Uber Mergers and Acquisitions Presentation Deck
Postmates Overview
Financial Performance - Q1 2020
$643M $107M
Gross Bookings¹
Engagement - Q1 2020
10M+
Active Customers²
Revenue
115K+
Partner Restaurants
1 Reflects Uber's definition of Gross Bookings; orders from restaurants account for the significant majority of Postmates' Gross Bookings;
Postmates' Gross Bookings grew over 50% quarter-over-quarter in Q2 2020
2 Active customer defined as any customer who has placed at least one order on the platform during a trailing 12-month period
3 In the twelve months ended March 31, 2020
Southwest regional leadership with
high-quality restaurant selection
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Beloved brand and strong customer
relationships
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Strong Southwest presence, key cities include: Los Angeles, Las
Vegas, Orange County, San Diego, Phoenix
115K+ active, partnered restaurants, with significant exposure to SMBs
Popular, local "hero" brands: Sugarfish, Tocaya Organica, Ono
Hawaiian BBQ and Sweetfin
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10M+ active customers²
Significant subscription program, with Postmates Unlimited
accounting for 30%+ of orders³, driving increased spend per
order and increased order frequency
Innovative technology assets and
operational expertise
Industry-leading courier efficiency
(nearly 3 trips/hour in strategic markets)
Technology and operations to facilitate delivery for non-partnered
merchants
Delivery-as-a-service, which offers merchants the ability to add delivery
capabilities to their websites and apps to fulfill on-demand ordersView entire presentation