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Andreas Riemann ...
  • Wim Gille

Delivery Hero : Q3 GMV/revenue in line, FY 2024 guidance fine-tuned

>GMV up 9% and revenue up 24% in Q3 - In Q3, segment revenues increased 24% excluding forex to € 3,235m (consensus: € 3,170m, ODDO BHFe: € 3,212m) and was thus 2% above consensus. GMV rose 9% excluding forex to € 12,249m (consensus: € 12,233m, ODDO BHFe: € 12,380m) and therefore was in line with consensus. GMV by region excluding forex: Europe +27% and MENA +32%, Asia +17%, Americas +20% and integrated verticals +26%, i.e. growth is quite consistent across regions/se...
Underlying
Delivery Hero SE

Delivery Hero SE is a Germany-based company, which is primarily engaged in the food industry. The Company operates as a provider of online food delivery services from restaurants and cafes. The Company offers pizza, burger, organic food, vegan cuisine, and Asian dishes, among others. Its portfolio of brands comprises Foodpanda, Lieferheld, Foodora, PedidosYa, Clickdelivery, Talabat, Yemeksepeti, Donesi, Pauza, Hungerstation, Hellofood, Otlob and others. The Company operates globally, on the territory of more than 40 countries, comprising Europe, the Middle East, North Africa, Asia, and the Americas. The Company's services are available through Web version and mobile application.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Andreas Riemann

Wim Gille

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