Observed Signal · Jul 14, 2026 · Market Signal · Source: Just Eat Takeaway.com · Impact: 3/5
Just Eat Takeaway.com updates partner count and launches 'Our Platform Work Vision' page
Partner count decreased from 362,000 to 342,000; new page outlines vision for platform work.
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Adyen Upgrades Authenticate with AI Payment Optimization
Adyen has significantly expanded its authentication offering, Authenticate, as part of its Uplift optimization suite. The module now uses machine learning to route each transaction in real-time to the most appropriate authentication technology, replacing static 3DS rules. It integrates 3DS, Google Secure Payment Authentication, Mastercard and Visa Payment Passkeys, and pure data flows. The system dynamically decides whether authentication is needed, which method to use, and which data to send to card issuers, optimizing over 150 data fields for 3DS. It also works with Adyen's fraud management module Protect to recognize trusted buyers and minimize friction. Early customers report conversion gains: Too Good To Go saw an 11% relative increase in payment conversion, and Just Eat Takeaway.com reported a 12% higher conversion rate among qualifying visitors. Authenticate is now available worldwide for 3DS and issuer request optimization; newer methods like Google SPA and passkeys are being rolled out gradually, with live transactions already occurring in the UK and broader international rollout planned by 2027.
Uber Finances SSW Purchase in Delivery Hero Deal
Uber's multibillion-euro takeover of Delivery Hero includes a separate sale of Delivery Hero's operations in 14 countries, including Spain and Austria, to U.S. investment firm SSW Partners for ~$1.6 billion. Uber will finance the majority of SSW's purchase price via a loan, with repayment expected over time, possibly from a future sale. The main offer is €41.50 per share, valuing Delivery Hero's equity at $14.8 billion. The deal aims to consolidate the delivery market, reducing major players from four to three, and ease antitrust concerns by divesting overlapping markets. Regulatory approvals are needed from the European Commission and authorities in Austria, Spain, Poland, and Ecuador. Closing is expected in H2 2027, subject to conditions, with a €700 million reverse fee if the deal fails on regulatory grounds.
Delivery Hero Board Backs Uber's $15B Takeover Bid
Delivery Hero's management and supervisory boards have recommended that shareholders accept Uber's $15 billion takeover offer, a deal that would create one of the largest on-demand food delivery platforms outside China. The boards said the price was fair and adequate and that the transaction could accelerate product innovation. Uber, already Delivery Hero's largest shareholder, set a minimum acceptance threshold of 50% plus one share. Major shareholder Prosus has agreed to sell its 17% stake as part of the process. The announcement follows Delivery Hero's earlier agreement to sell its businesses in 14 markets to SSW Partners for $1.6 billion. The proposed acquisition is part of broader consolidation in the delivery industry, following Uber's purchase of Getir, Grab's acquisition of Foodpanda Taiwan, and DoorDash's agreement to buy Deliveroo.
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