伯恩斯坦_Uber和DoorDash:Delivery Hero成为收购目标——模拟利润表分析
聚焦伯恩斯坦_Uber和DoorDash:Delivery Hero成为收购目标——模拟利润表分析。See the Disclosure Appendix of this report for required disclosures, analyst certifications and other important information. Alternatively, visit our Global Research Disclosure Website.EXHIBIT 7: Deliveroo advertising revenue has ramped up to €1.5B, representing ~3% of GMV. Management has line of sight to >4% penetration rates.