Tech, Media, & Telecoms
In early 2018, Woozle released a conviction sell recommendation on Just Eat following reports of significant long-term headwinds that suggested a high probability of material under-performance in the medium-term and a negative sequential shift in the investment case in the near-term. Our team of equity analysts completed more than 300 interviews with restaurant partners and online delivery experts to gain an insight into their order volumes, profitability, market share by platform, ROI by delivery partner, and future partnership intentions. We were able to compile an early read on the disruptive trends in the industry revealing the true scale of increased competition, margin compression, and higher capex requirements on the prospects for the share price. Just Eat shares went on to drop more than 40% following our sell recommendation and the stock continues to trade below it's historical peak.
Woozle completes thousands of interviews every month covering a variety of regions and sectors to uncover hidden value for investors.
Our unique primary research methodology focuses on mapping out stakeholders for each project and using primary research methods to source answers to your most pressing questions meaning that we have the capability of covering companies of all sizes across a diverse range of sectors and regions.
Woozle has conducted primary research for investors in nearly every industry or sector vertical including consumer, healthcare, technology, real estate, financials, telecoms, media, and many more.
Although our core focus is Europe, our research scale and reach means we have completed projects and sourced insights from respondents all over the globe including Asia, North America, Latin America, Africa, and the Middle East.