Delivery Hero

Delivery Hero increased adjusted EBITDA in the first half and beat revenue and GMV expectations in the second quarter. The group raised its full-year guidance: adjusted EBITDA now €960m–€1bn, GMV growth 9–11%, revenue up 17–19% and free cash flow >€250m. CFO Marie-Anne Popp expects the detailed takeover offer from Uber shortly; the company’s governing bodies support the €41.50 offer. Delivery Hero is also testing agentic AI assistants, which led to about 15% more orders at Glovo restaurants. » Plus sur finanzen.net

Delivery Hero, according to CFO Marie-Anne Popp, measures the impact of its agentic AI assistant with control groups. At Glovo, restaurants using the assistant increased orders by 15 percent. The tool currently supports over 40,000 partners and is being rolled out in more than 20 countries under different names; a broader rollout is planned. » Plus sur finanzen.net

CFO Marie-Anne Popp expects the publication of Uber's detailed takeover offer "shortly"; the management board and supervisory board would then issue a joint statement. Uber had offered €41.50 per share in mid‑July and now holds more than 53% of Delivery Hero, valuing the company at around €13 billion. Delivery Hero has agreed to a sale in 14 countries to SSW Partners for €1.4 billion and to ceding 22% of its markets; the transaction is expected to close in the second half of 2027. Until then Delivery Hero will remain listed and operationally independent, aiming to improve quarterly metrics and continue its strategy. » Plus sur finanzen.net