Uber Results Presentation Deck
Eats is following the Rides playbook
TAM: $2.8T
All countries
Retail restaurants
Home Delivery, Takeaway,
Drive Thru, Eat-in
Investing in a massive
market opportunity
40
30
20
10
0
Run-rate Gross Bookings* ($B)
M1
M14 M28
Rides
Eats $10B
Nov'18
Eats $30B
May'20
Eats
M42
Rides $30B
Mar'17
Rides $10B
Sep'15
M56
Leveraging existing infrastructure
brand, operations, and technology
to expand rapidly
30
-
20
10
Run-rate Gross Bookings^ ($B)
0
2016 2017
Uber Eats
-- Just Eat Takeaway
2018 2019 2020
Grubhub
Delivery Hero
--
And building the largest food
delivery company in the world,
excluding China
*Annualized Gross Bookings run-rate based on monthly gross bookings
^Annualized Gross Bookings run-rate based on quarterly gross bookings; 2020 Gross Bookings annualized from reported Gross Bookings/Gross Food Sales/Gross Merchandise Value for Uber
Eats, Grubhub and Delivery Hero respectively, and for Just Eat Takeaway based on consensus estimates updated post company announcement on June 10, 2020View entire presentation