2. The Vision
We aim to be
Shopify for e-food industry
…first for Restaurants then for Grocery stores
3. Market Opportunity
Takeout and delivery market is a whopping
$70 billion market. However, only about $9
billion (roughly 13 percent) is online.
Grocery industry is a $600 billion market. The
global online grocery market is growing
rapidly and is expected to reach $90 billion
(about 15 percent) by 2018.
4. Profit Potential
Source: Callcredit, Daedal, Euromonitor, Just Eat investor presentation
Notes:
(1) Global takeaway food delivery market size by 2019, CAGR 2014-19E of 2.3%
(2) Based on Just Eat's established geographies (e.g. Denmark and UK) long-term equity research projections
Global
Takeaway (1)
$100B
Long-term
online
market share
65%
Typical
commission
rate (2)
13%+
Revenue
potential
$8.5B
Steady-state
EBITDA
margin (2)
45%+
EBITDA
potential
$3.8B
5. Ordering Trends
Online (incl. mobile) vs. Offline ordering
Based on data gathered from Cowen and Company Research Report
13%
22%
30%
38%
47% 49%
58%
65%
87%
78%
70%
62%
53% 51%
42%
35%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Online
Offline
2012 2014 2016 2018 2020 2022 2024 2026
6. The Problem
Existing Portals claim to increase revenue, but
they also cut away profits and shrink the
margins by their ever increasing appetite for
transaction fees.
Hence, the food service and processing
owners are tired of working only for portals.
They ask for new solutions to increase revenue.
7. Current Solutions
A good delivery management
solution should allow to:
Streamline business operations In some degree In high degree In high degree
Communicate seamlessly
with customers and field workforce
In some degree In some degree In some degree
Take data driven decisions In low degree In low degree In low degree
Gauge customer experience In some degree In high degree In high degree
Increase productivity and
reduce overhead costs
In low degree In low degree In low degree
Takeaway.com, Just Eat and Delivery Hero are the top 3 players in EU.
8. Our Solution
Cloud based SaaS
Patented algorithm (AI / Big data)
Powerful Dispatching system
Customer feedback system (fast track resales)
+ best of all mainstream from e-food tech: Online
ordering, POS, White Label Apps / Branded site,
Mobile ready, Menu Sync, etc. …
Applicable to both
B2B (White label) and B2C (Portal)
10. Competition
• Distorted marked
• Few big lead players
• Many small players
• No powerful differentiators
• No serious disruptors or
game changers among
big players
Restaurants
Ordersin1000
in mio.
Restaurants: 36.000
Orders: 40 mio.
Restaurants: 20.000
Orders: 10 mio.
Restaurants: 90.000
Orders: 144 mio.
Takeaway.com, Just Eat and Delivery Hero
are the top 3 players in Europe
11. Opportunity
Since the successful IPOs of Just Eat and Grubhub in
2014, almost every month has brought fresh news of
large-scale funding announcements for existing
players, or the launch of a new service, making it one
of the most competitive sectors currently.
However, competitive dose not mean saturated; with
online penetration at roughly 1 percent, food and
grocery delivery remains one of the largest markets still
overwhelmingly offline, and its transition to online/
mobile in the coming years will create a wealth of
opportunities.
12. Market Size (US)
Source: BCG, IDC, Euromonitor, Planet Retail, BookStats, Consumer Electronics Association, eMarketer,
Morgan Stanley, Phocus Wright
Notes:
(1) Global eCommerce market size per segment;
(2) US online grocery sales as % of total grocery retails sales in 2018 (estimated 5-year CAGR of 11%)
Online penetration
eCommerce market size
35%
42%
19%
7%
3%
$178 $186
$153
$27
$324
Consumer
Goods Online
Travel Fashion
Home & Living
Food &
Groceries
In billions
13. Capital Inflows
2012 to 2015E Capital Inflows
to Food Ordering Space
$25 $46
$600
$1.152
$0
$200
$400
$600
$800
$1.000
$1.200
$1.400
In mio.
2012 2013 2014 2015E
13x jump from
2013 to 2014
14. Partners
E-takeaway invites interested
Partners to co-invest in the venture
Product is developed,
thus partners are needed for:
A. Product fit / Proof of Product / Product Testing
B. Market penetrations and customer acquisitions
