Deliveroo – 2021 IPO Candidate – Competitive Dynamics & Growth Outlook – 9 December 2020

  • Public Equity
  • Consumer
  • Global


Former Senior Manager at Deliveroo


  • Five-year gross merchandise value growth outlook for Deliveroo
  • Competitive dynamics and market share vs Just Eat (LON: JET) and Uber Eats (NYSE: UBER)
  • Restaurant partnerships and onboarding, and mid-term commission outlook
  • Delivery profitability, network density and unit economics
  • Deliveroo's Editions concept and grocery growth outlook


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