Retail Challengers - Presentation by Niklas Östberg, Co-Founder and CEO of Delivery Hero at the NOAH 2015 Conference in Berlin, Tempodrom on the 10th of June 2015.

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2. SAVE THE DATE
GET YOUR TICKET NOW!
www.noah-conference.com/request-invitation
Old Billingsgate, London Tempodrom, Berlin
12-13 NOV2015 8 - 9 JUN2016

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Delivery Hero Holding GmbH - This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without prior written permission.
• Company founded in 2011
• 200,000 restaurants
• 10m monthly orders
Global leader
• 34 countries
• #1 in 30 countries
• High revenue growth

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Acquisition
Year of
Acquisition
Location Commentary
2012
• Increased growth rate by more than 2x within first year
• Moved company into profitability
• Number of restaurants have doubled since acquisition,
expanded focus from London to national coverage
2012
Sweden,
Finland, Austria,
Poland
• Nearly doubled year-on-year growth
• Significantly reduced cost base
2013 LatAm
• Acquired regional market leader
• Increased year-on-year growth c. 3x
2014
• Integrated all back office, sales and marketing activities within
first 6 months of ownership has already resulted in material
cost savings
• IT platforms to be integrated during 2015
• Accelerating growth since acquisition
2014 LatAm
• Asset swap with FoodPanda
• Established clear market leadership across Spanish-speaking
LatAm
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.
17 ACQUISITIONS FROM START OF 2014 UNTIL TODAY.
> STRONG IN EXECUTION AND VALUE CREATION.

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Delivery Hero Holding GmbH - This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without prior written permission.
Opportunity
Huge market opportunity
Online
penetration
=
=*According to NPD Group

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Delivery Hero Holding GmbH - This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without prior written permission.
Huge revenue growth
0
50
100
150
200
250
2010 2013 2014 2015
REVENUE* *consists of commission; subscription fee, start package, other fees
71%
CAGR
m€

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Delivery Hero Holding GmbH - This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without prior written permission.
• Poor flyer
• Phone calls
• Manual processes
• Low quality
• Inefficient delivery
Yesterday’s industry

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Delivery Hero Holding GmbH - This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without prior written permission.
• Variety & Quality: from fast to healthy food
• Efficiency: from Zero to intelligent PoS systems, tracking
solutions and modern delivery logistics
• Convenience: focus on consumer needs, building an
amazing order experience
Today’s reality: How we
improve food ordering

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Delivery Hero Holding GmbH - This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without prior written permission.
Our path to growth and change
• # 1 GLOBALLY
• LEADER IN €50B TAM
(and growing)
• TRANSFORMING THE
FOOD INDUSTRY