Hatched analysts believe that the Deliveroo report is the one to keep an eye on for 2023.
The report has predicted Total Orders and GTV with a MAPE of 0.9% and 3.0% over the last ten quarters, respectively. Since the report’s launch, it has successfully tracked their recent slowing growth.
In November 2022, Deliveroo discontinued its operations in Australia and the Netherlands and have since began reporting their Orders and GTV KPI’s excluding Australia and the Netherlands. Our transaction index captures Deliveroo’s global transactions, so we will continue to compare our estimates for the YoY% Growth to the reported numbers including Australia and the Netherlands for 1 year.