Professional
Added to YB: 2025-05-02
Pitch date: 2025-04-22
HFG.DE [neutral]
HelloFresh SE
-32.52%
current return
Author Info
No bio for this author
Company Info
HelloFresh SE, together with its subsidiaries, operates as meal kit provider for home industry. The company offers premium meals, protein swaps, double portions, and extra recipes, as well as add-ons, such as soups, snacks, fruit boxes, desserts, ready-to-eat meals, and seasonal boxes.
Market Cap
EUR 887.5M
Pitch Price
EUR 8.33
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.92
P/E
-4.98
EV/Sales
0.19
Sector
Consumer Staples Distribution and Retail
Category
turnaround
The Optimist Fund Portfolio Holding: HelloFresh SE
HFG.DE (holding update): FY24 €399M adj EBITDA on €7.7B rev. Strategic pivot to efficiency/high-value customers showing results with Q4 const-currency rev +0.9%, strong margin expansion in Meal Kit segment. 2025 guidance: adj EBIT +65% despite rev -5%, prioritizing profitability over growth. Market concerned about revenue decline.
Read full article (1 min)