Delivery Hero is transforming the way people order and consume food by reimagining both the ordering process and how restaurants advertise. They have created a simple and convenient platform that allows users to easily order from many restaurants on demand from any device. The company has seen rapid growth, with over 50,000 restaurant partners and yearly revenues far exceeding 300 million Euros. However, Delivery Hero believes this is just the beginning and that online food delivery will continue to disrupt traditional food consumption habits in the future.
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 .
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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 .
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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 .
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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 .
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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 .
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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 .
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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 .
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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 .
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