Professional
Added to YB: 2025-11-12
Pitch date: 2025-11-06
HFG.DE [bearish]
HelloFresh SE
+6.83%
current return
Author Info
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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 6.03
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
N/A
HelloFresh SE’s (FSE: HFG) Last Supper: Executives Carve Up Value Before the Collapse
HFG.DE short: CEO pledged 77% of shares for leveraged real estate investments, faces margin calls at 23% further drop. Core demand collapsed 80% (Google searches), retention only 9%. Aggressive €100M buybacks failed to stop 50% YTD decline. Child labor probe, E.coli outbreak, toxic cancellation tactics destroy brand.
Read full article (18 min)