Research
FORUM TRANSCRIPT

Deliveroo – GMV Growth & Unit Economics Outlook – 18 November 2021

  • Public Equity
  • TMT
  • Europe
PREMIUM

Specialist

Former Senior Manager at Deliveroo

Agenda

  • GMV and GTV (gross transaction value) growth and market share trends in the UK
  • Defensibility of Deliveroo’s (LON: ROO) market share position in international markets vs Just Eat (LON: JET), Uber Eats (NYSE: UBER) and others
  • Delivery unit economics trends and marketplace growth potential
  • Deliveroo Hop dark store grocery roll-out and growth dynamics
  • Further industry consolidation outlook

Questions

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