Delivery Hero
Delivery Hero is a global food delivery and retail media platform operator.
Analyst Perspective
Delivery Hero SE is a publicly listed German technology group that operates consumer-facing food delivery and quick commerce marketplaces across multiple regions through brands including Foodpanda, Glovo, Talabat, PedidosYa, Yemeksepeti and Baemin. Its core business is matching consumer demand with restaurants, grocers and local merchants, processing orders in-app and coordinating fulfilment through delivery networks. The company generates revenue from merchant commissions, consumer delivery fees, logistics-related charges and in-app advertising. It also operates Delivery Hero Ads, a proprietary retail media platform that sells sponsored placements and self-serve campaigns to brands and merchants using first-party order and intent data. Its direct customers therefore span consumers placing orders, merchant partners using the marketplace, and advertisers buying media inside the apps.
Analyst Signal Briefing
Updated: 13 Aug 2026Uber is advancing its $14.8 billion all-stock acquisition of Delivery Hero, offering €41.50 per share and securing a 17% commitment from Prosus. Delivery Hero is divesting 14 markets to SSW Partners for $1.6 billion to facilitate regulatory clearance, while Grab expects to finalise its foodpanda Taiwan purchase by late 2026. Consequently, Delivery Hero has upwardly revised its 2025 guidance to a Gross Merchandise Value of €6.34 billion and an Adjusted EBITDA of €116.156 million as Uber pauses regional expansion to prioritise integration and the expansion of its international media remit.
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Key insights about Delivery Hero
Subsidiaries
Delivery Hero operates a network including Glovo.
Competitors
Key competitors include Rappi, Just Eat Takeaway.com, Getir.
Similar Companies
Explore companies with a similar market position and structure.
Acquisitions
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Category Differentiation
Delivery Hero is the parent delivery platform group, not just a single local delivery app or a standalone advertising technology vendor. Delivery Hero Ads is one monetisation product within the broader marketplace and logistics business.
Delivery Hero: About
Delivery Hero runs a multi-sided digital marketplace model. On the demand side, it acquires and retains consumers through mobile ordering apps for food, groceries and other local commerce. On the supply side, it onboards restaurants, retailers and brands, providing discovery, ordering, payments and delivery enablement. The platform creates value by aggregating demand, routing transactions, handling fulfilment and monetising user intent through embedded advertising products.
How Delivery Hero Works & Monetises
Business model analysis and core revenue streams
Delivery Hero monetises through percentage-based commissions on merchant orders, consumer delivery and service fees, fulfilment and logistics charges, and advertising spend from brands and merchants. Its advertising monetisation is delivered via Delivery Hero Ads, an in-house self-serve retail media platform selling sponsored listings, native placements and performance campaigns against first-party transaction and intent data.
Revenue Channels
Side-by-Side Comparisons
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Products & Services in Categories
Verified structural categorizations from the graph
Delivery Hero: Key Subsidiaries & Acquisitions
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Multi-category delivery marketplace with embedded retail media monetisation.
Delivery Hero: Key Competitors & Alternatives
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Latin American super app for delivery, commerce, payments and ads.
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Multi-country food delivery marketplace for consumers and restaurant partners.
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Quick-commerce app for groceries, local delivery and urban services.
Recent Signals (Delivery Hero)
Delivery Hero updates FY2025 key financials on Investor Relations page
FY2025 GMV updated to €21.21bn, Total Segment Revenue to €6.38bn, Adjusted EBITDA to €389.103m, countries to 28, riders to 1.3m.
Read original sourceDelivery Hero launches agentic AI assistant to help local shops and restaurants grow faster
Delivery Hero launches agentic AI assistant to help local shops and restaurants grow faster
Read original sourceJust Eat Takeaway to Exit Bulgaria
Just Eat Takeaway plans to reduce its European footprint by withdrawing its operations in Bulgaria. The company will soon cease activity in the Bulgarian market, including visible courier operations in Sofia, subject to applicable legal requirements. The report appears on Lebensmittelzeitung and notes the strategic contraction as part of a broader regional scaling-back.
Read original sourceDelivery Hero: Frequently Asked Questions
What is Delivery Hero?
Delivery Hero is a public German platform company operating food delivery, quick commerce and local commerce marketplaces through multiple regional consumer brands.
Who uses Delivery Hero?
Consumers use its apps to order food and groceries, while restaurants, retailers and advertisers use its marketplace and advertising products to reach and convert demand.
How does Delivery Hero make money?
It makes money from merchant commissions, consumer delivery and service fees, logistics charges, and advertising sold through in-app retail media placements.
Company Facts
- Headquarters
- Germany
- Core Segment
- B2C Consumer App / Platform
- Company Size
- >5,000
- Official Link
- deliveryhero.com