View Financial HealthDelivery Hero 配当と自社株買い配当金 基準チェック /06Delivery Hero配当金を支払った記録がありません。主要情報n/a配当利回り-9.7%バイバック利回り総株主利回り-9.7%将来の配当利回り0%配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向n/a最近の配当と自社株買いの更新更新なしすべての更新を表示Recent updatesお知らせ • May 15Delivery Hero SE Reportedly Seeks to Sell Woowa Brothers CorpDelivery Hero SE (XTRA:DHER) is seeking to sell Woowa Brothers Corp., the operator of South Korea’s largest food delivery app Baedal Minjok, or Baemin, industry sources said on 14 May 2026. Delivery Hero has appointed JPMorgan Chase & Co. as the sales adviser for Woowa Brothers and recently distributed teaser materials to major domestic and overseas strategic investors, and private equity firms, including Korean portal operator Naver Corp., sources familiar with the matter said. The German company is said to be seeking around USD 5.37 billion for the sale. Delivery Hero acquired an 87% stake in Woowa Brothers for about USD 4 billion in 2019. “We are conducting a comprehensive strategic review of our portfolio, asset allocation and overall cost structure,” a Delivery Hero official told Yonhap News Agency by phone.お知らせ • May 14Delivery Hero SE, Annual General Meeting, Jun 23, 2026Delivery Hero SE, Annual General Meeting, Jun 23, 2026, at 10:00 W. Europe Standard Time.お知らせ • Apr 26Delivery Hero Unveils Herogen Autonomous Ai AgentDelivery Hero unveiled Herogen, an advanced autonomous software delivery agent that was first introduced to the company’s product and engineering teams in February. Built in-house on industry-leading Large Language Models (LLMs), Herogen delivers an annual coding output equivalent to 130 senior engineers already, and its capacity is expanding rapidly. While previous generations of AI coding assistants required constant manual oversight and revisions, Herogen operates autonomously. Delivery Hero’s product and engineering teams assign tasks in natural language and Herogen then writes, tests, and iterates on the code, before submitting the result as a proposal. A council of agents – built on a number of leading LLMs from different providers – reviews the code from various perspectives before a human does a final check. Using multiple models reduces the chance that blind spots in any single model's training data slip through. Currently, Herogen demonstrates an 85% success rate, measured as the ratio between merged and rejected pull requests. The vast majority of tasks require zero or one interaction with the human in the loop, with built-in safeguards enabling intervention when needed. By autonomously merging over 100 code change requests per day, Herogen has effectively freed up an estimated 250,000 hours of manual coding annually. Although currently adopted by only 18% of the company’s developers, Herogen is already responsible for 9% of all code change requests across Delivery Hero. The company plans to continue expanding Herogen's reach, with a goal of having it handle 20% of all code change requests by year's end. Unlike traditional automation, which seeks to replace roles, Herogen is shifting the human-machine interface from programming language to natural language. This makes Herogen a tool for job evolution, not job elimination – it allows engineers to reach their goals faster, accelerating the pace of innovation and enabling Delivery Hero to reclaim human creativity without the constraints of computer code. The company’s strategy focuses on elevating developers from programmers to software architects, mirroring the change in daily tasks that comes with reaching higher seniority as a developer.Breakeven Date Change • Apr 08Forecast breakeven date moved forward to 2027The 16 analysts covering Delivery Hero previously expected the company to break even in 2028. New consensus forecast suggests losses will reduce by 70% to 2026. The company is expected to make a profit of €4.31m in 2027. Average annual earnings growth of 95% is required to achieve expected profit on schedule.Reported Earnings • Mar 27Full year 2025 earnings released: €2.62 loss per share (vs €3.10 loss in FY 2024)Full year 2025 results: €2.62 loss per share (improved from €3.10 loss in FY 2024). Revenue: €14.1b (up 14% from FY 2024). Net loss: €782.9m (loss narrowed 11% from FY 2024). Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Hospitality industry in Italy. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.お知らせ • Mar 23Grab Holdings Limited (NasdaqGS:GRAB) agreed to acquire Foodpanda Taiwan Co., Ltd. from Delivery Hero SE (XTRA:DHER) for $600 million.Grab Holdings Limited (NasdaqGS:GRAB) agreed to acquire Foodpanda Taiwan Co., Ltd. from Delivery Hero SE (XTRA:DHER) for $600 million on March 23, 2026. A cash consideration of $600 million will be paid by Grab Holdings Limited. After the acquisition, Grab will have a presence across 21 cities in Taiwan. This deal combines Grab’s AI-enabled products and deep operational expertise with foodpanda’s extensive coverage across Taiwan. J.P. Morgan SE acted as financial advisor for Delivery Hero SE (XTRA:DHER). The transaction is subject to regulatory approvals and customary closing conditions. The transaction is expected to complete in the second half of 2026.Breakeven Date Change • Mar 03Forecast breakeven date pushed back to 2028The 17 analysts covering Delivery Hero previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of €111.2m in 2028. Average annual earnings growth of 71% is required to achieve expected profit on schedule.Breakeven Date Change • Jan 26Forecast to breakeven in 2027The 18 analysts covering Delivery Hero expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €60.2m in 2027. Average annual earnings growth of 74% is required to achieve expected profit on schedule.お知らせ • Jan 08Delivery Hero SE Appoints Johannes Bruder To The Management Board, Effective January 1, 2026Delivery Hero SE announced that Johannes Bruder, Delivery Hero’s Chief Product Officer, has joined the Group’s Management Board, effective January 1, 2026. As Chief Product Officer, Johannes Bruder has been responsible for the rollout of a unified global technology platform that connects customers, vendors, and riders across all of Delivery Hero’s verticals and markets. By aligning the Group’s product ecosystem and integrating AI-driven automation, he has enabled the company to scale operations efficiently while ensuring a highly localized and personalized experience for users worldwide. Johannes Bruder joined Delivery Hero in 2018 as Chief Product Officer. Before this, he held leadership roles as CPO and COO at Rocket Internet and worked at Google in Europe. Johannes holds a PhD in Economics.New Risk • Nov 28New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.お知らせ • Nov 28Delivery Hero Shareholders Reportedly to Push for Sale, DivestmentDelivery Hero SE (XTRA:DHER) is under pressure from several major shareholders to consider selling the company or divesting parts of its business. The Berlin-based food delivery company has seen its shares drop 53% over the past year, reducing its market value to about €5.2 billion (USD 6.1 billion). Shareholders including Hong Kong’s Aspex Management, Singapore’s Broad Peak Investment Advisers, and Switzerland’s PSquared Asset Management have expressed frustration with Delivery Hero’s financial performance. At least one large US fund has also raised concerns about the company’s portfolio strategy. Some investors are calling for a broader review after previous unsuccessful attempts to sell assets, including its Taiwan unit. Potential buyers for Delivery Hero or its units could include Meituan, Grab, or Uber, sources said. Baedal Minjok, Delivery Hero’s Korean food delivery app, is seen as a particularly attractive asset.Breakeven Date Change • Nov 24Forecast to breakeven in 2027The 16 analysts covering Delivery Hero expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €186.6m in 2027. Average annual earnings growth of 88% is required to achieve expected profit on schedule.お知らせ • Nov 18+ 2 more updatesDelivery Hero SE to Report Q1, 2026 Results on Apr 30, 2026Delivery Hero SE announced that they will report Q1, 2026 results on Apr 30, 2026Breakeven Date Change • Nov 15Forecast breakeven date pushed back to 2027The 16 analysts covering Delivery Hero previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 77% per year to 2026. The company is expected to make a profit of €205.5m in 2027. Average annual earnings growth of 99% is required to achieve expected profit on schedule.Breakeven Date Change • Oct 28Forecast breakeven date moved forward to 2026The 17 analysts covering Delivery Hero previously expected the company to break even in 2027. New consensus forecast suggests losses will reduce by 44% to 2025. The company is expected to make a profit of €12.9m in 2026. Average annual earnings growth of 103% is required to achieve expected profit on schedule.お知らせ • Sep 26Delivery Hero SE Announces Supervisory Board ChangesDelivery Hero SE welcomes Warren Jenson to its Supervisory Board as Deputy Chair, effective September 23, 2025. Mr. Jenson, a US citizen, started his career in public accounting in 1981 and has extensive experience in tech, having held C-Level positions at companies including Delta Air Lines Inc., Amazon.com Inc. and Electronic Arts Inc. He most recently served as President and Chief Financial Officer at Nielsen Holding Plc. On the Delivery Hero Supervisory Board, Mr. Jenson is taking on all the duties and responsibilities previously held by Roger Rabalais. Mr. Jenson’s term will run until the end of the Annual General Meeting 2026. Mr. Rabalais stepped down from the board following the announcement that Naspers Group has decided to sell down its stake in Delivery Hero.Breakeven Date Change • Sep 03Forecast breakeven date pushed back to 2027The 17 analysts covering Delivery Hero previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 79% per year to 2026. The company is expected to make a profit of €333.2m in 2027. Average annual earnings growth of 103% is required to achieve expected profit on schedule.Reported Earnings • Aug 31First half 2025 earnings released: €1.34 loss per share (vs €2.58 loss in 1H 2024)First half 2025 results: €1.34 loss per share (improved from €2.58 loss in 1H 2024). Revenue: €6.88b (up 19% from 1H 2024). Net loss: €396.3m (loss narrowed 45% from 1H 2024). Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Hospitality industry in Italy. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Breakeven Date Change • Aug 28Forecast breakeven date pushed back to 2027The 16 analysts covering Delivery Hero previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of €415.4m in 2027. Average annual earnings growth of 94% is required to achieve expected profit on schedule.お知らせ • Jun 20Delivery Hero SE Announces Board ChangesDelivery Hero SE welcomed Judith Jungmann to its Supervisory Board at its 2025 Annual General Meeting (AGM) held on June 18, 2025. Judith Jungmann, Chief Human Resources Officer at Beckers Group, was newly elected to the Supervisory Board as a shareholder representative. Her term will run until the conclusion of the AGM that resolves on the discharge for the 2026 financial year. Judith Jungmann’s curriculum vitae is available here. The Company additionally bid farewell to its long-standing Supervisory Board member, Dr. Martin Enderle, who was first appointed as Supervisory Board chair in 2017. Dr. Enderle had announced his resignation at Delivery Hero’s 2024 AGM, subject to a full transition of his duties to the Supervisory Board’s current chair, Kristin Skogen Lund.お知らせ • May 08Delivery Hero SE, Annual General Meeting, Jun 18, 2025Delivery Hero SE, Annual General Meeting, Jun 18, 2025, at 10:00 W. Europe Standard Time.Breakeven Date Change • Apr 26Forecast breakeven date moved forward to 2026The 18 analysts covering Delivery Hero previously expected the company to break even in 2027. New consensus forecast suggests losses will reduce by 40% to 2025. The company is expected to make a profit of €24.6m in 2026. Average annual earnings growth of 96% is required to achieve expected profit on schedule.Breakeven Date Change • Apr 14Forecast breakeven date pushed back to 2027The 19 analysts covering Delivery Hero previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of €690.1m in 2027. Average annual earnings growth of 91% is required to achieve expected profit on schedule.決済の安定と成長配当データの取得安定した配当: 1DHERの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: 1DHERの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Delivery Hero 配当利回り対市場1DHER 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (1DHER)n/a市場下位25% (IT)1.7%市場トップ25% (IT)4.6%業界平均 (Hospitality)3.0%アナリスト予想 (1DHER) (最長3年)0%注目すべき配当: 1DHERは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: 1DHERは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: 1DHERの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。株主配当金キャッシュフローカバレッジ: 1DHERが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YIT 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 19:05終値2026/05/21 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Delivery Hero SE 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35 アナリスト機関Rocco StraussArete Research Services LLPnull nullBanco SantanderAdrian SanchezBanco Santander32 その他のアナリストを表示
お知らせ • May 15Delivery Hero SE Reportedly Seeks to Sell Woowa Brothers CorpDelivery Hero SE (XTRA:DHER) is seeking to sell Woowa Brothers Corp., the operator of South Korea’s largest food delivery app Baedal Minjok, or Baemin, industry sources said on 14 May 2026. Delivery Hero has appointed JPMorgan Chase & Co. as the sales adviser for Woowa Brothers and recently distributed teaser materials to major domestic and overseas strategic investors, and private equity firms, including Korean portal operator Naver Corp., sources familiar with the matter said. The German company is said to be seeking around USD 5.37 billion for the sale. Delivery Hero acquired an 87% stake in Woowa Brothers for about USD 4 billion in 2019. “We are conducting a comprehensive strategic review of our portfolio, asset allocation and overall cost structure,” a Delivery Hero official told Yonhap News Agency by phone.
お知らせ • May 14Delivery Hero SE, Annual General Meeting, Jun 23, 2026Delivery Hero SE, Annual General Meeting, Jun 23, 2026, at 10:00 W. Europe Standard Time.
お知らせ • Apr 26Delivery Hero Unveils Herogen Autonomous Ai AgentDelivery Hero unveiled Herogen, an advanced autonomous software delivery agent that was first introduced to the company’s product and engineering teams in February. Built in-house on industry-leading Large Language Models (LLMs), Herogen delivers an annual coding output equivalent to 130 senior engineers already, and its capacity is expanding rapidly. While previous generations of AI coding assistants required constant manual oversight and revisions, Herogen operates autonomously. Delivery Hero’s product and engineering teams assign tasks in natural language and Herogen then writes, tests, and iterates on the code, before submitting the result as a proposal. A council of agents – built on a number of leading LLMs from different providers – reviews the code from various perspectives before a human does a final check. Using multiple models reduces the chance that blind spots in any single model's training data slip through. Currently, Herogen demonstrates an 85% success rate, measured as the ratio between merged and rejected pull requests. The vast majority of tasks require zero or one interaction with the human in the loop, with built-in safeguards enabling intervention when needed. By autonomously merging over 100 code change requests per day, Herogen has effectively freed up an estimated 250,000 hours of manual coding annually. Although currently adopted by only 18% of the company’s developers, Herogen is already responsible for 9% of all code change requests across Delivery Hero. The company plans to continue expanding Herogen's reach, with a goal of having it handle 20% of all code change requests by year's end. Unlike traditional automation, which seeks to replace roles, Herogen is shifting the human-machine interface from programming language to natural language. This makes Herogen a tool for job evolution, not job elimination – it allows engineers to reach their goals faster, accelerating the pace of innovation and enabling Delivery Hero to reclaim human creativity without the constraints of computer code. The company’s strategy focuses on elevating developers from programmers to software architects, mirroring the change in daily tasks that comes with reaching higher seniority as a developer.
Breakeven Date Change • Apr 08Forecast breakeven date moved forward to 2027The 16 analysts covering Delivery Hero previously expected the company to break even in 2028. New consensus forecast suggests losses will reduce by 70% to 2026. The company is expected to make a profit of €4.31m in 2027. Average annual earnings growth of 95% is required to achieve expected profit on schedule.
Reported Earnings • Mar 27Full year 2025 earnings released: €2.62 loss per share (vs €3.10 loss in FY 2024)Full year 2025 results: €2.62 loss per share (improved from €3.10 loss in FY 2024). Revenue: €14.1b (up 14% from FY 2024). Net loss: €782.9m (loss narrowed 11% from FY 2024). Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Hospitality industry in Italy. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
お知らせ • Mar 23Grab Holdings Limited (NasdaqGS:GRAB) agreed to acquire Foodpanda Taiwan Co., Ltd. from Delivery Hero SE (XTRA:DHER) for $600 million.Grab Holdings Limited (NasdaqGS:GRAB) agreed to acquire Foodpanda Taiwan Co., Ltd. from Delivery Hero SE (XTRA:DHER) for $600 million on March 23, 2026. A cash consideration of $600 million will be paid by Grab Holdings Limited. After the acquisition, Grab will have a presence across 21 cities in Taiwan. This deal combines Grab’s AI-enabled products and deep operational expertise with foodpanda’s extensive coverage across Taiwan. J.P. Morgan SE acted as financial advisor for Delivery Hero SE (XTRA:DHER). The transaction is subject to regulatory approvals and customary closing conditions. The transaction is expected to complete in the second half of 2026.
Breakeven Date Change • Mar 03Forecast breakeven date pushed back to 2028The 17 analysts covering Delivery Hero previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of €111.2m in 2028. Average annual earnings growth of 71% is required to achieve expected profit on schedule.
Breakeven Date Change • Jan 26Forecast to breakeven in 2027The 18 analysts covering Delivery Hero expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €60.2m in 2027. Average annual earnings growth of 74% is required to achieve expected profit on schedule.
お知らせ • Jan 08Delivery Hero SE Appoints Johannes Bruder To The Management Board, Effective January 1, 2026Delivery Hero SE announced that Johannes Bruder, Delivery Hero’s Chief Product Officer, has joined the Group’s Management Board, effective January 1, 2026. As Chief Product Officer, Johannes Bruder has been responsible for the rollout of a unified global technology platform that connects customers, vendors, and riders across all of Delivery Hero’s verticals and markets. By aligning the Group’s product ecosystem and integrating AI-driven automation, he has enabled the company to scale operations efficiently while ensuring a highly localized and personalized experience for users worldwide. Johannes Bruder joined Delivery Hero in 2018 as Chief Product Officer. Before this, he held leadership roles as CPO and COO at Rocket Internet and worked at Google in Europe. Johannes holds a PhD in Economics.
New Risk • Nov 28New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
お知らせ • Nov 28Delivery Hero Shareholders Reportedly to Push for Sale, DivestmentDelivery Hero SE (XTRA:DHER) is under pressure from several major shareholders to consider selling the company or divesting parts of its business. The Berlin-based food delivery company has seen its shares drop 53% over the past year, reducing its market value to about €5.2 billion (USD 6.1 billion). Shareholders including Hong Kong’s Aspex Management, Singapore’s Broad Peak Investment Advisers, and Switzerland’s PSquared Asset Management have expressed frustration with Delivery Hero’s financial performance. At least one large US fund has also raised concerns about the company’s portfolio strategy. Some investors are calling for a broader review after previous unsuccessful attempts to sell assets, including its Taiwan unit. Potential buyers for Delivery Hero or its units could include Meituan, Grab, or Uber, sources said. Baedal Minjok, Delivery Hero’s Korean food delivery app, is seen as a particularly attractive asset.
Breakeven Date Change • Nov 24Forecast to breakeven in 2027The 16 analysts covering Delivery Hero expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €186.6m in 2027. Average annual earnings growth of 88% is required to achieve expected profit on schedule.
お知らせ • Nov 18+ 2 more updatesDelivery Hero SE to Report Q1, 2026 Results on Apr 30, 2026Delivery Hero SE announced that they will report Q1, 2026 results on Apr 30, 2026
Breakeven Date Change • Nov 15Forecast breakeven date pushed back to 2027The 16 analysts covering Delivery Hero previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 77% per year to 2026. The company is expected to make a profit of €205.5m in 2027. Average annual earnings growth of 99% is required to achieve expected profit on schedule.
Breakeven Date Change • Oct 28Forecast breakeven date moved forward to 2026The 17 analysts covering Delivery Hero previously expected the company to break even in 2027. New consensus forecast suggests losses will reduce by 44% to 2025. The company is expected to make a profit of €12.9m in 2026. Average annual earnings growth of 103% is required to achieve expected profit on schedule.
お知らせ • Sep 26Delivery Hero SE Announces Supervisory Board ChangesDelivery Hero SE welcomes Warren Jenson to its Supervisory Board as Deputy Chair, effective September 23, 2025. Mr. Jenson, a US citizen, started his career in public accounting in 1981 and has extensive experience in tech, having held C-Level positions at companies including Delta Air Lines Inc., Amazon.com Inc. and Electronic Arts Inc. He most recently served as President and Chief Financial Officer at Nielsen Holding Plc. On the Delivery Hero Supervisory Board, Mr. Jenson is taking on all the duties and responsibilities previously held by Roger Rabalais. Mr. Jenson’s term will run until the end of the Annual General Meeting 2026. Mr. Rabalais stepped down from the board following the announcement that Naspers Group has decided to sell down its stake in Delivery Hero.
Breakeven Date Change • Sep 03Forecast breakeven date pushed back to 2027The 17 analysts covering Delivery Hero previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 79% per year to 2026. The company is expected to make a profit of €333.2m in 2027. Average annual earnings growth of 103% is required to achieve expected profit on schedule.
Reported Earnings • Aug 31First half 2025 earnings released: €1.34 loss per share (vs €2.58 loss in 1H 2024)First half 2025 results: €1.34 loss per share (improved from €2.58 loss in 1H 2024). Revenue: €6.88b (up 19% from 1H 2024). Net loss: €396.3m (loss narrowed 45% from 1H 2024). Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Hospitality industry in Italy. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Breakeven Date Change • Aug 28Forecast breakeven date pushed back to 2027The 16 analysts covering Delivery Hero previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of €415.4m in 2027. Average annual earnings growth of 94% is required to achieve expected profit on schedule.
お知らせ • Jun 20Delivery Hero SE Announces Board ChangesDelivery Hero SE welcomed Judith Jungmann to its Supervisory Board at its 2025 Annual General Meeting (AGM) held on June 18, 2025. Judith Jungmann, Chief Human Resources Officer at Beckers Group, was newly elected to the Supervisory Board as a shareholder representative. Her term will run until the conclusion of the AGM that resolves on the discharge for the 2026 financial year. Judith Jungmann’s curriculum vitae is available here. The Company additionally bid farewell to its long-standing Supervisory Board member, Dr. Martin Enderle, who was first appointed as Supervisory Board chair in 2017. Dr. Enderle had announced his resignation at Delivery Hero’s 2024 AGM, subject to a full transition of his duties to the Supervisory Board’s current chair, Kristin Skogen Lund.
お知らせ • May 08Delivery Hero SE, Annual General Meeting, Jun 18, 2025Delivery Hero SE, Annual General Meeting, Jun 18, 2025, at 10:00 W. Europe Standard Time.
Breakeven Date Change • Apr 26Forecast breakeven date moved forward to 2026The 18 analysts covering Delivery Hero previously expected the company to break even in 2027. New consensus forecast suggests losses will reduce by 40% to 2025. The company is expected to make a profit of €24.6m in 2026. Average annual earnings growth of 96% is required to achieve expected profit on schedule.
Breakeven Date Change • Apr 14Forecast breakeven date pushed back to 2027The 19 analysts covering Delivery Hero previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of €690.1m in 2027. Average annual earnings growth of 91% is required to achieve expected profit on schedule.