Deliveroo Investor Event Presentation Deck

Grocery has strong unit economics and broader benefits for the platform Grocery economics only slightly behind restaurant, and both have improved FY21 Source: UKI gross profit per order (£) Restaurant Grocery FY22 Powerful synergies with core platform Frequency Incrementality +0.5 orders per month Grocery orders are incremental +40% more orders Customers acquired through grocery place more orders Retention +4ppt Retention Grocery & restaurant users have higher retention than restaurant only Source: Internal analysis of selected experimental cohorts; markets covered are the UK, France, Italy, Hong Kong and UAE; results are indicative and may not apply to the entire population/all cohorts → 25

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