Glovo vs Wolt

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.

Teads Integrates with Koddi Commerce Media Infrastructure

Teads and Koddi have announced a new integration connecting Teads' Ad Manager with Koddi's commerce media infrastructure. This partnership enables advertisers to purchase onsite retail inventory from Koddi networks in the US and Europe, including Sponsored Product Ads and display placements on merchant and commerce platforms. The integration uses the OpenRTB standard to facilitate automated exchange between demand and sell sides, eliminating the need for proprietary integrations between Teads and individual retailers. Networks such as Wolt Ads, Gopuff UK, and Hopper are among those connected. Retailers retain control over inventory, pricing, and quality standards through Koddi's SSP. This move expands Teads' programmatic retail media offerings, allowing advertisers to plan and activate retail media alongside other channels within the Teads Ad Manager.

• Teads integrates its Ad Manager with Koddi's commerce media infrastructure.
• Advertisers can purchase onsite retail inventory from Koddi networks in the US and Europe.
• The integration uses the OpenRTB standard.

Uber Eats, Wolt, Flink, Lieferando dominate German quick commerce

A YouGov study reveals that 37% of German consumers use quick commerce services for groceries and daily goods, with usage highest among younger demographics. Flink's brand awareness has doubled since 2021 to 36.5%, surpassing Wolt (33.7%) but trailing Uber Eats (50.4%). In terms of purchase consideration, Lieferando leads at around 20%, followed by Uber Eats (6.9%) and Flink (6.5%), while Wolt trails at 3%. The study highlights the growing importance of quick commerce as a regular part of digital shopping in Germany.

• 37% of German consumers use quick commerce services at least occasionally.
• Flink's brand awareness doubled from 18.1% in 2021 to 36.5% in 2026.
• Uber Eats has highest awareness at 50.4%, followed by Flink (36.5%) and Wolt (33.7%).

Wolt partners with the European Transport Safety Council to help make city streets safer for couriers, cyclists and pedestrians

The one-year partnership will see Wolt and ETSC work together on how urban road infrastructure affects the safety of people walking, cycling and motorcycling.