DLVHF News and Press, Delivery Hero AG 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...

2023-07-25 11:20:17 ET Summary Delivery Hero, a global online food delivery company, is facing slowing growth and poor margins, despite its high market share and partnerships with leading food brands. We believe margin issues will continue in the coming years, with analysts' forec...

2023-05-05 18:57:41 ET Summary The company's FY23 adjusted EBITDA guidance and 1Q23 results are in line with expectations, with GMV growth expected to accelerate throughout FY23. The key message delivered to the market during this 1Q23 earnings was the business now has a clearer p...

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...

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Source: Shutterstock.com After experiencing a record surge during the pandemic, the food delivery market is continuing its meteoric rise, facilitated by increasing urbanization and growing demand for convenient, contactles...

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...