
Deliveroo plc (LSE:ROO) kicked off 2025 on a high note, reporting a 9% year-on-year increase in gross transaction value (GTV) and a 7% boost in order volumes—an improvement over the prior quarter. Growth momentum was evident across both domestic and international markets, with standout performances in the UAE and Italy. However, the French market showed weaker demand.
Revenue rose by 8% on a constant currency basis. Although the company experienced a slight dip in its revenue take rate, it reaffirmed its full-year guidance, targeting high single-digit GTV growth and adjusted EBITDA in the range of £170–190 million. This strong Q1 underscores Deliveroo’s emphasis on strengthening its customer value proposition and maintaining a competitive edge in the delivery sector.
Financial indicators point to improved profitability and enhanced cash flow, reinforcing the company’s position. However, some caution is warranted due to elevated valuation metrics and mixed technical signals.
Company Snapshot: Deliveroo plc
Founded in 2013 by William Shu and Greg Orlowski, Deliveroo is a leading global delivery platform. The company partners with approximately 176,000 restaurants, grocery chains, and retailers, supported by over 130,000 riders worldwide. Headquartered in London, Deliveroo operates across nine key markets, including the UK, France, Italy, Ireland, Belgium, UAE, Kuwait, Qatar, and Singapore.
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Year-to-Date Price Performance: -8.32%
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Average Daily Trading Volume: 3,364,267 shares
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Technical Sentiment: Bullish (Buy)
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Market Capitalization: £1.86 billion
Deliveroo’s strategic resilience and operational agility continue to drive its growth trajectory, even as it navigates a dynamic global market landscape.