又不卖了？Delivery Hero结束foodpanda东南亚业务的出售谈判

动点科技02-22

流传了近半年的foodpanda东南亚业务出售谈判终于迎来了尾声。欧洲外卖巨头Delivery Hero日前表示，公司已终止了同主要谈判方就其在部分东南亚市场的foodpanda业务出售讨论。 Delivery Hero在一份声明中指出，在今年2月2日再次确认这一正在进行的讨论时，公司尚且对与谈判对手达成一致意向持有乐观态度——Delivery Hero称，当时，公司认为已经与潜在买家就出售业务...

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Delivery Hero Ends Talks on Sale of foodpanda's Southeast Asia Business","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GRAB":0.71,".IXIC":0.6},"content_text":"流传了近半年的foodpanda东南亚业务出售谈判终于迎来了尾声。\n欧洲外卖巨头Delivery Hero日前表示，公司已终止了同主要谈判方就其在部分东南亚市场的foodpanda业务出售讨论。\nDelivery Hero在一份声明中指出，在今年2月2日再次确认这一正在进行的讨论时，公司尚且对与谈判对手达成一致意向持有乐观态度——Delivery Hero称，当时，公司认为已经与潜在买家就出售业务的基本条款达成一致。\n然而，随着时间来到现在，Delivery Hero表示，由于情况已不再如此，公司决定退出这一谈判。值得一提的是，Delivery Hero也未对外透露其谈判方的身份。\n作为背景，去年9月份时，Delivery Hero曾对外证实将出售其在新加坡、马来西亚、菲律宾、泰国、柬埔寨、缅甸以及老挝的foodpanda业务。而作为这一出售意向的潜在可能，有知情人士在当时指出，Grab或将支付超10亿欧元的金额来收购上述出售业务。\n到了本月早些时候，有东南亚媒体援引知情人士消息称，关于foodpanda东南亚业务出售给Grab的谈判已经告吹。而在随后不久（2月5号左右），彭博社则又在报道中指出，Delivery Hero否认了其东南亚地区foodpanda业务出售谈判破裂的传闻。并且Delivery Hero也在当时表示，该业务的潜在出售谈判仍在进行中。\n回到本次谈判结束声明。Delivery Hero称，2023年期间，随着亚太地区迎来了其转折点，公司在该地区的业务优势也在过去的几个季度内变得更加明显，“我们相信，该地区仍有能力去推动大规模的盈利增长···经过数月的慎重讨论，我们决定终止谈判。”\nDelivery Hero强调，公司将一如既往地对并购持开放态度，并将继续评估潜在的战略选择。并且Delivery Hero也补充道，只有在能为股东创造价值且交易完成的确定性很高的情况下，公司才会进行谈判。\nDelivery Hero并没有对外详细说明此次的业务出售原因，但有观点指出，由于亚洲市场竞争激烈且投入消耗大，这一出售有望推进公司盈利目标的实现——作为这一诉求的背景，据统计，自17年上市以来，截至去年9月份，Delivery Hero在每个财年内都出现了亏损。\n有报告指出，23年期间，foodpanda预计会以27亿美元的规模占据东南亚外卖市场15.8%的GMV份额（金额较上年下降12.9%），位居第二。相比之下，Grab和Gojek分别以55%（94亿美元，较上年增长6.8%）和10.5%（18亿美元，较上年下降10%）的规模各自占据第一和第三。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2413299986"}