Added to YB: 2024-07-30
Pitch date: 2024-07-28
HFG.DE [bullish]
HelloFresh SE
-4.22%
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 5.87
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
growth
Modern Value Investing Portfolio & Performance Update: Position Addition - HelloFresh SE
HFG.DE: Increased to 23% of portfolio. Added at €4.50 (-68% YTD) on June 28, well-timed before JPM removed from negative watchlist due to improving US trends. Highest conviction position, intend to let run higher if expectations met. Mini rally triggered post-JPM news.
Read full article (1 min)