Delivery Hero Raises 2026 Outlook as Q2 Growth Accelerates

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Summary · why it matters

Delivery Hero raised its 2026 outlook after second-quarter GMV growth accelerated to 11.3% like-for-like, now expecting 9%–11% GMV growth, 17%–19% revenue growth, adjusted EBITDA of €960 million–€1 billion, and free cash flow above €250 million. The company's "Everyday App" strategy is gaining traction, with Quick Commerce GMV up 32% and subscriptions representing 47% of group GMV. Dmart orders rose 39%, while higher-margin offerings such as subscriptions, advertising, and own delivery helped revenue outpace GMV growth. Uber's proposed €41.50-per-share takeover has board support, subject to review of the offer document and regulatory approvals. Delivery Hero also plans to sell operations in 14 countries to SSW Partners for about €1.4 billion and expects its Taiwan sale to Grab to close in the fourth quarter.

Impact on assets 3

Consumer Discretionary▲ · 1 stocks
Delivery Hero SE
DHER
▲ PositiveCapitalrelevance

Delivery Hero raised its 2026 outlook with strong Q2 growth and improved profitability.

Robotics & Physical AI▲ · 1 stocks
Uber Technologies Inc
UBER
▲ PositiveCapitalrelevance

Uber's proposed takeover of Delivery Hero has board support, potentially expanding Uber's delivery business.

Digital Finance & Tokenization▲ · 1 stocks
Grab Holdings Ltd
GRAB
▲ PositiveDemandrelevance

Delivery Hero's Taiwan sale to Grab is expected to close in Q4, expanding Grab's market presence.

Off-coverage companies 1

SSW PartnersPrivate± Mixed
relevance

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