Stock price is higher than ever: http://www.londonstockexchange.com/exchange/prices-and-marke...
They are reporting good growth: http://www.cityam.com/256734/just-eat-reported-order-growth-...
I see lots of Deliveroo bikes around where I live in the centre of London, but they are basically non-existant when I go to other towns and cities.
Also, Deliveroo started up-scale -- they can't go down to selling cheap Chinese takeaway food, because it will hurt their image.
Just-Eat started at the low-end and are now moving up-scale without hurting their image. And even then, plenty of people prefer low-end Chinese food (I sure do).