Delivery Hero重要股东Aspex Management在致公司监事会的公开信中提出，当前管理层团队需要进行"全面重组"。
这封措辞强烈的信函指出，公司近期业绩表现与战略执行存在显著问题，亟需通过领导层变革来重塑发展轨迹。Aspex作为长期持有DLVHF股票的机构投资者，明确表达了对其投资组合公司治理状况的深度关切。
信中特别强调，管理团队的重组不应局限于个别岗位调整，而应当从顶层设计入手进行系统性革新。此举被视作对冲基金积极推动企业治理改善的典型案例，也反映出机构投资者对欧洲科技上市公司管控力度正在持续加强。
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