Company Overview

Delivery Hero is the world’s leading local delivery platform, operating its service in over 70 countries across Asia, Europe, Latin America, the Middle East and Africa. The Company started as a food delivery service in 2011 and today runs its own delivery platform on four continents. Additionally, Delivery Hero is pioneering quick commerce, the next generation of e-commerce, aiming to bring groceries and household goods to customers in under one hour and often in 20 to 30 minutes. Headquartered in Berlin, Germany, Delivery Hero has been listed on the Frankfurt Stock Exchange since 2017 and is now part of the MDAX stock market index.

Financial Calendar

25 Apr 2024 Annual Report 2023
25 Apr 2024 Q1 2024 Trading Update / Quarterly Statement

Publications

  • 14 Feb 2024

    Q4 2023 Trading Update Presentation

  • 14 Nov 2023

    Q3 2023 Trading Update Presentation

  • 09 Aug 2023

    Q2 2023 Trading Update Presentation

Delivery Hero in Numbers

  • GMV

    44.6bn

    FY 2022

  • TOTAL SEGMENT REVENUE

    9.6bn

    FY 2022

  • RIDERS

    1.7m

    FY 2022

  • COUNTRIES

    74
  • PARTNERS ONLINE

    1.5m

    Restaurant partners and local stores

  • PEOPLE WE ADDRESS

    2.2bn

Delivery Hero Investment Highlights

Highly attractive cohort model

Business based on stable customer cohorts generating higher GMV over time. Newly acquired cohorts generate higher GMV than previous cohorts.

Huge market opportunity

Food, groceries and quick commerce offer long-term GMV potential of >€ 200bn.

Strong leadership positions

Footprint serves more than 2bn people around the world and approx. 90% of Group GMV is generated from #1 countries.

1 Based on management estimates

Multi-category service

Attractive mix of Food Delivery, Quick Commerce and Deliver Anything strengthens our ecosystem while raising market entry barriers.

Advertising offers significant earnings opportunity

Expect to generate high margin advertising revenues of more than € 2.0bn by FY 2024/25. Long-term ad revenues should account for 3‑5% of Group GMV.

Clear path to profitability

Plan to generate >0.5% of adj. EBITDA/GMV margin for FY 2023 on Group level. Long-term target adj. EBITDA/GMV margin of 5‑8%. FCF break-even expected during H2 2023.

Environmental, Social & Governance (ESG) Factsheet

We want to contribute to stable economic, social and ecological conditions for present and future generations.

Your IR contact

The Investor Relations team will be happy to answer your questions about the Delivery Hero share and other capital market-related topics. Please understand that Investor Relations can only assist with these topics.


Christoph Bast

Christoph Bast

Head of Investor Relations

christoph.bast@deliveryhero.com
Dennis Bader

Dennis Bader

Director Investor Relations

dennis.bader@deliveryhero.com
Bruno Priuli

Bruno Priuli

Director Investor Relations

bruno.priuli@deliveryhero.com
Laura Hecker

Laura Hecker

Senior Manager Investor Relations

laura.hecker@deliveryhero.com
Loredana Strîmbei

Loredana Strîmbei

Specialist Investor Relations

loredana.strimbei@deliveryhero.com