Uber's Offer for Delivery Hero: Strategic Sense Despite Risks

Author: Kemal Ilgaz

Uber Eyes Delivery Hero Acquisition

Uber Technologies has made a 10 billion euro ($11.60 billion) takeover approach for German delivery company Delivery Hero. According to Davidson analysts, the move makes strategic sense and appears to be a reasonable valuation.

Strategic Benefits

Analysts note that adding Delivery Hero would solidify Uber's marketplace flywheel in key international growth markets, particularly Asia, and build on its competitive strengths in Europe. Uber has become the biggest shareholder in Delivery Hero after sizable stake purchases in recent weeks.

Regulatory Scrutiny

However, the deal would almost certainly face regulatory scrutiny, which could pose a risk to its completion.

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