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Delivery Hero relies on subscriptions to stave off 'brutal' competition as Uber takeover approaches
Source: reuters.com
Consumer Demand & RetailCompany FundamentalsAnalyst InsightsCompany Fundamentals
Delivery Hero’s CEO Niklas Östberg said competition in key markets has been “pretty brutal” over the past couple of years, but subscriber growth has helped support the business. The update is more qualitative than quantitative, implying modest near-term read-through for resilience rather than a clear catalyst.
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