Delivery Hero Monthly Outlook (March 2026) | Price, Target Price & Growth

Delivery Hero

XTRA:DHER

€ 16,32

€-0,21 (-1,27%)

16,32 €

€-0,21 (-1,27%)

End-of-day quote: 03/30/2026

Delivery Hero Stock Value

Currently, analysts rate XTRA:DHER as Outperform.

Outperform

Delivery Hero Company Info

EPS Growth 5Y

27,65%

Market Cap

€4,87 B

Long-Term Debt

€4,03 B

Annual earnings

N/A

Dividend

€0,00

Dividend Yield

0,00%

Founded

2011

Industry

Consumer Discretionary

Country

Germany

Website

Delivery Hero

ISIN Number

DE000A2E4K43

Website

http://www.deliveryhero.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

€27,00

65.44%

Last Update: 03/31/2026

Analysts: 18

Highest Price Target €48,50

Average Price Target €27,00

Lowest Price Target €18,00

In the last five quarters, Delivery Hero’s Price Target has fallen from €57,37 to €39,07 - a -31,90% decrease. Three analysts predict that Delivery Hero’s share price will increase in the coming year, reaching €27,00. This would represent an increase of 65,44%.

Top growth stocks in the consumer discretionary sector (5Y.)

What does Delivery Hero do?

Delivery Hero SE (Delivery Hero) operates as an online food ordering and delivery service. The company operates a highly diversified logistics platform that connects customers with a broad network of restaurants and various food outlets. Its primary business model revolves around providing customers with easy access to food delivery, takeout, and other related service offerings. The company has cultivated strong partnerships with local restaurants, enabling them to leverage the digital food orde...

Business Segments

The company operates through various segments that encompass a wide array of services in the food delivery industry. At its core, the company's primary segment is food delivery, which facilitates the ordering and delivery of meals from a variety of local restaurants to consumers’ doorsteps. This segment is further enhanced through its flagship platforms where customers can browse menus, place orders, and track deliveries in real-time.

In addition to core food delivery services, the company has branched out into grocery delivery and other essential goods. The grocery delivery segment leverages Delivery Hero's established logistics infrastructure, allowing customers to purchase daily necessities along with food items through various partner retailers. This diversification serves to meet the increasing consumer demands for convenience by providing a one-stop-shop solution that covers both food and other essential products in a single platform.

Moreover, the company invests in innovative technologies to facilitate smoother operations across its segments. The company employs advanced data analytics to enhance personalized customer experiences and optimize the supply chain management process.

Furthermore, the company's business segments extend beyond pure e-commerce logistics. The company engages in various partnerships and collaborations with restaurants, franchises, and retail businesses that enhance the scope and reach of its service offerings. By pursuing strategic alliances, Delivery Hero ensures that its business is supported by a strong ecosystem capable of adapting quickly to the changing market landscape.

Business Strategy

The company's business strategy revolves around consolidating its leading position in the fast-paced food delivery industry while expanding its service offerings to meet the evolving needs of consumers. The company emphasizes on innovative technological investments to enhance customer engagement and streamline operational efficiencies. By leveraging advanced data analytics and machine learning capabilities, Delivery Hero aims to predict consumer preferences effectively and optimize order fulfillment processes.

In alignment with its growth objectives, the company focuses on geographic expansion into prospective markets while solidifying its presence in established regions. This strategy enables Delivery Hero to tap into new customer bases and maximize market share, thereby achieving sustainable revenue growth. The company’s approach is also geared towards scaling up its logistics capabilities, which are critical in delivering timely and reliable services regardless of market or economic conditions.

Furthermore, the company collaborates closely with local partners and restaurant chains to offer diverse culinary experiences tailored to regional tastes. This local adaptation strategy enhances brand loyalty while ensuring that customers have access to a variety of food options. Such partnerships are critical in successfully navigating different cultural expectations and consumer preferences across markets.

Products and Services

The company offers a comprehensive range of products and services centered around food delivery and logistics management. The primary product is its food delivery service, which connects consumers with a vast selection of restaurants through an easy-to-use platform. Customers can browse menus, select their preferred meals, and place orders through mobile applications or websites. The seamless user experience aims to save time and ensure customer satisfaction.

In addition to food delivery, Delivery Hero provides grocery delivery services that facilitate the purchase of everyday essentials. This service enables users to shop from various partnered supermarkets and convenience stores, addressing the growing demand for home delivery solutions amid changing consumer habits.

The company has invested in technology-driven improvements to enhance its service offerings. Features such as real-time order tracking, customer reviews, and personalized recommendations foster a positive customer experience. Furthermore, the company continually explores development opportunities in partnerships with other food service businesses, ensuring a diverse range of culinary options is easily accessible to consumers.

Another hallmark of the company's service is the integration of innovative payment solutions, allowing customers to complete transactions securely and conveniently. The commitment to user-friendly payment systems reflects the company's understanding of consumer needs for flexibility and security.

Feedback loops from customers enable delivery Hero to continuously refine its service offerings. By actively listening to user input, the company can improve its platforms, address pain points, and implement new features that enhance the customer journey.

Geographical Markets Served

The company operates in numerous geographical markets across Europe, Asia, the Middle East, and Latin America. The company has established a strong presence in major cities and urban centers, targeting regions with high population density and demand for food delivery services. This extensive geographic footprint allows Delivery Hero to cater to a diverse customer base, providing localized solutions that resonate with regional preferences.

In its core European markets, the company has successfully penetrated various countries, leveraging its existing infrastructure and market knowledge. The company remains focused on enhancing its service delivery capabilities in these flagship markets while exploring opportunities for expansion into new territories.

Seasonality

The company experiences some level of seasonality within its operations. Demand for food delivery typically increases during specific periods, such as major holidays and events. The company has adapted its operational strategies to anticipate and capitalize on such peaks in customer activity. For instance, marketing campaigns and promotional offers are often aligned with seasonal trends to drive user engagement.

Conversely, the company may witness slower periods, particularly during off-peak seasons when consumer spending on dining out may decline. Understanding these seasonal fluctuations allows Delivery Hero to manage its resources effectively and optimize service levels throughout the year.

Customers

The company serves a diverse customer base comprising individuals and households seeking convenient food delivery solutions. The customer categories include a wide range of demographics, from young urban professionals to families and older adults, each with unique preferences for food delivery. The commitment to customer diversity enables the company to cater to various needs through personalized options and localized offerings.

Sales and Marketing

The company employs diverse sales and marketing strategies tailored to specific markets. Digital marketing remains a centerpiece of the company's promotional approach, leveraging social media, search engine optimization, and targeted advertising campaigns to connect with potential customers.

Additionally, the company invests in customer loyalty programs and promotional offers to engage with existing users, encouraging repeat business and enhancing customer retention. The use of localized marketing tactics enables Delivery Hero to resonate with different cultural communities, promoting brand value and visibility in diverse regions.

The distribution channels are optimized for efficiency, incorporating various partnerships with local restaurants and logistic partners. This combination of digital marketing, customer engagement initiatives, and robust distribution strategies positions Delivery Hero as a leader in the food delivery landscape.

History

Delivery Hero SE was founded in 2011. The company was incorporated in 2018.

Delivery Hero Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**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% -...

At which locations are the company’s products manufactured?

**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 ma...

What strategy does Delivery Hero pursue for future growth?

**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 potent...

Which raw materials are imported and from which countries?

**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 pa...

How strong is the company’s competitive advantage?

**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...

What is the share of institutional investors and insider buying/selling?

**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%. Th...

What percentage market share does Delivery Hero have?

**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 S...

Is Delivery Hero stock currently a good investment?

**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 improvem...

Does Delivery Hero pay a dividend – and how reliable is the payout?

**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 releva...

New support ticket

Explore

Delivery Hero Stock Value

Delivery Hero Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the consumer discretionary sector (5Y.)

What does Delivery Hero do?

Delivery Hero Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

Delivery Hero Stock Value

Delivery Hero Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the consumer discretionary sector (5Y.)

What does Delivery Hero do?

Delivery Hero Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.