Delivery Hero

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Delivery Hero

  1. 1. BETTER FOOD TO THE PEOPLE! NOAH Conference - November 6, 2012Delivery HeroFabian Siegel, co-CEO Delivery Hero Holding GmbH confidential. – 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. 2. Largest Global Network of Menus Online in 2 years In the last 24 months: ‘Build / bought presence in 12 markets’ ‘Raised more than $100M’ ‘Build largest global network of menus online with > 30,000 participating restaurants’ More than 450 Heroes worldwide2 Delivery Hero Holding GmbH confidential. – 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. 3. Market OpportunityTake-away revenue in Delivery Hero markets: 2011 “[…] All of these industries have gone Total: 20B €* (75B € global) to 100% online. Online: 1B € Restaurant Delivery 1000% GROWTH is starting to move, and we see no reason why it won’t follow the same 100% per year due to channel switch pattern […]” 2015 Bill Gurley, Benchmark, Nov 2010 Est. Online: >10B €Channel switch well underway –HIGH GROWTH RATES IN THE YEARS TO COME* 2010 Proprietary Research3 Delivery Hero Holding GmbH confidential. – 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. 4. Online Food Ordering is Convenient Delivery Hero enables you to order take-out food online wherever you are Online payment5 minutes - or - 1. Enter ZIP / Address 2. Select amongst all that deliver 3. Just click – no hassle to you, ranked by quality talking on the phone. Cash payment at door30 – 60 minutes 4. Delivery Hero submits 4. Local restaurant cooks order and delivers the food 4 Delivery Hero Holding GmbH confidential. – 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. 5. Key Success Factors Hero Culture Scalable Processes Specific Plan & MethodologyProduct & Tech Platform + +5 Delivery Hero Holding GmbH confidential. – 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. 6. Delivery Hero Status Opportunity: Global category leader  Company has raised $100M  Build a team of 450 heroes world wide  The only product that is on all mobile platforms & major tablets  Three other global player at scale - only one direct competitor with global ambitions  Largest global network of menus online (> 30,000) 35000 Million Meals Served via DH Restaurants Online 30155 32 30000 27983 26886 25000 23961 21818 20352 0 20000 Nov 2010 Nov 2011 Nov 2012 17478 16374 15253 15000 14205 13152 11461 Million Customers World Wide 10000 4 6742 5000 0 0 Oct 11 Nov 11 Dec 11 Jan 12 Feb 12 Mar 12 Apr 12 May 12 Jun 12 Jul 12 Aug 12 Sep 12 Oct 12 Nov 2010 Nov 2011 Nov 20126 Delivery Hero Holding GmbH confidential. – 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. 7. Outlook WE LOVE the Outlook for 2013:  Clear value proposition to consumers and restaurants  Fast growing in a huge market  Confidence in our tech platform & innovation to come  Reaching profitability in our core markets  High margins in mature markets7 Delivery Hero Holding GmbH confidential. – 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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