tiprankstipranks
Trending News
More News >
Deliveroo plc Class A (GB:ROO)
LSE:ROO

Deliveroo plc Class A (ROO) AI Stock Analysis

Compare
134 Followers

Top Page

GB

Deliveroo plc Class A

(LSE:ROO)

Rating:67Neutral
Price Target:
Deliveroo's overall score is driven by improving financial performance and positive corporate events. However, valuation concerns and potential overbought technical indicators limit the upside. The company's strategic initiatives and recent earnings call provide a positive outlook, but profitability challenges and high valuation remain key risks.
Positive Factors
Acquisition
There is a high probability of a successful takeover of Deliveroo by DoorDash following the announcement of a recommended final offer.
International Growth
Deliveroo's growth in international markets was strong, with a 9% year-over-year increase excluding Hong Kong.
Shareholder Value
The £100m on-market return of capital is seen as a positive move for shareholders.
Negative Factors
Competition
Competition in Hong Kong from Meituan is impacting the growth trajectory.
Profit Targets
The 2025 EBITDA outlook is below consensus expectations, indicating potential challenges in meeting profit targets.
Valuation Metrics
The offer implies a significantly lower EV / EBITDA multiple compared to US peers, suggesting less favorable valuation metrics.

Deliveroo plc Class A (ROO) vs. iShares MSCI United Kingdom ETF (EWC)

Deliveroo plc Class A Business Overview & Revenue Model

Company DescriptionDeliveroo plc operates an online food delivery platform. The company connects local consumers, restaurants and grocers, and riders to fulfil a purchase. It operates approximately more than 800 locations across 11 markets, including Australia, Belgium, France, Hong Kong, Italy, Ireland, the Netherlands, Singapore, the United Arab Emirates, Kuwait, and the United Kingdom. The company was founded in 2013 and is headquartered in London, the United Kingdom.
How the Company Makes MoneyDeliveroo makes money primarily through commission fees charged to partner restaurants for each order placed through its platform. The company also generates revenue from delivery fees paid by customers when they place an order. Additionally, Deliveroo may earn through subscription plans such as 'Deliveroo Plus', which offers unlimited free delivery for a monthly fee. Strategic partnerships with restaurants, promotions, and advertising opportunities on its platform further contribute to its revenue streams. The company's revenue model relies on expanding its customer base, increasing order frequency, and enhancing its network of partner restaurants.

Deliveroo plc Class A Financial Statement Overview

Summary
Deliveroo's financial health is improving, with positive trends in revenue growth and cash flow generation. While profitability at the EBIT and net levels remains a challenge, the company has a solid balance sheet with low leverage and good equity levels. Continued focus on improving margins and profitability will be key for future growth.
Income Statement
65
Positive
Deliveroo has shown steady revenue growth over the years, with a notable revenue growth rate of 2.06% from 2023 to 2024. Gross profit margin improved to 37.02% in 2024, indicating efficient cost management. While the company achieved a positive net income in 2024, the net profit margin remains low at 0.14%, and EBIT margin is negative, highlighting profitability challenges.
Balance Sheet
70
Positive
The balance sheet is relatively strong with an improving equity ratio of 46.41% in 2024, reflecting solid equity levels. The debt-to-equity ratio is low at 0.11, suggesting low leverage. However, stockholders' equity has decreased from 2023, indicating some erosion in the company's financial position.
Cash Flow
75
Positive
The cash flow statement reflects significant improvement with a strong free cash flow growth rate of 606.34% from 2023 to 2024. The operating cash flow to net income ratio is high at 51.21, indicating strong cash generation relative to net income. Free cash flow to net income ratio is also favorable, showing efficient capital management.
Breakdown
Dec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income StatementTotal Revenue
2.07B2.03B1.97B1.82B1.19B
Gross Profit
766.90M726.40M643.20M497.30M356.30M
EBIT
-12.40M-43.70M-245.60M-304.30M-221.10M
EBITDA
86.10M65.50M-166.00M-237.40M-176.90M
Net Income Common Stockholders
2.90M-31.80M-242.50M-303.70M-226.40M
Balance SheetCash, Cash Equivalents and Short-Term Investments
667.90M678.80M949.10M1.29B379.10M
Total Assets
946.50M1.02B1.35B1.57B608.70M
Total Debt
50.40M59.60M73.80M46.60M36.00M
Net Debt
-410.90M-543.50M-875.30M-1.24B-343.10M
Total Liabilities
507.20M513.20M549.80M496.30M433.60M
Stockholders Equity
439.30M508.80M804.10M1.07B175.10M
Cash FlowFree Cash Flow
103.80M-20.50M-224.60M-223.70M-18.90M
Operating Cash Flow
148.50M23.20M-144.20M-167.70M7.40M
Investing Cash Flow
-149.60M-37.20M-119.90M-58.40M-25.40M
Financing Cash Flow
-138.30M-330.70M-84.50M1.14B167.10M

Deliveroo plc Class A Technical Analysis

Technical Analysis Sentiment
Positive
Last Price175.60
Price Trends
50DMA
144.01
Positive
100DMA
139.13
Positive
200DMA
143.58
Positive
Market Momentum
MACD
9.07
Positive
RSI
80.32
Negative
STOCH
88.75
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:ROO, the sentiment is Positive. The current price of 175.6 is above the 20-day moving average (MA) of 172.61, above the 50-day MA of 144.01, and above the 200-day MA of 143.58, indicating a bullish trend. The MACD of 9.07 indicates Positive momentum. The RSI at 80.32 is Negative, neither overbought nor oversold. The STOCH value of 88.75 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:ROO.

Deliveroo plc Class A Risk Analysis

Deliveroo plc Class A disclosed 12 risk factors in its most recent earnings report. Deliveroo plc Class A reported the most risks in the “Finance & Corporate” category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Deliveroo plc Class A Peers Comparison

Overall Rating
UnderperformOutperform
Sector (62)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
74
Outperform
£1.39B7.092.95%-10.46%396.13%
GBROO
67
Neutral
£2.54B975.56-0.02%2.06%
GBAO
63
Neutral
£595.10M22.7420.28%-0.39%2.68%
62
Neutral
$6.84B11.222.83%3.93%2.65%-21.93%
GBASC
49
Neutral
£376.34M-62.59%-15.86%-18.46%
GBTHG
49
Neutral
£378.50M-27.20%-14.37%-28.78%
48
Neutral
£275.47M-96.36%-16.32%-202.39%
* Consumer Cyclical Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:ROO
Deliveroo plc Class A
175.70
30.10
20.67%
GB:ASC
ASOS plc
312.00
-53.80
-14.71%
GB:DEBS
boohoo group Plc
21.40
-13.12
-38.01%
GB:AO
AO World
104.60
-5.40
-4.91%
GB:CURY
Currys plc
124.20
52.45
73.10%
GB:THG
THG
23.96
-52.59
-68.70%

Deliveroo plc Class A Earnings Call Summary

Earnings Call Date:Mar 13, 2025
(Q4-2024)
|
% Change Since: 40.93%|
Next Earnings Date:Aug 07, 2025
Earnings Call Sentiment Positive
Deliveroo's earnings call highlighted strong financial growth and strategic milestones, including statutory profit and positive cash flow. However, challenges such as exiting the Hong Kong market and potential economic uncertainties in Europe were noted. The company remains confident in its growth plans and market opportunities.
Q4-2024 Updates
Positive Updates
Record GTV and Adjusted EBITDA Growth
Deliveroo posted year-on-year GTV growth of 6% and adjusted EBITDA of £130 million, up 52% year-on-year. This reflects strong financial performance and effective cost management.
First Full Year of Statutory Profit and Positive Free Cash Flow
Deliveroo achieved a full year of statutory profit and positive free cash flow for the first time, marking a significant milestone in its financial journey.
Improvements in Customer Engagement
Orders returned to growth in 2024 with signs of improving retention and frequency trends, driven by enhanced customer value propositions (CVP) and verticals.
Successful Expansion of Grocery and Retail Segments
Grocery GTV became 16% of Group GTV in the second half of 2024, with strong double-digit growth. The retail segment also saw a significant increase in partnerships and product offerings.
Significant Progress in Delivery Efficiencies
Deliveroo reduced cost of sales by 90 basis points year-on-year through delivery efficiencies, including a 50% increase in stacked orders.
Negative Updates
Exit from Hong Kong Market
Deliveroo decided to exit the Hong Kong market due to challenges such as a highly price-sensitive user base and demographic shifts, impacting overall growth.
Uncertainty in European Markets
The company faces macroeconomic volatility and geopolitical uncertainty in Europe, which may impact future growth projections.
Potential Impact of National Living Wage and National Insurance Increases
Deliveroo anticipates potential impacts on consumer prices and demand due to upcoming increases in the National Living Wage and National Insurance in the UK.
Company Guidance
In the Deliveroo 2024 results presentation, CEO Will Shu and CFO Scilla Grimble highlighted several key financial metrics that underpin their optimism for the company's future. Deliveroo posted a 6% year-on-year growth in Gross Transaction Value (GTV) and achieved an adjusted EBITDA of £130 million, marking a 52% increase year-on-year. They also reached significant milestones by delivering a full year of statutory profit and generating positive free cash flow for the first time, amounting to £86 million. For 2025, the company anticipates high single-digit percentage GTV growth in constant currency, excluding Hong Kong, and expects adjusted EBITDA to be between £170 million and £190 million. The company is focused on its Customer Value Proposition (CVP) and verticals, which are driving positive consumer engagement. Despite challenges in the consumer environment, Deliveroo plans strategic investments to capture growth opportunities, particularly in geographic areas where they can develop a competitive CVP differential.

Deliveroo plc Class A Corporate Events

M&A TransactionsShareholder Meetings
Deliveroo Publishes Scheme Document for DoorDash Acquisition
Positive
May 22, 2025

Deliveroo has announced the publication of a Scheme Document related to its acquisition by DoorDash, Inc., which will be executed through a Court-sanctioned scheme of arrangement. The acquisition has been recommended by Deliveroo’s Independent Committee, and shareholders are encouraged to vote in favor of the scheme at upcoming meetings. This move is expected to strengthen DoorDash’s market position and expand its operational footprint, while Deliveroo shareholders are advised to review the Scheme Document thoroughly before making any decisions.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

Executive/Board ChangesBusiness Operations and Strategy
Deliveroo Grants Share Awards to CEO and CFO Under 2025 Incentive Plan
Neutral
May 21, 2025

Deliveroo plc has announced the grant of conditional share awards and nil cost options to its CEO, Will Shu, and CFO, Scilla Grimble, under the 2025 Performance Share Plan and Restricted Share Plan. These awards are part of the company’s incentive plan, designed to align the interests of its executives with long-term company performance. The awards are subject to performance targets and holding periods, indicating a strategic move to retain key leadership and drive future growth.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

Shareholder MeetingsBusiness Operations and Strategy
Deliveroo Secures Shareholder Approval for AGM Resolutions
Positive
May 20, 2025

Deliveroo plc announced the successful passage of all resolutions at its 2025 Annual General Meeting, held in London. The resolutions included the approval of the Annual Report, Directors’ Remuneration Report, and re-election of key board members, among others. The approval of these resolutions reflects strong shareholder support and positions the company to continue its strategic initiatives, potentially impacting its operational efficiency and market competitiveness.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

Business Operations and Strategy
JPMorgan Increases Stake in Deliveroo, Boosting Voting Rights
Neutral
May 19, 2025

Deliveroo plc announced a significant change in its major holdings, with JPMorgan Chase & Co. increasing its voting rights in the company. This shift in holdings, which saw JPMorgan’s voting rights rise to over 6%, could impact Deliveroo’s operational strategies and influence its market positioning, given the substantial stake held by a major financial institution.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

M&A Transactions
Deliveroo’s Director Increases Stake Amid DoorDash Acquisition
Neutral
May 15, 2025

Deliveroo has announced an update regarding the irrevocable undertaking by Will Shu, a key director, in favor of the company’s acquisition by DoorDash. Will Shu’s shareholding in Deliveroo has increased following the vesting of RSUs, which strengthens his commitment to the acquisition, impacting the total shares under irrevocable undertakings by directors.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

Executive/Board ChangesFinancial Disclosures
Deliveroo CEO’s RSU Vesting and Share Sale for Tax Liabilities
Neutral
May 15, 2025

Deliveroo plc announced the vesting of 6,152,000 restricted stock units (RSUs) awarded to CEO Will Shu as part of a pre-IPO arrangement. To cover tax liabilities and other costs from this vesting, Shu sold 2,909,118 ordinary shares, retaining no net proceeds. This transaction highlights Deliveroo’s ongoing commitment to aligning executive compensation with company performance, potentially impacting shareholder perceptions and market confidence.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

Business Operations and StrategyRegulatory Filings and Compliance
Deliveroo Announces Major Shareholding Update
Neutral
May 14, 2025

Deliveroo plc, a prominent player in the food delivery industry, has announced a significant update regarding its major shareholders. The company disclosed that JPMorgan Chase & Co. has acquired or disposed of voting rights in Deliveroo, crossing a threshold that necessitates notification under the FCA’s Disclosure Guidance and Transparency Rules. This change in holdings, which now stands at 5.097% of voting rights, could impact Deliveroo’s governance and influence its strategic decisions.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

Regulatory Filings and Compliance
Deliveroo Announces Major Shareholding Notification
Neutral
May 13, 2025

Deliveroo plc has announced a notification of major holdings in the company, as required by regulatory guidelines. FIL Limited, a Bermuda-based entity, has adjusted its holdings in Deliveroo, now holding a total of 9.9623% of voting rights. This change in holdings may influence Deliveroo’s shareholder dynamics and potentially impact its strategic decisions.

The most recent analyst rating on (GB:ROO) stock is a Hold with a £1.55 price target. To see the full list of analyst forecasts on Deliveroo plc Class A stock, see the GB:ROO Stock Forecast page.

Regulatory Filings and Compliance
Deliveroo Announces Major Holdings Notification
Neutral
May 9, 2025

Deliveroo plc has announced a notification of major holdings regarding its Ordinary Shares, as per the requirements of the FCA’s Disclosure Guidance and Transparency Rules. This notification involves an acquisition or disposal of financial instruments by Sachem Head Capital Management LP, which has resulted in a change in voting rights, potentially impacting the company’s shareholder dynamics and market perception.

Regulatory Filings and Compliance
Deliveroo Announces Change in Major Shareholder Holdings
Neutral
May 6, 2025

Deliveroo plc announced a significant change in its shareholder structure as Morgan Stanley’s holdings in the company fell below the 5% threshold, triggering a notification under the FCA’s Disclosure Guidance and Transparency Rules. This change, effective as of April 29, 2025, reflects Morgan Stanley’s application of the trading book exemption to its remaining holdings, which now stand at 4.900636%. This development may influence Deliveroo’s market dynamics and stakeholder interests as it adjusts to the altered voting rights distribution.

Regulatory Filings and Compliance
Deliveroo Updates Share Capital and Voting Rights
Neutral
Apr 30, 2025

Deliveroo has announced that its issued share capital comprises 1,510,437,068 Ordinary Shares, with a total of 1,496,802,653 voting rights after accounting for shares held in treasury. This update is significant for shareholders as it affects the calculation of their interests under the FCA’s Disclosure Guidance and Transparency Rules.

M&A TransactionsStock Buyback
Deliveroo Suspends Buyback Programme Amid DoorDash Proposal
Neutral
Apr 28, 2025

Deliveroo has suspended its £100 million Buyback Programme following an indicative proposal from DoorDash, Inc for a possible cash offer for the entire issued ordinary share capital of the company. This suspension reflects the potential impact of the proposal on Deliveroo’s operations and market positioning, signaling a significant development for stakeholders as the company evaluates the offer.

Stock BuybackBusiness Operations and Strategy
Deliveroo Executes Share Buyback as Part of Strategic Financial Management
Neutral
Apr 28, 2025

Deliveroo has repurchased 79,301 of its own shares through Goldman Sachs International as part of its share purchase program, initially announced in August 2024. The shares, bought at an average price of £1.4111, are intended to be canceled, which will adjust the company’s issued share capital and voting rights. This move is part of Deliveroo’s strategic financial management, potentially impacting shareholder value and market perception.

M&A Transactions
Deliveroo Considers Potential Acquisition Offer from DoorDash
Neutral
Apr 25, 2025

Deliveroo has received an indicative proposal from DoorDash for a potential cash offer of 180 pence per share for the entire share capital of Deliveroo. The Board of Deliveroo is open to recommending the offer to shareholders, pending agreement on other terms, and has entered discussions with DoorDash, though there is no certainty an offer will be made.

Stock BuybackBusiness Operations and Strategy
Deliveroo Executes Share Buyback as Part of Capital Management Strategy
Neutral
Apr 25, 2025

Deliveroo has executed a purchase of 233,182 of its own ordinary shares through Goldman Sachs International on various stock exchanges, as part of its ongoing share purchase programme. The purchased shares are intended to be cancelled, impacting the company’s issued share capital and potentially affecting shareholder voting rights. This move is part of Deliveroo’s strategy to manage its share capital and could have implications for its market positioning and shareholder value.

Stock Buyback
Deliveroo Executes Share Buyback as Part of Ongoing Programme
Neutral
Apr 24, 2025

Deliveroo announced the purchase of 773,276 Ordinary Shares through Goldman Sachs International as part of its share purchase programme. This transaction, which will result in the cancellation of the purchased shares, affects the company’s issued share capital and voting rights, potentially impacting shareholder interests and market positioning.

Stock Buyback
Deliveroo Executes Share Buyback as Part of Ongoing Program
Neutral
Apr 23, 2025

Deliveroo has announced the purchase of 710,633 of its own ordinary shares through Goldman Sachs International on various stock exchanges, as part of its ongoing share purchase program. The acquired shares are intended to be cancelled, which will impact the company’s share capital and voting rights, potentially affecting shareholder calculations under regulatory guidelines.

Stock Buyback
Deliveroo Executes Share Buyback Programme
Neutral
Apr 17, 2025

Deliveroo has repurchased 595,020 of its Ordinary Shares through Goldman Sachs International as part of its ongoing share purchase programme. This transaction, intended to cancel the purchased shares, affects the company’s share capital and voting rights, potentially impacting shareholder interests and market positioning.

Business Operations and StrategyFinancial Disclosures
Deliveroo Reports Strong Q1 2025 Performance with Significant Order Growth
Positive
Apr 17, 2025

Deliveroo plc reported a strong start to 2025, with a 9% year-on-year increase in gross transaction value (GTV) and a 7% rise in orders, reflecting an acceleration from the previous quarter. The growth was consistent across both the UK and international markets, with notable strength in the UAE and Italy, although France showed some softness. The company’s revenue grew by 8% in constant currency, and despite a slight decrease in the revenue take rate, Deliveroo maintained its guidance for the year, anticipating high single-digit GTV growth and adjusted EBITDA between £170-190 million. This performance underscores Deliveroo’s strategic focus on enhancing its customer value proposition, positioning it well in the competitive delivery service industry.

Stock Buyback
Deliveroo Executes Share Buyback as Part of Ongoing Programme
Neutral
Apr 16, 2025

Deliveroo has announced the purchase of 408,333 of its own ordinary shares through Goldman Sachs International on various trading platforms. This transaction is part of Deliveroo’s ongoing share purchase programme, with the intention to cancel the acquired shares, thereby reducing the total number of shares in circulation. This move impacts the company’s share capital and voting rights, potentially affecting shareholder calculations under the FCA’s rules.

Stock BuybackRegulatory Filings and Compliance
Deliveroo Executes Share Buyback Programme
Neutral
Apr 14, 2025

Deliveroo has executed a purchase of 824,544 of its own ordinary shares through Goldman Sachs International on various trading platforms, as part of its share purchase programme. This transaction, intended to cancel the purchased shares, adjusts the company’s issued share capital and affects the total number of voting rights, which stakeholders can use for regulatory compliance under the FCA’s rules.

Regulatory Filings and Compliance
Deliveroo Announces Changes in Major Shareholdings
Neutral
Apr 11, 2025

Deliveroo plc has announced a notification regarding major holdings in the company, specifically an acquisition or disposal of voting rights by Morgan Stanley. This change in holdings, which was officially notified on April 11, 2025, reflects a slight decrease in Morgan Stanley’s total voting rights in Deliveroo, potentially impacting the company’s shareholder dynamics and market perception.

Regulatory Filings and Compliance
Deliveroo Announces Changes in Major Shareholdings
Neutral
Apr 11, 2025

Deliveroo plc has announced a notification regarding major holdings in the company, specifically concerning its Ordinary Shares. The notification, received from Morgan Stanley, indicates a change in voting rights, with the total percentage of voting rights now standing at 6.021598%. This adjustment in holdings could have implications for the company’s governance and shareholder dynamics.

Stock Buyback
Deliveroo Executes Share Repurchase as Part of Buyback Program
Neutral
Apr 11, 2025

Deliveroo has repurchased 872,351 of its own shares as part of its ongoing share purchase program, with plans to cancel these shares. This transaction, executed through Goldman Sachs International, affects the company’s share capital and voting rights, potentially impacting shareholder calculations under FCA rules.

Regulatory Filings and Compliance
Deliveroo Announces Changes in Major Shareholdings
Neutral
Apr 10, 2025

Deliveroo plc announced a significant update concerning major holdings in its Ordinary Shares, as required by financial regulations. Morgan Stanley has adjusted its voting rights, now holding 6.040779% of Deliveroo’s voting rights, down from a previous 6.857394%. This change indicates a shift in Morgan Stanley’s investment position, which could influence Deliveroo’s market dynamics and investor relations.

Shareholder Meetings
Deliveroo Publishes Notice for 2025 Annual General Meeting
Neutral
Apr 10, 2025

Deliveroo plc has announced the publication of its Notice of the 2025 Annual General Meeting, which is accessible on their website and the National Storage Mechanism. This announcement is part of Deliveroo’s ongoing commitment to transparency and regulatory compliance, potentially impacting its stakeholders by ensuring continued engagement and alignment with corporate governance standards.

Stock Buyback
Deliveroo Executes Share Repurchase to Adjust Capital Structure
Neutral
Apr 10, 2025

Deliveroo has repurchased 1,039,069 ordinary shares through Goldman Sachs International on various stock exchanges as part of its ongoing share purchase program. This transaction is intended to cancel the purchased shares, impacting the company’s share capital and voting rights, which may affect shareholder calculations under regulatory guidelines.

Business Operations and StrategyRegulatory Filings and Compliance
Deliveroo Announces Major Shareholding Change
Neutral
Apr 9, 2025

Deliveroo plc has announced a significant change in its major holdings, with FIL Limited increasing its stake in the company. The notification reveals that FIL Limited now holds over 10% of the voting rights, indicating a substantial increase from its previous position. This change in holdings could impact Deliveroo’s strategic decisions and influence its market positioning, as major shareholders often have significant sway in company operations and future directions.

Stock Buyback
Deliveroo Executes Share Buyback as Part of Ongoing Program
Neutral
Apr 9, 2025

Deliveroo has executed a purchase of 1,098,325 of its own ordinary shares through Goldman Sachs International on various trading platforms, as part of its ongoing share purchase program. The purchased shares are intended to be cancelled, impacting the company’s share capital and voting rights, which may affect shareholder notifications under regulatory guidelines.

Stock Buyback
Deliveroo Executes Share Buyback as Part of Ongoing Program
Neutral
Apr 8, 2025

Deliveroo has announced the purchase of 1,001,603 of its own ordinary shares through Goldman Sachs International on various stock exchanges. This transaction is part of the company’s ongoing share purchase program, with the intention to cancel the acquired shares. Following this purchase, Deliveroo’s issued share capital stands at 1,510,437,068 ordinary shares, with 6,453,142 held in treasury. This move affects the total number of voting rights, now amounting to 1,503,983,926, which is significant for shareholder interest notifications under FCA rules.

Stock BuybackRegulatory Filings and Compliance
Deliveroo Executes Share Repurchase Programme
Neutral
Apr 7, 2025

Deliveroo has repurchased 840,091 of its own shares as part of its ongoing share purchase programme, with the intention to cancel these shares. This transaction, executed through Goldman Sachs International, affects the company’s issued share capital and voting rights, which are crucial for shareholder notifications under regulatory rules.

Stock Buyback
Deliveroo Executes Share Repurchase to Adjust Capital Structure
Neutral
Apr 4, 2025

Deliveroo has repurchased 951,778 of its own ordinary shares through Goldman Sachs International as part of its ongoing share purchase program. This transaction, intended to cancel the purchased shares, adjusts the company’s issued share capital and affects the total number of voting rights, which stakeholders can use for determining their interest notifications under FCA rules.

Stock Buyback
Deliveroo Executes Share Buyback as Part of Ongoing Program
Neutral
Apr 3, 2025

Deliveroo has announced the purchase of 819,562 of its own ordinary shares through Goldman Sachs International on various stock exchanges. This transaction is part of Deliveroo’s ongoing share purchase program, initially announced in August 2024. The purchased shares are intended to be canceled, affecting the company’s issued share capital and voting rights. This move is likely aimed at consolidating the company’s capital structure and potentially enhancing shareholder value.

Stock Buyback
Deliveroo Executes Share Buyback as Part of Ongoing Program
Neutral
Apr 2, 2025

Deliveroo has executed a purchase of 966,551 of its own ordinary shares through Goldman Sachs International on various stock exchanges, as part of its ongoing share purchase program. The shares, bought at a volume weighted average price of £1.2143 per share, are intended to be cancelled, which will adjust the company’s issued share capital and voting rights, potentially impacting shareholder calculations and interests.

Stock BuybackBusiness Operations and Strategy
Deliveroo Executes Share Buyback as Part of Ongoing Program
Neutral
Apr 1, 2025

Deliveroo announced the purchase of 967,114 of its own Ordinary Shares through Goldman Sachs International on various stock exchanges. This transaction is part of Deliveroo’s ongoing share purchase program, initially announced in August 2024. The acquired shares are intended to be canceled, affecting the company’s issued share capital and voting rights. This move may influence shareholder interests and aligns with Deliveroo’s strategic financial management.

Regulatory Filings and Compliance
Deliveroo Updates Share Capital and Voting Rights
Neutral
Mar 31, 2025

Deliveroo has announced the cancellation of 56,231,853 treasury shares, resulting in an updated issued share capital of 1,510,437,068 Ordinary Shares, each with one vote. This adjustment affects the total voting rights, now standing at 1,509,530,625, and is relevant for shareholders calculating their interest in the company under FCA’s rules.

Stock Buyback
Deliveroo Executes Share Buyback to Adjust Capital Structure
Neutral
Mar 31, 2025

Deliveroo has repurchased 906,443 of its own ordinary shares through Goldman Sachs International on the London Stock Exchange and other platforms, as part of its ongoing share purchase programme. The repurchased shares are intended to be cancelled, impacting the company’s issued share capital and voting rights, which may affect shareholder calculations under FCA rules.

Stock Buyback
Deliveroo Executes Share Buyback to Enhance Market Position
Neutral
Mar 28, 2025

Deliveroo has repurchased 785,586 of its own ordinary shares through Goldman Sachs International as part of its ongoing share purchase programme. This transaction, intended to cancel the purchased shares, impacts Deliveroo’s share capital and voting rights, potentially influencing shareholder interests and market perceptions.

Stock Buyback
Deliveroo Executes Share Buyback as Part of Ongoing Program
Neutral
Mar 27, 2025

Deliveroo has announced the purchase of 1,281,336 of its own ordinary shares through Goldman Sachs International on various stock exchanges. This transaction is part of Deliveroo’s ongoing share purchase program, with the intention to cancel the purchased shares. This move affects the company’s issued share capital and the total number of voting rights, which stakeholders can use for interest calculations under FCA’s rules.

Executive/Board ChangesBusiness Operations and Strategy
Deliveroo Awards Deferred Share Bonus to CFO
Positive
Mar 26, 2025

Deliveroo plc announced a Deferred Share Bonus award to its Chief Financial Officer, Scilla Grimble, as part of the Deliveroo Incentive Plan. The award, consisting of 171,066 Ordinary Shares, is related to the deferred element of the annual bonus for the financial year ended 31 December 2024. This move underscores Deliveroo’s commitment to rewarding its managerial staff and aligns with its strategic goals to retain key personnel, which may positively impact its operational stability and market position.

Stock Buyback
Deliveroo Executes Share Buyback as Part of Ongoing Program
Neutral
Mar 26, 2025

Deliveroo has executed a purchase of 1,188,230 of its own ordinary shares through Goldman Sachs International on various trading platforms. This move is part of its ongoing share purchase program, with the intention to cancel the acquired shares, impacting the company’s share capital and voting rights.

Stock Buyback
Deliveroo Executes Share Buyback Programme
Neutral
Mar 25, 2025

Deliveroo has repurchased 694,913 of its own ordinary shares as part of its share purchase programme, with plans to cancel these shares. This transaction, executed through Goldman Sachs International, affects the company’s share capital and voting rights, potentially impacting shareholder interests and market perceptions.

Stock Buyback
Deliveroo Executes Share Buyback Program
Neutral
Mar 24, 2025

Deliveroo has repurchased 1,567,870 of its ordinary shares through Goldman Sachs International on the London Stock Exchange and other platforms, as part of its share purchase program announced in August 2024. This transaction, which will result in the cancellation of the repurchased shares, impacts the company’s issued share capital and voting rights, potentially affecting shareholder calculations under the FCA’s Disclosure Guidance and Transparency Rules.

Stock Buyback
Deliveroo Executes Share Buyback as Part of Ongoing Programme
Neutral
Mar 21, 2025

Deliveroo has repurchased 1,310,982 of its own ordinary shares through Goldman Sachs International on various stock exchanges. This transaction is part of Deliveroo’s ongoing share purchase programme, and the acquired shares are intended to be canceled, impacting the company’s share capital and voting rights structure.

Financial DisclosuresRegulatory Filings and Compliance
Deliveroo Releases FY2024 Annual Report
Neutral
Mar 20, 2025

Deliveroo has published its Annual Report and Accounts for the fiscal year 2024, following its preliminary results announcement. The report has been submitted to the Financial Conduct Authority and is available for public inspection. This publication marks a crucial step in Deliveroo’s transparency and regulatory compliance, potentially impacting stakeholder confidence and market positioning.

Stock Buyback
Deliveroo Executes Share Buyback as Part of Ongoing Program
Neutral
Mar 20, 2025

Deliveroo has executed a purchase of 1,332,607 of its own ordinary shares through Goldman Sachs International on various trading platforms. This transaction is part of a previously announced share purchase program, and the acquired shares are intended to be canceled, impacting the company’s share capital and voting rights structure.

Stock Buyback
Deliveroo Executes Significant Share Buyback
Neutral
Mar 19, 2025

Deliveroo has announced the purchase of 1,447,892 of its own ordinary shares through Goldman Sachs International on various stock exchanges. This transaction is part of Deliveroo’s ongoing share purchase program, with the intention to cancel the acquired shares, thereby potentially impacting the company’s share capital and voting rights structure.

Stock Buyback
Deliveroo Executes Share Buyback as Part of Ongoing Programme
Neutral
Mar 18, 2025

Deliveroo has announced the repurchase of 1,518,739 of its own ordinary shares through Goldman Sachs International on various stock exchanges. This move is part of the company’s ongoing share purchase programme, with the intention to cancel the repurchased shares. This transaction affects the company’s issued share capital, now totaling 1,566,668,921 ordinary shares, and adjusts the voting rights to 1,520,046,484 shares, excluding those held in treasury. The repurchase is likely to impact shareholder calculations under the FCA’s Disclosure Guidance and Transparency Rules.

Stock Buyback
Deliveroo Expands Share Buyback Programme to £250 Million
Neutral
Mar 18, 2025

Deliveroo has announced an extension of its share purchase programme, initially declared in August 2024, increasing the total purchase amount to £250 million. This move, involving an agreement with Goldman Sachs International, aims to buy back and cancel up to 56,052,466 Ordinary Shares under existing and future shareholder-approved buyback authorities, potentially impacting the company’s market positioning and shareholder value.

Stock BuybackBusiness Operations and Strategy
Deliveroo Executes Share Buyback as Part of Capital Optimization Strategy
Neutral
Mar 17, 2025

Deliveroo has executed the purchase of 1,672,347 of its own ordinary shares through Goldman Sachs International on various exchanges. This transaction is part of Deliveroo’s ongoing share purchase programme, initially announced in August 2024. The acquired shares are intended for cancellation, impacting the company’s share capital and voting rights. The move is likely aimed at optimizing the company’s capital structure and could influence shareholder value and market perception.

Regulatory Filings and Compliance
Deliveroo Announces Change in Major Shareholdings
Neutral
Mar 14, 2025

Deliveroo plc has announced a change in major holdings, with Ocorian Limited, acting as trustee of the Roofoods Ltd Employee Benefit Trust, adjusting its voting rights in the company. The notification indicates a decrease in the percentage of voting rights held, which may affect the company’s governance dynamics and influence within the shareholder community.

Stock Buyback
Deliveroo Executes Share Buyback as Part of Ongoing Programme
Neutral
Mar 14, 2025

Deliveroo has announced the purchase of 1,562,134 of its own ordinary shares through Goldman Sachs International on various trading platforms. This move is part of Deliveroo’s ongoing share purchase programme, with the intention to cancel the acquired shares, impacting the company’s share capital and voting rights structure.

Stock BuybackBusiness Operations and StrategyRegulatory Filings and Compliance
Deliveroo Executes Share Buyback as Part of Strategic Programme
Neutral
Mar 13, 2025

Deliveroo has repurchased 1,159,714 of its ordinary shares as part of its share purchase programme, originally announced in August 2024. The shares, acquired through Goldman Sachs International on various stock exchanges, are intended for cancellation, impacting the company’s share capital and voting rights, which stakeholders should note for regulatory compliance.

Stock BuybackBusiness Operations and StrategyFinancial Disclosures
Deliveroo Achieves First Full Year Profitability in 2024
Positive
Mar 13, 2025

Deliveroo has reported its first full year of profitability with a profit of £3 million and a positive free cash flow of £86 million for 2024, driven by a 6% increase in Gross Transaction Value (GTV) and a 3% rise in revenue. The company has shown strong performance in both the UK and international markets, with improvements in consumer engagement and retention. Deliveroo’s strategic focus on enhancing its consumer value proposition and expanding its grocery and retail offerings has contributed to its growth, alongside disciplined capital allocation and a share buyback program. The company anticipates continued growth in 2025, with high-single-digit GTV growth and increased adjusted EBITDA.

Stock Buyback
Deliveroo Executes Share Buyback Programme
Neutral
Mar 12, 2025

Deliveroo has repurchased 1,032,649 of its own ordinary shares through Goldman Sachs International as part of its share purchase programme. This transaction, intended to cancel the purchased shares, affects the company’s issued share capital and voting rights, potentially impacting shareholder calculations under FCA’s rules.

Stock Buyback
Deliveroo Executes Share Buyback Programme
Neutral
Mar 11, 2025

Deliveroo has repurchased 918,540 of its own ordinary shares through Goldman Sachs International on the London Stock Exchange and other platforms, as part of its previously announced share purchase programme. This move, which will result in the cancellation of the purchased shares, aims to adjust the company’s share capital and voting rights, potentially impacting shareholder calculations under FCA rules.

Stock Buyback
Deliveroo Executes Share Buyback as Part of Ongoing Programme
Neutral
Mar 10, 2025

Deliveroo has announced the purchase of 903,564 of its own ordinary shares through Goldman Sachs International on the London Stock Exchange and other platforms. This transaction is part of Deliveroo’s share purchase programme, initially announced in August 2024, and the acquired shares are intended to be cancelled. The move affects the company’s issued share capital and voting rights, potentially impacting shareholder calculations under FCA’s rules.

M&A TransactionsBusiness Operations and Strategy
Deliveroo to Exit Hong Kong Market Amid Strategic Realignment
Negative
Mar 10, 2025

Deliveroo has announced its decision to exit the Hong Kong market by selling certain assets to foodpanda and closing others, citing market-specific dynamics and a commitment to disciplined capital allocation. The Hong Kong operations, which accounted for 5% of the Group’s Gross Transaction Value in 2024, have been negatively impacting international growth and remain EBITDA negative, prompting the strategic move.

Stock Buyback
Deliveroo Executes Share Buyback Programme
Neutral
Mar 6, 2025

Deliveroo has executed a purchase of 864,254 of its ordinary shares through Goldman Sachs International on various trading platforms, as part of its share purchase programme announced in August 2024. The purchased shares are intended for cancellation, impacting the company’s share capital and voting rights, which may influence shareholder notifications under FCA rules.

Stock Buyback
Deliveroo Executes Share Buyback as Part of Ongoing Programme
Neutral
Mar 5, 2025

Deliveroo plc has executed a purchase of 915,935 of its own ordinary shares through Goldman Sachs International on multiple trading platforms. This transaction is part of the company’s share purchase programme announced in August 2024, and the acquired shares are intended to be cancelled. The move affects the company’s issued share capital and voting rights, potentially impacting shareholder calculations under the FCA’s rules.

Stock Buyback
Deliveroo Executes Share Repurchase Program
Neutral
Mar 4, 2025

Deliveroo has repurchased 708,815 of its ordinary shares through Goldman Sachs International on various London stock exchanges as part of its share purchase program announced in August 2024. The repurchased shares are intended to be canceled, impacting the company’s issued share capital and voting rights, which stakeholders can use for interest calculations under FCA rules.

Stock Buyback
Deliveroo Executes Share Buyback to Enhance Shareholder Value
Positive
Mar 3, 2025

Deliveroo has repurchased 873,990 of its own ordinary shares at a volume-weighted average price of £1.3751 per share, as part of its share purchase programme. This transaction, executed through Goldman Sachs International, is intended to reduce the number of shares in circulation by cancelling the repurchased shares, thereby potentially increasing the value of remaining shares and affecting shareholder voting rights.

Regulatory Filings and Compliance
Deliveroo Announces Total Voting Rights Update
Neutral
Feb 28, 2025

Deliveroo plc announced its total voting rights as of February 28, 2025, with an issued share capital of 1,566,668,921 Ordinary Shares, each carrying one vote. The company holds 33,570,667 shares in treasury, resulting in 1,533,098,254 total voting rights. This information is crucial for shareholders to determine their interest in the company under the FCA’s Disclosure Guidance and Transparency Rules.

Stock BuybackRegulatory Filings and Compliance
Deliveroo Executes Share Buyback as Part of Ongoing Program
Neutral
Feb 28, 2025

Deliveroo has executed a purchase of 689,747 of its own ordinary shares through Goldman Sachs International on the London Stock Exchange and other platforms, as part of its share purchase program announced in August 2024. The purchased shares are intended to be canceled, affecting the company’s issued share capital and voting rights, which stakeholders may need to consider under the FCA’s Disclosure Guidance and Transparency Rules.

Stock Buyback
Deliveroo Executes Share Buyback, Plans Share Cancellation
Neutral
Feb 27, 2025

Deliveroo has executed a purchase of 830,557 of its own ordinary shares through Goldman Sachs International on various trading platforms, as part of its share purchase programme announced in August 2024. The acquired shares are intended to be cancelled, impacting the company’s share capital and voting rights, which may affect shareholder calculations under FCA rules.

Stock Buyback
Deliveroo Repurchases Over 1 Million Shares to Optimize Capital Structure
Positive
Feb 26, 2025

Deliveroo has repurchased 1,003,861 of its ordinary shares through Goldman Sachs International on the London Stock Exchange as part of its share purchase programme. This move, which will result in the cancellation of the purchased shares, is aimed at managing the company’s share capital and potentially enhancing shareholder value by reducing the number of shares in circulation.

Stock BuybackBusiness Operations and Strategy
Deliveroo Announces Change in Major Shareholder Voting Rights
Neutral
Feb 25, 2025

Deliveroo plc has announced a change in the voting rights distribution among its shareholders, specifically highlighting Amazon.com NV Investment Holdings LLC’s increased stake. This change, resulting from Deliveroo’s share purchase program, raises Amazon’s voting rights to 14.001829%, reflecting a strategic shift in shareholder dynamics that could influence future company decisions.

Stock Buyback
Deliveroo Executes Share Buyback Program
Neutral
Feb 25, 2025

Deliveroo has repurchased 1,112,747 of its own ordinary shares through Goldman Sachs International on various exchanges, as part of its share purchase program announced in August 2024. The repurchased shares are intended to be cancelled, affecting the company’s issued share capital and voting rights, which may have implications for shareholder interest notifications under FCA rules.

Stock BuybackBusiness Operations and Strategy
Deliveroo Executes Strategic Share Buyback
Positive
Feb 24, 2025

Deliveroo announced the purchase of 823,151 of its own ordinary shares through Goldman Sachs International on the London Stock Exchange and other platforms, as part of its share purchase program. The shares, acquired at an average price of £1.3715 each, will be cancelled, reducing the company’s issued share capital and potentially impacting shareholder voting rights. This strategic move may reflect Deliveroo’s confidence in its financial health and could influence its market positioning, signaling value to stakeholders.

Glossary
OutperformA stock rated as "Outperform" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests that the stock is likely to deliver higher returns compared to the average returns of other stocks in the same sector or market index. Investors might consider this stock a good buying opportunity.
NeutralA stock rated as "Neutral" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly attractive nor unattractive for investment. Investors may consider holding onto the stock, as it is not expected to either significantly outperform or underperform the market.
UnderperformA stock rated as "Underperform" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests that the stock may deliver lower returns compared to the average returns of other stocks in the same sector or market index. Investors might consider selling the stock or avoiding it as an investment.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.