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Delivery Hero Reports Slower Growth, Stock Drops 3.2%

3/26/2026

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Summary

Story summary

Delivery Hero SE reported Q1 2026 results: GMV rose 12% year over year to €12.4 billion, below the 15% expectation.
The adjusted EBITDA loss narrowed to €45 million, but the stock fell 3.2% on slower growth.
In 2025, adjusted EBITDA rose 30% to €903 million, driven by engagement across verticals.
Delivery Hero is transitioning to an "Everyday App" and plans to sell its foodpanda operations in Taiwan for $600 million.

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Story summary

Delivery Hero SE reported Q1 2026 results: GMV rose 12% year over year to €12.4 billion, below the 15% expectation.
The adjusted EBITDA loss narrowed to €45 million, but the stock fell 3.2% on slower growth.
In 2025, adjusted EBITDA rose 30% to €903 million, driven by engagement across verticals.
Delivery Hero is transitioning to an "Everyday App" and plans to sell its foodpanda operations in Taiwan for $600 million.