Macquarie ASEAN Conf
Hardik Batra Commercial Director, foodpanda Philippines
26 August 2021 Delivery Hero
The biggest food delivery group outside of China with more than 5M orders per day.
Operates in over 40+ countries worldwide! Delivery Hero at a glance
730.3m Eur8.38bn Eur1549m Key Figures Q2 2021 +78.9% YOY +74.2% YOY +104.6% YOY about foodpanda Japan Pakistan
● foodpanda is a part of Delivery Hero, the Taiwan Hong Kong largest online food delivery network in the Myanmar Bangladesh Laos world outside of China.
Thailand ● We operate across 12 markets in Asia in more Philippines Cambodia than 400 cities, providing online delivery services for food, groceries and more. Malaysia Singapore ● We have a diverse team of 7,500+ from 45+ nationalities and who speak 20+ different languages. 90% 10% online traditional channels delivery
PHP 800 billion PH online food delivery ● The food service industry in PH is worth PHP 800 billion ($16 bn) with ~100k merchants ● Penetration for online food delivery is only 10% ● Only 40% of food service establishments are taking advantage of online sales
100k merchants
60% 40% reliant on traditional channels taking advantage of online food sales
Sources: Google and Temasek, 2018 | Statistica Snapshot: foodpanda PH
PH Leader Hypergrowth Leading food delivery platform in PH Over 200% YoY YTD order growth with over 65% relative interest share (vs. competitor)
Fastest & Widest Delivery Experience & Expertise #1 food delivery in PH with 7 Averaging < 25 minutes years operating experience Largest rider fleet
Large Customer Base Best Inventory Triples active users (by July 2021). All the top AAA partners over 70% % unaided awareness. Top of Over 45,000 active restaurants. Mind and Most Preferred in total PH
Wide Coverage Dedicated Team Available in over 130 major cities 600+ in PH and growing. nationwide.
6 Based on internal data as of June 2020 Consumer Footprint: wide and sticky
50+m Our Reach: Over 130 cities Sessions Monthly Bacolod Koronadal Batangas Legaspi Benguet Malaybalay Butuan Malolos Cabanatuan Mega Manila
Millions Cagayan de Oro Naga Order Delivered Monthly Cebu Olongapo Dagupan Ormoc Davao Pampanga Dumaguete Tacloban General Santos Tarlac Over 50% Iligan Tabaco Retention Rate Iloilo Valencia Kabankalan Zamboanga Koronaldal Malolos Dasmarinas >4.5x and much more Ave Frequency/User
7 Based on internal data Accelerating at exponential rate even post hard lockdowns
Q2 Size of active 2021 +30% customer base
% QonQ Order Q1 Growth 2021
+29%
Q4 2020
Q3 2020 +20%
Q2 2020 Q1 +28% 2020 +128%
8 foodpanda customers
● 8% of our users order using foodpanda every day ● 72% of our users order using foodpanda at least once a week 1% less than once a year 3% once every 6 months 1% once a year
11% 12% 22% 42% 8% once a month every 2 weeks once a week 2-3 times a week every day
light users medium users heavy users super heavy users Winning Market Share
01 02 03 04 Assortment Affordability Coverage Reliability
Market share
Investments Growth Bargaining & subsidies Flywheel Power
Improved unit-economics New developments Core verticals q-commerce
foodpanda shops cloud kitchens
food deliveries
pandamart pick-up feature Q-Commerce = Commerce 3.0
1st Generation 2nd Generation 3rd Generation Commerce e-Commerce q-Commerce
“I am stocking up on “I need it within the “I need a few items groceries for the week” next few days” quickly”
Individual shops with Platform for all Data-driven, targeted selection categories; “sell anything hyper-local selection & everything” optimized for speed
Delivery dropped off Delivery to your door Self-service within 2-3 days within 1 hr
Discount matters Breadth matters Speed matters partners Shops Shops Asia’s largest network of cloud grocery store
Close to 200 pandamart cloud stores across APAC!
Over 25 stores in PH pandamart pandamart Subcategory home page, Key category appears as a and product featuring top view banner level view Categories Across the region, first-time customers ordering groceries on foodpanda more than doubled between second half of to first half of 2021. A trend that is set to continue. thank you!