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Delivery Hero SE (DELHY) Q1 2026 Sales/Trading Call Trans...
SA Transcripts · 2026-05-02 · via All Articles on Seeking Alpha

Delivery Hero SE (DELHY) Q1 2026 Sales/Trading Call April 30, 2026 8:00 AM EDT

Company Participants

Andrea Ferraz Estrada - Vice President of Investor Relations & Corporate Communications
L. Östberg - Co-Founder, MD, CEO, Chairman of the Management Board & Member of Global Advisory Board
Marie-Anne Popp - CFO & Member of Management Board

Conference Call Participants

Andrew Ross - Barclays Bank PLC, Research Division
Joseph Barnet-Lamb - UBS Investment Bank, Research Division
Marcus Diebel - JPMorgan Chase & Co, Research Division
Xavier Le Mené - BofA Securities, Research Division
Giles Thorne - Jefferies LLC, Research Division
Monique Pollard - Citigroup Inc., Research Division
Wolfgang Specht - Joh. Berenberg, Gossler & Co. KG, Research Division
Annick Maas - Bernstein Institutional Services LLC, Research Division

Presentation

Operator

Welcome to the Delivery Hero Q1 2026 Trading Update. Today's presentation will be followed by a Q&A session. [Operator Instructions] I will now hand over to Andrea Ferraz Estrada to begin the presentation.

Andrea Ferraz Estrada
Vice President of Investor Relations & Corporate Communications

Hello, and welcome, everyone, to our Q1 2026 earnings call. I'm joined today by Niklas Oestberg, our CEO; and Marie-Anne Popp, our CFO. Together, they will present the key highlights of our Q1 2026 results. Following their presentation, they will be delighted to address any questions you might have.

One reminder before we begin. Talabat will release its own Q1 results on the 12th of May. As a separately listed company, Talabat is bound by its own disclosure obligations, so we won't be able to comment on its specific financials today. We kindly ask that you direct any Talabat-specific questions to its results call.

And now over to you, Niklas.

L. Östberg
Co-Founder, MD, CEO, Chairman of the Management Board & Member of Global Advisory Board

Thank you, Andrea, and welcome, everyone, also from my side, and thank you for joining us