Added to YB: 2024-08-01
Pitch date: 2024-07-30
HFG.DE [bullish]
HelloFresh SE
-0.43%
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 5.64
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
HelloFresh: Like Hims 2 Years Ago?
HFG.DE: Complex supply chain leader, 0.14x sales. Strong ops in logistics, marketing, data, UI. Pandemic-driven investments in RTE (+50% YoY) & logistics. Positive CFO since 2020. Shifting to higher-quality customers. 1% food waste vs 70% industry avg. Rising AOV, orders up. Concerns: declining cash balance, high CapEx. Needs to improve personalization & pricing to solve acute customer pains.
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