Deliveroo Results Presentation Deck
March 2022, 45 slides
  1. Deliveroo
  2. Results Presentation Decks
results presentation march | Deliveroo
basis of discussion definitions a | Deliveroo
contents overview business highlights financial performance path to pro guidance profitability | Deliveroo
overview key a | Deliveroo
overview relentless focus on all sides of our a | Deliveroo
contents overview business highlights financial performance path to pro guidance profitability | Deliveroo
strong growth and continued market share gains with seeds planted for future growth | Deliveroo
international continued growth while improving consumer value proposition a | Deliveroo
plus increased order frequency across plus programmes contributes to higher lifetime value versus a | Deliveroo
editions accelerated of editions opening over delivery only kitchens in a | Deliveroo
on demand grocery launched exciting new partnerships whilst increasing grocery share of total to a | Deliveroo
on demand grocery enhancing consumer and experience | Deliveroo
on demand grocery partner and operational improvements strengthening proposition | Deliveroo
rider proposition model is highly attractive to riders flexible a | Deliveroo
rider status key updates | Deliveroo
contents overview business highlights financial performance path to pro guidance a profitability | Deliveroo
group strong year on year growth in both geographic segments a | Deliveroo
group investments above gross pro to support future growth profit a of | Deliveroo
group increased investments to build long term value a of | Deliveroo
group higher adjusted loss investments to drive future growth and reversal of covid bene reflects a benefits | Deliveroo
group healthy balance sheet and liquidity a | Deliveroo
group by cohort cohort behaviour remains attractive and predictable a | Deliveroo
cohort behaviour trend of increasing order frequency by cohort has continued since reopening a | Deliveroo
cohort behaviour highest order frequency market with more mature cohorts now ordering over per month a | Deliveroo
contents overview business highlights financial performance path to pro guidance profitability | Deliveroo
path to pro adjusted margin guidance over the short medium and long term profitability a melee some point during further upside | Deliveroo
path to pro overview path and levers to adjusted guidance path to reach at some point during existing market pro proof points pro examples profitability a profitability profitability | Deliveroo
path to pro of path to adjusted pro profitability profitability a | Deliveroo
path to pro illustrative example of potential pathway and levers profitability a | Deliveroo
path to expect half on half improvement in a | Deliveroo
path to pro already achieved fully allocated adjusted pro in key markets profitability profitability a | Deliveroo
path to pro strong gross pro margins across multiple types of town city in with plenty of opportunities too profitability profit | Deliveroo
path to pro solid gross pro margins across multiple types of town city across international markets with plenty of opportunities too profitability profit | Deliveroo
contents overview business highlights financial update path to pro guidance profitability | Deliveroo
guidance for and beyond a adjusted by | Deliveroo
summary key a | Deliveroo
| Deliveroo
appendix | Deliveroo
overview performance guidance a sos | Deliveroo
group sequential growth in orders and of and respectively global | Deliveroo
group per order has in the second half having reverted towards pandemic levels a | Deliveroo
group growth continues to be driven by consistent year on year increase in average monthly active consumers a me case gam quin | Deliveroo
continued market share gains and expanded population coverage a a | Deliveroo
international strengthened market positions and further of grocery and editions | Deliveroo
financial excluding | Deliveroo
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