Delivery Hero raises full-year outlook

What happened

Delivery Hero, a German food delivery company that is the target of a takeover offer from US rival Uber, raised its 2026 forecast on Wednesday. It now expects gross merchandise value, the total value of goods sold through its marketplace, to grow 10%-12% this year, up from 9%-11%.

Confirmed

Global impact / market context

Higher expected gross merchandise value means more order value flowing through Delivery Hero's marketplace, which can support revenue and make the company's growth look stronger. That matters because Uber has made a takeover offer, so improving results could shape how investors value the business.

Analyst inference

Analysts polled by the company had forecast 2026 growth of 9.1%, or about €51.63 billion in gross merchandise value. The raised outlook now sits above that average view, which may lead investors to reassess growth expectations and the takeover situation.

Analyst inference

What to watch

1. Delivery Hero's updated 2026 forecast points to gross merchandise value growth of 10%-12% this year, compared with its earlier range of 9%-11%. Confirmed
2. Watch whether Uber's takeover offer for Delivery Hero advances, since the raised forecast could affect how the deal is negotiated or valued. Proposed
3. Track Delivery Hero's reported gross merchandise value against the new 10%-12% range, because falling short could weaken the case for higher growth and revenue. Analyst inference

Evidence

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