View ValuationDelivery Hero 将来の成長Future 基準チェック /36Delivery Hero利益と収益がそれぞれ年間96.8%と9.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17.1% 91%なると予測されています。主要情報96.8%収益成長率91.03%EPS成長率Hospitality 収益成長18.5%収益成長率9.2%将来の株主資本利益率17.13%アナリストカバレッジGood最終更新日19 May 2026今後の成長に関する最新情報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.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.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.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.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.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.お知らせ • Dec 20Delivery Hero SE Announces Marie-Anne Popp as Chief Financial Officer from January 2025Delivery Hero SE announced that Marie-Anne Popp, interim Chief Financial Officer, will become its CFO from January 2025. Popp will be appointed by the Company’s Supervisory Board, and also join Delivery Hero’s Management Board. As interim CFO, Popp led the execution of Delivery Hero’s financial strategy, management practices and reporting, while the Company extended its successful profitability trend, including double-digit revenue growth rates across all business segments, from previous quarters. As CFO, she will continue with these responsibilities. Prior to her role as interim CFO, Popp was the Senior Vice President of Finance at Delivery Hero. During her extensive career, she has held numerous senior leadership roles, including SVP of Corporate Finance & Strategic Programs at Adidas and CFO covering Emerging Markets at General Electric. Popp holds a Master of Business Administration from Harvard Business School and a Master of Economics from ESCP Business School.お知らせ • Nov 08+ 3 more updatesDelivery Hero SE to Report Fiscal Year 2024 Results on Apr 24, 2025Delivery Hero SE announced that they will report fiscal year 2024 results at 12:00 PM, Central European Standard Time on Apr 24, 2025お知らせ • May 16Delivery Hero SE announced that it expects to receive €277.919994 million in funding from SMB Holding CorporationDelivery Hero SE announced a private placement of 8,421,818 new ordinary registered shares at a price of €33 per share for the gross proceeds of €277,919,994 on May 14, 2024. The transaction will include participation from new investor SMB Holding Corporation for 2.98% stake. The New Shares will be subject to a lock-up period of 45 days, subject to customary exceptions.お知らせ • May 15Uber Eats agreed to acquire Foodpanda Taiwan Co., Ltd. from Delivery Hero SE (XTRA:DHER) for $950 million.Uber Eats agreed to acquire Foodpanda Taiwan Co., Ltd. from Delivery Hero SE (XTRA:DHER) for $950 million on May 13, 2024. The consideration consists of $950 million in cash. In a related transaction, the companies have also entered into an agreement for Uber to purchase $300 million in newly issued ordinary shares of Delivery Hero. The acquisition of foodpanda Taiwan is subject to regulatory approval and other customary closing conditions and is targeted to close in the first half of 2025. Goldman Sachs & Co. LLC acted as exclusive financial advisor to Uber and UniCredit Bank GmbH acted as financial advisor to Delivery Hero.お知らせ • Apr 05Sachem Head Capital Management Acquires Stake in Delivery HeroOn April 4, 2024, Sachem Head Capital Management announced that it has built a 3.6% stake in Delivery Hero SE, seeking a seat on the supervisory board of the Company and potentially to oust CEO Niklas Oestberg. Sachem Head declined to comment, and the Company itself stated that it does not comment on rumours or speculation.お知らせ • Apr 04The Competition and Consumer Commission of Singapore Raises Potential Worries on Possible Deal Between Grab and FoodpandaA possible deal between Grab Holdings Limited (NasdaqGS:GRAB) and Foodpanda GmbH, which has since fallen through, had raised potential worries about competition in the food delivery market, said Singapore's competition watchdog. The Competition and Consumer Commission of Singapore (CCCS) said on April 1 that it had started a probe on January 10 into the possible acquisition by Grab Holdings of the whole or part of the business of foodpanda operator Delivery Hero SE (XTRA:DHER) in South-east Asia, including Singapore. "At the time, CCCS had reason to suspect that the possible transaction might result in a substantial lessening of competition in the market for the supply of online food ordering and delivery services in Singapore, which is characterised by few large players, high entry barriers and strong network effects," it said in a statement. The investigation centred on whether the possible transaction would infringe section 54 of the Competition Act 2004, which prohibits mergers that have resulted, or may be expected to result, in a substantial lessening of competition in Singapore. CCCS said it had on Feb. 2 issued interim measures directions (IMDs) to Delivery Hero and Grab aimed at ensuring that the market remained open. The measures, due to last until the completion of its investigation, ceased to be in effect from Feb. 23 after CCCS was informed that the possible deal had been abandoned. Under the IMDs, CCCS had directed the parties to, among other things, not take any action that would cause or contribute to the following scenarios: The directions also included one that said Grab should not make any payment to Delivery Hero, and Delivery Hero should not receive any payment from Grab in cash, stock or otherwise in connection with a Singapore merger. The watchdog said in its statement: "The CCCS continues to monitor market practices and will take necessary action to protect the market against mergers or acquisitions which may substantially lessen competition in Singapore".お知らせ • Mar 04Delivery Hero, Uber Eats Reportedly Fail to Reach Deal on Foodpanda BizDelivery Hero SE (XTRA:DHER) has terminated discussions with US sector player Uber Eats over the sale of its Foodpanda Taiwan Co. Ltd. business in Taiwan, German paper WirtschaftsWoche reported on Feb. 29, 2024. Reportedly, the parties were in advanced talks and Delivery Hero was pursuing a price significantly exceeding USD 1 billion (EUR 924 million). The news comes just after the German company said last week it has discontinued negotiations regarding the sales of the Foodpanda business in Singapore, Malaysia, Philippines, Thailand, Cambodia, Myanmar and Laos. Delivery Hero, however, added at the time that it remains open to a transaction and will continue to assess potential strategic options.お知らせ • Feb 22Delivery Hero Terminates Talks on Potential Sale of Foodpanda Business in Southeast AsiaDelivery Hero SE (XTRA:DHER) opens new tab said on February 21, 2024 that the ongoing talks for the potential sale of its foodpanda business in selected markets in Southeast Asia have been terminated. The parties could not reach final agreement on the deal terms, Delivery Hero said in a statement, without naming the parties. Delivery Hero has been trying to divest its loss-making Southeast Asian business in a wider effort to reach profitability while maintaining growth, as investor concerns regarding the company's cash position grow. The selected Southeast Asian markets include Singapore, Malaysia, Philippines, Thailand, Cambodia, Myanmar and Laos. The Berlin-based company confirmed talks on a partial sale of its Asia business last year, adding that the deal's value was still under negotiation. Earlier this month, The New Straits Times reported that talks with Grab (GRAB.O), opens new tab on foodpanda's sale had collapsed. However, Delivery Hero then said the negotiations for the potential sale were ongoing.お知らせ • Feb 02Delivery Hero Says Talks Over Potential Sale of Southeast Asia Business ContinueDelivery Hero SE (XTRA:DHER) said negotiations over the potential sale of its foodpanda business in selected Southeast Asian markets are continuing, dismissing rumors that talks had collapsed. The German food-delivery company said in September that the potential sale would be for the business in Singapore, Malaysia, the Philippines, Thailand, Cambodia, Myanmar and Laos, though it didn't disclose who it is in talks with. "There are market rumors that the negotiations for the potential sale have collapsed. We confirm that the negotiations for the potential sale are ongoing, and, thus, the rumors are false," the group said Friday. Delivery Hero shares are down 6% at EUR 20.22 after the announcement. Shares touched a low of EUR 18.62 on February 2, 2024 prior to the announcement.お知らせ • Nov 15+ 1 more updateDelivery Hero SE to Report Fiscal Year 2023 Results on Apr 25, 2024Delivery Hero SE announced that they will report fiscal year 2023 results on Apr 25, 2024お知らせ • Jul 23Delivery Hero SE (XTRA:DHER) acquired the remaining 37% stake in HungerStation, Ltd. for approximately €270 million.Delivery Hero SE (XTRA:DHER) acquired the remaining 37% stake in HungerStation, Ltd. for approximately €270 million on July 21, 2023. In FY 2022, HungerStation generated revenue of €609m, and achieved a positive EBIT, including group costs, of more than €50m. Delivery Hero SE (XTRA:DHER) completed the acquisition of the remaining 37% stake in HungerStation, Ltd. on July 21, 2023.お知らせ • Jan 29Delivery Hero SE (XTRA:DHER) completed the acquisition of Food Delivery and Quick Commerce Business in Central America and the Caribbean of Hugo Technologies S.A. de C.V.Delivery Hero SE (XTRA:DHER) entered into an agreement to acquire Food Delivery and Quick Commerce Business in Central America and the Caribbean of Hugo Technologies S.A. de C.V. on October 14, 2021. The transaction is expected to close in Q1 2022 and subject to relevant regulatory approvals. Yosbel A. Ibarra, Carol Barnhart and L. Frank Cordero of Greenberg Traurig Germany, LLP acted as legal advisor to Delivery Hero and Greenberg Traurig, LLP acted as an advisor to Hugo Technologies S.A. de C.V., Bank of America Corporation acted as financial advisor to Hugo Technologies. Alta-Valdés Suarez & Velasco participated as legal advisor. Delivery Hero SE (XTRA:DHER) completed the acquisition of Food Delivery and Quick Commerce Business in Central America and the Caribbean of Hugo Technologies S.A. de C.V. on January 28, 2023.お知らせ • Jan 04+ 3 more updatesDelivery Hero SE to Report Q3, 2023 Results on Nov 09, 2023Delivery Hero SE announced that they will report Q3, 2023 results on Nov 09, 2023業績と収益の成長予測OTCPK:DELH.Y - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202818,7333595501,0231412/31/202717,258-173508681612/31/202615,706-2502455881712/31/202514,060-783-24680N/A9/30/202513,731-672189505N/A6/30/202513,402-560625931N/A3/31/202512,848-721492784N/A12/31/202412,295-882359638N/A9/30/202411,585-1,564169450N/A6/30/202410,875-2,246-20261N/A3/31/202410,409-2,272-150121N/A12/31/20239,942-2,297-279-19N/A9/30/20239,771-2,287-485-242N/A6/30/20239,601-2,276-691-464N/A3/31/20239,089-2,642-816-576N/A12/31/20228,577-3,008-940-689N/A9/30/20227,896-2,317-1,109-819N/A6/30/20227,214-1,625-1,279-948N/A3/31/20226,535-1,374-1,250-925N/A12/31/20215,856-1,124-1,222-901N/A9/30/20214,914-1,544N/AN/AN/A6/30/20213,972-1,964-909-653N/A3/31/20213,222-1,687-823-591N/A12/31/20202,472-1,409-737-530N/A9/30/20202,078-1,175N/AN/AN/A6/30/20201,684-940-610-478N/A3/31/20201,461-815-534-422N/A12/31/20191,238-689-458-365N/A9/30/20191,060-524N/A-297N/A6/30/2019883-360N/A-230N/A3/31/2019774-317N/A-197N/A12/31/2018665-273N/A-165N/A9/30/2018583-249N/A-175N/A6/30/2018501-224N/A-185N/A3/31/2018479-337N/A-206N/A12/31/2017454-329N/A-211N/A9/30/2017430-304N/A-159N/A6/30/2017406-278N/A-107N/A3/31/2017355-171N/A-88N/A12/31/2016290-184N/A-96N/A12/31/2015166-236N/A-147N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: DELH.Yは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。収益対市場: DELH.Y今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: DELH.Y今後 3 年以内に収益を上げることが予想されます。収益対市場: DELH.Yの収益 ( 9.2% ) US市場 ( 11.6% ) よりも低い成長が予測されています。高い収益成長: DELH.Yの収益 ( 9.2% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: DELH.Yの 自己資本利益率 は、3年後には低くなると予測されています ( 17.1 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の高成長企業。View Past Performance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2026/05/20 15:55終値2026/05/20 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.
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.
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.
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.
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
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.
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.
お知らせ • Dec 20Delivery Hero SE Announces Marie-Anne Popp as Chief Financial Officer from January 2025Delivery Hero SE announced that Marie-Anne Popp, interim Chief Financial Officer, will become its CFO from January 2025. Popp will be appointed by the Company’s Supervisory Board, and also join Delivery Hero’s Management Board. As interim CFO, Popp led the execution of Delivery Hero’s financial strategy, management practices and reporting, while the Company extended its successful profitability trend, including double-digit revenue growth rates across all business segments, from previous quarters. As CFO, she will continue with these responsibilities. Prior to her role as interim CFO, Popp was the Senior Vice President of Finance at Delivery Hero. During her extensive career, she has held numerous senior leadership roles, including SVP of Corporate Finance & Strategic Programs at Adidas and CFO covering Emerging Markets at General Electric. Popp holds a Master of Business Administration from Harvard Business School and a Master of Economics from ESCP Business School.
お知らせ • Nov 08+ 3 more updatesDelivery Hero SE to Report Fiscal Year 2024 Results on Apr 24, 2025Delivery Hero SE announced that they will report fiscal year 2024 results at 12:00 PM, Central European Standard Time on Apr 24, 2025
お知らせ • May 16Delivery Hero SE announced that it expects to receive €277.919994 million in funding from SMB Holding CorporationDelivery Hero SE announced a private placement of 8,421,818 new ordinary registered shares at a price of €33 per share for the gross proceeds of €277,919,994 on May 14, 2024. The transaction will include participation from new investor SMB Holding Corporation for 2.98% stake. The New Shares will be subject to a lock-up period of 45 days, subject to customary exceptions.
お知らせ • May 15Uber Eats agreed to acquire Foodpanda Taiwan Co., Ltd. from Delivery Hero SE (XTRA:DHER) for $950 million.Uber Eats agreed to acquire Foodpanda Taiwan Co., Ltd. from Delivery Hero SE (XTRA:DHER) for $950 million on May 13, 2024. The consideration consists of $950 million in cash. In a related transaction, the companies have also entered into an agreement for Uber to purchase $300 million in newly issued ordinary shares of Delivery Hero. The acquisition of foodpanda Taiwan is subject to regulatory approval and other customary closing conditions and is targeted to close in the first half of 2025. Goldman Sachs & Co. LLC acted as exclusive financial advisor to Uber and UniCredit Bank GmbH acted as financial advisor to Delivery Hero.
お知らせ • Apr 05Sachem Head Capital Management Acquires Stake in Delivery HeroOn April 4, 2024, Sachem Head Capital Management announced that it has built a 3.6% stake in Delivery Hero SE, seeking a seat on the supervisory board of the Company and potentially to oust CEO Niklas Oestberg. Sachem Head declined to comment, and the Company itself stated that it does not comment on rumours or speculation.
お知らせ • Apr 04The Competition and Consumer Commission of Singapore Raises Potential Worries on Possible Deal Between Grab and FoodpandaA possible deal between Grab Holdings Limited (NasdaqGS:GRAB) and Foodpanda GmbH, which has since fallen through, had raised potential worries about competition in the food delivery market, said Singapore's competition watchdog. The Competition and Consumer Commission of Singapore (CCCS) said on April 1 that it had started a probe on January 10 into the possible acquisition by Grab Holdings of the whole or part of the business of foodpanda operator Delivery Hero SE (XTRA:DHER) in South-east Asia, including Singapore. "At the time, CCCS had reason to suspect that the possible transaction might result in a substantial lessening of competition in the market for the supply of online food ordering and delivery services in Singapore, which is characterised by few large players, high entry barriers and strong network effects," it said in a statement. The investigation centred on whether the possible transaction would infringe section 54 of the Competition Act 2004, which prohibits mergers that have resulted, or may be expected to result, in a substantial lessening of competition in Singapore. CCCS said it had on Feb. 2 issued interim measures directions (IMDs) to Delivery Hero and Grab aimed at ensuring that the market remained open. The measures, due to last until the completion of its investigation, ceased to be in effect from Feb. 23 after CCCS was informed that the possible deal had been abandoned. Under the IMDs, CCCS had directed the parties to, among other things, not take any action that would cause or contribute to the following scenarios: The directions also included one that said Grab should not make any payment to Delivery Hero, and Delivery Hero should not receive any payment from Grab in cash, stock or otherwise in connection with a Singapore merger. The watchdog said in its statement: "The CCCS continues to monitor market practices and will take necessary action to protect the market against mergers or acquisitions which may substantially lessen competition in Singapore".
お知らせ • Mar 04Delivery Hero, Uber Eats Reportedly Fail to Reach Deal on Foodpanda BizDelivery Hero SE (XTRA:DHER) has terminated discussions with US sector player Uber Eats over the sale of its Foodpanda Taiwan Co. Ltd. business in Taiwan, German paper WirtschaftsWoche reported on Feb. 29, 2024. Reportedly, the parties were in advanced talks and Delivery Hero was pursuing a price significantly exceeding USD 1 billion (EUR 924 million). The news comes just after the German company said last week it has discontinued negotiations regarding the sales of the Foodpanda business in Singapore, Malaysia, Philippines, Thailand, Cambodia, Myanmar and Laos. Delivery Hero, however, added at the time that it remains open to a transaction and will continue to assess potential strategic options.
お知らせ • Feb 22Delivery Hero Terminates Talks on Potential Sale of Foodpanda Business in Southeast AsiaDelivery Hero SE (XTRA:DHER) opens new tab said on February 21, 2024 that the ongoing talks for the potential sale of its foodpanda business in selected markets in Southeast Asia have been terminated. The parties could not reach final agreement on the deal terms, Delivery Hero said in a statement, without naming the parties. Delivery Hero has been trying to divest its loss-making Southeast Asian business in a wider effort to reach profitability while maintaining growth, as investor concerns regarding the company's cash position grow. The selected Southeast Asian markets include Singapore, Malaysia, Philippines, Thailand, Cambodia, Myanmar and Laos. The Berlin-based company confirmed talks on a partial sale of its Asia business last year, adding that the deal's value was still under negotiation. Earlier this month, The New Straits Times reported that talks with Grab (GRAB.O), opens new tab on foodpanda's sale had collapsed. However, Delivery Hero then said the negotiations for the potential sale were ongoing.
お知らせ • Feb 02Delivery Hero Says Talks Over Potential Sale of Southeast Asia Business ContinueDelivery Hero SE (XTRA:DHER) said negotiations over the potential sale of its foodpanda business in selected Southeast Asian markets are continuing, dismissing rumors that talks had collapsed. The German food-delivery company said in September that the potential sale would be for the business in Singapore, Malaysia, the Philippines, Thailand, Cambodia, Myanmar and Laos, though it didn't disclose who it is in talks with. "There are market rumors that the negotiations for the potential sale have collapsed. We confirm that the negotiations for the potential sale are ongoing, and, thus, the rumors are false," the group said Friday. Delivery Hero shares are down 6% at EUR 20.22 after the announcement. Shares touched a low of EUR 18.62 on February 2, 2024 prior to the announcement.
お知らせ • Nov 15+ 1 more updateDelivery Hero SE to Report Fiscal Year 2023 Results on Apr 25, 2024Delivery Hero SE announced that they will report fiscal year 2023 results on Apr 25, 2024
お知らせ • Jul 23Delivery Hero SE (XTRA:DHER) acquired the remaining 37% stake in HungerStation, Ltd. for approximately €270 million.Delivery Hero SE (XTRA:DHER) acquired the remaining 37% stake in HungerStation, Ltd. for approximately €270 million on July 21, 2023. In FY 2022, HungerStation generated revenue of €609m, and achieved a positive EBIT, including group costs, of more than €50m. Delivery Hero SE (XTRA:DHER) completed the acquisition of the remaining 37% stake in HungerStation, Ltd. on July 21, 2023.
お知らせ • Jan 29Delivery Hero SE (XTRA:DHER) completed the acquisition of Food Delivery and Quick Commerce Business in Central America and the Caribbean of Hugo Technologies S.A. de C.V.Delivery Hero SE (XTRA:DHER) entered into an agreement to acquire Food Delivery and Quick Commerce Business in Central America and the Caribbean of Hugo Technologies S.A. de C.V. on October 14, 2021. The transaction is expected to close in Q1 2022 and subject to relevant regulatory approvals. Yosbel A. Ibarra, Carol Barnhart and L. Frank Cordero of Greenberg Traurig Germany, LLP acted as legal advisor to Delivery Hero and Greenberg Traurig, LLP acted as an advisor to Hugo Technologies S.A. de C.V., Bank of America Corporation acted as financial advisor to Hugo Technologies. Alta-Valdés Suarez & Velasco participated as legal advisor. Delivery Hero SE (XTRA:DHER) completed the acquisition of Food Delivery and Quick Commerce Business in Central America and the Caribbean of Hugo Technologies S.A. de C.V. on January 28, 2023.
お知らせ • Jan 04+ 3 more updatesDelivery Hero SE to Report Q3, 2023 Results on Nov 09, 2023Delivery Hero SE announced that they will report Q3, 2023 results on Nov 09, 2023