Niklas Östberg, Founder and CEO @ Delivery Hero: Competing with Uber and Doordash in a Capital Arms Race
20VC
Mar 12, 2025
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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:
How Skiing Prepared Me For Life As An Entrepreneur
Losing $200M on Gorillas Investment
Quick Commerce: Does the Business Model Work?
How to Master M&A: Lessons from 35 Acquisitions
Evaluating Acquisitions: The Glovo Example
Cohort Analysis: Lessons from $49BN in GMV
Growth Strategies: What Worked? What Did Not Work?
Competing Against Uber and Doordash
Is Cash a Weapon in the War for Food Delivery
Why Are Emerging Markets a Good Investment?
Why Are European Markets Broken? Are Regulators Killing Europe?
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