Added to YB: 2025-03-14
Pitch date: 2025-03-13
HFG.DE [neutral]
HelloFresh SE
-29.48%
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 7.96
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
HelloFresh Earnings Review
HFG.DE trimmed position: Meal kit rev -9.5%, but Q4 EBITDA margin 14.1%. RTE rev +41.5%, Q4 EBITDA positive. 2025 guidance: rev -3-8%, EBITDA €450-500M. EV/EBIT 5.4x vs competitor 10x. Long-term potential but RTE growth slower than expected. 15% short interest. Position reduced to 5%.
Read full article (3 min)