Stock Movers Delivery Hero Rallies, Easyjet Rises, Whitbread Drops
Nov 28, 2025
Chloe Millay, a Bloomberg reporter specializing in European stocks, offers valuable insights on current market trends. She discusses Delivery Hero's stock rally amid pressures for a strategic review, highlighting shareholder concerns. EasyJet sees a rise after Bernstein upgrades it due to supply constraints, though Chloe points out potential winter risks and future uncertainties. Meanwhile, Whitbread faces an 8% drop following a double downgrade, with potential profit losses posed by business-rate changes. Chloe quantifies these risks, painting a vivid picture of the challenges ahead.
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Delivery Hero Under Shareholder Pressure
- Delivery Hero faces pressure from big shareholders to review or sell parts of the business amid industry consolidation.
- The stock has fallen ~90% from its 2021 peak, prompting investor frustration and potential M&A interest from Uber, Meituan, or Grab.
EasyJet Seen As Cheap Supply-Constraint Play
- Bernstein upgraded EasyJet, calling it a cheap way to play airline supply constraints that support pricing.
- Analysts say rising costs and cash pressures are mostly priced in, but 2026 may be challenging and summer visibility is limited.
Weigh Risks Before Buying EasyJet
- Consider exposure to budget carriers like EasyJet to gain from pricing tailwinds caused by constrained aircraft supply.
- Monitor summer demand, air-traffic disruptions, and Middle East flight halts before increasing positions.