Niklas Östberg is the Founder and CEO of Delivery Hero, a global juggernaut now present in over 70 countries across four continents. In Q4 2024, the company announced GMV of $49BN with $12.8BN in revenue and $750M in EBITDA. They have made an astonishing 35+ acquisitions including $2BN for Glovo. Before launching Delivery Hero, Niklas co-founded Pizza.nu, leading its expansion across Sweden, Poland, Finland, and Austria.
In Today’s Episode We Discuss:
04:09 How Skiing Prepared Me For Life As An Entrepreneur
10:12 Losing $200M on Gorillas Investment
17:58 Quick Commerce: Does the Business Model Work?
25:09 How to Master M&A: Lessons from 35 Acquisitions
31:45 Evaluating Acquisitions: The Glovo Example
32:39 Cohort Analysis: Lessons from $49BN in GMV
34:35 Growth Strategies: What Worked? What Did Not Work?
38:27 Competing Against Uber and Doordash
41:40 Is Cash a Weapon in the War for Food Delivery
44:29 Why Are Emerging Markets a Good Investment?
48:21 Why Are European Markets Broken? Are Regulators Killing Europe?
51:57 Quickfire Round: Insights and Reflections
View all episodes
By Harry Stebbings
4.4
464464 ratings
Niklas Östberg is the Founder and CEO of Delivery Hero, a global juggernaut now present in over 70 countries across four continents. In Q4 2024, the company announced GMV of $49BN with $12.8BN in revenue and $750M in EBITDA. They have made an astonishing 35+ acquisitions including $2BN for Glovo. Before launching Delivery Hero, Niklas co-founded Pizza.nu, leading its expansion across Sweden, Poland, Finland, and Austria.
In Today’s Episode We Discuss:
04:09 How Skiing Prepared Me For Life As An Entrepreneur
10:12 Losing $200M on Gorillas Investment
17:58 Quick Commerce: Does the Business Model Work?
25:09 How to Master M&A: Lessons from 35 Acquisitions
31:45 Evaluating Acquisitions: The Glovo Example
32:39 Cohort Analysis: Lessons from $49BN in GMV
34:35 Growth Strategies: What Worked? What Did Not Work?
38:27 Competing Against Uber and Doordash
41:40 Is Cash a Weapon in the War for Food Delivery
44:29 Why Are Emerging Markets a Good Investment?
48:21 Why Are European Markets Broken? Are Regulators Killing Europe?
51:57 Quickfire Round: Insights and Reflections
1,281 Listeners
1,008 Listeners
179 Listeners
2,329 Listeners
341 Listeners
214 Listeners
8,349 Listeners
337 Listeners
199 Listeners
189 Listeners
106 Listeners
419 Listeners
26 Listeners
18 Listeners
31 Listeners