Deliveroo | Investor Event Presentation Deck | 112 slides

Deliveroo · 2023-11
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 5
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

112
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
Standard financial disclosure slide for investor presentations.establish_context
Open slide detailBeat · Attention
03
front_matter
Open slide detailBeat · Attention
04
front_matter
Open slide detailBeat · Attention
05
The slide uses a minimalist design with two key financial performance indicators.summarize
Open slide detailBeat · Attention
06
transition
Open slide detailBeat · Need
07
The slide uses a 2x2 matrix layout to present four distinct organizational values.summarize
Open slide detailBeat · Need
08
introduce_nominees
Open slide detailBeat · Need
09
front_matter
Open slide detailBeat · Need
10
The slide uses a bar chart to show potential growth (2-3x) and donut charts to show user penetration segments.size_opportunity
Open slide detailBeat · NeedLoop · Cost Of Inaction
11
The slide outlines a cyclical process (indicated by the arrow returning to step 1) for neighborhood-level strategy.present_framework
Open slide detailBeat · NeedLoop · Cost Of Inaction
12
The slide serves as social proof of the platform's reach and brand partnerships.other
Open slide detailBeat · NeedLoop · Cost Of Inaction
13
The slide uses a process diagram to explain the methodology and follows with key performance metrics as evidence of success.present_solution
Open slide detailBeat · NeedLoop · Cost Of Inaction
14
Uses a hierarchical structure to define the components of trust.present_framework
Open slide detailBeat · NeedLoop · Cost Of Inaction
15
The slide uses a causal-chain structure to link operational improvements to customer outcomes.summarize
Open slide detailBeat · NeedLoop · Cost Of Inaction
16
present_framework
Open slide detailBeat · NeedLoop · Cost Of Inaction
17
The slide uses a flywheel diagram to illustrate the self-reinforcing nature of the commercial architecture.present_solution
Open slide detailBeat · NeedLoop · Cost Of Inaction
18
The slide uses a causal flow from input metrics to platform outcomes.present_solution
Open slide detailBeat · NeedLoop · Cost Of Inaction
19
summarize
Open slide detailBeat · NeedLoop · Cost Of Inaction
20
transition
Open slide detailBeat · NeedLoop · Cost Of Inaction
21
The slide uses a visual comparison to contrast traditional grocery delivery with the Deliveroo on-demand model.compare_peers
Open slide detailBeat · Satisfaction
22
The chart uses a trend line to emphasize consistent growth over time.analyze_data
Open slide detailBeat · Satisfaction
23
present_solution
Open slide detailBeat · Satisfaction
24
The left chart is a conceptual diagram (not to scale) showing the TAM vs Online Grocery. The right chart is a stacked bar chart showing projected market share gsize_opportunity
Open slide detailBeat · Satisfaction
25
The slide uses a combination of a grouped bar chart for unit economics and a three-column metric layout for platform synergies.analyze_data
Open slide detailBeat · Satisfaction
26
The slide uses a visual equation (Small Baskets + Mid-Sized Baskets = Growth) to frame the expansion strategy.propose_solution
Open slide detailBeat · Satisfaction
27
Uses a process flow diagram to link inputs to strategic outcomes.present_solution
Open slide detailBeat · Satisfaction
28
summarize
Open slide detailBeat · Satisfaction
29
transition
Open slide detailBeat · Satisfaction
30
Uses a visual metaphor of a triangle expanding into a list of categories.present_solution
Open slide detailBeat · Satisfaction
31
The slide uses a 3x2 grid of strategic pillars supported by a foundational arrow indicating leverage of existing assets.present_framework
Open slide detailBeat · Satisfaction
32
The slide uses a four-column layout to present evidence for market demand.summarize
Open slide detailBeat · Satisfaction
33
The chart is a conceptual representation of market size, explicitly marked 'Not to Scale'.size_opportunity
Open slide detailBeat · Satisfaction
34
Uses a before-after framework to illustrate a shift in consumer behavior.frame_situation
Open slide detailBeat · Satisfaction
35
prioritize
Open slide detailBeat · Satisfaction
36
present_solution
Open slide detailBeat · Satisfaction
37
The slide uses a before/after visual style to highlight UI changes in the Deliveroo app.present_solution
Open slide detailBeat · Satisfaction
38
present_solution
Open slide detailBeat · Satisfaction
39
The slide showcases the UI/UX design for a shopping feature within an existing app.present_solution
Open slide detailBeat · Satisfaction
40
The slide uses a series of mobile UI screenshots to demonstrate a user flow.illustrate_case
Open slide detailBeat · Satisfaction
41
The chart uses a gradient bar for 'Retail' to visually represent its position between the two other categories.size_opportunity
Open slide detailBeat · Satisfaction
42
summarize
Open slide detailBeat · Satisfaction
43
front_matter
Open slide detailBeat · Satisfaction
44
Uses a flow-chart style layout to connect operational focus areas to business outcomes.present_solution
Open slide detailBeat · Satisfaction
45
transition
Open slide detailBeat · Satisfaction
46
The slide uses a simple additive stack to show how culture, engagement, tech, and logistics combine to create a competitive advantage.present_solution
Open slide detailBeat · Satisfaction
47
OMDNR likely stands for 'Order Missing/Damaged/Not Received'.illustrate_case
Open slide detailBeat · Satisfaction
48
transition
Open slide detailBeat · Satisfaction
49
The slide uses a three-column layout to demonstrate simultaneous improvements across three key business metrics.analyze_data
Open slide detailBeat · Satisfaction
50
The slide uses a simple binary classification framework to define acceptable savings strategies.present_framework
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
51
The slide uses a combination of visual product mockups and text blocks to explain the operational improvement strategy.present_solution
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
52
present_solution
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
53
summarize
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
54
transition
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
55
The slide uses a simple, bold statement to establish market leadership and historical context.establish_context
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
56
summarize
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
57
The slide uses mobile app screenshots to illustrate the two tiers.compare_peers
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
58
Shows OOH (Out-of-Home) advertising including bus wraps and billboards, plus digital ad creative.illustrate_case
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
59
The slide uses a Deliveroo logo in the top right corner.compare_peers
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
60
The chart uses a waterfall-style logic to show the bridge between pre-Plus and post-Plus profitability.present_solution
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
61
The slide uses a series of big numbers to illustrate the uplift in behavior compared to non-Plus customers.summarize
Open slide detailBeat · Satisfaction
62
The slide features a Deliveroo Students logo, suggesting this growth strategy is targeted at the student demographic.present_solution
Open slide detailBeat · Satisfaction
63
present_solution
Open slide detailBeat · Satisfaction
64
The slide uses a simple two-column layout: a descriptive circle on the left and a logo grid on the right.propose_solution
Open slide detailBeat · Satisfaction
65
summarize
Open slide detailBeat · Satisfaction
66
transition
Open slide detailBeat · Satisfaction
67
The slide displays a series of screenshots showing in-app ads, sponsored restaurant listings, and banner advertisements for brands like Guinness, Boots, and Fuzillustrate_case
Open slide detailBeat · Satisfaction
68
summarize
Open slide detailBeat · Satisfaction
69
audience-segmentation
Open slide detailBeat · Satisfaction
70
Uses a horizontal arrow to represent the progression from current state to future state.establish_context
Open slide detailBeat · Satisfaction
71
present_solution
Open slide detailBeat · Satisfaction
72
summarize
Open slide detailBeat · Satisfaction
73
The slide uses a funnel shape to represent the customer journey from awareness to conversion.present_framework
Open slide detailBeat · Satisfaction
74
propose_solution
Open slide detailBeat · Satisfaction
75
present_solution
Open slide detailBeat · Satisfaction
76
The slide uses screenshots of the mobile app to demonstrate the user interface for partners.present_solution
Open slide detailBeat · Satisfaction
77
The slide uses a before-after visual to show the user journey from discovery to product page to conversion.illustrate_case
Open slide detailBeat · Satisfaction
78
Includes a testimonial quote from ITV.illustrate_case
Open slide detailBeat · Satisfaction
79
The slide uses a logo grid to establish social proof and authority.summarize
Open slide detailBeat · Satisfaction
80
plan_implementation
Open slide detailBeat · Satisfaction
81
summarize
Open slide detailBeat · Action
82
The slide features the name 'SCILLA GRIMBLE' at the bottom left.transition
Open slide detailBeat · Action
83
The chart shows a combination of a line graph for GTV and a bar chart for Adjusted EBITDA over 5 years.analyze_data
Open slide detailBeat · Action
84
GTV = Gross Transaction Value. Slide 84.summarize
Open slide detailBeat · Action
85
transition
Open slide detailBeat · Action
86
The left chart uses a stacked bar format to show cohort retention/growth over time, while the right chart uses a waterfall diagram to explain growth components.analyze_data
Open slide detailBeat · Action
87
The left chart highlights the divergence between food and wage inflation starting in 2021. The right chart shows cohort-based order frequency.analyze_data
Open slide detailBeat · Action
88
The slide uses a timeline-based progression to show the expansion of business scope (Restaurant -> Grocery -> Retail) and consistent value proposition pillars.present_framework
Open slide detailBeat · Action
89
The slide uses bubble charts to represent TAM and bar charts to show GTV growth.size_opportunity
Open slide detailBeat · Action
90
The slide uses a cohort analysis format to track customer behavior over time.analyze_data
Open slide detailBeat · Action
91
The slide uses a rhetorical question in a callout to frame the rebuttal.preempt_rebuttal
Open slide detailBeat · Action
92
The slide uses nested circles for active consumers and donut charts for market penetration by country.size_opportunity
Open slide detailBeat · Action
93
The slide uses a bridge/waterfall metaphor to illustrate growth drivers over time.plan_implementation
Open slide detailBeat · Action
94
transition
Open slide detailBeat · Action
95
The slide uses a waterfall-style area chart to show the distribution of profitability across UKI cities, complemented by a table detailing specific examples.analyze_data
Open slide detailBeat · Action
96
The chart is a waterfall-style distribution curve showing margin performance across towns/cities.analyze_data
Open slide detailBeat · Action
97
The slide uses a bar chart to show profitability ranking and a scatter/bubble plot to show GTV vs EBITDA growth trajectory.analyze_data
Open slide detailBeat · Action
98
The slide uses a 'before-after' structure to demonstrate operational improvements and future growth levers.present_solution
Open slide detailBeat · Action
99
The slide uses a table to show H1 2023 annualised costs in £m and as a % of GTV, paired with two lists detailing past and future efficiency actions.analyze_data
Open slide detailBeat · Action
100
The slide uses a bridge-like structure to connect financial outcomes to operational drivers.summarize
Open slide detailBeat · Action
101
Deliveroo logo in top right corner.transition
Open slide detailBeat · Action
102
The chart uses a stacked bar format to show the relationship between EBITDA and FCF over time.analyze_data
Open slide detailBeat · Action
103
The bridge chart illustrates the impact of H1 2023 changes and capital returns on the net cash position.show_valuation_bridge
Open slide detailBeat · Action
104
summarize
Open slide detailBeat · Action
105
transition
Open slide detailBeat · Action
106
summarize
Open slide detailBeat · Action
107
The slide acts as a feature showcase or design system overview for a food delivery app.other
Open slide detailBeat · Action
108
summarize
Open slide detailBeat · Action
109
summarize
Open slide detailBeat · Action
110
The slide uses a gradient background with horizontal bands to emphasize the four pillars.summarize
Open slide detailBeat · Action
111
summarize
Open slide detailBeat · Action
112
other
Open slide detailBeat · Action