Overview
- Delivery Hero, which announced the plan Tuesday, said Niklas Östberg will leave on March 31, 2027 and lead a review of strategic options during a transition as the board targets naming a successor by year-end.
- Aspex lifted its stake to about 15% after buying a 5% block from Prosus for roughly €335 million and the investor welcomed the leadership change.
- Prosus must cut its holding below 10% by late summer under EU competition conditions tied to its Just Eat Takeaway deal, opening the door to further shifts in who influences the company.
- The June 23 annual meeting now looms as a key test of strategy as Aspex gains voting weight and pushes for sharper cost discipline and possible exits from regions.
- Coverage of the stock reaction diverged, with one outlet reporting an 18% jump and another noting shares slightly down, underscoring investor uncertainty about the path forward.