*IN ONE HOUR* Autonomous food delivery - Last-Mile Shift (Monthly Thematic Call - July)

Research evidence excerpt

*IN ONE HOUR* Autonomous food delivery - Last-Mile Shift (Monthly Thematic Call - July)

will also assess the economic opportunity, including the potential for autonomy to reduce

delivery costs, improve platform profitability and expand the food delivery addressable

market.

The call will also examine the competitive landscape across delivery platforms, robotics

providers and drone operators, highlighting which companies appear best positioned to

benefit from broader autonomous adoption.

Relevant Research

•• EMEA Internet - New Horizons: Robot at the Door: Last-Mile Shift (15.04.26)

•• 2035 Thematic Roadmap (Edition 6): Navigating Multipolar Optimism (12.01.26)

Meet the Analysts

Amy Lian is an Assistant Vice President in the Thematic

Investing Research team at Barclays. The team focuses on

identifying investment opportunities (public and private

companies) relating to disruptive technology,

sustainability, and demographic change, and has created

a range of investor tools to aid Thematic investors. The

team ranked #3 in the 2024 European Equity Research

Extel Survey (Thematic Category). Amy joined Barclays

Equity Research in 2021 and covered the European

Chemicals & Ingredients sector for three years. Amy

graduated from the University of Oxford with an MChem in

Chemistry.

View Analyst Page

Guillaume Galland, CFA is an Equity Research Analyst and

Assistant Vice President within the European Internet

team at Barclays, based in London, with expertise in food

delivery and a particular focus on autonomous food

delivery. Prior to joining Barclays in March 2023,

Guillaume was part of the Aerospace & Defence Equity

Research team at Berenberg in London. He holds a

Master’s degree in Financial Engineering from EDHEC

Business School and is a CFA Charterholder.

Thematic Investing