Professional
Added to YB: 2025-07-25
Pitch date: 2025-07-15
HFG.DE [neutral]
HelloFresh SE
-32.36%
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 8.46
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
Highwood Value Partners Portfolio Holding: HelloFresh SE
HFG.DE (holding update): Global meal kit leader pivoting from market share focus to profitability. Shares volatile ($7.28-$13.50) as strategy shift progresses. Early positive signals: reduced discounts, improving margins & cash flow. €250M cost savings by 2026 targeted (worth 10x current EV).
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