Delivery Hero SE: A Turnaround in the Making?

Delivery Hero SE, a German Internet & Catalog Retail giant, has just released its first quarter 2025 results, and the numbers are nothing short of impressive. With a 9% year-over-year increase in Group Gross Merchandise Value (GMV) on a like-for-like basis, the company is sending a clear message to investors: it’s back in the game.

But what’s even more striking is the 22% growth in GMV outside of South Korea. This is a significant development, as it suggests that Delivery Hero’s expansion strategy is paying off. The company’s ability to tap into new markets and increase its market share is a testament to its operational prowess.

The numbers don’t lie: Total Segment Revenue growth was a whopping 22% on a like-for-like basis. This is a clear indication that Delivery Hero’s business model is working, and it’s not just a flash in the pan. The company’s profitability is also on the rise, with management confidently stating that it’s on track to meet its 2025 guidance.

But what about the stock price? It’s been a wild ride, with recent highs and lows. However, the recent news suggests a positive trend for the company’s future performance. Investors are taking notice, and it’s not hard to see why.

Here are the key takeaways from Delivery Hero’s Q1 2025 results:

• 9% year-over-year increase in Group Gross Merchandise Value (GMV) on a like-for-like basis
• 22% growth in GMV outside of South Korea
• 22% Total Segment Revenue growth on a like-for-like basis
• Increased profitability, with management on track to meet 2025 guidance

The question on everyone’s mind is: can Delivery Hero sustain this momentum? Only time will tell, but one thing is certain: the company’s recent performance is a clear indication that it’s back in the game.