• La empresa, excluida Norteamérica, volvió a crecer en el tercer trimestre de 2023.
• El crecimiento del Valor Bruto Transaccional (‘GTV’) en el Norte de Europa y Reino Unido e Irlanda ha aumentado  hasta el +6% y el +4%, respectivamente.

• Se ha mejorado la previsión de EBITDA ajustado para 2023 a aproximadamente 310 millones de euros.
• Se revisan los objetivos para el GTV con un crecimiento de aproximadamente el -4% a tipo de cambio constante en 2023. 

• Aumenta la previsión de flujo de caja libre1 hasta aproximadamente el punto de equilibrio en el segundo semestre de 2023 y positivo a partir de entonces.
• Just Eat Takeaway.com lanza un nuevo programa de recompra de acciones de hasta 150 millones de euros. 

Jitse Groen, CEO de Just Eat Takeaway.com, declara que “La mayor parte de nuestros mercados crecen en términos de GTV en el tercer trimestre, con un impulso especialmente fuerte en los segmentos del Norte de Europa y Reino Unido e Irlanda. En el Reino Unido e Irlanda seguimos invirtiendo significativamente al mismo tiempo que aumentamos la rentabilidad. Aunque la recuperación de Norteamérica sigue una trayectoria más moderada, estamos satisfechos de que también este segmento se esté convirtiendo rápidamente en un mercado de flujo de caja neutro. En consecuencia, estamos en condiciones de mejorar nuestras previsiones tanto de EBITDA ajustado como de flujo de caja, y ahora esperamos alcanzar el punto de equilibrio del flujo de caja aproximadamente en el segundo semestre de 2023 y ser positivos a partir de entonces”.

^{Just Eat Takeaway.com N.V. (LSE: JET, AMS: TKWY), hereinafter the “Company”, or together with its group companies “Just Eat Takeaway.com”, one of the world’s largest online food delivery marketplaces, hereby issues a trading update for the third quarter of 2023.}

• Company excluding North America returned to GTV growth in Q3 2023

• GTV growth in Northern Europe and UK and Ireland increased to +6% and +4% respectively

• We upgrade 2023 Adjusted EBITDA guidance to approximately €310 million

• We revise GTV guidance to constant currency growth of approximately -4% in 2023

• We upgrade free cash flow[1] guidance to approx. break-even in H2 2023 and positive thereafter

• We are launching a new share buyback programme of up to €150 million

''The majority of our business has returned to GTV growth in the third quarter with particular strong momentum in Northern Europe and the UK and Ireland segments. Within the UK and Ireland we continue to invest significantly whilst at the same time increasing profitability. Although the recovery of North America is on a slower trajectory, we are satisfied that this segment too is rapidly becoming cash flow neutral. As a result, we are in a position to upgrade both our Adjusted EBITDA and cash flow guidance and now expect to be approximately cash flow break-even in the second half of 2023 and positive thereafter''. Jitse Groen, CEO of Just Eat Takeaway.com 

Outlook

• Constant currency GTV growth to be approximately -4% year-on-year in 2023 (previously reportedGTV growth to be in a range of -4% to +2% year-on-year in 2023).

• Management upgraded the Adjusted EBITDA guidance and now expects to deliver a positive Adjusted EBITDA of approximately €310 million in 2023 (previously approximately €275 million in 2023).

• Free cash flow (before changes in working capital) expected to be approximately break-even in H2 2023 and positive thereafter (previously free cash flow (before changes in working capital) to turn positive in mid-2024).

• The long-term objectives for Just Eat Takeaway.com remain unchanged.

• Management, together with its advisers, continues to actively explore the partial or full sale of Grubhub. There can be no certainty that any such strategic actions will be agreed or what the timing of such agreements will be. Further announcements will be made as and when appropriate.