Deliveroo Investor Event Presentation Deck

Headwinds in the last 2 years have held back growth High food inflation has hurt affordability... ...but frequency now stabilising 20 % 10% 0% (10)% (20)% UK food inflation UK wage inflation Wage minus food inflation 1Q19 2Q19 3Q19 4Q19 1Q20 2Q20 3Q20 4Q20 1Q21 2021 / 3Q21 4Q21 1Q22 2Q22 3Q22 4Q22 1Q23 2Q23 3Q23 Source: UK food inflation and wage inflation data from Office for National Statistics Frequency by cohort (UKI) Monthly AOF 6.0 5.0 4.0 3.0 2.0 2Q16 2Q17 2Q18 2Q19 2015 2016 2Q20 2Q21 2Q22 2017 2018 2Q23 87

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