Deliveroo Lockdown has seen a surge in demand for food delivery services and there are plenty for hungry customers to choose from, including Just Eat Takeaway ( JET ). Jack Neele, Portfolio Manager at Robeco, holds Just Eat, and think many first-time customers of these companies will come back for more even when lockdown lifts. Just Eat's shares are up around 19% year to date, and that upward trajectory may well encourage some of its rivals to step into the stock market. Deliveroo, for example, recently received an investment from Amazon ( AMZN ) after a potential tie-up with Uber – which has its own food service, Uber Eats – fell through. Pitchbook data shows that "foodtech" companies brought in $5.3 billion in venture capital in Q1 2020, a 23% increase on the year, but its analysts say the uncertain economic environment makes valuations hard to pin down.