Delivery Hero Shares Fall After 2025 Growth Misses Estimates
The German firm reported 49.2 billion euros in annual sales value as shares fell over five percent. Growth in Asia and South Korea provided some optimism.
The online takeaway food provider Delivery Hero SE reported its 2025 gross merchandise value (GMV) slightly below market expectations on Friday, citing competitive pressure and a challenging economic environment. The company, which is based in Germany, saw its GMV grow 9% to 49.2 billion euros ($58.08 billion) for the year, missing the 49.5 billion euro average estimate compiled by analysts in a company poll.
Following the announcement, shares in the company fell 5.4% in early trading, adding to a year-to-date decline of 14.4%. Despite the overall miss, analysts at Jefferies highlighted positive developments in Asia, noting that the region has returned to growth on a like-for-like basis and that order volumes in South Korea are rising again.
Chief Financial Officer Marie-Anne Popp told Reuters that there are encouraging signs across the Asian market at the start of this year. She also addressed the resilience of consumer behavior in more volatile economic environments.
\"We also operate in markets like Argentina and Turkey that can be very volatile and difficult, and what we see interestingly is that it has reasonably little impact because people will still order.\"
Food delivery services have faced headwinds as consumers remain selective with their spending due to persistent price inflation. In response to these market conditions and shareholder pressure, the firm is moving forward with a strategic review first announced in December.
\"We look into all options to provide value to shareholders, thats really the purpose of the exercise and thats an ongoing process.\"
The review follows reports that several major shareholders have been pushing for a reevaluation of the company's strategy. Popp confirmed that the process is ongoing and that the company will provide updates as they become available.
