Observed Signal · Apr 30, 2026 · Earnings Report · Source: Manager Magazin · Impact: 4/5 · Sentiment: Neutral
Delivery Hero Stock Rises on Brighter Profit Outlook
Delivery Hero raised investor expectations after CFO Marie-Anne Popp said investments in markets including Korea, North Africa and the Middle East, and in faster delivery, are beginning to pay off. The company said it expects adjusted operating annual profit at the upper end of its guided range — between €910 million and €960 million — and its shares climbed about 5.5% on the news. In Q1 the platform's gross merchandise volume (GMV) growth accelerated to 8.8%, while group revenue growth slowed to 17.8% compared with the prior quarter. CEO Niklas Östberg provided no new details on potential divestments or strategic changes as the company continues to review options. Investor pressure from asset manager Aspex over profitability and calls for regional retrenchment remain part of the backdrop; Uber recently increased its stake in Delivery Hero.
Company earnings guidance and quarterly metrics affect investor confidence and strategic options (potential divestments) at a major consumer platform, with implications for the broader e‑commerce/marketplace sector.
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Key Takeaways & Evidence Grounding
- Delivery Hero expects adjusted operating annual profit between €910 million and €960 million.
- Shares rose approximately 5.5% after the company issued the more optimistic profit outlook.
- CFO Marie-Anne Popp said investments in subsidiaries in Korea, North Africa and the Middle East and in faster delivery are showing results.
- In Q1, platform GMV growth accelerated to 8.8% while group revenue growth slowed to 17.8% versus the previous quarter.
- Asset manager Aspex has criticised Delivery Hero's low profitability and called for regional withdrawals; Uber recently increased its stake in the company.
Connected Companies & Entities
3 Entities mappedRelated Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
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 Raises Full-Year Outlook
Delivery Hero said it has raised its full-year outlook after reporting revenue and adjusted operating profit growth in the first half of the year. Management upgraded forecasts for gross merchandise value (GMV), revenue and results for the full year. The article was published by Lebensmittelzeitung / DFV Mediengruppe on 2026-08-27.
Uber Raises Stake in Delivery Hero to ~25%
Uber has significantly increased its holding in German food-delivery group Delivery Hero, reporting 24.99% of voting rights as of May 25 (up from 19.5%). The move comes amid takeover interest: Delivery Hero confirmed a non‑binding offer from Uber of €33 per share over the weekend. The Financial Times reported Uber acquired Aspex’s position via direct purchases and derivatives at just under €40 per share, a valuation near €12 billion and implying Uber has secured almost 37% of the company. Delivery Hero shares rose to €39.35, and other large shareholders such as Prosus (21.8%) face regulatory constraints that require its stake to fall below 10% by August. Delivery Hero founder and CEO Niklas Östberg announced his resignation.
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