Battle Over Delivery Hero Ownership Heats Up

Why It Matters

Ownership changes at Delivery Hero could reshape competitive dynamics in food delivery and adjacent markets, affecting partnerships, M&A activity, and regulatory precedents. Tech professionals should watch implications for platform consolidation, investment strategies, and EU antitrust enforcement.

Latest Changes

• EU regulators granted Prosus additional time to complete a sale of its Delivery Hero stake
• Prosus has formally asked the EU to drop a forced divestment remedy tied to its stake
• Reports say Delivery Hero, investor Bondit and Uber are preparing an improved takeover proposal
• FT reports Prosus is considering increasing its Delivery Hero shareholding to block Uber

Timeline

• 2026-05-25 — Prosus requested the EU terminate the forced-sale requirement for its Delivery Hero stake
• 2026-05-25 — Financial Times reported Delivery Hero, Bondit and Uber plan to unveil a revised takeover proposal
• 2026-06-01 — EU regulators announced Prosus will receive more time to complete the Delivery Hero share sale
• 2026-06-01 — Financial Times reported Prosus may increase its stake in Delivery Hero to block Uber's bid

What to Watch

• Whether the EU accepts Prosus's request to abandon the forced divestment remedy
• Details and terms of the revised takeover proposal from Delivery Hero, Bondit and Uber