Anuncio • Oct 01
Deliveroo plc to Delist from London Stock Exchange On 6 May 2025, the boards of Deliveroo plc ("Deliveroo") and DoorDash Inc. ("DoorDash") announced that they had reached agreement on the terms of a final*cash offer for the entire issued and to be issued ordinary share capital of Deliveroo as recommended by the Deliveroo Independent Committee (the "Acquisition"). The Acquisition is being implemented by means of a Court-sanctioned scheme of arrangement under Part 26 of the Companies Act (the "Scheme"). On 9 September 2025, Deliveroo and DoorDash announced that the EU Antitrust Condition, the Italian FDI Condition and the EU FSR Condition had been satisfied, and that the UK Antitrust Condition was expected to be satisfied at the Sanction Hearing. Deliveroo and DoorDash are pleased to announce that the Court has on 30 September 2025 issued the Court Order sanctioning the Scheme under section 899 of the Companies Act.
The Scheme Record Time will be 6.00 p.m. on 1 October 2025. The Scheme will become Effective upon delivery of a copy of the Court Order to the Registrar of Companies, which is expected to occur on 2 October 2025. Applications have been made for the suspension of trading in Deliveroo Shares on the Main Market of the London Stock Exchange and the listing of Deliveroo Shares on the equity shares (commercial companies) category of the Official List and such suspensions are expected to take effect by 7.30 a.m. on 2 October 2025. The last day of dealings in, and for the registration and transfer of, Deliveroo Shares is therefore expected to be 1 October 2025. The cancellation of the admission to listing of Deliveroo Shares to the equity shares (commercial companies) category of the Official List and the trading of Deliveroo Shares on the London Stock Exchange has also been applied for and, subject to the Scheme becoming Effective, are expected to take effect by 8.00 a.m. on 3 October 2025. Anuncio • Apr 26
DoorDash, Inc. (NasdaqGS:DASH) proposed to acquire Deliveroo plc (LSE:ROO) for approximately £2.7 million. DoorDash, Inc. (NasdaqGS:DASH) proposed to acquire Deliveroo plc (LSE:ROO) for approximately £2.7 million on April 5, 2025. A cash consideration valued at £1.8 per share will be paid by DoorDash, Inc. Having carefully considered the Possible Offer with its advisers, the Board of Deliveroo has indicated to DoorDash that, should a firm offer be made on the financial terms set out above, it would be minded to recommend such an offer to Deliveroo shareholders, subject to the agreement of the other terms of the offer. Accordingly, the Board of Deliveroo decided to engage in discussions with DoorDash in relation to the Possible Offer and has provided DoorDash with access to due diligence. There can be no certainty that any firm offer for Deliveroo will be made. At this time, shareholders are advised to take no action in respect of the Possible Offer. The Company announces that by not later than on 23 May 2025, DoorDash must either announce a firm intention to make an offer for Deliveroo or announce that it does not intend to make such an offer. This deadline will only be extended with the consent of the Takeover Panel.
Anthony Gutman, Jane Dunlevie, Owain Evans, Bertie Whitehead and Cara Pazdon of Goldman Sachs International acted as financial advisor for Deliveroo plc. Nancy Peretsman and Omar Isani of Allen & Company LLC acted as financial advisor for Deliveroo plc. White & Case LLP acted as legal advisor for Deliveroo plc. Anuncio • Apr 18
Deliveroo plc to Report First Half, 2025 Results on Aug 07, 2025 Deliveroo plc announced that they will report first half, 2025 results on Aug 07, 2025 Anuncio • Apr 10
Deliveroo plc, Annual General Meeting, May 20, 2025 Deliveroo plc, Annual General Meeting, May 20, 2025. Location: the offices of white and case llp, 5 old broad street, ec2n 1dw, london United Kingdom Anuncio • Jan 29
Deliveroo plc to Report Fiscal Year 2024 Results on Mar 13, 2025 Deliveroo plc announced that they will report fiscal year 2024 results at 8:00 AM, GMT Standard Time on Mar 13, 2025 Anuncio • Dec 06
Rick Medlock to Step Down as A Member of the Remuneration Committee of Deliveroo plc, Effective from 31 December 2024 Deliveroo plc announced that Rick Medlock will step down as a member of the Remuneration Committee, with effect from 31 December 2024. Rick will continue as Non-Executive Director, Chair of the Audit and Risk Committee and member of the Nomination Committee. Recent Insider Transactions • Sep 17
Founder recently sold €17m worth of stock On the 16th of September, William Shu sold around 9m shares on-market at roughly €1.86 per share. This transaction amounted to 8.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was William's only on-market trade for the last 12 months. Breakeven Date Change • Aug 20
Forecast breakeven date moved forward to 2024 The 16 analysts covering Deliveroo previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of UK£2.56m in 2024. Earnings growth of 68% is required to achieve expected profit on schedule. New Risk • Aug 09
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Anuncio • May 24
Deliveroo plc Announces Step Down of Dominique Reiniche as Member of the Audit and Risk Committee Deliveroo plc announced that Dominique Reiniche will step down as a member of the Audit and Risk Committee, with effect from 23 May 2024. Dominique will continue as Non-Executive Director, Workforce NED and member of the Nomination and Remuneration Committees. Anuncio • Apr 19
Deliveroo plc, Annual General Meeting, May 23, 2024 Deliveroo plc, Annual General Meeting, May 23, 2024, at 10:00 Coordinated Universal Time. Location: ffices of White & Case LLP, 5 Old Broad Street London EC2N 1DW London United Kingdom Agenda: To receive the Strategic Report, Directors’ Report, and the annual accounts for the financial year ended 31 December 2023, together with the report of the auditor; to consider and approve the Directors’ Remuneration Report; to re-elect Claudia Arney as a Director of the Company; and to consider other matters. Reported Earnings • Mar 14
Full year 2023 earnings released: UK£0.011 loss per share (vs UK£0.13 loss in FY 2022) Full year 2023 results: UK£0.011 loss per share (improved from UK£0.13 loss in FY 2022). Revenue: UK£2.03b (up 2.8% from FY 2022). Net loss: UK£18.5m (loss narrowed 92% from FY 2022). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Germany. Buy Or Sell Opportunity • Jan 28
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 6.2% to €1.44. The fair value is estimated to be €1.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last year. Earnings per share has grown by 42%. Revenue is forecast to grow by 4.8% in a year. Earnings are forecast to grow by 67% in the next year. Breakeven Date Change • Jan 16
Forecast to breakeven in 2025 The 14 analysts covering Deliveroo expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of UK£42.5m in 2025. Average annual earnings growth of 77% is required to achieve expected profit on schedule. Anuncio • Dec 21
Deliveroo plc to Report Fiscal Year 2023 Results on Mar 14, 2024 Deliveroo plc announced that they will report fiscal year 2023 results at 7:00 AM, Coordinated Universal Time on Mar 14, 2024 Anuncio • Nov 09
Deliveroo plc Appoints Shobie Ramakrishnan as Independent Non-Executive Director and a Member of the Nomination Committee, the Audit and Risk Committee, and the Remuneration Committee, Effective from 1 January 2024 Deliveroo plc announced the appointment of Shobie Ramakrishnan to the company's Board as an Independent Non-Executive Director and as a member of the Nomination Committee, the Audit and Risk Committee, and the Remuneration Committee, with effect from 1 January 2024. Shobie has over 20 years of experience leading technology-driven programmes and currently leads the technology agenda at GSK in her role as Chief Digital and Technology Officer, including modernising and streamlining the group's technology platforms. Before joining GSK, Shobie held senior technology leadership roles in organizations including AstraZeneca, Salesforce, Genentech and Roche. Anuncio • Oct 19
Deliveroo plc Maintains Earnings Guidance for the Fiscal Year 2023 Deliveroo plc maintains earnings guidance for the Fiscal Year 2023. GTV growth expected to be lower single digits percentage growth in constant currency. Reported Earnings • Aug 13
First half 2023 earnings released: UK£0.039 loss per share (vs UK£0.071 loss in 1H 2022) First half 2023 results: UK£0.039 loss per share (improved from UK£0.071 loss in 1H 2022). Revenue: UK£1.02b (up 4.9% from 1H 2022). Net loss: UK£68.2m (loss narrowed 48% from 1H 2022). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in Germany. Breakeven Date Change • Aug 11
Forecast to breakeven in 2025 The 15 analysts covering Deliveroo expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of UK£37.8m in 2025. Average annual earnings growth of 69% is required to achieve expected profit on schedule. Anuncio • May 25
Deliveroo plc, Annual General Meeting, May 24, 2023 Deliveroo plc, Annual General Meeting, May 24, 2023, at 08:30 Coordinated Universal Time. Location: Freshfields Bruckhaus Deringer LLP, 100 Bishopsgate London United Kingdom Agenda: To consider receive the Annual Report and Accounts; to consider re-elect Claudia Arney; to consider approve the Directors' Remuneration Report; to consider re-appoint the auditors Deloitte LLP; to consider authorise the Audit and Risk Committee to set the auditors' remuneration; to consider authorise the Directors to allot Ordinary Shares; to consdider disapply pre-emption rights; to consider disapply pre-emption rights for acquisitions; to consider authorise the Company to purchase its own Ordinary Shares; and to consider other matters. Anuncio • May 14
Deliveroo plc to Report First Half, 2023 Results on Aug 10, 2023 Deliveroo plc announced that they will report first half, 2023 results on Aug 10, 2023 Recent Insider Transactions • Apr 30
Founder recently sold €2.4m worth of stock On the 26th of April, William Shu sold around 2m shares on-market at roughly €1.20 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was William's only on-market trade for the last 12 months. Breakeven Date Change • Apr 23
No longer forecast to breakeven The 13 analysts covering Deliveroo no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of UK£10.2m in 2025. New consensus forecast suggests the company will make a loss of UK£27.1m in 2025. Breakeven Date Change • Mar 29
Forecast to breakeven in 2025 The 13 analysts covering Deliveroo expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 47% per year to 2024. The company is expected to make a profit of UK£10.2m in 2025. Average annual earnings growth of 68% is required to achieve expected profit on schedule. Breakeven Date Change • Mar 19
Forecast to breakeven in 2025 The 13 analysts covering Deliveroo expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 42% per year to 2024. The company is expected to make a profit of UK£10.2m in 2025. Average annual earnings growth of 66% is required to achieve expected profit on schedule. Reported Earnings • Mar 17
Full year 2022 earnings released: UK£0.13 loss per share (vs UK£0.18 loss in FY 2021) Full year 2022 results: UK£0.13 loss per share (improved from UK£0.18 loss in FY 2021). Revenue: UK£1.97b (up 8.2% from FY 2021). Net loss: UK£242.5m (loss narrowed 20% from FY 2021). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Online Retail industry in Germany. Breakeven Date Change • Jan 20
Forecast to breakeven in 2025 The 14 analysts covering Deliveroo expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of UK£17.7m in 2025. Average annual earnings growth of 54% is required to achieve expected profit on schedule. Anuncio • Jan 07
Deliveroo plc to Report Fiscal Year 2022 Results on Mar 16, 2023 Deliveroo plc announced that they will report fiscal year 2022 results at 7:00 AM, Coordinated Universal Time on Mar 16, 2023 Breakeven Date Change • Dec 31
Forecast to breakeven in 2025 The 15 analysts covering Deliveroo expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of UK£31.2m in 2025. Average annual earnings growth of 54% is required to achieve expected profit on schedule. Board Change • Nov 16
High number of new and inexperienced directors There are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. No experienced directors. 1 highly experienced director. Founder, CEO & Director Will Shu is the most experienced director on the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Anuncio • Oct 21
Deliveroo plc Appoints Scilla Grimble as Chief Financial Officer, Effective 20 February 2023 Deliveroo plc announced that further to the announcement made on 20 June 2022, appointing Scilla Grimble as Chief Financial Officer ("CFO"), the Company announced that Scilla will join the Board as CFO with effect from 20 February 2023. David Hancock who is currently serving as Interim Chief Financial Officer since 17 September 2022 will step down from the position with effect from the same date. Anuncio • Sep 19
Deliveroo plc(LSE:ROO) dropped from FTSE All-World Index (USD) Deliveroo plc(LSE:ROO) dropped from FTSE All-World Index (USD) Reported Earnings • Aug 11
First half 2022 earnings released First half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (up UK£108.7m from 1H 2021). Profit margin: (up from net loss in 1H 2021). The move to profitability was driven by lower expenses. Over the next year, revenue is forecast to grow 17%, compared to a 32% growth forecast for the industry in Germany. Anuncio • Aug 10
Deliveroo plc Announces Resignation of Lord Simon Wolfson as Director The Board of Deliveroo PLC announces that Lord Simon Wolfson has decided to step down from the Board. This will be effective as of the close of 9 August 2022. Anuncio • May 21
Deliveroo plc, Annual General Meeting, May 20, 2022 Deliveroo plc, Annual General Meeting, May 20, 2022, at 09:00 Coordinated Universal Time. Location: Goldman Sachs offices, Plumtree Court, 2 Stonecutter Street EC4A 4AH London United Kingdom Agenda: To receive the Annual Report and Accounts; To approve the Directors' Remuneration Report; To re-appoint the auditors Deloitte LLP;. Breakeven Date Change • May 19
No longer forecast to breakeven The 17 analysts covering Deliveroo no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of UK£84.3m in 2024. New consensus forecast suggests the company will make a loss of UK£106.6m in 2024. Board Change • Apr 29
High number of new and inexperienced directors There are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. 1 highly experienced director. Founder, CEO & Director Will Shu is the most experienced director on the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Breakeven Date Change • Mar 30
No longer forecast to breakeven The 14 analysts covering Deliveroo no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of UK£84.3m in 2024. New consensus forecast suggests the company will make a loss of UK£24.0m in 2024. Reported Earnings • Mar 18
Full year 2021 earnings: Revenues in line with analyst expectations Full year 2021 results: Revenue: UK£1.82b (up 53% from FY 2020). Net loss: UK£303.7m (loss widened 34% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 26%, compared to a 43% growth forecast for the retail industry in Germany. Recent Insider Transactions • Feb 18
CFO & Director recently bought €140k worth of stock On the 15th of February, Adam Miller bought around 84k shares on-market at roughly €1.67 per share. This was the largest purchase by an insider in the last 3 months. Adam has been a buyer over the last 12 months, purchasing a net total of €73k worth in shares. Breakeven Date Change • Jan 15
Forecast to breakeven in 2024 The 11 analysts covering Deliveroo expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of UK£21.5m in 2024. Average annual earnings growth of 57% is required to achieve expected profit on schedule. Board Change • Oct 30
High number of new and inexperienced directors There are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. 1 highly experienced director. Founder, CEO & Director Will Shu is the most experienced director on the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.