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Delivery Hero · conference-presentation

Delivery Hero | Results Presentation Deck | 37 slides

37 pages · 4 arc beats · 2 loops

Conference-Presentation Download JSON
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Delivery Hero | Results Presentation Deck | 37 slides

Delivery Hero · 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 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 45 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Attention 3 slides 100% 3/3 slides 100% 3/3 slides · 13 hits
— 0/3 slides
66.7% 2/3 slides 66.7% 2/3 slides 100% 3/3 slides
— 0/3 slides
Overview of Key Performance Indicators 27 slides 100% 27/27 slides 96.3% 26/27 slides · 115 hits
— 0/27 slides
48.1% 13/27 slides · 19 hits 11.1% 3/27 slides 100% 27/27 slides · 42 hits 44.4% 12/27 slides Section Divider 7 slides 100% 7/7 slides 100% 7/7 slides · 23 hits
— 0/7 slides
42.9% 3/7 slides 14.3% 1/7 slides 100% 7/7 slides · 18 hits 71.4% 5/7 slides Revenue Build-up 8 slides 100% 8/8 slides 100% 8/8 slides · 30 hits
— 0/8 slides
37.5% 3/8 slides 25% 2/8 slides 100% 8/8 slides · 20 hits 87.5% 7/8 slides

Slide inventory

37
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
summarize
Open slide detailBeat · Attention
04
Note: YoY growth rates in red are constant currency and in black reported currencyanalyze_data
Open slide detailBeat · Overview of Key Performance Indicators
05
The slide uses a consistent bar chart format to compare year-over-year revenue performance, with a specific callout for hyperinflation adjustments in the Americanalyze_data
Open slide detailBeat · Overview of Key Performance Indicators
06
The slide includes a note regarding hyperinflation accounting adjustments for Lebanon and Turkey.analyze_data
Open slide detailBeat · Overview of Key Performance Indicators
07
The slide uses bar charts to show quarterly performance from 2020 to 2023, with specific callouts for growth rates.analyze_data
Open slide detailBeat · Overview of Key Performance Indicators
08
Note: YoY growth rates in red are constant currency and in black reported currency. The European Platform financials presented on this slide include Glovo on a analyze_data
Open slide detailBeat · Overview of Key Performance Indicators
09
Includes impact of hyperinflation accounting (IAS 29) on financial metrics.analyze_data
Open slide detailBeat · Overview of Key Performance Indicators
10
Includes hyperinflation accounting adjustments for Argentina and Turkey.analyze_data
Open slide detailBeat · Overview of Key Performance Indicators
11
The chart includes annotations for specific events (Glovo acquisition, promotional activity in South Korea).analyze_data
Open slide detailBeat · Overview of Key Performance Indicators
12
The chart uses a simplified waterfall structure to show stability in cash reserves.analyze_data
Open slide detailBeat · Overview of Key Performance Indicators
13
front_matter
Open slide detailBeat · Overview of Key Performance Indicators
14
transition
Open slide detailBeat · Overview of Key Performance Indicators
15
The slide contrasts the historical SLOT model with the current FLEX model, detailing the associated legal challenges and financial provisions.summarize
Open slide detailBeat · Overview of Key Performance Indicators
16
transition
Open slide detailBeat · Overview of Key Performance IndicatorsLoop · Cost Of Inaction
17
The slide uses a waterfall bridge to explain the growth in EBITDA run-rate.summarize
Open slide detailBeat · Overview of Key Performance IndicatorsLoop · Cost Of Inaction
18
transition
Open slide detailBeat · Overview of Key Performance IndicatorsLoop · Cost Of Inaction
19
The chart uses a combination of bar and line elements to show historical and estimated margin trends.analyze_data
Open slide detailBeat · Overview of Key Performance IndicatorsLoop · Cost Of Inaction
20
transition
Open slide detailBeat · Overview of Key Performance IndicatorsLoop · Cost Of Inaction
21
The slide highlights the transition to positive gross profit alongside a reduction in store count.analyze_data
Open slide detailBeat · Overview of Key Performance IndicatorsLoop · Cost Of Inaction
22
transition
Open slide detailBeat · Overview of Key Performance IndicatorsLoop · Cost Of Inaction
23
The chart visualizes the bridge between historical losses and projected positive EBITDA.analyze_data
Open slide detailBeat · Overview of Key Performance IndicatorsLoop · Cost Of Inaction
24
The chart shows negative impacts from FX, hyperinflation, and Korea response, offset by cost cutting and overperformance, plus positive contributions from Vietnanalyze_data
Open slide detailBeat · Overview of Key Performance Indicators
25
front_matter
Open slide detailBeat · Overview of Key Performance Indicators
26
The slide uses a list-based layout to present financial targets.summarize
Open slide detailBeat · Overview of Key Performance IndicatorsLoop · So What Cascade
27
The slide uses a four-column layout with icons to represent strategic pillars.summarize
Open slide detailBeat · Overview of Key Performance IndicatorsLoop · So What Cascade
28
front_matter
Open slide detailBeat · Overview of Key Performance IndicatorsLoop · So What Cascade
29
Includes pro forma data reflecting the Glovo transaction. Mentions impact of hyperinflationary economies (IAS 29) and currency reporting (RC vs CC).analyze_data
Open slide detailBeat · Overview of Key Performance IndicatorsLoop · So What Cascade
30
Includes pro forma data reflecting the Glovo transaction; notes on hyperinflationary accounting (IAS 29) and currency reporting (RC/CC).analyze_data
Open slide detailBeat · Overview of Key Performance Indicators
31
The slide uses color-coded dots to indicate improvement (green) or increase (red) in specific line items.analyze_data
Open slide detail
32
The slide details the two-step process of CPI restatement and currency translation, and provides a logic for how inflation vs. devaluation impacts financial perpresent_framework
Open slide detail
33
The slide uses dual-line charts to show the divergence between inflation and currency devaluation, highlighting the Q3 2023 inflection point.analyze_data
Open slide detail
34
Includes a callout for FCF break-even timing and detailed footnotes regarding debt instruments.analyze_data
Open slide detail
35
other
Open slide detail
36
other
Open slide detail
37
other
Open slide detail