Deliveroo Investor Event Presentation Deck slide image

Deliveroo Investor Event Presentation Deck

We operate in large underpenetrated markets Total addressable market Restaurant¹ £230bn £35bn X Grocery² £600bn £35bn Online share of market Retail³ £700bn £110bn Restaurant GTV 40% CAGR Grocery GTV +4pp on total GTV CAGR £1.4bn £6.2bn 20184 20235 £0.8bn £0 20184 20235 (1) Euromonitor International: Foodservice from Consumer Foodservice 2023 edition, Foodservice Value RSP, GBP million, y-o-y ex rates, current terms (2) Statista (https://www.statista.com/outlook/cmo/food/worldwide): Figures are the 2023 combined market and online share of market for each of Deliveroo's markets. (3) Euromonitor International; Retail 2023 edition, Retail including Retailer categories included: Apparel and Footwear Specialist, Appliances and Electronics Specialist, General Merchandiser, Home Products Specialist, Leisure and Personal Goods Specialist, Other Non-Grocery Retailer and excluding groceries, Retail Value RSP including Sales Tax, GBP million, y-o-y ex rates, current terms. (4) 2018 GTV excludes exited markets. (5) 2023 numbers are H1 2023 annualised. 89
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