reports
- Kate Heseltine
Deliveroo - Key takeaways
Deliveroo’s (ROO’s) November capital markets day (CMD) saw its leadership team present initiatives aimed at progressing the customer value proposition (CVP) to drive revenue growth and improve profitability. ROO’s strategy is to unlock growth through greater market penetration and by growing customer loyalty via a hyperlocal approach, hosting both national and local brands on its platform. The shares are down 65% since the IPO in 2021, with trading affected by the weaker consumer environment amo...
- Pelham Smithers
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ROO DELIVEROO PLC
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TSE: 2980 SRE HOLDINGS CORP
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- Clement Genelot
DELIVEROO: H1 highlights the resilient EBITDA trend despite inflation ...
DELIVEROO - NEUTRAL | 130p vs. 140p H1 highlights the resilient EBITDA trend despite inflation Slight reacceleration in GTV growth over H2 as long as trading down is not deteriorating EBITDA improvement trend remains untouched EBITDA breakeven still seen in H1 2024 with enough cash to hold on until then Neutral reiterated with a TP lowered from 140p to 130p
- Clement Genelot
The “Hunger Games” are Finally Easing | DELIVEROO Initiation of covera...
Sector Overview Food Delivery The “Hunger Games” are Finally Easing In this report, we analyzed the new paradigm of 2022 marked by tech stocks purge and rising interest rates, thus forcing all loss-making food delivery platforms to refocus on profitability. Acknowledging that it’s a blessing in disguise, we decided to favor the players able to breakeven at the fastest and with fewer competitive constraints as well as the players benefiting from appealing short-term asset monetization options...
Increased risk weighs on DELIVEROO PLC, penalising its rating down to...
The independent financial analyst theScreener just lowered the general evaluation of DELIVEROO PLC (GB), active in the Internet industry. As regards its fundamental valuation, the title still shows 0 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Negative. As of the analysis date March 4, 2022, the closing price was GBP 106.8...
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