Added to YB: 2025-10-06
Pitch date: 2025-08-17
HFG.DE [bullish]
HelloFresh SE
+3.89%
current return
Author Info
No bio for this author
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 1.1B
Pitch Price
EUR 6.94
Price Target
20.00 (+177%)
Dividend
N/A
EV/EBITDA
5.99
P/E
-6.77
EV/Sales
0.19
Sector
Consumer Staples Distribution and Retail
Category
turnaround
HelloFresh SE - $HFG.DE
HFG.DE: Meal kit leader trading 3x '25 EBITDA, 8x FCF after strategic pivot from growth-at-all-costs to profitability. Shedding unprofitable coupon clippers, 65% US market share vs weakened competitors. €175M/yr buybacks (15% yield). MK margins improving post-discount reduction, Factor operational issues resolving. Base case €20/sh (~3x upside) as revenues stabilize mid-2026.
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