Delivery Hero SE: A Key Player in the Expanding Online Food Delivery Market
In the dynamic world of online food delivery, Delivery Hero SE stands out as a significant player. Based in Berlin, Germany, this company operates within the Consumer Discretionary sector, specifically focusing on Internet & Catalog Retail. Known for its diverse range of services, Delivery Hero offers online food ordering options that include everything from pizza and burgers to organic foods, groceries, flowers, coffee, and medicines. With a global customer base, the company has established itself as a leader in the industry, trading its stock on the Xetra exchange.
Market Growth and Trends
The European online food delivery market is experiencing robust growth, a trend that bodes well for companies like Delivery Hero. According to a recent report by Research and Markets, the market was valued at USD 31.24 billion in 2024 and is projected to reach USD 70.02 billion by 2033. This growth, at a compound annual growth rate (CAGR) of 9.38%, is driven by factors such as rising smartphone penetration, the hectic lifestyles of consumers, and an increasing demand for convenience. The market has been significantly influenced by the growth of third-party food delivery platforms, restaurant-owned platforms, and cloud kitchens.
The COVID-19 pandemic further accelerated the demand for online food delivery services, as consumers turned to contactless delivery options for safety. This shift has cemented the popularity of app-based services like Uber Eats, Deliveroo, and Just Eat, which have become integral to the European market.
Strategic Moves and Industry Consolidation
In a strategic move that underscores the competitive nature of the industry, Delivery Hero’s major shareholder, Prosus, has initiated a public offer to acquire Just Eat Takeaway, the parent company of Lieferando. This acquisition, valued at 4.1 billion euros, is set to be completed by the end of the year. Prosus is offering 20.30 euros per Just Eat Takeaway share, representing a premium of nearly 49% over the average price of the past three months.
This acquisition is part of a broader trend of consolidation within the food delivery sector. As companies seek to strengthen their market positions and expand their service offerings, mergers and acquisitions are becoming increasingly common. The management and supervisory board of Just Eat Takeaway have expressed their support for the deal, highlighting its potential to create synergies and enhance competitive advantage.
Financial Performance and Outlook
As of May 15, 2025, Delivery Hero’s stock closed at 26.69 euros, reflecting its strong market position. The company’s stock has seen significant fluctuations over the past year, with a 52-week high of 42.05 euros and a low of 17.35 euros. These movements underscore the volatile nature of the market and the impact of broader economic factors on the company’s performance.
In conclusion, Delivery Hero SE is well-positioned to capitalize on the growing demand for online food delivery services in Europe. With strategic acquisitions and a strong market presence, the company is poised to continue its growth trajectory in the coming years. As the industry evolves, Delivery Hero’s ability to adapt and innovate will be crucial in maintaining its leadership position in the competitive landscape of online food delivery.