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DELIVERY HERO

- TRANSFORING THE WAY WE CONSUME FOOD -
RE-IMAGINATION OF FOOD ORDERING
THEN
Chaos, random choices, expired
menus and bad surprises with lousy
food, difficulties to transmit orders

NOW
All cuisines, all restaurants, peerreviewed and quality-checked,
wherever you are, on all devices

Delivery Hero Holding GmbH -This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission .

2
RE-IMAGINATION OF RESTAURANT ADVERTISEMENT
THEN
A guy in a ridiculous costume
approaching random strangers with
poorly-printed flyers

NOW
Reach the customers in relevant
delivery area, when they want to hear
from you: when they are hungry

Delivery Hero Holding GmbH -This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission .

3
HOW IT WORKS TODAY

ENTER ADDRESS

MAKE A CHOICE

CLICK TO ORDER

WE SEND THE
ORDER

RESTAURANTS
DELIVER

CUSTOMERS
ENJOY

Delivery Hero Holding GmbH -This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission .

4
WHAT DOES OUR USERS SAY
“Ordered food again. I am becoming a
real food ordering hero…”
“Perfect, best app ever invented, right
after WhatsApp and Facebook!!”

“Well structured and simple to use
website. Allows me to find restaurants
near me easily. Great customer service!”

“Good choice, speedy delivery. All good!”
“Sent from my iPhone Thanks for our food
tonight it was lovely ,celebrating my sons
14th birthday. first time online ordering :)
now stuffed . John”

“Hi Hungryhouse. I spoke to a lovely
American man called Jamal on the phone
earlier. He was amazing. He needs
promotion! :-)”

88.3% think our service is good or great

Users rate us 8.6 out of 10
Source: Ekomi
* Rating from Delivery Hero’s largest site (Lieferheld)
Delivery Hero Holding GmbH -This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission .

5
REACHING SCALE
Yearly Net Revenue (run-rate €m)

 Sales far above EUR 300M
 More than EUR 50M net revenue
40

 More than 50,000 restaurant
partners signed up

 Total food delivery industry
estimated to EUR 75Bn
20

 Delivery Hero active in approx.
EUR 40Bn (and leader in most)*

0

Jan11

Apr11

Jul11

Oct11

Jan12

Apr12

Jul12

Oct12

Jan13

Apr13

Jul13

Oct13

* Management estimate based on Euromonitor and proprietary research from consumer and restaurant research
Delivery Hero Holding GmbH -This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission .

6
BUT OUR JOURNEY HAS ONLY JUST STARTED...

The Past

Home-cooked food
3x every day

The Present

Takeaway food
2-3x per week (at least for
people like yourself)

Delivery Hero Holding GmbH -This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission .

7
THE FUTURE

Our prediction: In 30 years most
homes will not have a kitchen

Delivery Hero Holding GmbH -This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission .

8
BREAKING THE RUMORS

- DID YOU KNOW?

Rumors

Fact

Online ordering doesn’t work

More than 6M users on our platforms

Users do not come back

More than 80% of our users come back

They overspend on marketing

Profit on our second order (mature and emerging markets)

They burn a lot of money

Group break-even in December

UK and Germany too competitive

High growth and profitable in both markets

Growth is because of acqusitions

75% of our business has been organically built

They are buying Foodpanda

No

They are working on an IPO

No, we will not IPO in 2014
Delivery Hero Holding GmbH -This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior
written permission .

9

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Delivery Hero - NOAH13 London

  • 1. DELIVERY HERO - TRANSFORING THE WAY WE CONSUME FOOD -
  • 2. RE-IMAGINATION OF FOOD ORDERING THEN Chaos, random choices, expired menus and bad surprises with lousy food, difficulties to transmit orders NOW All cuisines, all restaurants, peerreviewed and quality-checked, wherever you are, on all devices Delivery Hero Holding GmbH -This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission . 2
  • 3. RE-IMAGINATION OF RESTAURANT ADVERTISEMENT THEN A guy in a ridiculous costume approaching random strangers with poorly-printed flyers NOW Reach the customers in relevant delivery area, when they want to hear from you: when they are hungry Delivery Hero Holding GmbH -This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission . 3
  • 4. HOW IT WORKS TODAY ENTER ADDRESS MAKE A CHOICE CLICK TO ORDER WE SEND THE ORDER RESTAURANTS DELIVER CUSTOMERS ENJOY Delivery Hero Holding GmbH -This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission . 4
  • 5. WHAT DOES OUR USERS SAY “Ordered food again. I am becoming a real food ordering hero…” “Perfect, best app ever invented, right after WhatsApp and Facebook!!” “Well structured and simple to use website. Allows me to find restaurants near me easily. Great customer service!” “Good choice, speedy delivery. All good!” “Sent from my iPhone Thanks for our food tonight it was lovely ,celebrating my sons 14th birthday. first time online ordering :) now stuffed . John” “Hi Hungryhouse. I spoke to a lovely American man called Jamal on the phone earlier. He was amazing. He needs promotion! :-)” 88.3% think our service is good or great Users rate us 8.6 out of 10 Source: Ekomi * Rating from Delivery Hero’s largest site (Lieferheld) Delivery Hero Holding GmbH -This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission . 5
  • 6. REACHING SCALE Yearly Net Revenue (run-rate €m)  Sales far above EUR 300M  More than EUR 50M net revenue 40  More than 50,000 restaurant partners signed up  Total food delivery industry estimated to EUR 75Bn 20  Delivery Hero active in approx. EUR 40Bn (and leader in most)* 0 Jan11 Apr11 Jul11 Oct11 Jan12 Apr12 Jul12 Oct12 Jan13 Apr13 Jul13 Oct13 * Management estimate based on Euromonitor and proprietary research from consumer and restaurant research Delivery Hero Holding GmbH -This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission . 6
  • 7. BUT OUR JOURNEY HAS ONLY JUST STARTED... The Past Home-cooked food 3x every day The Present Takeaway food 2-3x per week (at least for people like yourself) Delivery Hero Holding GmbH -This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission . 7
  • 8. THE FUTURE Our prediction: In 30 years most homes will not have a kitchen Delivery Hero Holding GmbH -This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission . 8
  • 9. BREAKING THE RUMORS - DID YOU KNOW? Rumors Fact Online ordering doesn’t work More than 6M users on our platforms Users do not come back More than 80% of our users come back They overspend on marketing Profit on our second order (mature and emerging markets) They burn a lot of money Group break-even in December UK and Germany too competitive High growth and profitable in both markets Growth is because of acqusitions 75% of our business has been organically built They are buying Foodpanda No They are working on an IPO No, we will not IPO in 2014 Delivery Hero Holding GmbH -This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission . 9