Just Eat Takeaway orders grow again after 55 months of decline, Prosus says

Prosus said Just Eat Takeaway's orders grew year on year in September for the first time in 55 months, reaching 0.1% growth after a 9% decline in December 2025. In Brazil, iFood still holds about 80% of the app market while rivals burn roughly $150 million a month.

• JET orders grew 0.1% in September after falling 9% in December 2025
• iFood holds about 80% of Brazil's food delivery app market
• Rivals in Brazil burn around $150 million per month on subsidies
• iFood's cheaper Hits products grew 70% over six months