Global Delivery and Takeaway Food Market
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Investor Book (PDF)
INVESTOR BOOK EDITION OCTOBER 2016 Table of Contents Program 3 Venture Capital 10 Growth 94 Buyout 116 Debt 119 10 -11 November 2016 Old Billingsgate PROGRAM Strategic Partners Premium Partners MAIN STAGE - Day 1 10 November 2016 SESSION TITLE COMPANY TIME SPEAKER POSITION COMPANY Breakfast 08:00 - 10:00 CP 9:00 - 9:15 Dr. Klaus Hommels Founder & CEO Lakestar CP 9:15 - 9:30 Fabrice Grinda Co-Founder FJ Labs 9:35 - 9:50 Dr. Klaus Hommels Founder & CEO Lakestar Fabrice Grinda Co-Founder FJ Labs Panel Marco Rodzynek Founder & CEO NOAH Advisors 9:50 - 10:00 Chris Öhlund Group CEO Verivox 10:00 - 10:10 Hervé Hatt CEO Meilleurtaux CP Lead 10:10 - 10:20 Martin Coriat CEO Confused.com Generation 10:20 - 10:30 Andy Hancock Managing Director MoneySavingExpert K 10:30 - 10:45 Carsten Kengeter CEO Deutsche Börse Group 10:45 - 10:55 Carsten Kengeter CEO Deutsche Börse Group FC Marco Rodzynek Founder & CEO NOAH Advisors CP 10:55 - 11:10 Nick Williams Head of EMEA Global Market Solutions Credit Suisse 11:10 - 11:20 Talent 3.0: Science meets Arts CP Karim Jalbout Head of the European Digital Practice Egon Zehnder K 11:20 - 11:50 Surprise Guest of Honour 11:50 - 12:10 Yaron Valler General Partner Target Global Mike Lobanov General Partner Target Global Alexander Frolov General Partner Target Global Panel Shmuel Chafets General Partner Target Global Marco Rodzynek Founder & CEO NOAH Advisors 12:10 - 12:20 Mirko Caspar Managing Director Mister Spex 12:20 - 12:30 Philip Rooke CEO Spreadshirt CP 12:30 - 12:40 Dr. -
European Technology, Media & Telecommunications Monitor
European Technology, Media & Telecommunications Monitor Market and Industry Update Fourth Quarter 2012 Piper Jaffray European TMT Team: Eric Sanschagrin Managing Director Head of European TMT [email protected] +44 (0) 207 796 8420 Stefan Zinzen Principal [email protected] +44 (0) 207 796 8418 Jessica Harneyford Associate [email protected] +44 (0) 207 796 8416 Peter Shin Analyst [email protected] +44 (0) 207 796 8444 Julie Wright Executive Assistant [email protected] +44 (0) 207 796 8427 TECHNOLOGY, MEDIA &TELECOMMUNICATIONS MONITOR Market and Industry Update Selected Piper Jaffray 2012 TMT Transactions 2 This report may not be reproduced, redistributed or passed to any other person or published in whole or in part for any purpose without the written consent of Piper Jaffray. © 2013 Piper Jaffray Ltd. All rights reserved. TECHNOLOGY, MEDIA &TELECOMMUNICATIONS MONITOR Market and Industry Update Contents 1. Internet and Digital Media A. Trading Update B. Transaction Update C. Public Market Trading Multiples 2. Software and IT Services A. Trading Update B. Transaction Update C. Public Market Trading Multiples 3. Communications Technology And Hardware A. Trading Update B. Transaction Update C. Public Market Trading Multiples 4. Equity Capital Markets and M&A Update 3 This report may not be reproduced, redistributed or passed to any other person or published in whole or in part for any purpose without the written consent of Piper Jaffray. © 2013 Piper Jaffray Ltd. All rights reserved. TECHNOLOGY, MEDIA &TELECOMMUNICATIONS -
Press Release Munich, June 18, 2015 GLNS Advises Delivery Hero In
Press Release Munich, June 18, 2015 GLNS advises Delivery Hero in connection with USD 589 million acquisition of Turkish market-leaderYemeksepeti * * * * Delivery Hero, the Berlin-based global leader of online and mobile food ordering – known in Germany under the brands Lieferheld and pizza.de – acquired the Turkish food delivery giant Yemeksepeti in a transaction valued USD 589 million. This is the largest acquisition ever made in the online food ordering sector. The acquisition of Yemeksepeti is funded through cash and shares with the former shareholders of Yemeksepeti of the company, including General Atlantic, becoming shareholders in Delivery Hero. Yemeksepeti was launched 15 years ago and is today an extremely popular brand in Turkey, processing over 3 million orders each month across its markets. In addition, Yemeksepeti is active in Greece and the Middle East where its platforms provide food ordering services in the United Arab Emirates, Saudi Arabia, Lebanon, Oman, Qatar and Jordan. The Middle Eastern business of Yemeksepeti supplements the market leading position of Delivery Hero which acquired Talabat.com in March 2015 also with the help of GLNS. GLNS acted as the lead-counsel to Delivery Hero on the transaction. The GLNS team included Georg Lindner (Corporate/M&A/Tax), Reinhard Ege (Corporate/M&A/Tax), Matthias Mittermeier (Corporate/M&A), Andreas Scheidle (Tax) and Ferdinand von Spreti (Corporate/M&A). In addition, Hergüner Bilgen Özeke with Ümit Hergüner, Deniz Tuncel, Süleyman Cengiz, Zeynep Tor, and Kerem Bener advised as local counsel on Turkish law. Markus Bauman, Ilan Kotkis und Elisabeth Baltay (King & Spalding, London) advised on US-Capital Markets and local law aspects. -
Economic Perspectives
The Journal of The Journal of Economic Perspectives Economic Perspectives The Journal of Spring 2015, Volume 29, Number 2 Economic Perspectives Symposia The Bailouts of 2007–2009 Austan D. Goolsbee and Alan B. Krueger, “A Retrospective Look at Rescuing and Restructuring General Motors and Chrysler” W. Scott Frame, Andreas Fuster, Joseph Tracy, and James Vickery, “The Rescue of Fannie Mae and Freddie Mac” Charles W. Calomiris and Urooj Khan, “An Assessment of TARP Assistance to Financial Institutions” Robert McDonald and Anna Paulson, “AIG in Hindsight” Phillip Swagel, “Legal, Political, and Institutional Constraints on A journal of the the Financial Crisis Policy Response” American Economic Association Disability Insurance Jeffrey B. Liebman, “Understanding the Increase in Disability Insurance Benet 29, Number 2 Spring 2015 Volume Receipt in the United States” Pierre Koning and Maarten Lindeboom, “The Rise and Fall of Disability Insurance Enrollment in the Netherlands” James Banks, Richard Blundell, and Carl Emmerson, “Disability Benet Receipt and Reform: Reconciling Trends in the United Kingdom” Articles Darrell Dufe and Jeremy C. Stein, “Reforming LIBOR and Other Financial Market Benchmarks” Rainer Böhme, Nicolas Christin, Benjamin Edelman, and Tyler Moore, “Bitcoin: Economics, Technology, and Governance” Konstantin Kashin, Gary King, and Samir Soneji, “Systematic Bias and Nontransparency in US Social Security Administration Forecasts” Recommendations for Further Reading Spring 2015 The Journal of Economic Perspectives A journal of -
Grubhub Must Fend Off Hard-Charging Ubereats to Stay on Top
Reverdy Johnson, [email protected] REPORT GrubHub Must Fend Off Hard-Charging UberEATS to Stay on Top Companies: AMZN, GRUB, YELP November 16, 2016 Report Type: ☐ Initial Coverage Previously Covered Full Report ☐ Report Update Research Question: Will GrubHub win the online food ordering battle? Summary of Findings Silo Summaries . GrubHub Inc. (GRUB) has a tall task ahead of it in fending off Uber 1) Restaurants Using GrubHub and Competitors Technologies Inc.’s UberEATS and in maintaining its supremacy in UberEATS is making a strong first impression and the online food ordering and delivery world. challenging GrubHub for supremacy. Of the five sources who use the new service, four said it is superior to . UberEATS is gaining steam as it rolls out its service nationwide. It is GrubHub and all others, very popular among readily accepted by restaurants based on its speedy delivery, consumers, and making gains on GrubHub. UberEATS Uber’s existing network of drivers, and the easy transition into was credited with providing a simple, seamless and fast user experience. Its large network of drivers, familiarity many consumers’ established Uber ride-sharing accounts. among consumers, brand recognition, flat delivery rate, . Six of the seven restaurant sources using UberEATS said it is better and photos of menu items create a platform that is than its competitors and is gaining ground on them, including growing quickly in cities where it has a presence while GrubHub. It boasts a simple, clean and fast user experience, offers providing immediate results for restaurant owners and operators. Still, GrubHub remains the category’s leader photos of the food items (unlike GrubHub), and charges consumers based on its reach, experience, ordering accuracy, and a flat delivery rate that is often less expensive than others’ fees. -
E-Flow YEMEKSEPETİ Case-Study Easily Integrated with Our ERP and Budget Control Systems Managing Around 50 Purchasing Requests Per Day
E-FLOW BPM FACILITATES PROCESSES SUPPORTING ONLINE FOOD DELIVERY COMPANY E-Flow YEMEKSEPETİ Case-Study Easily integrated with our ERP and budget control systems Managing around 50 purchasing requests per day History: Founded in 2001 by four new graduates, Yemeksepeti is the leading Turkish online food delivery platform. The vision of these ambitious and innovative minds was to create the biggest online kitchen in the World. Yemeksepeti is an essential partner for its hungry users and an absolute ‘favourite brand’. In 16 years, the tiny company of four young people grew up to be a large operation with millions of monthly orders for our partner restaurants. Yemeksepeti is owned by Berlin based company Delivery Hero! Challenges: Yemeksepeti has grown significantly over the past decade and eventually required a BPM tool to manage our purchasing processes. Before using E- Flow, our purchasing processes were tracked via spreadsheets and e-mail. This led to an excessive workload and occasional data losses. In order to meet the requirements of our growing company we decided to digitalize and automate our processes. Why E-Flow: First of all, E-Flow were able to integrate with our existing ERP system. Furthermore we used a budgeting software, which E-Flow could easily integrate with as well. Another reason is the fact that we saw a potential for using E-Flow with other processes. Outcome: We have started using E-Flow for our internal purchase processes and are currently managing around 50 purchase requests daily. Over the last 3 years we have expanded E-Flow usage to other processes such as: inventory management, budget management, invoice approvals tracking of employee inventory usage, onboarding etc. -
Zomato: out to Deliver
17 May 2017 India | Internet | Company Update Info Edge | BUY Zomato: Out to deliver Global food-tech has crossed the peak of inflated expectations in the hype cycle of its evolution. Abhishek Kumar Investments in this space declined 28% in 2016, after reaching a peak of USD 5bn in 2015. India [email protected] | Tel.: (91 22) 6630 3057 is no different with a 56% drop in investments, resulting in significant consolidation. This should Pankaj Kapoor discourage the ‘spray-and-pray’ strategy of investors, going forward. We view this situation as [email protected] | Tel: (91 22) 66303089 healthy, as it will allow capital to flow to the stronger scale players. Zomato and Swiggy have emerged as clear leaders in the food ordering space in India. We find Zomato’s asset light model (no delivery fleet) more sustainable. Also, Zomato’s captive user and restaurant base gives it an edge in food ordering. Valuations of listed players, after correcting for the past two years, have started to inch up again. Zomato’s valuation in its previous funding round may now appear optically high in that backdrop. However, its market leadership in a large (USD 15bn) Recommendation and Price Target underpenetrated Indian food delivery market justifies the premium valuations, in our view. Current Reco. BUY Global food-tech—past the inflection point: Online food and grocery is the largest e- Previous Reco. NR commerce category globally with a c.USD 350bn market size. It is also the least Current Price Target (12M) 1,010 penetrated segment (>5% in the US). -
Annual Report
2017 ANNUAL REPORT COR_2018_AnnualReport_FINAL.indd 1 3/12/18 1:36 PM April 2018 Fellow Grubhub shareholders, 2017 was a great year for us. Restaurants across the country are making delivery a top priority as more people than ever choose to order takeout online. We added more than 6 million diners to the Grubhub platform, increasing the demand pool available to our restaurant partners by more than 75 percent. We sent more than 330,000 orders to restaurants each day through Grubhub, driving $3.8 billion in revenue for our restaurant partners last year. As well-known restaurant brands continue to embrace delivery as a channel to drive growth, we are scaling our delivery operations to reach all corners of the country. We ended the year with our delivery services operating in more than 80 markets, and we plan on expanding to 100 additional markets in 2018. While growing our delivery coverage from essentially zero to more than $1 billion in annualized gross food sales in a little more than two years, we also achieved our goal of exiting the year with similar economics on orders that restaurants deliver for themselves and orders that Grubhub delivers on their behalf. This allows us to offer the best restaurant to a diner every time while maximizing profitability. From this expanded delivery coverage, we are well-positioned to work with more restaurant chains, closing out the year with over 100 enterprise relationships that complement our established network of independent restaurants. We signed new partnerships in 2017 with brands like The Cheesecake Factory, Maggiano's and Wawa, and expanded relationships with existing partners like Buffalo Wild Wings, Qdoba Mexican Eats and Boston Market. -
Speaker Book
SPEAKER BOOK Version as of 8 NOVEMBER 2016 Strategic Partners Premium Partners Table of Contents Program 4 Presenting Companies 7 Speakers 16 PROGRAM Porsche recommends and In the past no one understood what electricity could add to the guitar. The new Panamera 4 E-Hybrid. Imagine electriFying perFormance thanks to a race-proven hybrid concept. 700 Nm oF torque giving blistering acceleration while active all-wheel drive and e-boost Function inject more adrenaline into your everyday liFe. It’s time to plug yourself in: www.porsche.com/panamera Fuel consumption (in l/100 km) combined 2.5; CO2 emissions combined 56 g/km; electricity consumption (combined in kWh/100 km) 15.9 MAIN STAGE - Day 1 10 November 2016 SESSION TITLE COMPANY TIME SPEAKER POSITION COMPANY Breakfast 8:00 - 10:00 CP 9:00 - 9:15 Dr. Klaus Hommels Founder & CEO Lakestar CP 9:15 - 9:30 Fabrice Grinda Co-Founder FJ Labs 9:30 - 9:50 Dr. Klaus Hommels Founder & CEO Lakestar Fabrice Grinda Co-Founder FJ Labs Panel Marco Rodzynek Founder & CEO NOAH Advisors 9:50 - 10:00 Chris Öhlund Group CEO Verivox 10:00 - 10:10 Hervé Hatt CEO Meilleurtaux CP Lead 10:10 - 10:20 Martin Coriat CEO Confused.com 10:20 - 10:30 Andy Hancock Managing Director MoneySavingExpert Generation K 10:30 - 10:45 Carsten Kengeter CEO Deutsche Börse Group 10:45 - 10:55 Carsten Kengeter CEO Deutsche Börse Group FC Marco Rodzynek Founder & CEO NOAH Advisors CP 10:55 - 11:10 Nick Williams Head of EMEA ECM, Co-Head of CMSG Credit Suisse 11:10 - 11:20 Talent 3.0: Science meets Arts CP Karim Jalbout Head of the European -
AGC-Restaurant-Tech-Nov-2019
Type & Color November, 2019 INSIGHTS The Future of Restaurant Technology How Technology is Transforming the Restaurant Industry Greg Roth, Partner Ben Howe, CEO Jon Guido, Partner & COO Sean Tucker, PartnerAGC Partners ExecutiveType & Color Summary Massive $900B market experiencing rapid digital adoption and software growth . An extended economic recovery, low unemployment rate, and continued rise of millennials as the largest demographic in the workplace are factors driving strong restaurant spending . Third party delivery market is exploding; eating in is the new dining out US Digital Restaurant Sales . Cloud based POS systems are replacing incumbent providers at an accelerating pace and ($ Billions) achieving higher ACV with additional features and functionality $328 . Front of house applications including Online Ordering, CRM and Loyalty programs are other areas of accelerating spend in order to capture more valuable repeat diners 27% CAGR . Razor thin profit margins and unique challenges restaurants face require purpose built solutions to cut costs, gain efficiencies, and increase visibility . Hiring, training and retaining workers in a complex and changing regulatory environment is one $117 of the largest challenges restaurants face $48 . Unlocking of data silos enabling business analytics across the value chain . Automation and AI beginning to impact restaurant operations and economics, freeing up scarce employee resources to focus on customers 2017 2020 2025 . Ghost Kitchens and Online Catering are two emerging growth areas taking advantage of online Note: based on estimated percentage of sales derived from digital channels and total industry sales forecasts delivery trends and attractive unit economics . Restaurant Management Software spend tilted towards front of house (~60%) technologies vs. -
International Offering Circular (PDF)
IMPORTANT NOTICE IMPORTANT: You must read the following disclaimer before continuing. The following disclaimer applies to the offering circular attached to this electronic transmission and you are therefore advised to read this disclaimer carefully before reading, accessing or making any other use of the attached offering circular. In accessing the attached offering circular, you agree to be bound by the following terms and conditions, including any modifications to them from time to time, each time you receive any information as a result of such access. You acknowledge that this electronic transmission and the delivery of the attached offering circular is confidential and intended for you only and you agree you will not forward, reproduce or publish (in each case whether in whole or in part) this electronic transmission or the attached offering circular to any other person. The offering circular is not an offer to sell the Offer Shares (as defined in the attached offering circular) and the company is not soliciting offers to buy the Offer Shares in any jurisdiction where such offer or sale is not permitted. Confirmation of your representation: By accessing this offering circular, you have confirmed to the Managers, the Company and the Selling Shareholder (each as defined in the offering circular) that (i) you have understood and agree to the terms set out herein, (ii) (a) you and the electronic mail address you have given are not located in the United States, its territories and possessions or (b) you are a person that is a “qualified institutional buyer” (“QIB”) within the meaning of Rule 144A under the U.S. -
Delivery Hero Erwirbt Türkischen Lieferdienst-Giganten Yemeksepeti
Delivery Hero erwirbt türkischen Lieferdienst-Giganten Yemeksepeti Ausbau der globalen Marktführerschaft 5. Mai 2015 - Delivery Hero, globaler Marktführer im Bereich von Online-Essensbestellungen, gibt heute die Übernahme von Yemeksepeti bekannt, der Kaufpreis beträgt $ 589 Millionen. Dies ist mit Abstand die größte Akquisition in diesem Segment, die es bis heute weltweit gegeben hat. Die Transaktion baut die Position von Delivery Hero als Weltmarktführer weiter aus. Das Unternehmen mit Hauptsitz in Berlin vermittelt nun monatlich rund 10 Millionen Essensbestellungen, weit mehr als jeder andere globale Wettbewerber. Yemeksepeti wurde vor rund 15 Jahren gegründet und ist heute eine äußerst populäre Marke in der Türkei. Über die Plattformen von Yemeksepeti werden monatlich mehr als 3 Millionen Essenslieferungen vermittelt. Das profitable Geschäft ist gekennzeichnet durch ein starkes Wachstum von ca. 60% im Jahresvergleich, eine treue Kundenbasis und ein innovatives Produkt. Yemeksepeti wird weiter von dem erfahrenen Team unter CEO und Mitgründer Nevzat Aydin geführt, der Delivery Hero auch als Berater des Aufsichtsrates unterstützen wird. Neben seinem Heimatmarkt Türkei ist Yemeksepeti insbesondere auch im Nahen Osten aktiv und betreibt weitere Bestellplattformen in den Vereinigten Arabischen Emiraten, Saudi-Arabien, Libanon, Oman, Katar und Jordanien. Das Nahost-Geschäft von Yemeksepeti ergänzt die bereits starke Position von Delivery Hero in dieser Region durch seine Tochterfirma Talabat, die im März 2015 erworben wurde. Die Synergien in diesen Märkten tragen zusätzlich zur Werthaltigkeit der neuen Partnerschaft bei. Gleichzeitig übernimmt Delivery Hero auch den griechischen Marktführer e- Food.gr. e-Food.gr wickelt monatlich mehr als 300.000 Bestellungen in 40 griechischen Städten ab. Der Kauf wird in bar und per Aktientausch durchgeführt.