"The only thing I'd add John is, as Chris mentioned, obviously we're seeing both digital and delivery growing significantly in those IOM markets. In the U.K., for example, over 20% of their sales in Q4 were delivery sales. So, we are seeing some significant growth both in delivery and digital."
Source: Extract from the McDonalds earnings call, reported by The Motley Fool, 28th January 2021
"European food-ordering firm Just Eat Takeaway.com NV said on Wednesday it had received 57% more orders in the fourth quarter than a year earlier, as strict social distancing rules and work-from-home trends continued to boost online orders.
Order growth accelerated from a 46% jump in the third quarter, as countries across Europe went back into lockdown due to swelling numbers of coronavirus infections.
Takeaway’s orders were up 56% in Germany and 58% in the United Kingdom. Restaurants in the Netherlands delivered 39% more meals through the company’s platform.
The company said it expects revenue to have jumped more than 50% in the whole of 2020, with an adjusted earnings before interest, taxes, depreciation and amortisation (EBITDA) margin of around 10%."
Source: Reuters, 13th January 2021
