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  1. 12 hours ago

    We've been studying EU food delivery for the last month and thought we'd share some comments on the importance of the delivery fee and price elasticity of demand...

    4 replies 11 retweets 66 likes
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  2. Apr 20

    Deliveroo's share price is down 16.8% since 31 March. Could it fall another 40% before bottom hits, as analyst Mark Hiley suggests?

    3 retweets 4 likes
  3. Apr 19

    It's very possible that Ireland has had a significant benefit to headline UK/IR numbers. Depends on the coverage of data.

    4 replies 2 retweets 14 likes
  4. Apr 20

    Deliveroo Holdings Plc down -15.5% since IPO 20-APR = £242.80/-

    1 reply 1 retweet 1 like
  5. Apr 23

    I'm down 30% on my crypto portfolio, but that's ok because I'm down 50% on my shares 👍👍

  6. Apr 22

    MusicMagpie flying high on first day of dealings

    1 retweet 3 likes
  7. Apr 19
    Replying to

    On delivery ($tkwy only recently started to adress legacy of JET), it went from 3 to 23m YoY and added a similar amount of orders in the UK as did incl. groceries and Ireland! And then keep in mind, we leave out the most profitable/attractive part, the market place orders.

  8. Apr 19
    Replying to

    got to take out groceries, white label, and vouchers to get a clearer picture on market share. I'm actually writing a post to update on . Haven't got the time to write it (work has been a time sink). But stay tuned!

    1 reply 2 likes
  9. Apr 21
    Replying to

    can fight better than , but only in top tier cities because of their business model. That leads to a limited TAM compared . In short, it will affect your GMV, but for how long? Come on guys, my portfolio is with you.

    2 likes
  10. Apr 23

    Do you think stock price is too expensive?

    1 retweet 1 like
  11. Apr 17

    How do the UK take rates for /$ROO for logistics vs. marketplace orders? This post assumes 35% Too high? Also, why should restaurants pay % of GMV for logistics orders? Ideally it should be fixed $/order PS: Enjoyed your posts

    1 like
  12. Apr 21

    Amazing has finally made a profit lol

  13. Apr 21
    Replying to

    Is this UK? Is platform the food cogs? If anything, I’d say AOV of 10 is on the low side. Obviously grocery is not the same as dark store, but grocery orders were higher than avg AOV of 25, so maybe this could be ~12 to 15

  14. Apr 23

    quickly becoming Deliver Who? With the steady share price slide.

    1 like
  15. Apr 23

    Anybody know where is the bottom? ( Deliveroo) - chart

    1 reply 1 retweet 2 likes
  16. Apr 20

    1/n The issue with is it can fund market share battles for a longer period of time given BS and ridesharing business. Pain tolerance is a lot higher than . But low prob this German effort succeeds.

    4 replies 2 retweets 5 likes
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  17. Apr 21
    Replying to

    When cryptocurrency?

    1 like
  18. Apr 22
    Replying to

    They defo could not destroy deliveroo. way too over indexed to QSRs. Their collective advantage was exclusive McDonald’s in U.K. but now that that’s gone, they have much else. have better restaurants, has cheaper delivery. don’t have much at all

    2 likes
  19. Apr 21

    getting its daily dose of futile pump into the close by the underwriters

    1 reply
  20. Apr 23

    Shares in Deliveroo continue to falter as investors remain wary of the company's persistent losses and governance structure. Can recover?

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