Stock Movers Delivery Hero Rallies, Domino's Pizza Slides, Mitchells & Butlers Climbs
Nov 28, 2025
Louise Moon, a breaking news editor and reporter known for her market insights, dives into the impacts of shareholder pressure on Delivery Hero, urging a strategic review as the food-delivery sector consolidates. She also discusses the downgrade of Domino’s Pizza by UBS due to a lack of immediate growth catalysts. In contrast, Mitchells & Butlers sees a stock surge after reporting strong annual results, despite facing cost challenges. The conversation highlights key movements in the market and reflects on broader trends in UK hospitality.
AI Snips
Chapters
Transcript
Episode notes
Strategic Review Could Trigger Major Change
- Delivery Hero faces shareholder pressure to launch a strategic review that could lead to a sale or break-up of the business.
- The stock has plunged over 50% in a year amid rising competition and industry consolidation.
Competition And Consolidation Have Crushed Valuation
- Delivery Hero is nearly 90% off its 2021 peak and has been hit by increased competition in food delivery.
- Bloomberg reported potential interest from rivals like Meituan and Grab amid consolidation talk.
Watch For Concrete Catalysts At Domino's
- Investors should watch for clear catalysts like a strategy update or strong CEO appointment at Domino's Pizza Group.
- UBS downgraded the stock citing a lack of near-term catalysts and cut its price target.