Just Eat Sharpens Strategy Under Prosus with AI and Market Focus

After delisting, Just Eat refocuses on profitable European markets and partners with Amazon to integrate AI voice ordering via Alexa+ in the UK, aiming for leaner operations and improved cash flow.

Following its delisting from the stock exchange at the end of 2025, the food delivery service Just Eat is undergoing a significant strategic realignment under its parent company, Prosus. The firm is now prioritizing a leaner operational model and technological advancement, with a core emphasis on its most profitable European markets and a newly announced artificial intelligence collaboration.

Strategic Refocus and Leadership

At the helm of this transformation is CEO Roberto Gandolfo, who assumed leadership in early 2026. His primary mandate is to enhance operational efficiency and optimize the company's capital structure. An initial move in this direction was the early repayment of convertible bonds in January.

This follows the completion of the Grubhub divestiture in the United States at the beginning of 2025. The company is continuing its geographic consolidation by exiting the Danish market. This decision is designed to free up resources, allowing for reinforced investment in more profitable regions and a sustainable improvement in free cash flow.

AI Partnership Aims to Simplify Ordering

A key pillar of the growth strategy involves embedding generative AI into the customer experience. Through a partnership with Amazon, Just Eat will be integrated into the "Alexa+" voice assistant. The service is scheduled to launch in the United Kingdom during 2026, enabling customers to place delivery orders using voice commands.

Key Calendar Events for 2026

• April 2026: Trading update for the first quarter.