to represent a self-reinforcing business model.present_framework
Open slide detailBeat · Need
11
The chart uses a stacked bar format to visualize order growth by acquisition year (cohort).analyze_data
Open slide detailBeat · Need
12
present_solution
Open slide detailBeat · Need
13
The slide uses a pyramid diagram to show organizational depth and a grid of headshots to humanize the leadership team.introduce_nominees
Open slide detailBeat · Need
14
transition
Open slide detailBeat · Satisfaction
15
The slide uses a 2x2 matrix structure to contrast Marketplace vs Delivery models across two stakeholder groups.present_framework
Open slide detailBeat · Satisfaction
16
compare_peers
Open slide detailBeat · Satisfaction
17
Includes illustrative annualization for H1 2021 data.analyze_data
Open slide detailBeat · Satisfaction
18
The slide uses a dual-axis chart (line for orders, bars for EBITDA) to show performance trends in two distinct markets.analyze_data
Open slide detailBeat · Satisfaction
19
transition
Open slide detailBeat · Satisfaction
20
Slide highlights scale of operations across global markets.summarize
Open slide detailBeat · Satisfaction
21
Uses color-coded maps to illustrate regulatory compliance and operational strategy.present_framework
Open slide detailBeat · Satisfaction
22
The chart uses country flags as x-axis labels and a color-coded legend to distinguish the company from competitors.compare_peers
Open slide detailBeat · Satisfaction
23
The Canada chart is a scatter plot of thousands of data points; the Germany chart is a scatter plot of specific city data points.analyze_data
Open slide detailBeat · Satisfaction
24
The slide uses a scatter plot to show courier pay per order over time from launch, and a bar/line chart to show the reduction in fulfillment cost per order as danalyze_data
Open slide detailBeat · SatisfactionLoop · Aha Moment
25
Uses a three-column structure to categorize operational levers.present_solution
Open slide detailBeat · SatisfactionLoop · Aha Moment
26
transition
Open slide detailBeat · Satisfaction
27
transition
Open slide detailBeat · Satisfaction
28
The map uses a '1' icon to denote market leadership in specific countries.establish_context
Open slide detailBeat · Satisfaction
29
present_solution
Open slide detailBeat · Satisfaction
30
The slide highlights the scale and quality of the supply base for Just Eat Takeaway.com.summarize
Open slide detailBeat · Satisfaction
31
The slide includes a bar chart showing brand awareness and marketing collateral images (UEFA Euro 2020 sponsorship).summarize
Open slide detailBeat · Satisfaction
32
compare_peers
Open slide detailBeat · Satisfaction
33
The slide uses line charts to visualize market share growth over time, with specific entry dates for competitors annotated.analyze_data
Open slide detailBeat · SatisfactionLoop · Before After
34
transition
Open slide detailBeat · SatisfactionLoop · Before After
35
The slide uses a line chart to show competitive gap and a waterfall-style growth chart to show restaurant acquisition.analyze_data
Open slide detailBeat · Satisfaction
36
The slide uses a vertical dashed line to mark the merger event across the two line charts.analyze_data
Open slide detailBeat · Satisfaction
37
The chart uses color-coded segments to represent different acquisition years, with annotations explaining the shift in cohort behavior.analyze_data
Open slide detailBeat · Satisfaction
38
The slide uses a combination of a line chart to show unit economics and a bar chart to show EBITDA trajectory.analyze_data
Open slide detailBeat · Satisfaction
39
transition
Open slide detailBeat · Satisfaction
40
analyze_data
Open slide detailBeat · Satisfaction
41
The chart uses a color-coded legend to represent different acquisition years, with callouts explaining the business drivers behind the cohort performance shiftsanalyze_data
Open slide detailBeat · Satisfaction
42
analyze_data
Open slide detailBeat · Satisfaction
43
The chart uses a broken axis on the x-axis to represent a wide range of monthly order volumes.analyze_data
Open slide detailBeat · Satisfaction
44
diagnose_problem
Open slide detailBeat · Satisfaction
45
present_solution
Open slide detailBeat · Satisfaction
46
The slide uses a callout to zoom into the New York City area to demonstrate high market share density.prioritize
Open slide detailBeat · Satisfaction
47
The slide uses a clear action title to frame the data as a strategic success.analyze_data
Open slide detailBeat · Satisfaction
48
The slide uses a 'JET playbook' branding to describe their strategic approach.present_solution
Open slide detailBeat · Satisfaction
49
The slide uses a chevron-style callout to emphasize the company's confidence in legal outcomes while acknowledging contingency planning.present_solution
Open slide detailBeat · Satisfaction
50
The slide uses a three-column layout to detail strategic initiatives for market expansion.present_solution
Open slide detailBeat · Satisfaction
51
summarize
Open slide detailBeat · Satisfaction
52
transition
Open slide detailBeat · Satisfaction
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transition
Open slide detailBeat · Satisfaction
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Shows the transition from fragmented regional platforms (US, Canada, Europe, UK/Australia) to a more unified structure.present_solution
Open slide detailBeat · Satisfaction
55
present_solution
Open slide detailBeat · Satisfaction
56
present_solution
Open slide detailBeat · Satisfaction
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present_solution
Open slide detailBeat · Satisfaction
58
present_solution
Open slide detailBeat · Satisfaction
59
transition
Open slide detailBeat · Satisfaction
60
size_opportunity
Open slide detailBeat · Satisfaction
61
present_solution
Open slide detailBeat · Satisfaction
62
The slide highlights current operational progress in two distinct business segments.present_solution
Open slide detailBeat · Satisfaction
63
The slide uses a three-column layout to present distinct performance metrics.summarize
Open slide detailBeat · Satisfaction
64
transition
Open slide detailBeat · Satisfaction
65
The slide uses a 3x2 grid structure to categorize ESG efforts, explicitly mentioning alignment with UN Sustainable Development Goals.present_framework
Open slide detailBeat · Satisfaction
66
The slide uses a bar chart to visualize the breakdown of carbon emissions across different categories, with a heavy emphasis on Scope 3 delivery emissions.analyze_data
Open slide detailBeat · Satisfaction
67
The slide uses a split-layout to address 'Planet' (environmental impact) and 'People & Society' (social impact).summarize
Open slide detailBeat · Satisfaction
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summarize
Open slide detailBeat · Satisfaction
69
transition
Open slide detailBeat · Satisfaction
70
The map uses color-coding to represent the four segments: North America (pink), UK & Ireland (yellow), Northern Europe (orange), and Southern Europe & ANZ (red)decompose_segments
Open slide detailBeat · Satisfaction
71
analyze_data
Open slide detailBeat · Satisfaction
72
The slide highlights the transition from country-based reporting to regional reporting, with a specific callout on Northern Europe's AEBITDA margin.analyze_data
Open slide detailBeat · Satisfaction
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transition
Open slide detailBeat · Satisfaction
74
present_framework
Open slide detailBeat · Satisfaction
75
The slide uses a waterfall bridge to explain the transition from current performance to long-term targets.present_solution
Open slide detailBeat · Satisfaction
76
The slide uses a break in the x-axis to represent the transition to 'Long term' targets.analyze_data
Open slide detailBeat · Satisfaction
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summarize
Open slide detailBeat · Satisfaction
78
transition
Open slide detailBeat · Satisfaction
79
The slide uses a numbered list to define a decision-making framework for market evaluation.present_framework
Open slide detailBeat · Satisfaction
80
The slide uses a comparison-style layout to contrast asset performance metrics with strategic divestment criteria.summarize
Open slide detailBeat · Satisfaction
81
The chart illustrates the cash bridge from 529m to 1,519m through operating, financing/investing, and FX effects.show_valuation_bridge
Open slide detailBeat · Satisfaction
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transition
Open slide detailBeat · Satisfaction
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summarize
Open slide detailBeat · Satisfaction
84
state_next_steps
Open slide detailBeat · Satisfaction
85
other
Open slide detailBeat · Satisfaction
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other
Open slide detailBeat · Satisfaction