Delivery Hero | Results Presentation Deck | 30 slides

Delivery Hero · 2023-08
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

30
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
front_matter
Open slide detailBeat · Attention
03
The slide uses a list-based format with company branding icons for each bullet point.summarize
Open slide detailBeat · Attention
04
The slide uses a waterfall-style bridge to show EBITDA improvement and highlights key growth metrics in bullet points.analyze_data
Open slide detailBeat · Need
05
The slide highlights the distinction between constant currency (red) and reported currency (black) growth rates.analyze_data
Open slide detailBeat · Need
06
The slide uses bar charts to show quarterly performance from 2020 to Q2 2023, with specific growth annotations.analyze_data
Open slide detailBeat · Need
07
Includes footnote regarding hyperinflationary economies (IAS 29) and retrospective adjustments.analyze_data
Open slide detailBeat · Need
08
Includes YoY growth rates in constant and reported currency; financials include Glovo on a like-for-like basis.analyze_data
Open slide detailBeat · Need
09
Includes adjustments for hyperinflation accounting (IAS 29).analyze_data
Open slide detailBeat · Need
10
Includes a disclaimer regarding hyperinflationary economies (Argentina/Turkey) and IAS 29 adjustments.analyze_data
Open slide detailBeat · Need
11
The chart includes a vertical dashed line indicating the inclusion of Glovo since Q1 2022.analyze_data
Open slide detailBeat · Satisfaction
12
The chart shows a liquidity bridge starting at 2.4bn and ending at 2.4bn (1.9bn cash + 0.5bn RCF).show_valuation_bridge
Open slide detailBeat · Satisfaction
13
front_matter
Open slide detailBeat · Satisfaction
14
transition
Open slide detailBeat · Satisfaction
15
The slide uses a combination of bar charts and a line chart to illustrate the improvement in unit economics.analyze_data
Open slide detailBeat · SatisfactionLoop · Before After
16
transition
Open slide detailBeat · Satisfaction
17
illustrate_case
Open slide detailBeat · Satisfaction
18
The slide uses a combination of a bar-line chart for financial performance and a line chart for competitive benchmarking.analyze_data
Open slide detailBeat · Satisfaction
19
front_matter
Open slide detailBeat · Satisfaction
20
Includes an 'Updated' callout tag on the Total Segment Revenue metric.summarize
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
21
The chart combines a bar chart for EBITDA and a line chart for margin trend.analyze_data
Open slide detailBeat · Satisfaction
22
summarize
Open slide detailBeat · Action
23
front_matter
Open slide detailBeat · Action
24
Includes pro forma data reflecting the Glovo transaction. Data is impacted by hyperinflationary economies (Argentina, Lebanon, Turkey).analyze_data
Open slide detailBeat · Action
25
Includes pro forma data accounting for the Glovo transaction; notes hyperinflationary impacts and accounting standards.analyze_data
Open slide detailBeat · Action
26
The table uses color-coded dots to indicate improvement (green) or increase (red) in specific line items.analyze_data
Open slide detailBeat · Action
27
The slide uses a stacked bar chart for liquidity and a bar chart for debt maturity, with a callout for cash flow break-even.analyze_data
Open slide detailBeat · Action
28
Includes specific accounting treatments for hyperinflationary economies (IAS 29) and pro forma adjustments for M&A activity.other
Open slide detailBeat · Action
29
other
Open slide detailBeat · Action
30
other
Open slide detailBeat · Action