Accelerating Growth in UKI and International Markets
- 9% year-on-year increase in Gross Transaction Value (GTV)
- 7% rise in orders
- 8% revenue growth to £518m in Q1
- Strong performance in UKI and international markets
- UKI GTV growth at 9%
- International GTV growth driven by UAE and Italy
- Challenging environment in France, but order volumes and monthly active consumers still growing
- Maintained full-year guidance for 2025 with high single-digit GTV growth and adjusted EBITDA of £170-190m
Deliveroo has started the year on a high note, with a strong first quarter performance showing a 9% increase in Gross Transaction Value (GTV) and a 7% rise in orders. The rapid delivery company reported an 8% revenue growth, reaching £518m for the quarter. The growth was driven by strong showings in both UKI and international markets, with GTV growth in UKI hitting 9%, and international GTV rising 9%, fueled by strong performances in the UAE and Italy. Despite a challenging environment in France, Deliveroo said its order volumes and monthly active consumers continued to grow across its markets. As a result, the business has maintained its full-year guidance for 2025, forecasting high single-digit GTV growth and adjusted EBITDA in the range of £170–190m. Deliveroo CEO and founder Will Shu expressed his satisfaction with the strong start to the year, stating that the improvements are a reflection of their relentless focus on enhancing the customer value proposition (CVP). He added that their CVP investments have been successful in accelerating growth in order volumes and monthly active consumers. However, he also acknowledged the uncertain macroeconomic environment.
Factuality Level: 10
Factuality Justification: The article provides accurate and objective information about Deliveroo’s Q1 performance, including specific growth figures and market-specific details. It also includes a quote from the CEO that supports the reported data. The content is relevant to the main topic and does not contain any sensationalism or personal perspective presented as fact.
Noise Level: 2
Noise Justification: The article provides relevant information about Deliveroo’s Q1 performance and growth in GTV, orders, and revenue. It also mentions the company’s forecast for the full year. The content is focused on the topic and supports its claims with specific numbers. However, it lacks a more in-depth analysis or exploration of long-term trends or consequences of decisions.
Financial Relevance: Yes
Financial Markets Impacted: No
Financial Rating Justification: The article discusses Deliveroo’s financial performance, including Gross Transaction Value (GTV) increase and revenue growth, but does not mention any specific impact on financial markets or companies.
Presence Of Extreme Event: No
Nature Of Extreme Event: No
Impact Rating Of The Extreme Event: No
Extreme Rating Justification: There is no extreme event mentioned in the article and it focuses on Deliveroo’s strong Q1 performance.
