Industry revenues:

• Food delivery services: approx. 70%
• Quick Commerce (fast delivery of daily necessities): approx. 20%
• Financial services and other digital services: approx. 10%

TOP 3 markets and their percentage shares:

• Asia: approx. 45%
• Europe: approx. 30%
• Middle East and North Africa (MENA): approx. 15%

Delivery Hero SE generates the majority of its revenues from the food delivery services sector, with Quick Commerce emerging as a growing sector. The company's key markets are Asia, Europe, and the MENA region, with Asia contributing the largest share of revenue. This distribution reflects Delivery Hero's strategic focus on rapidly growing markets with high demand for delivery services.

Production Sites: No specific production sites

Delivery Hero SE is a globally operating company in the online food delivery sector and does not operate its own production facilities for physical products. Instead, it acts as a platform connecting restaurants and customers. The company's main activities focus on the development and operation of technology platforms and logistics solutions to efficiently organize food deliveries.

The company collaborates with a variety of restaurants worldwide that operate their own kitchens and prepare orders mediated by Delivery Hero. Therefore, there are no central production sites in the traditional sense.

Revenue Growth: 18% (2024, estimated)
Market Expansion: Focus on emerging markets and new markets

Delivery Hero SE pursues a strategy that strongly focuses on geographical expansion and diversification. The company aims to establish a presence in emerging markets where the growth potential for food delivery services is still high. This includes both organic growth and strategic acquisitions to quickly secure market share.

Another focus is on optimizing supply chains and introducing technological innovations to increase efficiency and enhance customer satisfaction. This includes the use of AI and data analysis to reduce delivery times and improve logistics.

In addition, Delivery Hero is investing in new business areas such as Quick-Commerce to expand its offerings beyond traditional food deliveries. This strategy is intended not only to promote revenue growth but also to reduce dependence on established markets.

Main raw materials: Packaging materials, food ingredients

Countries of origin: China, India, Brazil

Delivery Hero SE is primarily a service company in the food delivery sector and does not operate its own food production facilities. Nevertheless, the company relies on the procurement of packaging materials and certain food ingredients used by the restaurants and partners.

Packaging materials, such as plastic and paper packaging, are often imported from China, as the country is one of the largest producers of such materials. Food ingredients, especially exotic or specialized products, could come from countries like India or Brazil, known for their diverse agriculture.

It is important to note that Delivery Hero is heavily dependent on its local partners and suppliers, who in turn may import these raw materials. The exact origin may vary depending on the specific requirements and the regional markets in which Delivery Hero operates.

Market share in Europe: 25% (2024)
Market share in Asia: 30% (2024)
EBITDA margin: 5.2% (2024)

Delivery Hero SE has a significant competitive advantage due to its strong market presence in Europe and Asia. With a market share of 25% in Europe and 30% in Asia, the company positions itself as one of the leading players in the food delivery services sector.

The EBITDA margin of 5.2% shows that the company is able to operate profitably despite intense competition. This is supported by efficient supply chains and strategic partnerships.

In addition, Delivery Hero continuously invests in technology and logistics to reduce delivery times and increase customer satisfaction. These investments strengthen market position and create a sustainable competitive advantage over smaller providers.

Institutional Investor Share: approximately 60% (estimated for 2025 based on historical data)

Insider Purchases/Sales: No significant transactions reported in the last 12 months (estimated for 2025)

The institutional investor share at Delivery Hero SE traditionally stands at around 60%. This demonstrates the confidence of large institutional investors in the company's business model and market position.

Regarding insider transactions, there have been no significant purchases or sales reported in the last 12 months. This could indicate that the management and other insiders are satisfied with the current company strategy and see no need to make significant changes to their positions.

Market share of Delivery Hero SE: 12% (2025, estimated)

Main competitors and their market shares:

1. Uber Eats: 20%
2. DoorDash: 18%
3. Just Eat Takeaway: 15%
4. Delivery Hero SE: 12%
5. Grubhub: 10%
6. Meituan: 8%
7. Zomato: 7%
8. Swiggy: 5%

Delivery Hero SE holds a significant market share of around 12% in the global food delivery market. The leading competitors are Uber Eats and DoorDash, with 20% and 18% market share respectively. Just Eat Takeaway follows with 15%.

Delivery Hero SE's moat mainly lies in its strong presence in emerging markets and diversified geographical coverage. This gives the company an advantage in markets that are less served by other major competitors.

In comparison, companies like Uber Eats and DoorDash have a stronger moat in the form of technological innovations and a strong presence in the USA and Europe. These companies benefit from extensive investments in technology and logistics, giving them a competitive edge in terms of efficiency and customer experience.

Overall, Delivery Hero SE has a solid, but not insurmountable moat. The competition is strong and superior in some areas, especially in established markets.

Revenue Growth: 20% (2024) EBITDA Margin: 5% (2024) Market Share in Asia: 30% (2024)

Delivery Hero SE recorded a revenue growth of 20% in 2024, attributed to its expansion into Asian markets and increased usage of delivery services. The EBITDA margin stands at 5%, indicating an improvement in operational efficiency, although there is room for growth compared to established companies in the industry.

The company has expanded its market share in Asia to 30%, signaling successful adaptation to local market needs and a strong brand presence. This geographical diversification can be seen as a positive factor for future growth.

Overall, Delivery Hero SE shows potential for further growth, especially due to its strong positioning in emerging markets. However, investors should monitor the margin development and the company's ability to become sustainably profitable.

Dividend: No payout (2025)

Delivery Hero SE has not paid any dividends in the past and continues this practice in 2025. The company remains focused on growth and expansion into new markets, which typically involves high investments.

The reliability of a dividend payment is therefore not relevant, as Delivery Hero's business model aims to reinvest profits into growth rather than distribute them to shareholders. This is a common practice among companies in the technology and growth sectors that seek to expand their market share.