Added to YB: 2025-11-17
Pitch date: 2025-11-14
HFG.DE [neutral]
HelloFresh SE
-0.94%
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 5.73
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
value
HelloFresh: Increasingly Asymmetric.
HFG.DE (watchlist): Trading at 0.16x sales, executing efficiency program (70% complete) with FCF/share up YoY despite revenue decline. Reinvesting cash to improve value:price ratio via ReFresh strategy - expanded to 100+ weekly menu options, larger portions, upgraded packaging. Complex supply chain moat, only scaled vertically integrated food co. CEO guiding Q4 sequential revenue increase. Author watching closely but no position yet.
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