Dr. Jakob Stemmler

EU approval clears €4.1bn Prosus Group takeover of Just Eat Takeaway.com — at the cost of Delivery Hero stake The European Commission has approved Prosus’s €4.1bn acquisition of Just Eat Takeaway — but only after the tech investment group agreed to major concessions. Prosus, the investment arm of South Africa’s Naspers, will cut its 27% stake in Berlin-based Delivery Hero to single digits within 12 months, giving up board representation and control influence. This move addresses regulators’ concerns that Just Eat and Delivery Hero — both active in markets such as Spain, Poland and Italy — would compete less aggressively post-merger, potentially impacting consumer prices. The acquisition marks another milestone in the consolidation of the global food delivery market. In parallel, US rival DoorDash is acquiring Deliveroo, and Just Eat recently sold Grubhub to Wonder. Scale is becoming non-negotiable. Just Eat Takeaway.com, headquartered in the Netherlands, has faced volatile years on public markets. Prosus Group plans to leverage AI, expand into adjacencies like groceries and fintech, and move beyond the pure-play food delivery model — a strategy already tested with its Brazilian unit iFood. Industry context: The global online food delivery market was valued at over $160bn in 2023 and is projected to grow at >10% CAGR, driven by urban convenience demand and expansion into new verticals. However, profitability remains elusive for most players, intensifying the pressure for consolidation and operational efficiency. #fooddelivery #prosus #justeat #deliveryhero #doordash #deliveroo #ifood #fmcg #ecommerce #retail #onlinemarketplaces #omnichannel #lastmile #digitaltransformation #artificialintelligence #platformeconomy #consolidation #mergersandacquisitions #logistics #urbancommerce #groceries #foodtech #marketgrowth #scaleeconomy #regulation #eu #netherlands #southafrica #germany #europe #global

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For me, the most rewarding outcome of hosting a professional networking event is seeing people find the right placce to share, learn and inspire one another. Last evening in Stuttgart, procurement and supply chain executives from diverse industries gathered to discuss today’s most pressing challenges. The room was not only “rich” in purchasing volume, but also in the collective expertise required to manage complex supply chains. 🔑 My key takeaway: Procurement and supply chain leaders are playing pivotal roles in shaping the success of the organizations. To drive real impact, we must: ✅ Bring outside-in perspectives and foster #Collaboration between suppliers and internal stakeholders (R&D, manufacturing, finance and business leaders). ✅ Use #Data #Transparency to make informed decisions, highlight trade-offs, and create alternatives. ✅ #Think and #Act for the enterprise as a whole - not for siloed KPIs. ✅ Solve business problems holistically; use the languages of stakeholders -linking cost savings to working capital, inventory reduction, cash position, revenue growth, customer retention and sustainability. ✅ In Europe, we have what it takes to make meaningful change - Procurement and Supply Chain executives must #dare to lead, drive cross-functional collaboration, and integrate key suppliers to build resilient supply chains. Thanks everyone for your engagement and insights. Thanks to my wonderful co-host Andy Koehler, Philippe Wolff, Guillaume BOTHIER. 📩 If you’re a procurement or supply chain leader who would like to be part of these high-energy, peer-driven conversations, feel free to DM me. #bestpracticesharing #procurement #supplychainmanagement #leadforward #peersupport #professionalnetwork #thoughtleadership #daretolead

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PostNL “Breakthrough 2028” plan : +3.600 Parcel Lockers by the end of 2028 And not only this! The Dutch company presented its plan announcing new strategy and financial targets for 2028 : 📦 €150M x year in APM expansion from 2026 💶 Revenue : +€4BN 💶 EBIT : tripled, +€175M 💶 ROI Capital : 12% Parcel have been driving Postal Operators' revenue from a many years now due to ecommerce growth and Mail&Letters decline, Parcel Lockers are becoming the main Strategic Asset for their Last Mile. Whoever owns the Lockers owns the Last Mile. #locker #lastmile #outofhome #parcel #delivery #apm #Pakjesautomaat

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