Description
DoorDash Makes a Bold $3.6 Billion Move: Is Deliveroo the Missing Piece for Global Domination?
DoorDash has been making significant headlines with its proposed $3.6 billion acquisition offer for UK-based Deliveroo, signaling its continued ambition to expand beyond the U.S. market. The deal, offering Deliveroo shareholders £1.80 ($2.40) per share, would value Deliveroo at approximately GBP2.7 billion, or around $3.6 billion. Deliveroo’s board has indicated that it would be “minded to recommend” the offer if a firm bid is made under those terms. The move comes as DoorDash is targeting greater urban penetration in the UK and Europe, complementing its broader global growth strategy. Meanwhile, DoorDash is also defending itself in a legal battle against Uber, seeking to dismiss a lawsuit regarding alleged coercive practices in white-label web ordering services. Amid these developments, DoorDash reported strong earnings, highlighting continued momentum across U.S. restaurants, international growth through Wolt, advances in new verticals like grocery, and a scaling advertising business. The potential integration of Deliveroo could serve as a crucial lever across multiple strategic vectors.
Our Report Structure:
⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures
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