Glovo vs UNFI

Delivery Hero Raises 2026 Guidance After Strong H1

Delivery Hero raised its full-year 2026 guidance after a stronger-than-expected first half driven by accelerating growth, improved profitability and quick‑commerce expansion. In Q2 GMV on a like‑for‑like basis rose 11.3% to €13.2bn, revenue increased 17.7% to €4.0bn and orders reached 981 million (+11%). Adjusted EBITDA for H1 was €427m and free cash flow improved from -€8m to €348m. Quick‑commerce GMV grew 32% and now represents 18.3% of group volume; orders from small fast‑fulfilment “Dmarts” rose 39%. The company is investing in AI — launching an AI assistant used by over 40,000 merchant partners (average order uplift ~15%) and operating an internal AI agent called “Herogen.” Regional GMV growth was broad‑based, and the previously announced €41.50-per-share takeover offer from Uber remains pending regulatory approval, with an expected close in H2 2027.

• Delivery Hero raised its full‑year 2026 guidance after a strong first half.
• Q2 2026 like‑for‑like GMV rose 11.3% to €13.2 billion; revenue increased 17.7% to €4.0 billion and orders rose 11% to 981 million.
• Adjusted EBITDA for H1 2026 was €427 million; free cash flow improved from -€8 million to €348 million year‑on‑year.

10-K Financial Filing Analysis for UNFI (2026-09-14)

United Natural Foods, Inc. (UNFI) reported its annual results for the 52-week fiscal year ended August 1, 2026. Net sales declined 2.0% year-over-year to $31.15 billion, driven by Conventional wholesale volume declines (down 11.5% to $12.97 billion) due to network optimization actions including the exit of the Allentown facility, and Retail segment contraction (down 7.9% to $2.16 billion). This was partially offset by strong performance in the Natural segment, which grew 7.0% to $17.13 billion. Operating profitability improved sharply, returning to an Operating Income of $211 million and Net Income of $84 million compared to a Net Loss of $(118) million in fiscal 2025. Adjusted EBITDA rose 27.0% to $701 million, supported by supply chain efficiencies, network rationalization, and $50 million in cybersecurity insurance recoveries from a prior-year breach. UNFI also reduced total debt by $299 million to $1.56 billion, amended its ABL facility to $2.53 billion through 2031, repriced its Term Loan Facility, and authorized a new $200 million share repurchase program.

• Fiscal 2026 Net sales reached $31.152 billion, down 2.0% YoY, while Adjusted EBITDA increased 27.0% to $701 million and GAAP Net Income turned positive to $84 million.
• Total debt was reduced by $299 million to $1.563 billion as of August 1, 2026, alongside the execution of an amended $2.53 billion ABL facility expiring in April 2031 and a 75 bps repricing of the Term Loan Facility.
• The Board authorized a new $200 million common stock repurchase program on September 3, 2026, replacing the previous 2022 program under which $50 million was repurchased during fiscal 2026.

8-K Financial Filing Analysis for UNFI (2026-09-08)

On September 8, 2026, United Natural Foods, Inc. (UNFI) filed a Form 8-K disclosing two material corporate events: the authorization of a new $200 million share repurchase program and the reporting of its fourth-quarter and fiscal year 2026 financial results for the period ended August 1, 2026. The Board of Directors approved the 2026 Repurchase Program on September 3, 2026, which simultaneously terminates and replaces the company's prior share buyback program established in September 2022. The new authorization has no fixed expiration date and permits share repurchases via open market transactions, private negotiations, or Rule 10b5-1 trading plans, demonstrating management's capital allocation priorities and confidence in UNFI's balance sheet.

• UNFI's Board of Directors authorized a new share repurchase program of up to $200 million of common stock on September 3, 2026.
• The 2026 Repurchase Program replaces and terminates the previous share repurchase authorization dating back to September 2022.
• The company concurrently reported financial results for the fourth quarter and fiscal year ended August 1, 2026, alongside an updated investor presentation.

250 Million Pounds and Counting: UNFI Reaches Food Donation Milestone Ahead of Schedule

UNFI has surpassed its goal of donating 250 million pounds of food to communities across North America.....