Deliveroo plc - Investor call… mostly a boring ramble… in a good way

Davy Research
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Yesterday’s (March 16th) print was mostly about the FY23 guide, a tad soft around gross transaction value (GTV) and in line for aEBITDA. Deliveroo (ROO) new CFO Scilla Grimble was impressive; CEO Will Shu rambled long and well. Ultimately, the call and the Q&A session were pleasingly boring.