Deliveroo Results Presentation Deck

UK cohort behaviour I Trend of increasing order frequency by cohort has continued since reopening Period: Cohort: 2015 2016 2017 2018 2019 2020 Legend: Q4 2016 2.9x Y2 Q4 2017 3.2x 2.6x Y3 Q4 2018 3.9x Monthly Average Order Frequency (of MACs) 3.2x 3.0x Q4 2019 Y4 4.1x 3.4x 3.2x 3.1x Q4 2020 Y5 5.1x 4.0x 3.6x 3.5x 3.4x Y6 Q4 2021 5.4x 4.3x 3.9x 3.8x 3.7x 3.2x Y7 Pre-pandemic trend was for annual cohorts to increase average order frequency (AOF) each year In 2020, the rate of annual increase in AOF stepped up during COVID Encouragingly, each annual cohort saw frequency increase further in Q4 2021 vs Q4 2020, even as COVID restrictions had unwound by Q4 2021 23

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