DELHY News and Press, Delivery Hero From 01/20/24

2024-01-20 09:00:00 ET Summary Longleaf Partners Funds is a suite of mutual funds and UCITS funds that Southeastern Asset Management, the investment advisor to the Longleaf Partners Funds, created in 1987 as a way for Southeastern employees to invest alongside their clients. Longl...

2024-01-20 08:00:00 ET Summary Longleaf Partners Funds is a suite of mutual funds and UCITS funds that Southeastern Asset Management, the investment advisor to the Longleaf Partners Funds, created in 1987 as a way for Southeastern employees to invest alongside their clients. Longl...

2024-01-16 09:00:00 ET Summary Delivery Hero’s top line growth has been stepping down from attractive levels, as the industry transitions to cost-cutting and price hikes to finally deliver margin improvement. Delivery Hero’s progress has been slow but appears to be o...

2023-10-22 07:52:46 ET Summary Deliveroo's share price has risen 45% since January, much of which followed its Q1 2023 update, with its decent GTV outlook and the expectation of adjusted EBITDA profit for the first time. However, it has broadly corrected following its H1 2023 trad...

2023-04-04 13:05:34 ET Summary Delivery Hero is currently trading at -78% from its all-time high. Delivery Hero posted 9.26% YoY gross merchandise value growth in 4Q which is very strong compared to other major services. The food delivery industry is forced to focus on profita...

2023-03-21 18:29:04 ET Summary The sales growth outlook for Just Eat Takeaway is subdued, with consensus forecasting single-digit growth. We believe the highly probable divestment of Grubhub will highlight underlying weakness in the balance sheet and result in negative sales growt...

Summary DoorDash continues to grow orders with double-digit percentages. Growth in grocery delivery is probably increasing cash burn and lowering adj EBITDA generation. Stock-based compensation expenses continue to be high - and the buybacks offsetting the dilution turn these expens...

Summary Delivery Hero is a company managing food delivery platforms. Technology investor Prosus owns 25% of the company. Delivery Hero's recent trading update contained strong growth numbers considering hard comps. The company's EBITDA margin has increased rapidly, and so cash burn ...

Summary Ocado Group plc missed the mark again in Q4. Decelerating growth poses downside risks to the FY23 guidance and beyond. The premium valuation could come under pressure alongside more downward revisions. On the back of another disappointing trading update in Q4, ...

Ride-hailing and food delivery are two popular investment themes that have gained significant attention in recent years, and key players are generally involved in both […] For further details see: Ridesharing in Focus as Momentum Jumps in Growth Names (WRPT, UBER, LYFT, DASH, DELHY, ...