Delivery Hero

CFO Marie-Anne Popp cites personalized marketing with AI, stronger customer retention via subscriptions and the Everyday app, and more precise performance measurement as core measures to make the marketing budget more efficient as volume rises. Delivery Hero has kept the quarterly budget at around €300 million since early 2025, which reduced the marketing share of revenue to 6.9% in Q3 2026 while revenue rose to €4.4 billion. The company also uses marketing financing through FMCG partners and raised its full-year targets, including adjusted EBITDA, after strong growth in the third quarter. » More on finanzen.net

Delivery Hero raised its forecasts for 2026: gross merchandise value (GMV) is now expected to grow by 10–12% (previously 9–11%) and revenue by 18–20% (previously 17–19%) on a like‑for‑like basis. Targets for adjusted operating profit and cash flow were also increased. In the third quarter GMV rose 13.6% to €13.9bn and revenue rose 22% to €4.3bn; more than one billion orders were recorded in a single quarter for the first time. Meanwhile Uber’s takeover offer of €41.50 per share is running, with the acceptance deadline on 5 November. » More on finanzen.net

Taiwan’s competition authority TFTC has rejected Delivery Hero’s sale of Foodpanda’s Taiwan business to Grab. Delivery Hero had agreed the deal in March for $600 million; both parties had also arranged protective measures and a break-fee agreement. Grab can appeal the decision, but it is unclear whether it will do so. » More on finanzen.net

After an internally planned succession, founder Niklas Östberg continues to serve as chairman and CEO of Delivery Hero. Activist investors sold shares, so a vote of no confidence and the planned replacement were not carried out. Uber intends to acquire Delivery Hero for up to €13 billion and has already secured a majority of the shares; the headquarters in Berlin and the workforce will remain at least until 2029. Delivery Hero has not yet made profits; Östberg now intends to lead the company into its next phase. » More on faz.net

Delivery Hero has lowered the interest margin on its roughly $1.33 billion Term-Loan B to 350 basis points plus SOFR, 150 basis points less than before. All other terms, including the maturity in December 2029, remain unchanged. The stock showed slight declines in XETRA trading. » More on finanzen.net