DELHY Vendor AI Assistant Lifts Glovo Restaurant Orders 15%

On 2026-08-27, DELHY said on its earnings call that orders grew 15% at Glovo restaurants using its vendor AI sales assistant. The result applies only to users and does not establish that Delivery Hero revenue rose at the same rate.[1]

How the vendor AI sales assistant works

The frozen disclosure describes DELHY as operating a platform that connects restaurants and shops with consumers, but it does not further break down the revenue model. The vendor AI sales assistant serves restaurant and shop owners who manage sales on the platform. It checks menu performance, customer reviews, and promotion timing, then recommends actions to increase sales. After a partner approves an action, the assistant implements the change through the WhatsApp chat the owner already uses. That places the application inside a core merchant sales workflow.

The public record starts at limited production

The application's public disclosure path contains only one citable point, dated 2026-08-27. When first observed within the research window, it was already in limited production across multiple businesses or regions. The disclosure explains the mechanism, execution method, and operating result, but its first appearance in the window is not the adoption date and does not support reconstructing an earlier pilot stage.

What the 15% result measures

Management said the assistant can identify issues a busy owner might miss, including a dish that is not selling, a review that needs a response, or a useful moment to run a promotion. Once approved, the assistant carries out the adjustment. The application currently supports more than 40,000 partners. That figure measures adoption, while the headline 15% measures order growth among Glovo restaurants using the assistant; the two figures describe different outcomes.[1]

Higher order volume could increase platform transaction activity and may flow through to Delivery Hero revenue, but the evidence supports only a directional link. The disclosure does not provide a before-and-after measurement period, a comparable group of nonusers, incremental order value, commission rates, or associated revenue. It also does not exclude selection effects if more active merchants are more likely to adopt the assistant. The 15% figure therefore cannot be generalized to all merchants or markets, or treated as 15% Delivery Hero revenue growth.

The confirmed operating change is that the vendor AI assistant can identify sales opportunities, obtain approval, and execute actions, while Glovo users reported quantified order growth. Establishing company-level financial attribution would require incremental order value versus comparable nonusers and the related incremental Delivery Hero revenue.

Application Assessment

• Vendor AI Sales Assistant | Business position: Core business | Deployment stage: Limited production | Scope: Multiple businesses or regions | Value type: Revenue growth

Source

[1] Drillr · DELHY (DELHY) · 2026-08-27 · Earnings call

Original: At Glovo, restaurant using it grew orders by 15%.