Update shared on11 Sep 2025
Fair value Decreased 4.36%Analysts have lowered their price targets for HelloFresh from €11.31 to €10.82 due to intensifying U.S. competition, reduced earnings visibility, and heightened uncertainty about growth prospects.
Analyst Commentary
- Increasing competition in the U.S. market, especially for the Factor brand, is raising concerns about HelloFresh's growth prospects.
- Bearish analysts are expressing caution, leading to lowered price targets and ratings downgrades or maintenance of neutral/hold stances.
- Lowered earnings visibility and reduced confidence in top-line growth are weighing on sentiment.
- Some analysts are moving from bullish to more neutral (e.g., downgrades from Overweight to Equal Weight).
- Overall, revised price targets reflect growing industry pressures and uncertainty about HelloFresh's ability to navigate competitive headwinds.
What's in the News
- HelloFresh increased its equity buyback authorization by $25 million, raising the total to $100 million.
- The company narrowed its 2025 constant currency revenue guidance to a decline of (6)%–(8)% due to slower than expected growth in the ready-to-eat product group.
- HelloFresh launched an in-app collaboration with Sleep Cycle and other brands to reach health-conscious users through targeted promotional placements.
Valuation Changes
Summary of Valuation Changes for HelloFresh
- The Consensus Analyst Price Target has fallen slightly from €11.31 to €10.82.
- The Consensus Revenue Growth forecasts for HelloFresh has significantly fallen from -0.1% per annum to -0.5% per annum.
- The Net Profit Margin for HelloFresh has fallen slightly from 3.05% to 2.93%.
Disclaimer
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