Delivery Hero's Villain, BP Boost, Compass Up | Stock Movers

Why It Matters

The moves signal potential restructuring at Delivery Hero, a healthier balance sheet for BP, and accelerating demand for outsourced services, each reshaping investor outlooks in their respective sectors.

Key Takeaways

• Activist Aspects Management now holds 14% of Delivery Hero.
• Aspects pressures CEO to divest assets and streamline operations.
• BP upgraded by RBC, sees chance to deleverage amid high oil prices.
• Oil price rally driven by geopolitical tensions boosts BP’s stock.
• Compass reports record catering profits, triples earnings since 2021.

Summary

Bloomberg’s Stock Movers roundup highlighted three European stocks under pressure or gaining momentum: Delivery Hero, which attracted a new activist shareholder; BP, which received an analyst upgrade amid rising oil prices; and Compass Group, which posted record catering earnings.

Aspects Management increased its holding in Delivery Hero to roughly 14% after buying a 5% stake, intensifying calls for the CEO to sell underperforming markets and streamline the company’s 65‑country footprint. RBC analysts upgraded BP, arguing that today’s commodity price environment offers a rare window for the oil major to deleverage and restore financial health, while geopolitical friction between the U.S. and Iran lifted crude to around $105 a barrel. Compass Group raised its profit guidance after first‑half results showed a three‑fold earnings increase since 2021, driven by surging demand for outsourced catering and cleaning services.

Activist Aspects has previously threatened to replace Delivery Hero’s leadership unless divestitures occur, underscoring the pressure on the firm’s growth trajectory. BP’s upgrade coincided with an Aramco CEO remark that the market may not normalize until 2027, reinforcing the sector’s long‑term upside. Compass’s CEO highlighted tighter food‑regulation, allergen concerns and the need for data insights as catalysts for outsourcing, while noting that office‑layoff fears have not dented demand.

If Delivery Hero proceeds with asset sales, its valuation could stabilize but may also shrink its global reach. BP’s deleveraging path could improve earnings visibility, attracting value‑oriented investors despite oil‑price volatility. Compass’s strong performance signals a broader shift toward outsourced services, positioning the company to capture continued growth as businesses seek operational efficiency.

Original Description

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Prosus is selling a 5% stake in Delivery Hero SE to Aspex Management, the second-largest shareholder of the German e-commerce firm that has been pushing its chief executive officer to offload more assets or leave the company.

- BP has a good opportunity in the current commodity price environment to deleverage and restore financial health, RBC writes in a note as upgrades the energy company to outperform from sector perform.

- Compass raised its profit guidance after first-half results hit a record, driven by increased demand for outsourced catering and cleaning services.

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Delivery Hero's Villain, BP Boost, Compass Up