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Five companies now control over 90% of the restaurant food delivery market
Why is my $8 burger $23 after fees - An average reddit user
When Prosus acquired Just Eat Takeaway in February 2025, it paid a 49% premium based on the 3-month moving average. Most independent restaurants lack the capital, volume, and operational expertise to make their own delivery logistics. Valuation matters, but over the long term, I am very bullish on this industry to continue to grow with innovation and consolidation.
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