Influence of Just Eat Takeaway on the AEX
The exact weighting of Just Eat Takeaway within the AEX has not been publicly confirmed as of September 29, 2025. Because Just Eat Takeaway operates in multiple international markets, developments in the United Kingdom, Germany and North America, among others, often affect the share price quickly. In addition, takeover talks and new regulations regularly cause additional fluctuations, which can further strengthen the impact on the AEX. View the composition of the AEX and the weighting of all companies in the index here.
Investment analysis & outlook
Below you can see the price performance of Just Eat Takeaway compared to the AEX over the past five years. While the AEX showed an increase of +73.48%, Just Eat Takeaway lost over -77.97% of its market capitalization during the same period. Nevertheless, the stock showed a strong recovery in 2024 and 2025, rising more than 45% in the last 12 months. This recovery was mainly due to improved results in core markets such as the UK and Ireland, but the current share price (~€20) remains well below its all-time high of €110.65.
Looking ahead, opportunities lie in further efficiency improvements, digitalization and the proposed acquisition by Prosus, which could provide additional economies of scale. On the other hand, there are risks such as continued losses, a high cost structure and increasing competitive pressure. New regulations around labor models could also put pressure on margins and thus affect share price performance.
News & updates
In February 2025, Prosus announced a €4.1 billion bid for Just Eat Takeaway, aiming to delist the company. In 2024, the company reported adjusted EBITDA of €460 million, up 36% from a year earlier. In November 2024, Grubhub was sold for USD650 million, shifting Just Eat Takeaway's focus to core European markets.
Want to learn more about this company? Please visit www.justeattakeaway.com