Delivery Hero SE

DHER: XETR (DEU)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Delivery Hero Is Well-Placed to Capitalize on Secular Tailwinds

Verushka Shetty

Sep 10, 2025

Business Strategy and Outlook

Delivery Hero is one of the fastest-growing food delivery operators in the world. It’s exposed to regions with attractive long-term structural characteristics and is well-poised to benefit from the secular trend of digitization of food delivery orders, in our opinion. A combination of strong positions in concentrated markets, consistent and sticky cohort behavior, and a significant addressable market underpins Delivery Hero's investment thesis.

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Delivery Hero SE

Delivery Hero Is Well-Placed to Capitalize on Secular Tailwinds

Business Strategy and Outlook

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