CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 79.75% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.
Open platformOpen platform

Germany's Delivery Hero Q3 revenue rises 22%, lifts FY outlook

By Reuters News


Overview

  • Germany-based delivery platform's Q3 revenue grew 22% yr/yr to €4.35 bln

  • GMV rose 13.6% yr/yr to €13.9 bln

  • Company raised full-year 2026 guidance across all key metrics


Outlook

  • Delivery Hero raises FY 2026 GMV growth outlook to 10-12% YoY LfL from 9-11%

  • Company now expects FY 2026 revenue growth of 18-20% YoY LfL, up from 17-19%

  • Delivery Hero lifts FY 2026 adj EBITDA guidance to €980-1,020 mln from €960-1,000 mln


Result Drivers

  • EVERYDAY APP STRATEGY - Co said its Everyday App strategy accelerated LfL growth across GMV, revenue and orders

  • QUICK COMMERCE - Co said Quick Commerce segment drove GMV growth, supported by expansion of Dmarts

  • SUBSCRIPTION PROGRAMS - Co said subscriber growth and customers using multiple verticals contributed to GMV increase


Company press release:


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

Beat

EUR 4.35 bln

EUR 4.30 bln (1 Analyst)

Q3 GMV

EUR 13.93 bln


Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 8 "hold" and 1 "sell" or "strong sell"

  • The average consensus recommendation for the online services peer group is "buy"

  • Wall Street's median 12-month price target for Delivery Hero SE is €41.50, about 11.3% above its October 27 closing price of €37.30


Reuters Recommended Reads

  • Oct 26 - German business sentiment rises for the sixth consecutive month, Ifo says

  • Oct 27 - Beiersdorf Q3 sales slightly miss expectations as Nivea weakness persists

  • Oct 26 - MotorK nine-month revenue falls 13% on non-core exit; withdraws FY26 CARR guidance


For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.


(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

Capital.com is an execution-only brokerage platform and the content provided on the Capital.com website is intended for informational purposes only and should not be regarded as an offer to sell or a solicitation of an offer to buy the products or securities to which it applies. No representation or warranty is given as to the accuracy or completeness of the information provided.

The information provided does not constitute investment advice nor take into account the individual financial circumstances or objectives of any investor. Any information that may be provided relating to past performance is not a reliable indicator of future results or performance.

To the extent permitted by law, in no event shall Capital.com (or any affiliate or employee) have any liability for any loss arising from the use of the information provided. Any person acting on the information does so entirely at their own risk.

Any information which could be construed as “investment research” has not been prepared in accordance with legal requirements designed to promote the independence of investment research and as such is considered to be a marketing communication.