Delivery Hero SE is facing pressure from several major shareholders who are demanding a strategic review of assets amid increasing consolidation in the food delivery industry. This is reported by foreign media.
Investors, including Hong Kong-based hedge fund Aspex Management, insist on selling the company or part of the assets, given the weak stock market performance of Delivery Hero. In 2025, the company's shares fell by 53%, reducing its market value to 5.2 billion euros ($6.1 billion).
Singapore-based Broad Peak Investment Advisors, Swiss PSquared Asset Management, Dubai-based Ajeej Capital and a large American fund expressed dissatisfaction with the policy of Delivery management, which has not made progress in optimizing unprofitable operations and increasing shareholder value, and called for a broader strategic approach to portfolio reduction.
Disgruntled investors who own more than 5% of Delivery Hero's shares may call a shareholder meeting and withdraw support from the company's management, demonstrating a vote of no confidence.
At the same time, Prosus NV, which is the largest shareholder of Delivery, plans to significantly reduce its stake from 27.4% by August 2026 as part of the acquisition of Just Eat. Takeaway.com NV according to the requirement of the regulator.
Delivery Hero SE is a German multinational online food delivery company. The headquarters is located in Berlin (Germany) with offices in 60 countries.
