Is Deliveroo still a publicly traded company?

No. DoorDash completed an all-cash £2.9bn acquisition of Deliveroo on 2 October 2025 via a UK scheme of arrangement, delisting it from the London Stock Exchange (former ticker ROO) and making it a wholly owned DoorDash subsidiary.

Was Deliveroo profitable before being acquired?

Yes, narrowly. Deliveroo posted its first full-year net profit of £2.9m on revenue of £2,071.9m in FY2024 (reported March 2025), and H1 2025 adjusted EBITDA rose 46% YoY to £96m on GTV of £3,789m.

Who owns Deliveroo now?

DoorDash, Inc. (NASDAQ: DASH) owns Deliveroo outright since closing its £2.9bn acquisition on 2 October 2025; Wolt co-founder Miki Kuusi was installed as Deliveroo's new CEO the following day, 3 October 2025.

Who is Deliveroo's biggest competitor?

Just Eat leads the UK market with 65% consumer usage versus Deliveroo's 52% and Uber Eats' 54% in a Jan/March 2025 survey, making Just Eat the top rival, with Uber Eats effectively tied with Deliveroo for second.

Could AI or drones replace Deliveroo riders?

Deliveroo began drone delivery trials with Manna in Dublin in June 2025; Manna had completed over 250,000 drone deliveries and partnered with rival Uber Eats by February 2026, signaling gradual, not sudden, encroachment on human-rider delivery.

Did Deliveroo founder Will Shu make money from the DoorDash sale?

Yes. Founder/CEO Will Shu banked roughly £178m from his 6.6% stake at the October 2025 deal close, with his total windfall from the sale and prior share sales reported near $250m as of September 2025.

E-commerce and marketplaces · subsidiary of DoorDash, Inc. · United Kingdom

Deliveroo

deliveroo.com ↗

UK food-delivery marketplace, now a wholly owned DoorDash subsidiary since October 2025.

Protection under test

Assessed 24 July 2026 · Evidence as of 24 July 2026

Something worth protecting exists and is being tested right now.

On the recordSince 24 July 2026 · Checkable from Q1 2026 · Every call on the record Checkpoint: DoorDash's first full-quarter earnings report covering integrated Deliveroo operations

The call

Deliveroo now runs as DoorDash's European arm, protected by scale and UK labor law but competing daily against Uber Eats and Just Eat for the same orders.

Deliveroo is an app that connects restaurants to customers for food delivery, operating in multiple countries. It is hard to copy because it has built up a large network of 176,000+ restaurants and millions of regular users, and it won a legal case in the UK that gives its riders a specific work status other companies must follow. However, competitors like Uber Eats and Just Eat can do the same thing Deliveroo does, and DoorDash (which now owns Deliveroo) must decide which restaurants and delivery systems to keep in Europe and the Middle East, which could mean shutdowns or job cuts that hurt the business.

Why

AI pressure: Autonomous delivery robots and drones (industry-wide, not Deliveroo-specific). Automated delivery could erase the rider-cost gap that separates marketplaces, but no rival has deployed it at scale in Deliveroo's cities yet. Could AI do the core job? Only partly.

Bigger players: Uber Eats and Just Eat. Both run live rival marketplaces in the same UK and EU cities, bidding for the same restaurants and riders Deliveroo needs. Could a giant copy it? Yes, easily.

What protects it. UK rider self-employment ruling plus 176k+ restaurant partners and DoorDash's balance sheet now backing it.

What would change this call

DoorDash announces Deliveroo/Wolt back-end or brand merger in overlapping European or Middle East cities. Shows whether Deliveroo is absorbed/diminished or kept as a standalone growth engine.
DoorDash Q3/Q4 2026 earnings disclose Deliveroo UK/EU GTV growth versus Just Eat and Uber Eats. Shows whether Deliveroo is gaining or losing share against direct rivals post-acquisition.
SevenRooms reservations expand beyond London and Dubai into more restaurant partners. Shows whether Deliveroo is building durable restaurant-side lock-in or stalling.

Key numbers

DoorDash paid £2.9bn to acquire Deliveroo (2025-10-02)
FY2024 revenue £2,071.9m, first net profit £2.9m (2025-03-13)
176k-182k restaurant/grocery partners at deal close (2025-10-02)

Named risks

Post-acquisition reorg of overlapping Deliveroo/Wolt back-end operations under DoorDash. Severity: high
Continued market exits (Qatar, Singapore Feb 2026) shrinking footprint. Severity: medium
No structural moat; Uber Eats, Just Eat, Talabat run identical marketplace models in same cities. Severity: medium
Autonomous drone delivery (Manna, Meituan) gradually eroding rider labor arbitrage. Severity: low
Self-employed rider classification model is jurisdiction-dependent (Dutch Supreme Court ruled opposite of UK in 2023). Severity: medium

Rivals, as read in July 2026

Rival	Direction	Evidence
Just Eat	gaining on	65% UK consumer usage vs Deliveroo's 52% in Jan/March 2025 survey
Uber Eats	contesting	54% UK usage near-tied with Deliveroo's 52%; partnered with drone operator Manna Feb 2026
Delivery Hero / Talabat	losing to	Talabat ~14,648 employees dwarfs Deliveroo's headcount in Middle East markets, 2026
Meituan	contesting	740,000 drone deliveries by Dec 2025 vs Manna/Deliveroo's 250,000+ by mid-2026

Questions people ask

Is Deliveroo still a publicly traded company?: No. DoorDash completed an all-cash £2.9bn acquisition of Deliveroo on 2 October 2025 via a UK scheme of arrangement, delisting it from the London Stock Exchange (former ticker ROO) and making it a wholly owned DoorDash subsidiary.
Was Deliveroo profitable before being acquired?: Yes, narrowly. Deliveroo posted its first full-year net profit of £2.9m on revenue of £2,071.9m in FY2024 (reported March 2025), and H1 2025 adjusted EBITDA rose 46% YoY to £96m on GTV of £3,789m.
Who owns Deliveroo now?: DoorDash, Inc. (NASDAQ: DASH) owns Deliveroo outright since closing its £2.9bn acquisition on 2 October 2025; Wolt co-founder Miki Kuusi was installed as Deliveroo's new CEO the following day, 3 October 2025.
Who is Deliveroo's biggest competitor?: Just Eat leads the UK market with 65% consumer usage versus Deliveroo's 52% and Uber Eats' 54% in a Jan/March 2025 survey, making Just Eat the top rival, with Uber Eats effectively tied with Deliveroo for second.
Could AI or drones replace Deliveroo riders?: Deliveroo began drone delivery trials with Manna in Dublin in June 2025; Manna had completed over 250,000 drone deliveries and partnered with rival Uber Eats by February 2026, signaling gradual, not sudden, encroachment on human-rider delivery.
Did Deliveroo founder Will Shu make money from the DoorDash sale?: Yes. Founder/CEO Will Shu banked roughly £178m from his 6.6% stake at the October 2025 deal close, with his total windfall from the sale and prior share sales reported near $250m as of September 2025.

Timeline

2026-06-04Deliveroo Reservations (SevenRooms) expanded to Dubai/UAE
2026-05-06Deliveroo launched SevenRooms-powered restaurant reservations in London
2026-02Deliveroo/Wolt exited Qatar and Singapore under DoorDash rationalization
2025-10-03Wolt co-founder Miki Kuusi installed as Deliveroo CEO
2025-10-02DoorDash completed £2.9bn acquisition, delisting Deliveroo from LSE
2025-06-05Deliveroo launched drone delivery trial with Manna in Dublin
2025-05-06DoorDash announced agreement to acquire Deliveroo at 180p/share
2025-03-13Deliveroo reported first full-year net profit (£2.9m); exited Hong Kong
2023-11-21UK Supreme Court ruled Deliveroo riders are not employees or workers
2021-03Deliveroo IPO'd on LSE at 390p/share

Revision history

24 July 2026

First assessed. Protection under test. The text above is fixed as of this date and is not edited afterwards.

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