Vincent PRETETvincent@33entrepreneurs.coNikita NOISILLIER Sandini VADEVALOO

33entrepreneursBordeaux, France

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Food Delivery StartupsGlobal insights

©33entrepreneurs 2016

A report by 33entrepreneurs in 2016Q3 500 StartUps reviewed 180 in-depth analysis

A report undertaken with the support of METRO Cash & Carry

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Continued by 500 tech startupsfounded over the last 15 years

AWARDSThe Dabawallas’ delivery system has been awarded and celebrated by FedEx, Forbes, McKinsey and many Business Schools, including Harvard.

Food Deliverya legacy rooted in Mumbai, India

DABAWALLA - Mumbai, IndiaThe daily challenge of collecting and delivering homemade food in lunchboxes, in Mumbai, India.

1890 Lunchbox delivery system established13M Mumbai inhabitants350k Daily orders5,000 Dabbawallas - deliverers

The power of simplicity• Low technology• Run by illiterates employees• Cheap delivery price: $0.5 per order• 6 sigma certified: less than 1 error out of 6M orders

Nb of startups founded by city

Atlanta ChennaiMunichSeattle

Palo AltoWashington, DC

MadridBoston

IstanbulGurgaonMumbai

New DelhiAustin

ChicagoLos Angeles

BerlinParis

San FranciscoLondon

New York City

0 10 20 30 40 50

in more than 180 cities across the world

Alive and funded Alive not fundedDead

200020012002200420052006200720082009201020112012201320142015

2016-Q3 Nb of startups by foundation year

0 20 40 60 80 100 120 140

Based on 33entrepreneurs’ perCeval data base, aggregating more than 200 data sources, in 26 countries.

180 VC-backed StartUpsoperating five different models…

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URBAN LOGISTICS

Raw FoodProcessed Food

Cooked Food

To eatTo ovenTo cook

At home

At restaurant

Desintermediation ringOrderingInspiration/choiceAnalytics

©33entrepreneurs

FULL STACK 17%

MARKETPLACE 28%

DELIVERY 15%

MEAL KIT 12%

Own delivery

GROCERY 28%

©33entrepreneurs

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…massively funded… …with major players

Bankruptcies$236m fundedBequeekPepperTapTake Eat EasyLine0

KitchenSurfingKitchitSpoonRocket

Successful exits$485m funded - $2,608m exitedRelay FoodsGreenling Just-EatYemeksepti

TakeawayQuandoo GrubHubLa Fourchette

AllorestoOrderUpEat24Caviar

2016-Q3

2015

2014

2013

2012

2011

2010

2009

2008

2007

2006

2005

2003

2000

3,500

3,000

2,500

2,000

1,500

1,000

500

0

investedby year

54%

$8.7b

Market Place

Meal Kit

Urban Logistics

Delivery Services

Grocery

Full Stack

6%1%

17%

18%

4%

Foodpanda$318m

Deliveroo$475m

Postmates$238m

Daojia

Swiggy

DoorDash$187m Munchery

$120m

Gousto

Plated

Revolutionfoods

Hello Fresh$276m

FreshDirect$280m

RedMart$159m

GoodEggs

Beequick

Womai$330m

Delivery Hero$1,376m

Ele.me$2,335m

Zomato$224m

Just-Eat$130m

Takeaway.com$118m

Instacart$275m

EzCater

Freshly

Stuart

Sprig

33entrepreneurs is a fintech startup: a data driven company focusing on innovation and startups’ sourcing, globally.

We have a unique way to capture startups’ innovation globally: more than 200 data sources, of 9 different types, covering more than 26 countries and 20 languages. We have developed an unparalleled track record in Food, Beverages and Hospitality, that we are to expand to other industries.

Our screening and rating capabilities facilitate deal flow management. We work with global industry leaders and VCs, to help them facing the pace of startups’ innovation. We help you reach the 1% selection ratio.

Based in Bordeaux, France, 33entrepreneurs operates globally.

DeTecTinG STARTUPSDetecting the most promising teams and tech is extremely challenging. At 33entrepreneurs, we combine data capabilities and unique skills to discover the best teams worldwide crunching more than 200 data sources, and to rate startups by meeting with them.

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UniQUeSOURcinGcHAnneLS

at 33entrepreneurs

Web PlatformsApplications from

AngelList, F6S

Quantitative VcAutomated Search

from the Web

investment AnalystsQualitative Searchon specific targets

StartUp contestsFace-to-face meetings

in real life

Mentors’ connections

Qualified targets

communicationSponsors, press& social media

University LabsIHEIE & partners

Mines, Berkeley…

new trends

Pure player in urban delivery

Food Truck

Autonomous vehicles - drone - droids

Organic - short circuit

Facing Big PlayersCompeting on 3 hot spots

Predictive analytics at all stage, leveraging mobile and Apps, UBER might shift the market, enhancing customization towards eaters and restaurateurs.

eaters’ insights

Delivery

Food Supply

With massive scale and scope effects, AMAZON might change competition dynamics, namely in urban logistics.

With Google Express, GOOGLE bets on its user friendly minimalistic UX to capture web traffic and directs it to a large network of shops.