Delivery Hero Se Unsp/Adr (DELHY) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to the Delivery Hero Q2 2026 Trading Update. Today's presentation will be followed by a Q&A session. For those of you who have joined the Zoom webinar, you can use the raised hand function at the bottom of your Zoom screen at any time to join the queue to ask a question, and you'll be called upon during the Q&A session. If you have dialed in, please press star nine to enter the queue. If you want to withdraw your question, please lower your hand using the raised hand function in the Zoom app or via telephone press star 9. I will now hand the call over to Andrea Fares Estrada to begin the presentation. Thank you. Hello and welcome to our Q2 2026 earnings call. I'm joined today by Niklas Oestberg, CEO and Marie-Anne Popp, CFO on Delivery Hero. Together they will present the key highlights of our Q2 2026 results and the first half of 2026. Following their presentation, they will be delighted to address any questions you might have. Before we start, a quick note from our side. Please be advised that any information on the Uber transaction in this presentation does not constitute an offer of or a solicitation of an offer to purchase securities of Delivery Hero or of any of its subsidiaries in the US, Germany or any other jurisdiction. This information shall not form the basis of or be relied upon in connection with an offer in any jurisdiction. And now I will pass it to you, Niklas. Thank you, Andrea, and welcome everyone also from my side and thank you for joining us today. Q2 is proof that the everyday app strategy is working. The investments we have made in the customer experience and increasing consumer choice are having a positive impact on both our growth and profitability. We have three key messages for you. First, growth is accelerating. Group GMV grew 11....