Invite: Analyst Access: Barclays: Global Food Delivery Consolidation - Our Take On The Delivery Hero, Talabat, Uber, DoorDash, and Prosus Situation

Research evidence excerpt

Invite: Analyst Access: Barclays: Global Food Delivery Consolidation - Our Take On The Delivery Hero, Talabat, Uber, DoorDash, and Prosus Situation

Please feel free to send any questions in advance, or raise them during the call.

Barclays Host

•• Ross Sandler (US Internet)

•• Andrew Ross (EMEA Internet)

Relevant Research

•• DHER situation moving quickly; we think stock can still work a fair bit higher (May 25)

•• Thoughts on Uber + model update for Talabat Q1 and recent news flow (May 19)

•• Change in CEO (May 13)

•• Fundamentals getting better; all eyes on next few weeks with AGM and strategic review

(May 1)

•• Prosus selling 4.5% to Uber (April 17)

•• Digging into Korea filings (April 10)

•• Moment of truth is still coming (March 27)

Meet the Analysts

Ross Sandler is a managing director and senior research

analyst for the Internet sector, which he has covered since

2004. Institutional Investor has ranked him among the top

10 Internet analysts since 2011. His team is responsible for

coverage of the global consumer internet landscape

including e-commerce, digital advertising, mobile, online

travel, and video games, including companies listed in the

US and China. Based in San Francisco, Mr. Sandler joined

Barclays in 2017 after four years as a managing director in

Internet and Digital Media at Deutsche Bank. Prior to

Deutsche Bank, he spent eight years with RBC and four

years at UBS. He earned a BS in Business Administration

from the University of New Hampshire and an MBA from

New York University.

View Analyst Page

Andrew Ross is a Managing Director and heads the

European Internet equity research team at Barclays. The

team provides broad coverage across classifieds,

marketplaces, e-commerce and investment companies.

Andrew and the team have consistently ranked top 3 in