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BETTER FOOD TO THE PEOPLE!




                                                                               NOAH	
  Conference	
  -­‐	
  November	
  6,	
  2012	
  


Delivery	
  Hero	
  
Fabian	
  Siegel,	
  co-­‐CEO	
  

  Delivery	
  Hero	
  Holding	
  GmbH	
  confiden3al.	
  –	
  This	
  document	
  is	
  strictly	
  confiden3al	
  and	
  may	
  not	
  be	
  copied,	
  used,	
  made	
  available	
  or	
  be	
  disclosed	
  to	
  third	
  par3es	
  without	
  our	
  prior	
  wri?en	
  permission	
  	
  
Largest Global Network of Menus Online in 2 years


                                                     In the last 24 months:
                        	
   ‘Build	
  /	
  bought	
  presence	
  in	
  12	
  markets’	
  
                        	
             ‘Raised	
  more	
  than	
  $100M’	
  
                        	
  
           ‘Build	
  largest	
  global	
  network	
  of	
  menus	
  online	
  with	
  >	
  30,000	
  
                                                          	
  
                                        par3cipa3ng	
  restaurants’	
  
                                                             More	
  than	
  450	
  Heroes	
  worldwide	
  




2	
     Delivery	
  Hero	
  Holding	
  GmbH	
  confiden3al.	
  –	
  This	
  document	
  is	
  strictly	
  confiden3al	
  and	
  may	
  not	
  be	
  copied,	
  used,	
  made	
  available	
  or	
  be	
  disclosed	
  to	
  third	
  par3es	
  without	
  our	
  prior	
  wri?en	
  permission	
  	
  
Market Opportunity

   Take-­‐away	
  revenue	
  in	
  Delivery	
  Hero	
  markets:	
  	
  




                                                                                          2011	
  
        “[…]	
  All	
  of	
  these	
  
        industries	
  have	
  gone	
                                                                                     Total:	
  20B	
  €*	
  (75B	
  €	
  global)	
  
        to	
  100%	
  online.	
                                                                                          Online:	
  1B	
  €	
  
        Restaurant	
  Delivery	
  	
  
        is	
  star:ng	
  to	
  move,	
  
        and	
  we	
  see	
  no	
  	
  
        reason	
  why	
  it	
  won’t	
  
                                                                                                                                                             1000% GROWTH	
  
        follow	
  the	
  same	
                                                                                                                              100%	
  per	
  year	
  due	
  to	
  channel	
  switch	
  
        pa@ern	
  […]”	
  
                                                                                          2015	
  


        Bill	
  Gurley,	
  
        Benchmark,	
  	
  
        Nov	
  2010	
                                                                                                    Est.	
  Online:	
  >10B	
  €	
  
   Channel	
  switch	
  well	
  underway	
  –	
  
   HIGH GROWTH RATES IN THE YEARS TO COME
  *	
  2010	
  Proprietary	
  Research	
  



3	
      Delivery	
  Hero	
  Holding	
  GmbH	
  confiden3al.	
  –	
  This	
  document	
  is	
  strictly	
  confiden3al	
  and	
  may	
  not	
  be	
  copied,	
  used,	
  made	
  available	
  or	
  be	
  disclosed	
  to	
  third	
  par3es	
  without	
  our	
  prior	
  wri?en	
  permission	
  	
  
Online Food Ordering is Convenient
                  Delivery	
  Hero	
  enables	
  you	
  to	
  order	
  take-­‐out	
  food	
  online	
  wherever	
  you	
  are	
  




                                                                                                                                                                                                                                                                                                                  Online payment
5 minutes




                                                                                                                                                                                                                                                                                                                  - or -
                                                                               1.	
  Enter	
  ZIP	
  /	
  Address	
  
                                                                                                                                            2.	
  Select	
  amongst	
  all	
  that	
  deliver	
                                                3.	
  Just	
  click	
  –	
  no	
  hassle	
  
                                                                                                                                                  to	
  you,	
  ranked	
  by	
  quality	
                                                             talking	
  on	
  the	
  phone.	
  




                                                                                                                                                                                                                                                                                                                  Cash payment at door
30 – 60 minutes




                                                                                               4.	
  Delivery	
  Hero	
  submits	
                                                                         4.	
  Local	
  restaurant	
  cooks	
  
                                                                                                     order	
                                                                                                     and	
  delivers	
  the	
  food	
  




          4	
      Delivery	
  Hero	
  Holding	
  GmbH	
  confiden3al.	
  –	
  This	
  document	
  is	
  strictly	
  confiden3al	
  and	
  may	
  not	
  be	
  copied,	
  used,	
  made	
  available	
  or	
  be	
  disclosed	
  to	
  third	
  par3es	
  without	
  our	
  prior	
  wri?en	
  permission	
  	
  
Key Success Factors

                                                                                                                                                 Hero Culture



                                                                                               Scalable Processes



                                            Specific Plan & Methodology



Product & Tech Platform

                             +                                              +

5	
     Delivery	
  Hero	
  Holding	
  GmbH	
  confiden3al.	
  –	
  This	
  document	
  is	
  strictly	
  confiden3al	
  and	
  may	
  not	
  be	
  copied,	
  used,	
  made	
  available	
  or	
  be	
  disclosed	
  to	
  third	
  par3es	
  without	
  our	
  prior	
  wri?en	
  permission	
  	
  
Delivery Hero Status

           Opportunity: Global category leader
             Company	
  has	
  raised	
  $100M	
  
             Build	
  a	
  team	
  of	
  450	
  heroes	
  world	
  wide	
  
             The	
  only	
  product	
  that	
  is	
  on	
  all	
  mobile	
  placorms	
  &	
  major	
  tablets	
  
             Three	
  other	
  global	
  player	
  at	
  scale	
  -­‐	
  only	
  one	
  direct	
  compe3tor	
  with	
  global	
  
              ambi3ons	
  
             Largest	
  global	
  network	
  of	
  menus	
  online	
  (>	
  30,000)	
  

          35'000	
                                                                                                                                                                                                                   Million	
  Meals	
  Served	
  via	
  DH	
  
                                                                                    Restaurants	
  Online	
  
                                                                                                                                                                                                  30'155	
  
                                                                                                                                                                                                                    32	
  
          30'000	
                                                                                                                                                                   27'983	
  
                                                                                                                                                                       26'886	
  

          25'000	
                                                                                                                                       23'961	
  
                                                                                                                                            21'818	
  
                                                                                                                             20'352	
                                                                                 0	
  
          20'000	
                                                                                                                                                                                                    Nov	
  2010	
                    Nov	
  2011	
                    Nov	
  2012	
  
                                                                                                                17'478	
  
                                                                                                  16'374	
  
                                                                                    15'253	
  
          15'000	
                                                    14'205	
  
                                                        13'152	
  
                                          11'461	
  
                                                                                                                                                                                                                                  Million	
  Customers	
  World	
  Wide	
  

          10'000	
                                                                                                                                                                                                    4	
  
                              6'742	
  

             5'000	
  


                    '0	
                                                                                                                                                                                              0	
  
                             Oct	
  11	
   Nov	
  11	
   Dec	
  11	
   Jan	
  12	
   Feb	
  12	
  Mar	
  12	
  Apr	
  12	
  May	
  12	
   Jun	
  12	
   Jul	
  12	
   Aug	
  12	
   Sep	
  12	
   Oct	
  12	
         Nov	
  2010	
                    Nov	
  2011	
                    Nov	
  2012	
  




6	
     Delivery	
  Hero	
  Holding	
  GmbH	
  confiden3al.	
  –	
  This	
  document	
  is	
  strictly	
  confiden3al	
  and	
  may	
  not	
  be	
  copied,	
  used,	
  made	
  available	
  or	
  be	
  disclosed	
  to	
  third	
  par3es	
  without	
  our	
  prior	
  wri?en	
  permission	
  	
  
Outlook


                                                                                                                                                                                      WE LOVE
                                                                                                                                                         the Outlook for 2013:
                                                                                                                                	
  
                                                                                                  Clear	
  value	
  proposi3on	
  to	
  consumers	
  and	
  restaurants	
  
                                                                                                        	
  
                                                                                                        	
      Fast	
  growing	
  in	
  a	
  huge	
  market	
  
                                                                                                  Confidence	
  in	
  our	
  tech	
  placorm	
  &	
  innova3on	
  to	
  come	
  
                                                                                                                                        	
  
                                                                                                       Reaching	
  profitability	
  in	
  our	
  core	
  markets	
  
                                                                                                               High	
  margins	
  in	
  mature	
  markets	
  




7	
     Delivery	
  Hero	
  Holding	
  GmbH	
  confiden3al.	
  –	
  This	
  document	
  is	
  strictly	
  confiden3al	
  and	
  may	
  not	
  be	
  copied,	
  used,	
  made	
  available	
  or	
  be	
  disclosed	
  to	
  third	
  par3es	
  without	
  our	
  prior	
  wri?en	
  permission	
  	
  
- w . a-o f ec. m
 w wn hc n r e o
      o    en c
- wt ro n ac n r c
 ti . m/o ho f e e
   tc
    e         en
- w .cb o. m/O H o f ec
 w wf e o k o N A C n r e
     a     c         en
- w . a-o f ec. m
 w wn hc n r e o
      o    en c
- wt ro n ac n r c
 ti . m/o ho f e e
   tc
    e         en
- w .cb o. m/O H o f ec
 w wf e o k o N A C n r e
     a     c         en

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Delivery Hero - NOAH12 London

  • 1. BETTER FOOD TO THE PEOPLE! NOAH  Conference  -­‐  November  6,  2012   Delivery  Hero   Fabian  Siegel,  co-­‐CEO   Delivery  Hero  Holding  GmbH  confiden3al.  –  This  document  is  strictly  confiden3al  and  may  not  be  copied,  used,  made  available  or  be  disclosed  to  third  par3es  without  our  prior  wri?en  permission    
  • 2. Largest Global Network of Menus Online in 2 years In the last 24 months:   ‘Build  /  bought  presence  in  12  markets’     ‘Raised  more  than  $100M’     ‘Build  largest  global  network  of  menus  online  with  >  30,000     par3cipa3ng  restaurants’   More  than  450  Heroes  worldwide   2   Delivery  Hero  Holding  GmbH  confiden3al.  –  This  document  is  strictly  confiden3al  and  may  not  be  copied,  used,  made  available  or  be  disclosed  to  third  par3es  without  our  prior  wri?en  permission    
  • 3. Market Opportunity Take-­‐away  revenue  in  Delivery  Hero  markets:     2011   “[…]  All  of  these   industries  have  gone   Total:  20B  €*  (75B  €  global)   to  100%  online.   Online:  1B  €   Restaurant  Delivery     is  star:ng  to  move,   and  we  see  no     reason  why  it  won’t   1000% GROWTH   follow  the  same   100%  per  year  due  to  channel  switch   pa@ern  […]”   2015   Bill  Gurley,   Benchmark,     Nov  2010   Est.  Online:  >10B  €   Channel  switch  well  underway  –   HIGH GROWTH RATES IN THE YEARS TO COME *  2010  Proprietary  Research   3   Delivery  Hero  Holding  GmbH  confiden3al.  –  This  document  is  strictly  confiden3al  and  may  not  be  copied,  used,  made  available  or  be  disclosed  to  third  par3es  without  our  prior  wri?en  permission    
  • 4. Online Food Ordering is Convenient Delivery  Hero  enables  you  to  order  take-­‐out  food  online  wherever  you  are   Online payment 5 minutes - or - 1.  Enter  ZIP  /  Address   2.  Select  amongst  all  that  deliver   3.  Just  click  –  no  hassle   to  you,  ranked  by  quality   talking  on  the  phone.   Cash payment at door 30 – 60 minutes 4.  Delivery  Hero  submits   4.  Local  restaurant  cooks   order   and  delivers  the  food   4   Delivery  Hero  Holding  GmbH  confiden3al.  –  This  document  is  strictly  confiden3al  and  may  not  be  copied,  used,  made  available  or  be  disclosed  to  third  par3es  without  our  prior  wri?en  permission    
  • 5. Key Success Factors Hero Culture Scalable Processes Specific Plan & Methodology Product & Tech Platform + + 5   Delivery  Hero  Holding  GmbH  confiden3al.  –  This  document  is  strictly  confiden3al  and  may  not  be  copied,  used,  made  available  or  be  disclosed  to  third  par3es  without  our  prior  wri?en  permission    
  • 6. Delivery Hero Status Opportunity: Global category leader  Company  has  raised  $100M    Build  a  team  of  450  heroes  world  wide    The  only  product  that  is  on  all  mobile  placorms  &  major  tablets    Three  other  global  player  at  scale  -­‐  only  one  direct  compe3tor  with  global   ambi3ons    Largest  global  network  of  menus  online  (>  30,000)   35'000   Million  Meals  Served  via  DH   Restaurants  Online   30'155   32   30'000   27'983   26'886   25'000   23'961   21'818   20'352   0   20'000   Nov  2010   Nov  2011   Nov  2012   17'478   16'374   15'253   15'000   14'205   13'152   11'461   Million  Customers  World  Wide   10'000   4   6'742   5'000   '0   0   Oct  11   Nov  11   Dec  11   Jan  12   Feb  12  Mar  12  Apr  12  May  12   Jun  12   Jul  12   Aug  12   Sep  12   Oct  12   Nov  2010   Nov  2011   Nov  2012   6   Delivery  Hero  Holding  GmbH  confiden3al.  –  This  document  is  strictly  confiden3al  and  may  not  be  copied,  used,  made  available  or  be  disclosed  to  third  par3es  without  our  prior  wri?en  permission    
  • 7. Outlook WE LOVE the Outlook for 2013:    Clear  value  proposi3on  to  consumers  and  restaurants        Fast  growing  in  a  huge  market    Confidence  in  our  tech  placorm  &  innova3on  to  come      Reaching  profitability  in  our  core  markets    High  margins  in  mature  markets   7   Delivery  Hero  Holding  GmbH  confiden3al.  –  This  document  is  strictly  confiden3al  and  may  not  be  copied,  used,  made  available  or  be  disclosed  to  third  par3es  without  our  prior  wri?en  permission    
  • 8. - w . a-o f ec. m w wn hc n r e o o en c - wt ro n ac n r c ti . m/o ho f e e tc e en - w .cb o. m/O H o f ec w wf e o k o N A C n r e a c en
  • 9. - w . a-o f ec. m w wn hc n r e o o en c - wt ro n ac n r c ti . m/o ho f e e tc e en - w .cb o. m/O H o f ec w wf e o k o N A C n r e a c en