Added to YB: 2025-10-17
Pitch date: 2025-10-15
HFG.DE [bullish]
HelloFresh SE
-24.35%
current return
Author Info
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 7.43
Price Target
746.00 (+13179%)
Dividend
N/A
EV/EBITDA
5.92
P/E
-4.98
EV/Sales
0.19
Sector
Consumer Staples Distribution and Retail
Category
value
HelloFresh: Quietly Cooking Up a 100-Bagger.
HFG.DE: Efficiency measures driving FCF growth while revenue flatlines at 0.16x sales. CEO focused on widening value/price ratio via better meals, expanded menus, premium options across regions. Complex supply chain mastery positions for market dominance if top-line fixed. 30-40x upside potential on multiple expansion alone, with 100-bagger odds if captures broader food distribution market. Debt vs cash adds risk but positive cash ops provides runway.
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