What Deliveroo & Just Eat Acquisitions Mean for Ecommerce

Two major ecommerce moves are changing the landscape of online food and quick commerce. 

Prosus has declared its offer for Just Eat Takeaway (JET), while DoorDash has completed its acquisition of Deliveroo. 

These transactions are reshaping global competition, deepening technological ambitions and perhaps even triggering fresh regulatory scrutiny across Europe, North America and beyond. 

A week of acquisitions

One Statista summary estimated restaurant delivery revenue at US$156.75bn in 2024, whilst grocery and adjacent sectors are worth much more. 

DoorDash's acquisition of Deliveroo adds to this growing picture, creating an enlarged group with operations in more than 40 countries, serving around 50 million active users. Deliveroo's app will continue to operate, CEO Tony Xu explained in a statement.

"The Deliveroo app and products you know and love aren’t going anywhere," he adds. 

Tony explained the intent is to better serve consumers, merchants and riders with greater impact and at a global scale. 

Meanwhile, Prosus has taken control of JET with 90.13% of its shares tendered or committed, with settlement expected on October 6th. 

Jitse Groen, JET's CEO says: “As the tender offer has now been made unconditional, I would like to congratulate Fabricio and his team on the acquisition.

"We are looking forward to working with our new owner to accelerate growth, and are excited about building a bright future together.”

Meanwhile, Fabricio Bloisi, Prosus’s CEO adds: “I’m very pleased with the outcome of the tender offer, and excited to welcome JET to the Prosus ecosystem.

"JET has a solid foundation, but for Prosus the hard work starts now. Our goal is to act quickly to transform JET through a focus on product, customer and innovation, creating a true European tech champion that will reshape the future of food delivery.”

A strategic shift in ecommerce

These acquisitions reflect a wider shift toward consolidation across ecommerce and food delivery. 

Fewer, larger players can unlock operating efficiencies and accelerate profitability, while pushing platforms beyond meals into groceries, retail and adjacent services. 

DoorDash has also been expanding into areas such as restaurant reservations and automation, underscoring the pivot to broader local-commerce infrastructure.

Prosus adds JET to a portfolio that includes full ownership of Brazil’s iFood and minority stakes in Delivery Hero, Meituan and Swiggy, positioning it to build a Europe-based tech powerhouse in food commerce and AI-enabled logistics. 

The pressure is on

However, scale also invites scrutiny. 

The European Commission approved the Prosus-JET deal subject to conditions, including that Prosus significantly reduce its Delivery Hero stake to a very low level, not exercise voting rights on the remaining holding for a period, relinquish board representation and cap any future stake increases - measures intended to prevent coordination and preserve competition.

The sector’s post-pandemic evolution is now defined by super-app ambitions, local execution and sustained investment in AI and logistics.

Prosus and DoorDash sit at the centre of that race. For consumers, this could mean faster, more reliable service - though regulators will guard against consolidation that harms choice.