How much net profit?? |
Gross profit around 500 million |
Difficult to see how this will help them to recover |
Had to sell on the opening spike - because they didn't provide a forward statement or address the elephant in the room. |
So... how much money are they making?
Cash generation? Profit?
Anyone? |
surprisingly the numbers are pretty satisfactory. no longer shorters paradiso ! |
No doubt this will tank again:
"GTV per order was down 5% year-on-year in constant currency to GBP21.4, with average order values continuing to revert towards pre-COVID levels; sequentially (vs Q3 2021), GTV per order stabilised, increasing by 1% in constant currency" |
 Source: UK Regulatory (RNS & others)TIDMROORNS Number : 0225ZDeliveroo PLC20 January 202220 January 2022Deliveroo plcStrong performance to end 2021Performance Highlights-- Strong Q4 completes excellent year of growth in 2021, with full year pro forma ([1]) gross transaction value (GTV) up 70% year-on-year in constant currency - the top end of previously-upgraded guidance for 60-70% growth-- Q4 2021 GTV growth of 36% year-on-year and 11% sequentially (vs Q3 2021), both in constant currency; sequentially, orders grew 10% and GTV per order stabilised, up by 1% in constant currency to GBP21.4-- Continued UK market share gains in Q4 2021, with UKI GTV up 36% year-on-year and up 12% vs Q3 2021, both in constant currency; FY 2021 GTV up 71% and orders up 72%, with further expansion of UK population coverage to 77% at end-2021 vs 53% at end-2020-- International GTV up 36% year-on-year in Q4 2021, with sequential growth of 10% vs Q3 2021; FY 2021GTV growth of 69% in constant currency, with orders up 74%-- FY 2021 results to be reported on 17 March 2022; guidance for gross profit margin (as % of GTV) maintained at previous guidance range of 7.5-7.75%.Will Shu, Founder and CEO of Deliveroo, said:"We finished 2021 with a strong Q4 performance, and our full year GTV growth of 70% in constant currency was at the top end of the previously-upgraded guidance we provided. I'd like to thank the Deliveroo team, our restaurant and grocery partners and our riders for their focus and commitment in what has been another extraordinary year. Since the business was founded in 2013, Deliveroo's focus has always been to deliver great experiences to our consumers, help our partners to grow, and provide further opportunities for riders. I am proud of what we achieved in 2021; despite a challenging backdrop, we continued to strengthen our customer proposition, widen our customer base and execute against our strategy. We are excited about the opportunity ahead and look forward to making further progress in 2022."GTV and Orders% Change % Change ==================== ==================== Pro forma (excluding Spain) Q4 Q4 FY FY Reported Constant Reported Constant 2021 2020 currency currency 2021 2020 currency currency ============== ====== ====== ========= ========= ====== ====== ========= ========= Group GTV (GBPm) 1,733 1,307 33% 36% 6,631 3,979 67% 70% Orders (m) 80.8 56.8 42% - 300.6 173.7 73% - GTV per order (GBP) 21.4 23.0 (7)% (5)% 22.1 22.9 (4)% (2)% =================== ====== ====== ========= ========= ====== ====== ========= ========= UKI GTV (GBPm) 945 700 35% 36% 3,570 2,091 71% 71% Orders (m) 40.4 28.6 41% - 147.7 85.9 72% - GTV per order (GBP) 23.4 24.5 (4)% (4)% 24.2 24.3 (1)% (1)% =================== ====== ====== ========= ========= ====== ====== ========= ========= International GTV (GBPm) 788 607 30% 36% 3,061 1,888 62% 69% Orders (m) 40.4 28.2 43% - 152.9 87.8 74% - GTV per order (GBP) 19.5 21.5 (9)% (5)% 20.0 21.5 (7)% (3)% =================== ====== ====== ========= ========= ====== ====== ========= ========= |
In reality if you are a shorter & hope the shares will go down further it will go up - that will make you feel disappointed. If you are hoping the share price will recover and riding high with optimism and when you check up on this down on its knees you will begin to sweat bullets and thats the way the cookies crumbled. |
Everyone's expecting to read a death certificate.
So, anything less than that will be a positive outcome. |
Somehow can see this amazon backed shares to £2 ... may be not 2morrow but it will next week or next month. No one has a crystal ball to see where this is going.... thats how the market works ... elliot waves -... it goes up and it goes down |
This SPAC will get decimated tomorrow. Im calling this goes under 120p |
Well I am not a shorter and being in the take away business for a few years I do know a thing or two about this business and I see it has now gone down from the stratosphere £4 + mark to £1.60 ish, but needs more. Just eat charge 14% and no sign up as was with them and I thought they were dear. I said 20p in April and we are now heading in the right direction, but they will have to change those bikes for motorbikes with self drive robots before it is worth any more. |
 Deliveroo Q4 results – Thursday
Deliveroo’s stock market debut on 31 March last year went down as a disaster, with the Financial Times calling it “the worst IPO in London’s history”. On their first day of trading, Deliveroo’s shares closed 26% below their listing price of 390p. After clawing their way back to 396.80p in August, the shares have fallen to record lows, closing at 177.50p on 13 January. At present, there is little sign that investors are about to rediscover their faith in the business, despite forecasts of revenue growth. In 2020 Deliveroo generated £1.2bn in revenue, and the company appeared to be on course to beat that in 2021. Consensus estimates are for full-year revenue to grow 56% to £1.9bn. In Q3 Deliveroo raised its guidance, saying full-year revenue would grow 60-70%, leaving estimates for gross profit margins unchanged at 7.5-7.75%. Yet despite these predictions and new delivery tie-ups, the shares have continued to struggle. Deliveroo has seen orders surge thanks to its deals with Amazon and Morrisons, but strong competition in the food delivery market and falls in the share prices of its nearest competitors have dampened sentiment. In August German rival Delivery Hero bought a 5% stake in Deliveroo and now probably wishes it hadn’t, given the stock’s sharp decline in recent months. On top of this, a key concern for investors now is rising costs, as inflation edges higher and workers expect pay rises. As investors await the company’s Q4 update, many will be hoping that the ongoing pandemic and official advice to limit contact with others in December led to an increase in Deliveroo orders, potentially boosting the company’s Q4 numbers. But will that be enough to lift Deliveroo’s share price? |
its plain to see the share price is at its lowest point. shorters has done immensely well from whatever entry point they pull the trigger. very well spotted & definitely deserve a pat on the back. |
In June, Deliveroo won a fourth legal challenge to its employment model in the UK.
At least one delivery company is going to make it big. Keeping in mind the Amazon backing, I think Deliveroo has got to be worth a punt now. You could easily lose 100% of your investment, but at current levels if things go well you could just as easily reap over 1,000%.
For that I'm looking really far ahead. Obviously food is just the start. The notion that "time is money" becomes increasingly true each year. There will be a time, for example, when plumbers won't stop work for an hour's round-trip to Wickes for an olive, but will get it delivered in 15 minutes while carrying on with the job. Consider the service value, when the average rate for a plumber is £50 + VAT per hour. |
Drivers / Riders earn a £2 pick-up fee + £1 delivery fee + a variable distance fee. |
Cheers exotic, I wonder how much the delivery drivers get paid per delivery?? As currently they are self employed. |
To answer my own question, they make £2.10 gross on supermarket and £2.40 on restaurant deliveries according to an August 2021 report. Deliveroo's website says they charge restaurants 25-30% for deliveries. There used to be a £425 signup fee for restaurants, this was reduced to just £50 at the start of the pandemic then waivered completely in May 2020 for small and medium sized restaurants. |
Amazon-backed Deliveroo to open pizza restaurant in London
12th January 2022
Isabel Cameron
Deliveroo has revealed new plans to open a London pizza restaurant, in an attempt to better understand the restauranteurs it services.
“We want to understand restaurants’ pain points with the aim of solving them, and to do this by having a deep understanding of restaurant owners’ mind-set,” a Deliveroo spokesperson told The Wall Street Journal.
The company also revealed that it has no plans to build a wider restaurant business beyond the one site in London’s Swiss Cottage neighbourhood.
The Wall Street Journal reports that the restaurant will be called Pizza Paradiso, according to a licensing application filed to London’s Camden Council. According to floor plans seen by the publication, the eatery will include outdoor and indoor seating, a front of house pizza oven, a back-of-house kitchen and an interior waiting bench.
READ MORE: Love Hemp trials Deliveroo service
Deliveroo’s aim is for its staff to learn how to manage a restaurant that offers both delivery and dine-in service.
The company already runs approximately 300 “dark kitchens” or “ghost kitchens” in which several restaurant brands prepare food solely for delivery. In December 2021, Deliveroo announced it was expanding its dark kitchens across London, following a period of strong growth, with orders increasing by 87% year-on-year.
The report also notes that online food delivery platform and Deliveroo rival DoorDash is running a similar program in which its employees undertake a delivery shift or shadow a customer service agent, to undertake the process of its own service. |
in time the share price will find its way to the market price & that goes without saying !! there have been a few things up his sleeves like planning to open a stand alone pizza paradiso, a restaurant in Swiss Cottage to establish some better understanding of the whole shebang from pizza kitchen to the plate on the table by deliveroo drivers.....
whether his vision will be paying off ... time will tell and requires a bit time & patience. At least we can see see a lot of ideas being tossed around behind the scene. |
Let's see if SHU buys back his £47 million back in shares after the update as will be in a closed period now....that would help get rhe moment back |
https://www.justeattakeaway.com/newsroom/en-WW/208866-just-eat-takeaway-com-q4-2021-trading-updateGOOD INDICATORS HERE FOR THURSDAYS UPDATE |
Deliveroo Plus (Silver level) is £3.49 p/m - giving free delivery on food orders over £25.
Amazon Prime members can have the subscription free for the first year. Does anyone know how Deliveroo makes money on that? Do they collect a fee from the food outlet? |
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