View Future GrowthDelivery Hero 과거 순이익 실적과거 기준 점검 0/6Delivery Hero은 연평균 10%의 비율로 수입이 증가해 온 반면, Hospitality 산업은 연평균 40.9%의 비율로 증가했습니다. 매출은 연평균 25%의 비율로 증가했습니다.핵심 정보10.01%순이익 성장률15.05%주당순이익(EPS) 성장률Hospitality 산업 성장률28.09%매출 성장률24.97%자기자본이익률-38.93%순이익률-5.57%다음 순이익 업데이트27 Aug 2026최근 과거 실적 업데이트Reported 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 • 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, 2026Reported 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.모든 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.매출 및 비용 세부 내역Delivery Hero가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이BIT:1DHER 매출, 비용 및 순이익 (EUR Millions)날짜매출순이익일반관리비연구개발비31 Dec 2514,060-7833,335030 Sep 2513,731-6723,428030 Jun 2513,402-5603,520031 Mar 2512,848-7213,651031 Dec 2412,295-8823,781030 Sep 2411,585-1,5643,760030 Jun 2410,875-2,2463,740031 Mar 2410,409-2,2723,680031 Dec 239,942-2,2973,620030 Sep 239,771-2,2873,717030 Jun 239,601-2,2763,814031 Mar 239,089-2,6423,725031 Dec 228,577-3,0083,635030 Sep 227,896-2,3173,455030 Jun 227,214-1,6253,275031 Mar 226,535-1,3743,069031 Dec 215,856-1,1242,863030 Sep 214,914-1,5442,442030 Jun 213,972-1,9642,020031 Mar 213,222-1,6871,695031 Dec 202,472-1,4091,370030 Sep 202,078-1,1751,269030 Jun 201,684-9401,167031 Mar 201,461-8151,063031 Dec 191,238-689959030 Sep 191,060-524833030 Jun 19883-360707031 Mar 19774-317633031 Dec 18665-273560030 Sep 18583-249535030 Jun 18501-224510031 Mar 18479-337540031 Dec 17454-329517030 Sep 17430-304485030 Jun 17406-278453031 Mar 17355-171368031 Dec 16290-184355031 Dec 15166-2363210양질의 수익: 1DHER 은(는) 현재 수익성이 없습니다.이익 마진 증가: 1DHER는 현재 수익성이 없습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 1DHER는 수익성이 없지만 지난 5년 동안 연평균 10%의 속도로 손실을 줄였습니다.성장 가속화: 현재 수익성이 없어 지난 1년간 1DHER의 수익 성장률을 5년 평균과 비교할 수 없습니다.수익 대 산업: 1DHER은 수익성이 없어 지난 해 수익 성장률을 Hospitality 업계(6.8%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: 1DHER는 현재 수익성이 없으므로 자본 수익률이 음수(-38.93%)입니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YConsumer-services 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 21:56종가2026/05/21 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
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 • 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
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.
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.