Uber Buys Germany’s Delivery Hero for $14.8 Billion

<p><span class&equals;"bw-dateline-wrapper"><strong>SAN FRANCISCO<&sol;strong> &&num;8212&semi; <&sol;span>Uber Technologies plans to acquire Delivery Hero &&num;8212&semi; a leading international food delivery service based in Germany &&num;8212&semi; for €41&period;50 per share with a total market value of &dollar;14&period;8 billion&comma; or &dollar;13&period;7 billion adjusted for Uber’s prior stake purchases&period; The deal gives Uber a presence in 50 new markets in Europe&comma; Asia&comma; Africa and the Middle East&period;<&sol;p>&NewLine;<p>Delivery Hero has entered into a separate agreement with SSW Partners&comma; a New York-based investment firm that has led cross-border investments alongside global businesses&period; SSW will acquire Delivery Hero’s businesses in a total of 14 markets&comma; particularly where Uber Eats and Delivery Hero already overlap&comma; subject to completion of the Uber Takeover Offer and other customary conditions&comma; for a consideration of approximately &dollar;1&period;6 billion&period; Uber will not acquire control over the businesses transferred to SSW&comma; and SSW will independently lead the process to find strategic partners that best position those businesses for long-term success&period;<&sol;p>&NewLine;<div class&equals;"table-wrapper">&NewLine;<table class&equals;"bwtablemarginb bwblockalignl bwwidth100" cellspacing&equals;"0">&NewLine;<tbody>&NewLine;<tr>&NewLine;<td class&equals;"bwvertalignt bwtopsingle bwsinglebottom bwleftsingle bwrightsingle bwpadl1 bwwidth50" colspan&equals;"1" rowspan&equals;"1">&NewLine;<p class&equals;"bwcellpmargin"><b>Businesses being acquired by Uber<br &sol;>&NewLine;<&sol;b><i>50 markets generating &dollar;42B of Gross Bookings in 2025<&sol;i><&sol;p>&NewLine;<&sol;td>&NewLine;<td class&equals;"bwvertalignt bwtopsingle bwsinglebottom bwrightsingle bwpadl1 bwwidth50" colspan&equals;"1" rowspan&equals;"1">&NewLine;<p class&equals;"bwcellpmargin"><b>Businesses being acquired by SSW Partners<br &sol;>&NewLine;<&sol;b><i>14 markets generating &dollar;11B of Gross Bookings in 2025<&sol;i><&sol;p>&NewLine;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr>&NewLine;<td class&equals;"bwvertalignt bwsinglebottom bwleftsingle bwrightsingle bwpadl1 bwwidth50" colspan&equals;"1" rowspan&equals;"1">&NewLine;<p class&equals;"bwcellpmargin"><b>Baedal Minjok <&sol;b>&lpar;Republic of Korea&rpar;&semi; <b>foodora<&sol;b> &lpar;Hungary&rpar;&semi; <b>foodpanda<&sol;b> &lpar;Bangladesh&comma; Cambodia&comma; Hong Kong&comma; Laos&comma; Malaysia&comma; Myanmar&comma; Pakistan&comma; Philippines&comma; Singapore&rpar;&semi; <b>Glovo<&sol;b> &lpar;Armenia&comma; Bosnia and Herzegovina&comma; Bulgaria&comma; Cote d’Ivoire&comma; Croatia&comma; Georgia&comma; Italy&comma; Kazakhstan&comma; Kenya&comma; Kyrgyzstan&comma; Montenegro&comma; Morocco&comma; Nigeria&comma; Serbia&comma; Tunisia&comma; Uganda&comma; Ukraine&rpar;&semi; <b>Hungerstation<&sol;b> &lpar;Saudi Arabia&rpar;&semi; <b>PedidosYa<&sol;b> &lpar;Argentina&comma; Bolivia&comma; Costa Rica&comma; Dominican Republic&comma; El Salvador&comma; Guatemala&comma; Honduras&comma; Nicaragua&comma; Panama&comma; Paraguay&comma; Peru&comma; Uruguay&comma; Venezuela&rpar;&semi; <b>talabat <&sol;b>&lpar;Bahrain&comma; Egypt&comma; Iraq&comma; Jordan&comma; Kuwait&comma; Oman&comma; Qatar&comma; United Arab Emirates&rpar;<&sol;p>&NewLine;<&sol;td>&NewLine;<td class&equals;"bwvertalignt bwsinglebottom bwrightsingle bwpadl1 bwwidth50" colspan&equals;"1" rowspan&equals;"1">&NewLine;<p class&equals;"bwcellpmargin"><b>foodora<&sol;b> &lpar;Austria&comma; Czechia&comma; Norway&comma; Sweden&rpar;&semi; <b>efood<&sol;b> &lpar;Greece&rpar;&semi; <b>Foody<&sol;b> &lpar;Cyprus&rpar;&semi; <b>Glovo<&sol;b> &lpar;Moldova&comma; Poland&comma; Portugal&comma; Romania&comma; Spain&rpar;&semi; <b>PedidosYa<&sol;b> &lpar;Chile&comma; Ecuador&rpar;&semi; <b>Yemeksepeti<&sol;b> &lpar;Türkiye&rpar;<&sol;p>&NewLine;<&sol;td>&NewLine;<&sol;tr>&NewLine;<&sol;tbody>&NewLine;<&sol;table>&NewLine;<&sol;div>&NewLine;<p>&&num;8220&semi;Delivery Hero’s talented team has built an extraordinary business&comma; with beloved local brands and leading positions across many of the world&&num;8217&semi;s fastest-growing delivery markets&comma;” said Dara Khosrowshahi&comma; CEO of Uber&period; &OpenCurlyDoubleQuote;By bringing our platforms together&comma; we will extend affordable&comma; reliable delivery to many millions more people in many of the world’s most dynamic economies&comma; while creating more opportunities for merchants and couriers&period; Together&comma; we’ll nearly double the number of markets where we offer both mobility and delivery services&comma; scaling a proven platform that we believe will create significant long-term value for our customers and shareholders&period;”<&sol;p>&NewLine;<p>&OpenCurlyDoubleQuote;We are excited about this opportunity with Uber and the possibilities it offers for our employees&comma; shareholders&comma; and partners&period; Uber&&num;8217&semi;s global mobility and delivery platform and our shared commitment to innovation make this the right partnership to build on Delivery Hero&&num;8217&semi;s strengths in local food delivery and Quick Commerce&comma; and to take our Everyday App strategy further for our customers&comma;” said Niklas Östberg&comma; CEO of Delivery Hero&period; &OpenCurlyDoubleQuote;I&&num;8217&semi;m grateful to our people for building this company over 15 years&comma; and we look forward to this great next chapter together&period;”<&sol;p>&NewLine;<p>The deal nearly doubles the number of markets where Uber will offer both mobility and delivery services&comma; from 34 to 58 markets&comma; substantially broadening the addressable base for Uber’s proven cross-platform strategy&period; In Uber’s existing markets&comma; cross-platform engagement represents a highly efficient acquisition channel while also increasing engagement&comma; with cross-platform users generating roughly 3x the Gross Bookings and profits compared to single-product users&period; Uber expects the transaction to be accretive to Non-GAAP EPS upon close and high-single-digit percentage accretive by year three&period;<b><&sol;b><&sol;p>&NewLine;<p>Uber has pledged to retain Delivery Hero’s headquarters and make no changes to its workforce in Berlin until at least 2029&period; Additionally&comma; Uber has committed to invest €2 billion in Germany over the next 5 years&comma; with a focus on developing its local corporate workforce&comma; growing its nationwide business&comma; and launching autonomous vehicle deployments and partnerships with the German automotive industry&period;<&sol;p>&NewLine;

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