Delivery Hero SE: Strategic Acquisition Rumors Fuel Stock Surge

In a significant development for the consumer discretionary sector, Delivery Hero SE, a leading player in the Internet & Catalog Retail industry, has seen its stock price surge by 12% following reports from JP Morgan. The financial giant has flagged the possibility of a strategic acquisition, suggesting that a major player might be interested in acquiring parts of Prosus’s stake in Delivery Hero. This speculation comes on the heels of Bloomberg News reporting that Prosus has proposed reducing its ownership in Delivery Hero to facilitate regulatory approvals.

Delivery Hero SE, headquartered in Berlin, operates globally, offering a wide array of services including online food ordering, groceries, and more. The company’s stock is traded on Xetra, and as of July 17, 2025, it closed at 22.6 EUR, a significant recovery from its 52-week low of 17.515 EUR in July 2024.

Voting Rights Announcements

On July 21, 2025, Delivery Hero SE released multiple voting rights announcements in compliance with Article 40, Section 1 of the German Securities Trading Act (WpHG), aiming for Europe-wide distribution. These announcements, disseminated by EQS News, a service of EQS Group, highlight the company’s ongoing efforts to maintain transparency and regulatory compliance. The issuer is solely responsible for the content of these announcements.

Market Sentiment

The broader market sentiment has been positive, with the MDAX, which includes Delivery Hero, showing gains. On July 21, the MDAX was up by 0.84% at 31,359.93 points, reflecting a robust market environment. This positive trend in the German stock market underscores investor confidence in the sector, further buoyed by the strategic acquisition rumors surrounding Delivery Hero.

Conclusion

As Delivery Hero SE navigates these developments, the potential strategic acquisition could mark a pivotal moment for the company, potentially reshaping its market position and operational dynamics. Investors and market watchers will be keenly observing how these rumors unfold and their impact on Delivery Hero’s future trajectory.