Delivery Hero | Results Presentation Deck | 44 slides

Delivery Hero · 2024-08
arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 17 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Attention 3 slides 100% 3/3 slides 100% 3/3 slides · 13 hits
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100% 3/3 slides
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Need 7 slides 100% 7/7 slides 100% 7/7 slides · 36 hits
0/7 slides
14.3% 1/7 slides 14.3% 1/7 slides 100% 7/7 slides
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Satisfaction 5 slides 100% 5/5 slides 100% 5/5 slides · 22 hits
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40% 2/5 slides 100% 5/5 slides
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Action 2 slides 100% 2/2 slides 100% 2/2 slides · 8 hits
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100% 2/2 slides
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Slide inventory

44
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
Growth rates are presented in both constant currency (red) and reported currency (black).analyze_data
Open slide detailBeat · Need
05
The slide uses a before-after style comparison for each segment to highlight YoY growth.analyze_data
Open slide detailBeat · Need
06
Includes footnote regarding constant currency vs reported currency and Glovo acquisition basis.analyze_data
Open slide detailBeat · Need
07
Includes adjustments for hyperinflation accounting; YoY growth rates shown for constant and reported currency.analyze_data
Open slide detailBeat · Need
08
GMV and Revenue figures are in RC. YoY growth rates in red are constant currency (CC) and in black reported currency (RC).analyze_data
Open slide detailBeat · Need
09
Includes adjustments for hyperinflation accounting (IAS 29).analyze_data
Open slide detailBeat · Need
10
Data presented with and without hyperinflation accounting adjustments; YoY growth rates shown for constant and reported currency.analyze_data
Open slide detailBeat · Need
11
The chart includes a vertical dashed line indicating the inclusion of Glovo since Q1 2022.analyze_data
12
front_matter
13
transition
14
Includes YoY growth rates and specific uplift annotations for EBITDA and Cash Flow.analyze_data
Open slide detailBeat · Satisfaction
15
The chart uses a waterfall bridge structure to explain the variance between EBITDA and net result.analyze_data
Open slide detailBeat · Satisfaction
16
The chart uses a standard waterfall bridge format to reconcile cash flow components.analyze_data
Open slide detailBeat · Satisfaction
17
The chart combines a single bar for cash with a series of bars for debt maturities, using color coding to distinguish between cash, convertible bonds, and term analyze_data
Open slide detailBeat · Satisfaction
18
The slide uses a table to demonstrate the transition from negative to neutral FCF.analyze_data
Open slide detailBeat · Satisfaction
19
front_matter
20
transition
21
The slide uses a 'Before/After' visual comparison to illustrate the UI changes.present_solution
22
The chart uses a 28-day rolling average to visualize the impact of a competitor's move and the subsequent recovery.analyze_data
23
The chart highlights a +6pp improvement in the rolling average order growth.analyze_data
24
front_matter
25
The slide uses a flywheel diagram to represent the ecosystem and a map to show geographic presence.summarize
26
transition
27
The slide uses a stacked bar chart to show the transition from negative to positive EBITDA, with a callout box summarizing the group-level ambition.analyze_data
28
front_matter
29
Includes a disclaimer note at the bottom regarding currency and accounting methods.summarize
Open slide detailBeat · Action
30
The slide uses a four-column icon-based layout to present strategic goals, followed by a summary statement.summarize
Open slide detailBeat · Action
31
front_matter
32
Includes pro forma data accounting for the Glovo transaction; notes on hyperinflationary economies and intersegment consolidation.analyze_data
33
The table includes quarterly and half-year breakdowns with growth rates in both Reported Currency (RC) and Constant Currency (CC).analyze_data
34
The table highlights the path to profitability and cash generation, with specific commentary on drivers for each line item.analyze_data
35
The chart illustrates a debt maturity profile being offset by cumulative free cash flow generation.show_valuation_bridge
36
The slide highlights a decrease in 'Other financial assets' due to divestments of minority shareholdings.analyze_data
37
The slide uses callouts to explain specific line item changes in the liabilities section.analyze_data
38
Includes callouts explaining specific line item movements.analyze_data
39
Includes specific callouts for financing activity adjustments.analyze_data
40
The slide outlines the mechanics of how CPI index and currency devaluation interact to impact financial reporting for entities in hyperinflationary economies.present_framework
41
The slide uses dual line charts to show the divergence between inflation and currency devaluation, with specific callouts for Q2 2024.analyze_data
42
Includes specific references to IAS 29 hyperinflationary accounting for Argentina, Turkey, and Ghana.other