More orders, less drama
Delivery Hero came out of the kitchen Thursday with a pretty solid serving of good news: group GMV and segment revenues both rose in Q1. In food delivery land, that’s the equivalent of saying more people are ordering fries and the company is actually keeping some of the margin on the fries.
The real sauce: profitability
The more interesting part for investors is the guidance check-in. Delivery Hero confirmed its fiscal 2026 outlook and said it’s confident enough to expect adjusted EBITDA in the top half of that view. Translation: the company isn’t just chasing growth for growth’s sake anymore; it’s trying to prove that the economics can work without setting cash on fire.
Why you should care
For a company like Delivery Hero, the market usually cares about two questions:
- Are customers still showing up?
- Is management getting closer to turning all that demand into actual profit?
A quarter with rising GMV and revenue answers the first question with a yes. The guidance bump-ish tone answers the second with a much-needed maybe-leaning-yes.
Big picture
This isn’t a moonshot headline, but it is the kind of update that can help a delivery name look less like a perpetual “growth at any cost” story and more like a business trying to graduate into adulthood. And in today’s market, that’s not nothing.