Delivery Hero (1DHER) 주식 개요배달 히어로 SE는 온라인 음식 주문 및 배달 서비스를 제공합니다. 자세히 보기1DHER 펀더멘털 분석스노우플레이크 점수가치 평가5/6미래 성장4/6과거 실적0/6재무 건전성2/6배당0/6강점공정 가치 추정치보다 낮은 42.4% 에서 거래수익은 매년 96.8% 증가할 것으로 예상됩니다.지난 5년 동안 수입이 매년 10% 증가했습니다.동종업계 및 업계 대비 좋은 가치로 거래위험 분석지난 3개월 동안 주가 변동성이 Italian 시장과 비교했을 때 매우 높았습니다.모든 위험 점검 보기1DHER Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€32.4352.0% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-3b22b2016201920222025202620282031Revenue €21.9bEarnings €1.7bAdvancedSet Fair ValueView all narrativesDelivery Hero SE 경쟁사Lottomatica GroupSymbol: BIT:LTMCMarket cap: €6.0bHaidilao International HoldingSymbol: SEHK:6862Market cap: HK$79.5bTexas RoadhouseSymbol: NasdaqGS:TXRHMarket cap: US$11.4bDutch BrosSymbol: NYSE:BROSMarket cap: US$9.9b가격 이력 및 성과Delivery Hero 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가€32.4352주 최고가€32.6052주 최저가€15.05베타1.691개월 변동59.36%3개월 변동58.89%1년 변동25.02%3년 변동-8.94%5년 변동-70.64%IPO 이후 변동-32.54%최근 뉴스 및 업데이트공시 • 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.공시 • 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.공시 • 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.공시 • 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.더 많은 업데이트 보기Recent updates공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.주주 수익률1DHERIT HospitalityIT 시장7D23.4%-2.1%-0.3%1Y25.0%9.1%16.8%전체 주주 수익률 보기수익률 대 산업: 1DHER은 지난 1년 동안 9.1%의 수익을 기록한 Italian Hospitality 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: 1DHER은 지난 1년 동안 16.8%를 기록한 Italian 시장보다 더 좋은 성과를 냈습니다.주가 변동성Is 1DHER's price volatile compared to industry and market?1DHER volatility1DHER Average Weekly Movement11.8%Hospitality Industry Average Movement5.3%Market Average Movement5.2%10% most volatile stocks in IT Market8.4%10% least volatile stocks in IT Market3.1%안정적인 주가: 1DHER의 주가는 지난 3개월 동안 Italian 시장보다 변동성이 컸습니다.시간에 따른 변동성: 1DHER의 주간 변동성(12%)은 지난 1년 동안 안정적이었지만 Italian 종목 중 상위 75%보다 높습니다.회사 소개설립직원 수CEO웹사이트201154,721Lars Oestbergwww.deliveryhero.com배달 히어로 SE는 온라인 음식 주문 및 배달 서비스를 제공합니다. 아시아, 중동, 아프리카, 유럽, 라틴 아메리카의 약 70개국에서 운영되고 있습니다. 2011년에 설립되었으며 독일 베를린에 본사를 두고 있습니다.더 보기Delivery Hero SE 기초 지표 요약Delivery Hero의 순이익과 매출은 시가총액과 어떻게 비교됩니까?1DHER 기초 통계시가총액€9.63b순이익 (TTM)-€782.90m매출 (TTM)€14.06b0.7x주가매출비율(P/S)-12.3x주가수익비율(P/E)1DHER는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표1DHER 손익계산서 (TTM)매출€14.06b매출원가€10.63b총이익€3.43b기타 비용€4.22b순이익-€782.90m최근 보고된 실적Dec 31, 2025다음 실적 발표일Aug 27, 2026주당순이익(EPS)-2.63총이익률24.42%순이익률-5.57%부채/자본 비율233.5%1DHER의 장기 실적은 어땠습니까?과거 실적 및 비교 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/20 11:47종가2026/05/20 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Delivery Hero SE는 35명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Rocco StraussArete Research Services LLPnull nullBanco SantanderAdrian SanchezBanco Santander32명의 분석가 더 보기
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
