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Delivery Hero · conference-presentation

Delivery Hero | Investor Presentation Deck | 54 slides

54 pages · 4 arc beats · 2 loops

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Delivery Hero | Investor Presentation Deck | 54 slides

Delivery Hero · 2024-09
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 24 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 3 slides 100% 3/3 slides 100% 3/3 slides · 19 hits
— 0/3 slides
33.3% 1/3 slides 100% 3/3 slides 100% 3/3 slides
— 0/3 slides
Solution 9 slides 100% 9/9 slides 100% 9/9 slides · 36 hits
— 0/9 slides
44.4% 4/9 slides 66.7% 6/9 slides 100% 9/9 slides
— 0/9 slides
Market Size 4 slides 100% 4/4 slides 100% 4/4 slides · 21 hits
— 0/4 slides
75% 3/4 slides 50% 2/4 slides 100% 4/4 slides
— 0/4 slides
Financials 8 slides 100% 8/8 slides 100% 8/8 slides · 37 hits
— 0/8 slides
37.5% 3/8 slides 25% 2/8 slides 100% 8/8 slides 87.5% 7/8 slides

Slide inventory

54
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
front_matter
Open slide detail
03
transition
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04
The slide uses a 3x2 grid layout to present key value propositions.summarize
Open slide detail
05
transition
Open slide detail
06
Includes a timeline-style progression of profitability milestones.summarize
Open slide detailBeat · Problem
07
The chart uses a bar-vertical format to represent GMV growth over time, with callouts for specific events.summarize
Open slide detailBeat · Problem
08
The slide uses a hub-and-spoke style layout around a central map to emphasize global reach.establish_context
Open slide detailBeat · Problem
09
transition
Open slide detail
10
The slide uses a simple three-column layout to define the business model pillars.present_framework
Open slide detailBeat · Solution
11
Uses a process flow diagram to illustrate the platform ecosystem.present_framework
Open slide detailBeat · Solution
12
The slide uses a comparison framework to distinguish between agency-based platform business and principal-based integrated verticals.compare_peers
Open slide detailBeat · Solution
13
The slide uses a circular process flow to illustrate the operational model.present_framework
Open slide detailBeat · Solution
14
The table highlights that despite different operational models, the gross profit margins are relatively consistent (7-10%).analyze_data
Open slide detailBeat · Solution
15
The chart includes a vertical dashed line indicating the inclusion of Glovo since Q1 2022.analyze_data
Open slide detailBeat · Solution
16
The slide uses a two-tier organizational structure to illustrate the operating model.present_framework
Open slide detailBeat · Solution
17
transition
Open slide detailBeat · Solution
18
The slide uses a numbered list format to present strategic pillars.summarize
Open slide detailBeat · Solution
19
Includes a cohort analysis bar chart, a cohort-based order frequency heatmap, and a time-series line chart for order frequency per active customer.analyze_data
Open slide detail
20
The chart highlights that tail markets need to reach 0.5x order density to hit the long-term GMV goal.analyze_data
Open slide detail
21
The slide uses a table-based layout to compare regional performance metrics against global totals.establish_context
Open slide detailBeat · Market Size
22
The slide uses a 'winner' icon (laurel wreath) to highlight Delivery Hero's leadership position.compare_peers
Open slide detailBeat · Market Size
23
The slide uses a dual-column list format to categorize benefits into Growth and Profitability.summarize
Open slide detailBeat · Market Size
24
The slide uses a 'before-after' or 'comparison' style layout to show two distinct ad products within the app interface.present_solution
Open slide detailBeat · Market Size
25
The chart uses a broken axis symbol between FY 23 and FY 24/25e.analyze_data
Open slide detail
26
The chart shows a clear upward trend in EBITDA performance over four years.analyze_data
Open slide detailBeat · Financials
27
transition
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
28
The slide uses a stacked bar chart to show the progression of profitability across three business segments over time.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
29
The slide uses a combination of bar charts and a trend line to illustrate financial trajectory.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
30
Uses a process flow diagram to link strategic actions to financial outcomes.present_solution
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
31
The slide highlights a 177% growth in GMV and a shift from -1% to 7% EBITDA margin.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
32
The slide highlights YoY growth and improvements in profitability and cash flow.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
33
The slide uses a table to bridge GMV to Free Cash Flow, with a specific callout for working capital dynamics.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
34
transition
Open slide detail
35
Includes a detailed footnote explaining the accounting basis for the metrics.summarize
Open slide detail
36
The slide uses a waterfall bridge framework to explain margin expansion levers.show_valuation_bridge
Open slide detail
37
The table uses a mix of quantitative percentages and qualitative trend indicators (Improve, Stable).analyze_data
Open slide detail
38
The chart illustrates the company's liquidity position by comparing cash generation against debt repayment obligations.show_valuation_bridge
Open slide detail
39
The slide uses a four-column layout with icons to represent strategic goals.summarize
Open slide detailLoop · Quick Win Big Bet
40
transition
Open slide detailLoop · Quick Win Big Bet
41
The slide uses a 4-column icon-based layout to define ESG pillars.present_framework
Open slide detailLoop · Quick Win Big Bet
42
Includes ESG reporting metrics and SBTi targets.summarize
Open slide detailLoop · Quick Win Big Bet
43
The slide uses a two-column layout to categorize social impact metrics and strategic initiatives.summarize
Open slide detailLoop · Quick Win Big Bet
44
The slide highlights both qualitative governance policies and quantitative ESG targets tied to executive compensation.summarize
Open slide detailLoop · Quick Win Big Bet
45
The slide outlines the regulatory framework (CSRD/ESRS) and identifies specific material topics (E, S, G) relevant to the company.present_framework
Open slide detailLoop · Quick Win Big Bet
46
appendix
Open slide detail
47
Includes pro forma data accounting for the Glovo transaction; notes on hyperinflationary economies and intersegment consolidation.analyze_data
Open slide detail
48
Includes pro forma data accounting for the Glovo transaction; notes on currency (RC/CC) and hyperinflationary adjustments.analyze_data
Open slide detail
49
Explains the mechanics of how CPI index and currency devaluation affect financial reporting for Delivery Hero.present_framework
Open slide detail
50
The slide uses dual line charts to visualize the divergence between inflation and currency devaluation, which drives the accounting adjustments mentioned in theanalyze_data
Open slide detail
51
The chart combines a single cash bar with a multi-year debt maturity schedule.analyze_data
Open slide detail
52
appendix
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53
other
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54
other
Open slide detail