Delivery Hero SE
F:DHER
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Delivery Hero SE
F:DHER
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Delivery Hero SE
Delivery Hero is an online food delivery company. It runs local apps that let customers order meals, groceries, and other convenience items from nearby restaurants and stores. In many markets, it also helps handle the delivery itself through its own rider network or partner couriers. The company makes money mainly by charging restaurants and merchants commissions, delivery fees, and fees for extra visibility or advertising on its apps. It also earns from customer service fees and, in some places, from selling logistics and merchant tools to local partners. Its main customers are consumers who want delivery, along with restaurants, grocery shops, and convenience retailers that want access to those orders. What makes Delivery Hero different is that it sits in the middle of local commerce rather than making the food or owning the stores. It provides the app, the demand, and often the delivery network, which makes it a key link between shoppers, merchants, and couriers in fragmented city-by-city markets.
Delivery Hero is an online food delivery company. It runs local apps that let customers order meals, groceries, and other convenience items from nearby restaurants and stores. In many markets, it also helps handle the delivery itself through its own rider network or partner couriers.
The company makes money mainly by charging restaurants and merchants commissions, delivery fees, and fees for extra visibility or advertising on its apps. It also earns from customer service fees and, in some places, from selling logistics and merchant tools to local partners. Its main customers are consumers who want delivery, along with restaurants, grocery shops, and convenience retailers that want access to those orders.
What makes Delivery Hero different is that it sits in the middle of local commerce rather than making the food or owning the stores. It provides the app, the demand, and often the delivery network, which makes it a key link between shoppers, merchants, and couriers in fragmented city-by-city markets.
Revenue Acceleration: Q2 revenue grew 27% year-on-year on a like-for-like basis, outpacing GMV growth and exceeding prior guidance.
Profitability Improvement: Adjusted EBITDA for H1 2025 rose 71% to EUR 411 million, with margin expanding by 70 basis points.
Cash Generation: Free cash flow before extraordinary items was nearly breakeven at minus EUR 8 million for H1, a significant improvement.
Guidance Update: Revenue growth guidance for 2025 was raised to 22%–24% (from 17%–19%), but adjusted EBITDA guidance was lowered to EUR 900–940 million due to FX headwinds.
FX Headwinds: Stronger-than-expected currency depreciation, especially in the US dollar and Korean won, is impacting profits in H2.
Operational Progress: Full integration of Glovo completed; own delivery rollout accelerated in Korea and Turkey, driving efficiency and customer experience gains.
Legal & Regulatory Payments: EUR 450 million in legal payments in Spain expected in H2, but liquidity remains strong at EUR 2.8 billion.
