Full Year Results 2022

This is the archive webcast of the presentation at 09:00 on Thursday, 16 March 2023

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Full Year 2022 ResultsFull Year 2022 Results
Definitions & Basis of DiscussionDefinitions & Basis of Discussion
OverviewOverview
Overview | Key takeawaysOverview | Key takeaways
Strategic progressStrategic progress
Our operating framework | OverviewOur operating framework | Overview
Consumer Value Proposition | Continued improvement of our CVPConsumer Value Proposition | Continued improvement of our CVP
On-demand groceryOn-demand grocery
On-demand groceryOn-demand grocery
On-demand groceryOn-demand grocery
On-demand groceryOn-demand grocery
Case study | Successful execution of hyperlocal strategy driving market leadership in ItalyCase study | Successful execution of hyperlocal strategy driving market leadership in Italy
Rider proposition | Key updatesRider proposition | Key updates
Profitability | Excellent progress on profitability driven by strong operational executionProfitability | Excellent progress on profitability driven by strong operational execution
Financial performanceFinancial performance
Financial performance | Improving trends across our financial KPIsFinancial performance | Improving trends across our financial KPIs
Financial performance | Driving value through the P&LFinancial performance | Driving value through the P&L
Top-line metrics | Good growth in challenging market conditionsTop-line metrics | Good growth in challenging market conditions
Gross profit | Margin expansion driven by take rate improvement and effective management of costs of salesGross profit | Margin expansion driven by take rate improvement and effective management of costs of sales
Marketing and overheads | Increased focus on cost control in H2 to reflect consumer environmentMarketing and overheads | Increased focus on cost control in H2 to reflect consumer environment
Adjusted EBITDA | Profitable in H2; significant improvement across both geographic segmentsAdjusted EBITDA | Profitable in H2; significant improvement across both geographic segments
Net cash | Remain well-capitalised with £1.0bn of net cashNet cash | Remain well-capitalised with £1.0bn of net cash
Guidance | Balancing growth and profitability in 2023Guidance | Balancing growth and profitability in 2023
SummarySummary
Summary | Key takeawaysSummary | Key takeaways
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Full Year 2022 Results
Full Year 2022 Results
Definitions & Basis of Discussion
Definitions & Basis of Discussion
Overview
Overview
Overview | Key takeaways
Overview | Key takeaways
Strategic progress
Strategic progress
Our operating framework | Overview
Our operating framework | Overview
Consumer Value Proposition | Continued improvement of our CVP
Consumer Value Proposition | Continued improvement of our CVP
On-demand grocery
On-demand grocery
On-demand grocery
On-demand grocery
On-demand grocery
On-demand grocery
On-demand grocery
On-demand grocery
Case study | Successful execution of hyperlocal strategy driving market leadership in Italy
Case study | Successful execution of hyperlocal strategy driving market leadership in Italy
Rider proposition | Key updates
Rider proposition | Key updates
Profitability | Excellent progress on profitability driven by strong operational execution
Profitability | Excellent progress on profitability driven by strong operational execution
Financial performance
Financial performance
Financial performance | Improving trends across our financial KPIs
Financial performance | Improving trends across our financial KPIs
Financial performance | Driving value through the P&L
Financial performance | Driving value through the P&L
Top-line metrics | Good growth in challenging market conditions
Top-line metrics | Good growth in challenging market conditions
Gross profit | Margin expansion driven by take rate improvement and effective management of costs of sales
Gross profit | Margin expansion driven by take rate improvement and effective management of costs of sales
Marketing and overheads | Increased focus on cost control in H2 to reflect consumer environment
Marketing and overheads | Increased focus on cost control in H2 to reflect consumer environment
Adjusted EBITDA | Profitable in H2; significant improvement across both geographic segments
Adjusted EBITDA | Profitable in H2; significant improvement across both geographic segments
Net cash | Remain well-capitalised with £1.0bn of net cash
Net cash | Remain well-capitalised with £1.0bn of net cash
Guidance | Balancing growth and profitability in 2023
Guidance | Balancing growth and profitability in 2023
Summary
Summary
Summary | Key takeaways
Summary | Key takeaways
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