Delivery Hero raised its 2026 guidance as CEO Niklas Östberg said subscriber growth was helping the German food delivery company withstand intense competition in key markets. Östberg described competition over the past couple of years as "pretty brutal" but said it was not harder than last year and could improve. Subscription plans encourage repeat orders and reduce customer churn, helping delivery platforms spread marketing costs across more transactions. Subscribers account for half of Delivery Hero’s customers in South Korea and roughly 60% in Saudi Arabia. The company is subject to a takeover offer from U.S.-based rival Uber and is facing increasing competition in Asia. In March, it agreed to sell its Foodpanda business in Taiwan to Singapore’s Grab after pressure from several large shareholders to conduct strategic reviews.