Deliveroo's difference

Large global TAM

Opportunity to access a more than £1 trillion total addressable market (TAM) in restaurant and grocery food delivery across our existing 11 markets. Additional potential in adjacent non‑food categories.

Low online penetration

Online ordering of food is early in its maturity, with online penetration of ~4% in restaurant and ~3% in grocery food – far behind the level in many other online categories.

Structural tailwinds

Consumer demand continues to shift to online and on-demand, and pandemic effects have accelerated the trend.

Distinctive value propositions

Focused on developing the best value propositions for consumers, riders and restaurant and grocery partners in each neighbourhood to make Deliveroo their #1 choice.

Investing in innovation

Scaling existing category innovations such as Plus subscription model and Editions delivery‑only kitchens, and growing our product, data and technology teams to drive the innovations of the future.

Efficient logistics

Hyperlocal focus creates powerful network effects, and use of big data and machine
learning helps to reduce delivery times – benefiting riders and consumers.

Stable cohorts

Behaviour of our consumer cohorts has been very consistent historically, with annual GTV* retention well above 100% and increasing order frequency, even coming out of COVID-19-related lockdowns.

Path to profitability

Aim to reach adjusted EBITDA breakeven during H2 2023-H1 2024 and an adjusted EBITDA margin (as % of GTV) of 4%+ by 2026, with upside potential beyond, supported by multiple levers to drive unit economics and operating leverage.

Strong capital position

Well-capitalised balance sheet supports investment in growth opportunities, with £1.3 billion cash and cash equivalents at 31 December 2021.

Reaching net zero and reducing waste

Building a net zero carbon plan to reduce our own direct emissions while supporting partners and consumers to reduce their emissions and food and packaging waste.

Helping partners to grow and thrive

For riders, offering flexible work, attractive earnings, security and learning opportunities. For restaurants and grocery partners, providing logistics technology and operations plus continuous innovation to support profitable growth.

Creating an inclusive marketplace

Attracting and developing a team of diverse talents within Deliveroo that in turn supports diversity and inclusion across all three sides of our marketplace.

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