Post on 29-Jul-2015
transcript
1
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2Delivery Hero Holding GmbH - This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without prior written permission.
• Company founded in 2011
• 200,000 restaurants
• 10m monthly orders
Global leader
• 34 countries
• #1 in 30 countries
• High revenue growth
312
AcquisitionYear of
AcquisitionLocation Commentary
2012
• Increased growth rate by more than 2x within first year
• Moved company into profitability
• Number of restaurants have doubled since acquisition,
expanded focus from London to national coverage
2012
Sweden,
Finland, Austria,
Poland
• Nearly doubled year-on-year growth
• Significantly reduced cost base
2013 LatAm• Acquired regional market leader
• Increased year-on-year growth c. 3x
2014
• Integrated all back office, sales and marketing activities within
first 6 months of ownership has already resulted in material
cost savings
• IT platforms to be integrated during 2015
• Accelerating growth since acquisition
2014 LatAm
• Asset swap with FoodPanda
• Established clear market leadership across Spanish-speaking
LatAm
Delivery Hero Holding GmbH -This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior
written permission.
17 ACQUISITIONS FROM START OF 2014 UNTIL TODAY.
> STRONG IN EXECUTION AND VALUE CREATION.
4Delivery Hero Holding GmbH - This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without prior written permission.
Opportunity
Huge market opportunity
Online
penetration
=
=*According to NPD Group
5Delivery Hero Holding GmbH - This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without prior written permission.
Huge revenue growth
0
50
100
150
200
250
2010 2013 2014 2015
REVENUE* *consists of commission; subscription fee, start package, other fees
71%
CAGR
m€
6Delivery Hero Holding GmbH - This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without prior written permission.
• Poor flyer
• Phone calls
• Manual processes
• Low quality
• Inefficient delivery
Yesterday’s industry
7Delivery Hero Holding GmbH - This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without prior written permission.
• Variety & Quality: from fast to healthy food
• Efficiency: from Zero to intelligent PoS systems, tracking
solutions and modern delivery logistics
• Convenience: focus on consumer needs, building an
amazing order experience
Today’s reality: How we improve food ordering
8Delivery Hero Holding GmbH - This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without prior written permission.
Our path to growth and change
• # 1 GLOBALLY
• LEADER IN €50B TAM
(and growing)
• TRANSFORMING THE
FOOD INDUSTRY