HelloFresh SE

XTRA:HFG Lagerbericht

Marktkapitalisierung: €622.2m

HelloFresh Vergangene Ertragsentwicklung

Vergangenheit Kriterienprüfungen 0/6

Die Gewinne von HelloFresh sind mit einer durchschnittlichen Jahresrate von -72.5% zurückgegangen, während die Gewinne der Branche Consumer Retailing um 7.3% pro Jahr wuchsen. Die Umsätze sind gewachsen mit einer durchschnittlichen Jahresrate von 5.1%.

Wichtige Informationen

-72.53%

Wachstumsrate der Gewinne

-72.64%

EPS-Wachstumsrate

Consumer Retailing Wachstum der Industrie10.52%
Wachstumsrate der Einnahmen5.10%
Eigenkapitalrendite-4.06%
Netto-Marge-0.37%
Nächste Ertragsaktualisierung13 Aug 2026

Jüngste Aktualisierungen vergangener Leistungen

Recent updates

Narrativ-Update May 24

HFG: Ongoing Downgrades And Margin Pressure Will Weigh On Shares

Analysts have slightly reduced their price targets on HelloFresh, trimming fair value estimates by €0.10 to €3.50. The revision reflects softer profit margin assumptions, slightly better revenue trends than previously modeled, a higher discount rate, and a shift to a higher future P/E multiple.
Analyseartikel May 08

Analyst Estimates: Here's What Brokers Think Of HelloFresh SE (ETR:HFG) After Its First-Quarter Report

Shareholders might have noticed that HelloFresh SE ( ETR:HFG ) filed its first-quarter result this time last week. The...
Narrativ-Update May 03

HFG: Weak 2025 Earnings And Soft 2026 Start Will Pressure Shares

Analysts have trimmed their average price targets on HelloFresh by a few euros, with cuts such as Deutsche Bank's move to €6. They are factoring in weaker 2025 results, a soft start to 2026, and slightly lower assumed future P/E multiples, despite modestly higher profit margin assumptions.
Narrativ-Update Apr 18

HFG: Weaker 2025 Outlook And Soft 2026 Start Will Drive Downside Risk

Analysts have trimmed their average price target on HelloFresh by around €2 to €3. This reflects recent target cuts and downgrades that cite weaker 2025 results and a softer start to 2026.
Narrativ-Update Apr 04

HFG: Buybacks And Higher Future P/E Will Support Long-Term Earnings Visibility

Analysts have lowered the average price target on HelloFresh by roughly €4, citing weaker 2025 results, a soft start to 2026, and reduced growth and margin expectations. These factors contribute to a lower fair value estimate and a slightly higher assumed discount rate, even as future P/E assumptions edge higher.
Narrativ-Update Mar 21

HFG: Lower Future Earnings Assumptions And Index Move Will Shape Risk Reward

Analyst price targets for HelloFresh have been cut by around €2 to €4 in recent updates, as analysts factor in weaker expected revenue growth, slimmer profit margins, a higher discount rate, and recent downgrades to Hold with lower targets around €5.50 to €6. Analyst Commentary Recent research updates point to a more cautious stance on HelloFresh, with several bearish analysts trimming price targets and resetting expectations.
Narrativ-Update Mar 06

HFG: Index Changes And Softer 2025 Outlook Will Shape Future Risk Reward

Analysts have trimmed their average price target on HelloFresh, with recent cuts such as Deutsche Bank moving to €6 and Kepler Cheuvreux to €5.50, citing expectations for weaker 2025 results and a softer opening to 2026. Analyst Commentary Recent Street research reflects a more cautious tone, with price targets reset lower and ratings pulled back to neutral territory.
Narrativ-Update Feb 20

HFG: Reset Expectations And AI System Will Support Future Upside

Analysts have trimmed their stance on HelloFresh, with a key price target cut from €10.50 to €5.50, citing what they describe as weak 2025 results and a soft start to 2026. Analyst Commentary Recent commentary has turned more cautious around HelloFresh, with the cut in the price target to €5.50 reflecting reduced confidence in the outlook that analysts describe as weak for 2025 and soft into 2026.
Narrativ-Update Feb 06

HFG: Index Shift And AI Recipe System Will Shape Future Risk Reward

Analysts have modestly revised their price target on HelloFresh, citing a slightly higher discount rate, a softer improvement in revenue trends and profit margins, and a higher assumed future P/E multiple as key drivers of the updated valuation. What's in the News HelloFresh SE is now included in the Germany SDAX (Total Return) Index.
Narrativ-Update Jan 23

HFG: AI Recipe System And Buyback Will Support Future Upside

Analysts have reduced their implied price target for HelloFresh to €15.00, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that together point to a more conservative valuation framework. What's in the News HelloFresh SE has been removed from the Germany MDAX Index (Performance) and added to the Germany SDAX (Total Return) Index, reflecting a shift in its index classification within the German equity market (Key Developments).
Analyseartikel Jan 21

Be Wary Of HelloFresh (ETR:HFG) And Its Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Narrativ-Update Jan 08

HFG: Index Shift And Buybacks Will Support Long-Term Earnings Visibility

Analysts have slightly trimmed their price target on HelloFresh to reflect a lower fair value of €9.98, compared with €10.17 previously, as they factor in updated views on discount rates, revenue growth, profit margins and future P/E assumptions. What's in the News HelloFresh SE has been removed from the Germany MDAX Index (Performance).
Narrativ-Update Dec 23

HFG: Risk Reward Profile And Margins Will Shape Share Performance

Analysts have raised their price target on HelloFresh from EUR 7.60 to EUR 10.80, citing a more attractive risk reward profile supported by improved margin expectations and a lower implied future valuation multiple. Analyst Commentary While the latest upgrade highlights a more favorable risk reward setup for HelloFresh, sentiment across the broader analyst community remains mixed, with several cautious voices flagging execution and growth risks that could cap upside.
Analyseartikel Dec 18

Is HelloFresh (ETR:HFG) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Narrativ-Update Dec 09

HFG: Rising Price Target Will Highlight Improved Revenue Visibility Despite U.S. Competition

The Analyst Price Target for HelloFresh has risen from EUR 9.00 to EUR 10.80, as analysts highlight improving revenue growth prospects and a more attractive valuation, despite lingering competitive concerns in the U.S. market. Analyst Commentary Bullish analysts point to a more favorable risk and reward profile for HelloFresh at current share levels, citing improving visibility on revenue growth and a valuation that now better reflects recent operational challenges.
Analyseartikel Nov 22

Risks Still Elevated At These Prices As HelloFresh SE (ETR:HFG) Shares Dive 28%

Unfortunately for some shareholders, the HelloFresh SE ( ETR:HFG ) share price has dived 28% in the last thirty days...
Analyseartikel Nov 02

HelloFresh SE (ETR:HFG) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

HelloFresh SE ( ETR:HFG ) shareholders are probably feeling a little disappointed, since its shares fell 7.1% to €7.02...
Narrativ-Update Sep 11

Operational Improvements And AI Adoption Will Expand Global Offerings

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.
Analyseartikel Sep 08

Investors Could Be Concerned With HelloFresh's (ETR:HFG) Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Narrativ-Update Aug 19

Operational Improvements And AI Adoption Will Expand Global Offerings

The consensus analyst price target for HelloFresh has been revised downward, primarily due to a significant reduction in forecasted revenue growth, resulting in a lower fair value estimate of €11.53. What's in the News Increased equity buyback authorization by $25 million, bringing total to $100 million.
Analyseartikel Aug 17

Earnings Miss: HelloFresh SE Missed EPS By 78% And Analysts Are Revising Their Forecasts

XTRA:HFG 1 Year Share Price vs Fair Value Explore HelloFresh's Fair Values from the Community and select yours As you...
Analyseartikel Jul 30

Is HelloFresh (ETR:HFG) Using Debt Sensibly?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analyseartikel May 10

HelloFresh SE (ETR:HFG) Stock Rockets 35% As Investors Are Less Pessimistic Than Expected

HelloFresh SE ( ETR:HFG ) shareholders are no doubt pleased to see that the share price has bounced 35% in the last...
Analyseartikel May 02

Analysts Are Updating Their HelloFresh SE (ETR:HFG) Estimates After Its First-Quarter Results

Investors in HelloFresh SE ( ETR:HFG ) had a good week, as its shares rose 7.8% to close at €9.15 following the release...
Analyseartikel Apr 28

Here's Why HelloFresh (ETR:HFG) Has A Meaningful Debt Burden

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
User avatar
Neues Narrativ Apr 24

Efficiency Programs And Food Market Diversification Will Unlock Future Potential

Strategic shift towards operational efficiency aims to boost profitability, improve margins, and enhance free cash flow long-term.
Analyseartikel Apr 06

The Return Trends At HelloFresh (ETR:HFG) Look Promising

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analyseartikel Mar 11

There's Reason For Concern Over HelloFresh SE's (ETR:HFG) Price

With a median price-to-sales (or "P/S") ratio of close to 0.2x in the Consumer Retailing industry in Germany, you could...
Analyseartikel Dec 31

Is HelloFresh (ETR:HFG) Using Debt Sensibly?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Dec 10

Are Investors Undervaluing HelloFresh SE (ETR:HFG) By 47%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, HelloFresh fair value estimate is €22.50 HelloFresh's €11.84...
Analyseartikel Nov 19

Market Participants Recognise HelloFresh SE's (ETR:HFG) Revenues Pushing Shares 29% Higher

HelloFresh SE ( ETR:HFG ) shares have continued their recent momentum with a 29% gain in the last month alone. Not all...
Analyseartikel Oct 02

HelloFresh SE (ETR:HFG) Looks Just Right With A 26% Price Jump

Despite an already strong run, HelloFresh SE ( ETR:HFG ) shares have been powering on, with a gain of 26% in the last...
Analyseartikel Aug 18

Why Investors Shouldn't Be Surprised By HelloFresh SE's (ETR:HFG) 26% Share Price Surge

HelloFresh SE ( ETR:HFG ) shareholders have had their patience rewarded with a 26% share price jump in the last month...
Analyseartikel Aug 03

HelloFresh (ETR:HFG) Use Of Debt Could Be Considered Risky

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel Jul 02

The Price Is Right For HelloFresh SE (ETR:HFG)

It's not a stretch to say that HelloFresh SE's ( ETR:HFG ) price-to-sales (or "P/S") ratio of 0.1x seems quite...
Analyseartikel May 05

Is HelloFresh (ETR:HFG) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Apr 08

Returns Are Gaining Momentum At HelloFresh (ETR:HFG)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Analyseartikel Mar 09

HelloFresh SE's (ETR:HFG) Share Price Is Still Matching Investor Opinion Despite 46% Slump

To the annoyance of some shareholders, HelloFresh SE ( ETR:HFG ) shares are down a considerable 46% in the last month...
Analyseartikel Jan 22

Shareholders Should Be Pleased With HelloFresh SE's (ETR:HFG) Price

When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 16x, you may consider...
Analyseartikel Jan 04

These 4 Measures Indicate That HelloFresh (ETR:HFG) Is Using Debt Extensively

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Analyseartikel Dec 17

HelloFresh (ETR:HFG) Might Have The Makings Of A Multi-Bagger

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analyseartikel Oct 04

HelloFresh (ETR:HFG) Takes On Some Risk With Its Use Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Sep 13

We Like These Underlying Return On Capital Trends At HelloFresh (ETR:HFG)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...

Aufschlüsselung der Einnahmen und Ausgaben

Wie HelloFresh Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.


Gewinn- und Umsatzhistorie

XTRA:HFG Einnahmen, Ausgaben und Erträge (EUR Millions)
DatumEinnahmenGewinnAllgemeine und VerwaltungskostenF&E-Ausgaben
31 Mar 266,505-243,8040
31 Dec 256,761-934,0670
30 Sep 257,020-1884,3710
30 Jun 257,267-1724,4960
31 Mar 257,519-1764,7290
31 Dec 247,661-1364,7730
30 Sep 247,712-1194,9100
30 Jun 247,687-974,9340
31 Mar 247,654-394,8820
31 Dec 237,597194,8010
30 Sep 237,612484,7860
30 Jun 237,668654,8170
31 Mar 237,708644,8440
31 Dec 227,6071274,7450
30 Sep 227,3131434,5550
30 Jun 226,8681614,2550
31 Mar 226,4661793,9320
31 Dec 215,9932433,5600
30 Sep 215,5223473,1820
30 Jun 215,0773992,8460
31 Mar 214,4944312,4570
31 Dec 203,7503692,0490
30 Sep 203,1532481,7730
30 Jun 202,6241961,5120
31 Mar 202,088761,2970
31 Dec 191,809-101,1970
30 Sep 191,659-321,1180
30 Jun 191,521-881,0560
31 Mar 191,404-999890
31 Dec 181,279-828860
30 Sep 181,170-898080
30 Jun 181,085-807400
31 Mar 18995-886820
31 Dec 17905-926270
30 Sep 17811-985650
30 Jun 17741-975200
31 Mar 17661-964710
31 Dec 16597-944270
30 Sep 16545-1304300
30 Jun 16484-1394000
31 Mar 16401-1333420
31 Dec 15305-1142740

Qualität der Erträge: HFG ist derzeit unrentabel.

Wachsende Gewinnspanne: HFG ist derzeit unrentabel.


Analyse von freiem Cashflow und Gewinn


Analyse des Gewinnwachstums in der Vergangenheit

Ergebnisentwicklung: HFG ist unrentabel, und die Verluste haben in den letzten 5 Jahren mit einer Rate von 72.5% pro Jahr zugenommen.

Beschleunigtes Wachstum: Das Gewinnwachstum des letzten Jahres kann nicht mit dem 5-Jahres-Durchschnitt von HFG verglichen werden, da das Unternehmen derzeit nicht profitabel ist.

Erträge im Vergleich zur Industrie: HFG ist unrentabel, was einen Vergleich des Gewinnwachstums des letzten Jahres mit der Branche Consumer Retailing (2.8%) erschwert.


Eigenkapitalrendite

Hohe Eigenkapitalrendite: HFG hat eine negative Eigenkapitalrendite (-4.06%), da es derzeit unrentabel ist.


Kapitalrendite


Rendite auf das eingesetzte Kapital


Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/31 07:24
Aktienkurs zum Tagesende2026/05/29 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

HelloFresh SE wird von 27 Analysten beobachtet. 12 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Adrian SanchezBanco Santander
Emily JohnsonBarclays
Alvira RaoBarclays