View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsMarley Spoon 将来の成長Future 基準チェック /06現在、 Marley Spoonの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Consumer Retailing 収益成長19.0%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報お知らせ • Sep 01Marley Spoon SE Affirms Earnings Guidance for the Year 2023Marley Spoon SE affirmed earnings guidance for the year 2023. For the year, the company affirms high single digit to low double-digit net revenue decline vs. the PCP in constant currency.Breakeven Date Change • Feb 01Forecast to breakeven in 2025The 2 analysts covering Marley Spoon expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €7.80m in 2025. Average annual earnings growth of 69% is required to achieve expected profit on schedule.お知らせ • Oct 28Marley Spoon AG Re-Affirms Earnings Guidance for the Year of 2022Marley Spoon AG re-affirmed earnings guidance for the year of 2022. For the year, the company expected Mid-to-high teens YoY net revenue organic growth plus full year contribution from Chefgood.お知らせ • Apr 28Marley Spoon AG Affirms Financial Guidance for the Year 2022Marley Spoon AG affirmed financial guidance for the year 2022. For the year, the company expects mid-to-high teens year-over-year net revenue organic growth plus full year Chefgood contribution.お知らせ • Feb 25Marley Spoon AG Affirms Financial Guidance for the Year 2022Marley Spoon AG affirmed financial guidance for the year 2022. For the year, the company expects mid-to-high teens year-over-year net revenue organic growth plus full year Chefgood contribution.お知らせ • Feb 04Marley Spoon AG Provides Earnings Guidance for the Year 2022Marley Spoon AG provided earnings guidance for the year 2022. The company's 2022 strategy will focus on continued growth within its current balance sheet capacity. Marley Spoon does expect continued volatile customer behaviour, supply chain volatility and inflation, but does aim to maintain attractive contribution margins while managing costs and operating with financial discipline. Guidance, excluding the contribution of Chefgood, is as follows: Mid-to-high teens year on year revenue organic growth plus full year contribution from Chefgood. Contribution Margin in-line with 2021.すべての更新を表示Recent updatesNew Risk • Jun 27New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: AU$14.7m (US$9.81m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-€20m free cash flow). Share price has been highly volatile over the past 3 months (18% average weekly change). Negative equity (-€51m). Shareholders have been substantially diluted in the past year (87% increase in shares outstanding). Market cap is less than US$10m (AU$14.7m market cap, or US$9.81m).お知らせ • Jun 14Marley Spoon SE, Annual General Meeting, Jul 19, 2024Marley Spoon SE, Annual General Meeting, Jul 19, 2024, at 17:00 W. Europe Standard Time. Location: dentons europe llp, markgrafenstrabe 33, 10117 berlin GermanyReported Earnings • Mar 31Full year 2023 earnings released: €0.078 loss per share (vs €0.13 loss in FY 2022)Full year 2023 results: €0.078 loss per share. Revenue: €328.5m (down 18% from FY 2022). Net loss: €46.4m (loss widened 17% from FY 2022).Reported Earnings • Mar 01Full year 2023 earnings released: €0.074 loss per share (vs €0.13 loss in FY 2022)Full year 2023 results: €0.074 loss per share. Revenue: €328.5m (down 18% from FY 2022). Net loss: €44.3m (loss widened 12% from FY 2022).New Risk • Feb 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-€25m free cash flow). Negative equity (-€29m). Earnings have declined by 0.4% per year over the past 5 years. Shareholders have been substantially diluted in the past year (86% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (AU$21.2m market cap, or US$13.8m).New Risk • Nov 02New major risk - Revenue and earnings growthEarnings have declined by 0.4% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-€25m free cash flow). Negative equity (-€29m). Earnings have declined by 0.4% per year over the past 5 years. Shareholders have been substantially diluted in the past year (151% increase in shares outstanding). Minor Risk Market cap is less than US$100m (AU$46.0m market cap, or US$29.6m).お知らせ • Oct 05Marley Spoon SE Announces Board ChangesMarley Spoon SE announced that it has appointed Daniel Raab as member of the management board (Vorstand) of Marley Spoon Group SE /COO succeeding Rolf Weber, who will continue in his role as Director and CEO of Marley Spoon Australia, as well as extended the appointment of Fabian Siegel as Chairman of the Management Board and Chief ExecutiveOfficer with retroactive effect as of 1 September 2023 until 31 August 2028. Daniel has 24 years of experience in e-commerce, retail and distribution including B2C and D2C businessmodels across different industries, both in Europe as well as in the United States. Amongst other companies, he worked at Amazon for 7 years and led two private equity backed e-commerce companies to success - including a successful IPO. Mr. Siegel founded Marley Spoon and has been Marley Spoon's CEO since 2014. He will continue in the role of CEO to lead the execution of Marley Spoon's accelerated growth strategy. Information on Mr. Siegel's professional experience can be found in the prospectus released by Marley Spoon dated 6 June 2018. Simultaneously, Marley Spoon Group SE ("MSG"), a 84% shareholder In the Company, appointed Daniel Raab as member of its management board (Vorstand) /COO and entered into a service framework agreement with Fabian Siegel which will replace the current service agreement with the Company.Reported Earnings • Sep 04First half 2023 earnings releasedFirst half 2023 results: €0.035 loss per share. Revenue: €177.4m (down 16% from 1H 2022). Net loss: €22.7m (loss narrowed 16% from 1H 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Australia.お知らせ • Sep 01Marley Spoon SE Affirms Earnings Guidance for the Year 2023Marley Spoon SE affirmed earnings guidance for the year 2023. For the year, the company affirms high single digit to low double-digit net revenue decline vs. the PCP in constant currency.New Risk • Aug 31New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-€29m free cash flow). Negative equity (-€43m). Shareholders have been substantially diluted in the past year (151% increase in shares outstanding). Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Market cap is less than US$100m (AU$62.0m market cap, or US$40.2m).お知らせ • Aug 29Marley Spoon Se Appoints Ms. Judith Jungmann to the Supervisory Board of the Company as Independent Non-Executive DirectorMarley Spoon SE announced the following Supervisory Board change. Ms. Judith Jungmann has been appointed to the Supervisory Board of the Company as an Independent Non-Executive Director, effective as of 25 August 2023, by the competent German commercial court. Her initial term will last until the next general meeting, during which Ms. Jungmann will stand for election by the shareholders. Ms. Jungmann is expected to succeed Mr. Christian Gisy as the Chair of the Nominations and Remunerations Committee. Ms. Jungmann is a highly regarded executive with a successful track record in human resources and people operations. Based in Germany, Judith is the CHRO of Beckers Group, the number one supplier of coil coatings and a leading supplier of industrial paints worldwide.お知らせ • Jul 12Marley Spoon SE to Report Q2, 2023 Results on Jul 27, 2023Marley Spoon SE announced that they will report Q2, 2023 results on Jul 27, 2023New Risk • Jul 09New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -€29m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-€29m free cash flow). Negative equity (-€43m). Shareholders have been substantially diluted in the past year (151% increase in shares outstanding). Minor Risk Market cap is less than US$100m (AU$87.6m market cap, or US$58.5m).New Risk • Jul 06New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 151% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Negative equity (-€43m). Shareholders have been substantially diluted in the past year (151% increase in shares outstanding). Minor Risks Less than 1 year of cash runway based on current free cash flow (-€29m). Market cap is less than US$100m (AU$87.6m market cap, or US$58.0m).お知らせ • May 26Roy Perticucci, Member of the Supervisory Board, Notifies Marley Spoon SE of His Intention, Effective as of 30 May 2023Marley Spoon SE announced that Mr. Roy Perticucci, member of the Supervisory Board, has notified the Company of his intention to retire from his positions effective as of 30 May 2023 to pursue other interests.お知らせ • May 09Marley Spoon SE, Annual General Meeting, Jun 15, 2023Marley Spoon SE, Annual General Meeting, Jun 15, 2023, at 09:00 Central European Standard Time. Location: Dentons Europe LLP, Markgrafenstraße 33 Berlin Germany Agenda: To consider presentation of the approved individual financial statements as of December 31, 2022 and of the consolidated financial statements as of December 31, 2022; to consider the discharge of the members of the Management Board for the financial year 2022; to consider the discharge of the members of the Supervisory Board for the financial year 2022; to consider the appointment of the auditor for the individual financial statements and the consolidated financial statements for the financial year 2023, as well as for any review of interim financial statements and interim management reports during the financial year 2023; to consider by-election of a Supervisory Board member; to consider capital increase against contribution in cash under exclusion of subscription right; to consider an additional capital increase against contribution in kind under exclusion of subscription rights; and to transact other matters.Reported Earnings • Mar 01Full year 2022 earnings released: €0.13 loss per share (vs €0.17 loss in FY 2021)Full year 2022 results: €0.13 loss per share (improved from €0.17 loss in FY 2021). Revenue: €401.2m (up 25% from FY 2021). Net loss: €39.7m (loss narrowed 14% from FY 2021). Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Online Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Breakeven Date Change • Feb 01Forecast to breakeven in 2025The 2 analysts covering Marley Spoon expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €7.80m in 2025. Average annual earnings growth of 69% is required to achieve expected profit on schedule.お知らせ • Jan 23Marley Spoon AG to Report Q4, 2022 Results on Jan 30, 2023Marley Spoon AG announced that they will report Q4, 2022 results on Jan 30, 2023お知らせ • Dec 19Marley Spoon AG has completed a Follow-on Equity Offering in the amount of AUD 22.830839 million.Marley Spoon AG has completed a Follow-on Equity Offering in the amount of AUD 22.830839 million. Security Name: Chess Depositary Interest Security Type: Depositary Receipt (Common Stock) Securities Offered: 39,697,080 Price\Range: AUD 0.165 Discount Per Security: AUD 0.001485 Security Name: Chess Depositary Interest Security Type: Depositary Receipt (Common Stock) Securities Offered: 98,671,640 Price\Range: AUD 0.165 Discount Per Security: AUD 0.00594 Transaction Features: Rights OfferingRecent Insider Transactions • Dec 13Founder recently bought AU$750k worth of stockOn the 9th of December, Gilbert Siegel bought around 5m shares on-market at roughly AU$0.16 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Gilbert's only on-market trade for the last 12 months.お知らせ • Oct 28Marley Spoon AG Re-Affirms Earnings Guidance for the Year of 2022Marley Spoon AG re-affirmed earnings guidance for the year of 2022. For the year, the company expected Mid-to-high teens YoY net revenue organic growth plus full year contribution from Chefgood.お知らせ • Sep 19+ 1 more updateMarley Spoon AG(ASX:MMM) dropped from S&P Global BMI IndexMarley Spoon AG(ASX:MMM) dropped from S&P Global BMI Indexお知らせ • Aug 10Marley Spoon AG Announces Executive ChangesMarley Spoon AG announced the following Supervisory Board changes. Ms. Kim Anderson, member of the Supervisory Board and Chair of the Nominations and Remunerations Committee, has notified the Company of her intention to retire from her positions effective as of 19 August 2022 to pursue other interests. Mr. Christian Gisy has agreed to join the Supervisory Board of the Company as an independent, Non- Executive Director, effective as of 19 August 2022. Mr. Gisy will also succeed Ms. Anderson as the Chair of the Nominations and Remunerations Committee. In accordance with German law and best practice, the Company has filed an application to the competent German commercial court for Mr. Gisy's appointment to facilitate a seamless transition. His initial term will last until the next general meeting, during which Mr. Gisy will stand for election by the shareholders. Mr. Gisy is a highly regarded executive with a successful track record of building and leading direct to consumer businesses across multiple industry sectors. Based in Germany, he is CEO and Chairman of the Management Board of Autodoc Group, Europe's leading online retailer of automotive spare parts represented in 27 countries. Christian also serves as the Chairman /Non-Executive Director of At Home Group, a Luxembourg-based, market-leading business in the field of real estate, cars and online price comparison (OPC) as well as the Deputy Chairman /Non-Executive Director of Advyce GmbH, a German- based innovative management and strategy consultancy business. Prior to these roles, Christian was Chief Financial Officer of Scout24 AG where he had operational leadership of around 1,200 employees.お知らせ • Jul 14Marley Spoon AG to Report Q2, 2022 Results on Jul 28, 2022Marley Spoon AG announced that they will report Q2, 2022 results on Jul 28, 2022お知らせ • Jul 01Marley Spoon AG announced that it has received $65 million in funding from Runway Growth Capital LLCOn June 30, 2022, Marley Spoon AG closed the transaction. The company raised $20 million in its second tranche closing.お知らせ • May 12Marley Spoon AG Announces the Permanent Appointment of Michael Hester as CEO of Marley Spoon in the United StatesMarley Spoon AG announced the permanent appointment of Michael Hester as CEO of Marley Spoon in the United States, effective 10 May 2022. As US CEO, Mr. Hester will also join the Marley Spoon Executive Team. Mr. Hester was previously appointed interim CEO of Marley Spoon's US operations on 14 January 2022. He joined the Company in July 2021 as Marley Spoon's US Chief Operating Officer.お知らせ • Apr 28Marley Spoon AG Affirms Financial Guidance for the Year 2022Marley Spoon AG affirmed financial guidance for the year 2022. For the year, the company expects mid-to-high teens year-over-year net revenue organic growth plus full year Chefgood contribution.お知らせ • Apr 23Marley Spoon AG, Annual General Meeting, May 31, 2022Marley Spoon AG, Annual General Meeting, May 31, 2022, at 09:00 Central European Standard Time. Location: Markgrafenstraße 33, Berlin Germany Agenda: To consider presentation of the approved individual and consolidated financial statements as of December 31, 2021 as adopted by the supervisory board,; to consider resolution on the discharge of the members of the management board for the financial year 2021; to consider resolution on the discharge of the members of the supervisory board for the financial year 2021; to consider resolution on the appointment of the auditor for the individual financial statements and the consolidated financial statements for the financial year 2022, as well as for any review of interim financial statements and interim management reports during the financial year 2022; to consider resolution on elections to the supervisory board; to consider resolution on the remuneration of the members of the supervisory board; and to transact other matters.お知らせ • Apr 20Marley Spoon AG to Report Q1, 2022 Results on Apr 27, 2022Marley Spoon AG announced that they will report Q1, 2022 results on Apr 27, 2022お知らせ • Feb 25Marley Spoon AG Affirms Financial Guidance for the Year 2022Marley Spoon AG affirmed financial guidance for the year 2022. For the year, the company expects mid-to-high teens year-over-year net revenue organic growth plus full year Chefgood contribution.Reported Earnings • Feb 25Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: €0.17 loss per share (up from €0.46 loss in FY 2020). Revenue: €322.4m (up 27% from FY 2020). Net loss: €46.2m (loss narrowed 46% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 22%, compared to a 56% growth forecast for the retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 04Marley Spoon AG Provides Earnings Guidance for the Year 2022Marley Spoon AG provided earnings guidance for the year 2022. The company's 2022 strategy will focus on continued growth within its current balance sheet capacity. Marley Spoon does expect continued volatile customer behaviour, supply chain volatility and inflation, but does aim to maintain attractive contribution margins while managing costs and operating with financial discipline. Guidance, excluding the contribution of Chefgood, is as follows: Mid-to-high teens year on year revenue organic growth plus full year contribution from Chefgood. Contribution Margin in-line with 2021.お知らせ • Jan 06Marley Spoon AG (ASX:MMM) completed the acquisition of Community Chef - Good Food For All C.I.C.Marley Spoon AG (ASX:MMM) entered into an agreement to acquire Community Chef - Good Food For All C.I.C. for AUD 26.6 million on December 21, 2021. The consideration consists of AUD 21 million payable in three tranches in January 2022 (at closing of the transaction) and in September 2022 and May 2023 based on FY 2022 (ending 30/6) revenue. earn-outs of up to AUD 5.6 million over the next 2.5 years based on achievement of revenue targets in September 2022 and May 2023 based on FY 2022. All payments to be paid in cash or scrip or a combination of both, at Marley Spoon’s election to be determined prior to the relevant payment date. The acquisition is expected to close in January 2022 at which time the first payment tranche of AUD 10 million expected to be paid in cash. The transaction will be funding secured through a combination of an AUD 8 million equity placement expected to be completed in January 2022, and an AUD 11 million extension to the group’s existing debt facility with Runway Growth Capital, at the same commercial terms, expected to occur in late December 2021. Marley Spoon AG (ASX:MMM) completed the acquisition of Community Chef - Good Food For All C.I.C. on January 4, 2022.お知らせ • Dec 22Marley Spoon AG (ASX:MMM) entered into an agreement to acquire Community Chef - Good Food For All C.I.C. for AUD 26.6 million.Marley Spoon AG (ASX:MMM) entered into an agreement to acquire Community Chef - Good Food For All C.I.C. for AUD 26.6 million on December 21, 2021. The consideration consists of AUD 21 million payable in three tranches in January 2022 (at closing of the transaction) and in September 2022 and May 2023 based on FY 2022 (ending 30/6) revenue. earn-outs of up to AUD 5.6 million over the next 2.5 years based on achievement of revenue targets in September 2022 and May 2023 based on FY 2022. All payments to be paid in cash or scrip or a combination of both, at Marley Spoon’s election to be determined prior to the relevant payment date. The acquisition is expected to close in January 2022 at which time the first payment tranche of AUD 10 million expected to be paid in cash. The transaction will be funding secured through a combination of an AUD 8 million equity placement expected to be completed in January 2022, and an AUD 11 million extension to the group’s existing debt facility with Runway Growth Capital, at the same commercial terms, expected to occur in late December 2021.Reported Earnings • Aug 18First half 2021 earnings released: €0.11 loss per share (vs €0.41 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: €158.0m (up 36% from 1H 2020). Net loss: €21.0m (loss narrowed 69% from 1H 2020). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Major Estimate Revision • Jul 30Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 expected loss increased from -€0.025 to -€0.14 per share. Revenue forecast unchanged at €332.5m. Online Retail industry in Australia expected to see average net income decline 40% next year. Consensus price target down from AU$4.10 to AU$3.97. Share price fell 22% to AU$2.19 over the past week.Breakeven Date Change • Jul 30No longer forecast to breakevenThe 3 analysts covering Marley Spoon no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of €2.06m in 2023. New consensus forecast suggests the company will make a loss of €11.0m in 2023.お知らせ • Jul 02Marley Spoon AG announced that it expects to receive $65 million in funding from GSV Asset Management, LLCMarley Spoon AG (ASX:MMM) announced a private placement to receive $65 million in a senior secured credit facility on July 1, 2021. The transaction includes participation from new investor, Runway Growth Credit Fund Inc., a fund managed by GSV Asset Management, LLC. The company will receive funding in two tranches, $45 million in first tranche and $20 million in second tranche. From $45 million of first tranche $30 million have been drawn at closing. The Company has the right to draw the remaining balance of $15 million until 30 June 2022. $20 million from second tranche is available to be drawn through to 30 June 2022. The facility will carry rate of interest of 8.5% p.a. over three-month LIBOR. The debt facility will mature in 4 years.Executive Departure • Jun 15Independent Vice Chairman of the Supervisory Board Christoph Schuh has left the companyOn the 11th of June, Christoph Schuh's tenure as Independent Vice Chairman of the Supervisory Board ended. We don't have any record of a personal shareholding under Christoph's name. Christoph is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 1.29 years, which is considered inexperienced in the Simply Wall St Risk Model.Major Estimate Revision • May 01Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast increased from €322.7m to €333.7m. Forecast EPS reduced from -€0.016 to -€0.021 per share. Online Retail industry in Australia expected to see average net income decline 10% next year. Consensus price target broadly unchanged at AU$3.86. Share price was steady at AU$2.65 over the past week.Major Estimate Revision • Apr 30Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 losses forecast to reduce from -€0.016 to -€0.0041 per share. Revenue forecast steady at €325.8m. Online Retail industry in Australia expected to see average net income decline 10% next year. Consensus price target broadly unchanged at AU$3.84. Share price was steady at AU$2.65 over the past week.分析記事 • Apr 06An Intrinsic Calculation For Marley Spoon AG (ASX:MMM) Suggests It's 29% UndervaluedDoes the April share price for Marley Spoon AG ( ASX:MMM ) reflect what it's really worth? Today, we will estimate the...分析記事 • Mar 19Marley Spoon's (ASX:MMM) Wonderful 540% Share Price Increase Shows How Capitalism Can Build WealthMarley Spoon AG ( ASX:MMM ) shareholders have seen the share price descend 10% over the month. But over the last year...分析記事 • Mar 01Is Marley Spoon (ASX:MMM) Using Debt Sensibly?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Feb 26Full year 2020 earnings releasedThe company reported a mediocre full year result with increased losses and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: €254.0m (up 96% from FY 2019). Net loss: €86.2m (loss widened 150% from FY 2019).Analyst Estimate Surprise Post Earnings • Feb 26Revenue misses expectationsRevenue missed analyst estimates by 0.04%. Over the next year, revenue is forecast to grow 26%, compared to a 66% growth forecast for the Online Retail industry in Australia.Is New 90 Day High Low • Feb 22New 90-day high: AU$3.22The company is up 48% from its price of AU$2.18 on 24 November 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is down 1.0% over the same period.お知らせ • Feb 17Marley Spoon AG to Report Fiscal Year 2020 Results on Feb 25, 2021Marley Spoon AG announced that they will report fiscal year 2020 results on Feb 25, 2021分析記事 • Feb 08Need To Know: Marley Spoon AG (ASX:MMM) Insiders Have Been Selling SharesIt is not uncommon to see companies perform well in the years after insiders buy shares. The flip side of that is that...Is New 90 Day High Low • Feb 04New 90-day high: AU$3.05The company is up 17% from its price of AU$2.60 on 06 November 2020. The Australian market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 5.0% over the same period.お知らせ • Jan 21Marley Spoon AG to Report Q4, 2020 Results on Jan 28, 2021Marley Spoon AG announced that they will report Q4, 2020 results on Jan 28, 2021分析記事 • Jan 18What Type Of Shareholders Own The Most Number of Marley Spoon AG (ASX:MMM) Shares?Every investor in Marley Spoon AG ( ASX:MMM ) should be aware of the most powerful shareholder groups. Large companies...分析記事 • Dec 22Loss-Making Marley Spoon AG (ASX:MMM) Expected To Breakeven In The Medium-TermWe feel now is a pretty good time to analyse Marley Spoon AG's ( ASX:MMM ) business as it appears the company may be on...分析記事 • Nov 25Introducing Marley Spoon (ASX:MMM), The Stock That Soared 556% In The Last YearThe last three months have been tough on Marley Spoon AG (ASX:MMM) shareholders, who have seen the share price decline...Is New 90 Day High Low • Nov 10New 90-day low: AU$2.00The company is down 36% from its price of AU$3.10 on 12 August 2020. The Australian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 17% over the same period.Recent Insider Transactions • Oct 31Co-Founder recently sold AU$1.8m worth of stockOn the 27th of October, Gilbert Siegel sold around 750k shares on-market at roughly AU$2.42 per share. This was the largest sale by an insider in the last 3 months. Gilbert has been a seller over the last 12 months, reducing personal holdings by AU$1.7m.お知らせ • Oct 15Marley Spoon AG to Report Q3, 2020 Results on Oct 22, 2020Marley Spoon AG announced that they will report Q3, 2020 results at 10:27 PM, GMT Standard Time on Oct 22, 2020お知らせ • Aug 21Marley Spoon AG to Report First Half, 2020 Results on Aug 27, 2020Marley Spoon AG announced that they will report first half, 2020 results on Aug 27, 2020お知らせ • Aug 03Marley Spoon AG Not Provides Guidance for the Year 2020Marley Spoon AG announced that the company not updating guidance at this point given the continued uncertainty and dynamic situation around the global COVID-19 pandemic, especially in largest markets, U.S. and Australia.お知らせ • Jul 22Marley Spoon AG to Report Q2, 2020 Results on Jul 29, 2020Marley Spoon AG announced that they will report Q2, 2020 results at 10:27 PM, GMT Standard Time on Jul 29, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Marley Spoon は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測ASX:MMM - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2023329-46-20-10N/A9/30/2023348-41-22-13N/A6/30/2023367-35-25-16N/A3/31/2023384-38-27-17N/A12/31/2022401-40-29-19N/A9/30/2022389-46-34-20N/A6/30/2022376-52-38-22N/A3/31/2022349-49-37-19N/A12/31/2021322-46-36-15N/A9/30/2021309-43-29-10N/A6/30/2021296-40-22-6N/A3/31/2021275-63-13-1N/A12/31/2020254-86-44N/A9/30/2020219-83-80N/A6/30/2020184-80-11-5N/A3/31/2020157-57-24-18N/A12/31/2019130-35-37-30N/A9/30/2019122-39-41-34N/A6/30/2019114-43-45-38N/A3/31/2019103-42-40-34N/A12/31/201892-41-34-30N/A9/30/201882-38-29-25N/A6/30/201872-34-23-20N/A3/31/201862-31-23-21N/A12/31/201753-28-22-21N/A12/31/201620-24N/A-30N/A12/31/20153-9N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: MMMの予測収益成長が 貯蓄率 ( 2.4% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: MMMの収益がAustralian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: MMMの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: MMMの収益がAustralian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: MMMの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: MMMの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YConsumer-retailing 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2024/08/21 14:38終値2024/08/20 00:00収益2023/12/31年間収益2023/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Marley Spoon SE 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Owen HumphriesCanaccord GenuityJames FerrierCanaccord Genuity Historic (Wilsons Advisory and Stockbroking Ltd.Elijah MayrCLSA1 その他のアナリストを表示
お知らせ • Sep 01Marley Spoon SE Affirms Earnings Guidance for the Year 2023Marley Spoon SE affirmed earnings guidance for the year 2023. For the year, the company affirms high single digit to low double-digit net revenue decline vs. the PCP in constant currency.
Breakeven Date Change • Feb 01Forecast to breakeven in 2025The 2 analysts covering Marley Spoon expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €7.80m in 2025. Average annual earnings growth of 69% is required to achieve expected profit on schedule.
お知らせ • Oct 28Marley Spoon AG Re-Affirms Earnings Guidance for the Year of 2022Marley Spoon AG re-affirmed earnings guidance for the year of 2022. For the year, the company expected Mid-to-high teens YoY net revenue organic growth plus full year contribution from Chefgood.
お知らせ • Apr 28Marley Spoon AG Affirms Financial Guidance for the Year 2022Marley Spoon AG affirmed financial guidance for the year 2022. For the year, the company expects mid-to-high teens year-over-year net revenue organic growth plus full year Chefgood contribution.
お知らせ • Feb 25Marley Spoon AG Affirms Financial Guidance for the Year 2022Marley Spoon AG affirmed financial guidance for the year 2022. For the year, the company expects mid-to-high teens year-over-year net revenue organic growth plus full year Chefgood contribution.
お知らせ • Feb 04Marley Spoon AG Provides Earnings Guidance for the Year 2022Marley Spoon AG provided earnings guidance for the year 2022. The company's 2022 strategy will focus on continued growth within its current balance sheet capacity. Marley Spoon does expect continued volatile customer behaviour, supply chain volatility and inflation, but does aim to maintain attractive contribution margins while managing costs and operating with financial discipline. Guidance, excluding the contribution of Chefgood, is as follows: Mid-to-high teens year on year revenue organic growth plus full year contribution from Chefgood. Contribution Margin in-line with 2021.
New Risk • Jun 27New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: AU$14.7m (US$9.81m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-€20m free cash flow). Share price has been highly volatile over the past 3 months (18% average weekly change). Negative equity (-€51m). Shareholders have been substantially diluted in the past year (87% increase in shares outstanding). Market cap is less than US$10m (AU$14.7m market cap, or US$9.81m).
お知らせ • Jun 14Marley Spoon SE, Annual General Meeting, Jul 19, 2024Marley Spoon SE, Annual General Meeting, Jul 19, 2024, at 17:00 W. Europe Standard Time. Location: dentons europe llp, markgrafenstrabe 33, 10117 berlin Germany
Reported Earnings • Mar 31Full year 2023 earnings released: €0.078 loss per share (vs €0.13 loss in FY 2022)Full year 2023 results: €0.078 loss per share. Revenue: €328.5m (down 18% from FY 2022). Net loss: €46.4m (loss widened 17% from FY 2022).
Reported Earnings • Mar 01Full year 2023 earnings released: €0.074 loss per share (vs €0.13 loss in FY 2022)Full year 2023 results: €0.074 loss per share. Revenue: €328.5m (down 18% from FY 2022). Net loss: €44.3m (loss widened 12% from FY 2022).
New Risk • Feb 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-€25m free cash flow). Negative equity (-€29m). Earnings have declined by 0.4% per year over the past 5 years. Shareholders have been substantially diluted in the past year (86% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (AU$21.2m market cap, or US$13.8m).
New Risk • Nov 02New major risk - Revenue and earnings growthEarnings have declined by 0.4% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-€25m free cash flow). Negative equity (-€29m). Earnings have declined by 0.4% per year over the past 5 years. Shareholders have been substantially diluted in the past year (151% increase in shares outstanding). Minor Risk Market cap is less than US$100m (AU$46.0m market cap, or US$29.6m).
お知らせ • Oct 05Marley Spoon SE Announces Board ChangesMarley Spoon SE announced that it has appointed Daniel Raab as member of the management board (Vorstand) of Marley Spoon Group SE /COO succeeding Rolf Weber, who will continue in his role as Director and CEO of Marley Spoon Australia, as well as extended the appointment of Fabian Siegel as Chairman of the Management Board and Chief ExecutiveOfficer with retroactive effect as of 1 September 2023 until 31 August 2028. Daniel has 24 years of experience in e-commerce, retail and distribution including B2C and D2C businessmodels across different industries, both in Europe as well as in the United States. Amongst other companies, he worked at Amazon for 7 years and led two private equity backed e-commerce companies to success - including a successful IPO. Mr. Siegel founded Marley Spoon and has been Marley Spoon's CEO since 2014. He will continue in the role of CEO to lead the execution of Marley Spoon's accelerated growth strategy. Information on Mr. Siegel's professional experience can be found in the prospectus released by Marley Spoon dated 6 June 2018. Simultaneously, Marley Spoon Group SE ("MSG"), a 84% shareholder In the Company, appointed Daniel Raab as member of its management board (Vorstand) /COO and entered into a service framework agreement with Fabian Siegel which will replace the current service agreement with the Company.
Reported Earnings • Sep 04First half 2023 earnings releasedFirst half 2023 results: €0.035 loss per share. Revenue: €177.4m (down 16% from 1H 2022). Net loss: €22.7m (loss narrowed 16% from 1H 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Australia.
お知らせ • Sep 01Marley Spoon SE Affirms Earnings Guidance for the Year 2023Marley Spoon SE affirmed earnings guidance for the year 2023. For the year, the company affirms high single digit to low double-digit net revenue decline vs. the PCP in constant currency.
New Risk • Aug 31New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-€29m free cash flow). Negative equity (-€43m). Shareholders have been substantially diluted in the past year (151% increase in shares outstanding). Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Market cap is less than US$100m (AU$62.0m market cap, or US$40.2m).
お知らせ • Aug 29Marley Spoon Se Appoints Ms. Judith Jungmann to the Supervisory Board of the Company as Independent Non-Executive DirectorMarley Spoon SE announced the following Supervisory Board change. Ms. Judith Jungmann has been appointed to the Supervisory Board of the Company as an Independent Non-Executive Director, effective as of 25 August 2023, by the competent German commercial court. Her initial term will last until the next general meeting, during which Ms. Jungmann will stand for election by the shareholders. Ms. Jungmann is expected to succeed Mr. Christian Gisy as the Chair of the Nominations and Remunerations Committee. Ms. Jungmann is a highly regarded executive with a successful track record in human resources and people operations. Based in Germany, Judith is the CHRO of Beckers Group, the number one supplier of coil coatings and a leading supplier of industrial paints worldwide.
お知らせ • Jul 12Marley Spoon SE to Report Q2, 2023 Results on Jul 27, 2023Marley Spoon SE announced that they will report Q2, 2023 results on Jul 27, 2023
New Risk • Jul 09New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -€29m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-€29m free cash flow). Negative equity (-€43m). Shareholders have been substantially diluted in the past year (151% increase in shares outstanding). Minor Risk Market cap is less than US$100m (AU$87.6m market cap, or US$58.5m).
New Risk • Jul 06New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 151% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Negative equity (-€43m). Shareholders have been substantially diluted in the past year (151% increase in shares outstanding). Minor Risks Less than 1 year of cash runway based on current free cash flow (-€29m). Market cap is less than US$100m (AU$87.6m market cap, or US$58.0m).
お知らせ • May 26Roy Perticucci, Member of the Supervisory Board, Notifies Marley Spoon SE of His Intention, Effective as of 30 May 2023Marley Spoon SE announced that Mr. Roy Perticucci, member of the Supervisory Board, has notified the Company of his intention to retire from his positions effective as of 30 May 2023 to pursue other interests.
お知らせ • May 09Marley Spoon SE, Annual General Meeting, Jun 15, 2023Marley Spoon SE, Annual General Meeting, Jun 15, 2023, at 09:00 Central European Standard Time. Location: Dentons Europe LLP, Markgrafenstraße 33 Berlin Germany Agenda: To consider presentation of the approved individual financial statements as of December 31, 2022 and of the consolidated financial statements as of December 31, 2022; to consider the discharge of the members of the Management Board for the financial year 2022; to consider the discharge of the members of the Supervisory Board for the financial year 2022; to consider the appointment of the auditor for the individual financial statements and the consolidated financial statements for the financial year 2023, as well as for any review of interim financial statements and interim management reports during the financial year 2023; to consider by-election of a Supervisory Board member; to consider capital increase against contribution in cash under exclusion of subscription right; to consider an additional capital increase against contribution in kind under exclusion of subscription rights; and to transact other matters.
Reported Earnings • Mar 01Full year 2022 earnings released: €0.13 loss per share (vs €0.17 loss in FY 2021)Full year 2022 results: €0.13 loss per share (improved from €0.17 loss in FY 2021). Revenue: €401.2m (up 25% from FY 2021). Net loss: €39.7m (loss narrowed 14% from FY 2021). Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Online Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Breakeven Date Change • Feb 01Forecast to breakeven in 2025The 2 analysts covering Marley Spoon expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €7.80m in 2025. Average annual earnings growth of 69% is required to achieve expected profit on schedule.
お知らせ • Jan 23Marley Spoon AG to Report Q4, 2022 Results on Jan 30, 2023Marley Spoon AG announced that they will report Q4, 2022 results on Jan 30, 2023
お知らせ • Dec 19Marley Spoon AG has completed a Follow-on Equity Offering in the amount of AUD 22.830839 million.Marley Spoon AG has completed a Follow-on Equity Offering in the amount of AUD 22.830839 million. Security Name: Chess Depositary Interest Security Type: Depositary Receipt (Common Stock) Securities Offered: 39,697,080 Price\Range: AUD 0.165 Discount Per Security: AUD 0.001485 Security Name: Chess Depositary Interest Security Type: Depositary Receipt (Common Stock) Securities Offered: 98,671,640 Price\Range: AUD 0.165 Discount Per Security: AUD 0.00594 Transaction Features: Rights Offering
Recent Insider Transactions • Dec 13Founder recently bought AU$750k worth of stockOn the 9th of December, Gilbert Siegel bought around 5m shares on-market at roughly AU$0.16 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Gilbert's only on-market trade for the last 12 months.
お知らせ • Oct 28Marley Spoon AG Re-Affirms Earnings Guidance for the Year of 2022Marley Spoon AG re-affirmed earnings guidance for the year of 2022. For the year, the company expected Mid-to-high teens YoY net revenue organic growth plus full year contribution from Chefgood.
お知らせ • Sep 19+ 1 more updateMarley Spoon AG(ASX:MMM) dropped from S&P Global BMI IndexMarley Spoon AG(ASX:MMM) dropped from S&P Global BMI Index
お知らせ • Aug 10Marley Spoon AG Announces Executive ChangesMarley Spoon AG announced the following Supervisory Board changes. Ms. Kim Anderson, member of the Supervisory Board and Chair of the Nominations and Remunerations Committee, has notified the Company of her intention to retire from her positions effective as of 19 August 2022 to pursue other interests. Mr. Christian Gisy has agreed to join the Supervisory Board of the Company as an independent, Non- Executive Director, effective as of 19 August 2022. Mr. Gisy will also succeed Ms. Anderson as the Chair of the Nominations and Remunerations Committee. In accordance with German law and best practice, the Company has filed an application to the competent German commercial court for Mr. Gisy's appointment to facilitate a seamless transition. His initial term will last until the next general meeting, during which Mr. Gisy will stand for election by the shareholders. Mr. Gisy is a highly regarded executive with a successful track record of building and leading direct to consumer businesses across multiple industry sectors. Based in Germany, he is CEO and Chairman of the Management Board of Autodoc Group, Europe's leading online retailer of automotive spare parts represented in 27 countries. Christian also serves as the Chairman /Non-Executive Director of At Home Group, a Luxembourg-based, market-leading business in the field of real estate, cars and online price comparison (OPC) as well as the Deputy Chairman /Non-Executive Director of Advyce GmbH, a German- based innovative management and strategy consultancy business. Prior to these roles, Christian was Chief Financial Officer of Scout24 AG where he had operational leadership of around 1,200 employees.
お知らせ • Jul 14Marley Spoon AG to Report Q2, 2022 Results on Jul 28, 2022Marley Spoon AG announced that they will report Q2, 2022 results on Jul 28, 2022
お知らせ • Jul 01Marley Spoon AG announced that it has received $65 million in funding from Runway Growth Capital LLCOn June 30, 2022, Marley Spoon AG closed the transaction. The company raised $20 million in its second tranche closing.
お知らせ • May 12Marley Spoon AG Announces the Permanent Appointment of Michael Hester as CEO of Marley Spoon in the United StatesMarley Spoon AG announced the permanent appointment of Michael Hester as CEO of Marley Spoon in the United States, effective 10 May 2022. As US CEO, Mr. Hester will also join the Marley Spoon Executive Team. Mr. Hester was previously appointed interim CEO of Marley Spoon's US operations on 14 January 2022. He joined the Company in July 2021 as Marley Spoon's US Chief Operating Officer.
お知らせ • Apr 28Marley Spoon AG Affirms Financial Guidance for the Year 2022Marley Spoon AG affirmed financial guidance for the year 2022. For the year, the company expects mid-to-high teens year-over-year net revenue organic growth plus full year Chefgood contribution.
お知らせ • Apr 23Marley Spoon AG, Annual General Meeting, May 31, 2022Marley Spoon AG, Annual General Meeting, May 31, 2022, at 09:00 Central European Standard Time. Location: Markgrafenstraße 33, Berlin Germany Agenda: To consider presentation of the approved individual and consolidated financial statements as of December 31, 2021 as adopted by the supervisory board,; to consider resolution on the discharge of the members of the management board for the financial year 2021; to consider resolution on the discharge of the members of the supervisory board for the financial year 2021; to consider resolution on the appointment of the auditor for the individual financial statements and the consolidated financial statements for the financial year 2022, as well as for any review of interim financial statements and interim management reports during the financial year 2022; to consider resolution on elections to the supervisory board; to consider resolution on the remuneration of the members of the supervisory board; and to transact other matters.
お知らせ • Apr 20Marley Spoon AG to Report Q1, 2022 Results on Apr 27, 2022Marley Spoon AG announced that they will report Q1, 2022 results on Apr 27, 2022
お知らせ • Feb 25Marley Spoon AG Affirms Financial Guidance for the Year 2022Marley Spoon AG affirmed financial guidance for the year 2022. For the year, the company expects mid-to-high teens year-over-year net revenue organic growth plus full year Chefgood contribution.
Reported Earnings • Feb 25Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: €0.17 loss per share (up from €0.46 loss in FY 2020). Revenue: €322.4m (up 27% from FY 2020). Net loss: €46.2m (loss narrowed 46% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 22%, compared to a 56% growth forecast for the retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 04Marley Spoon AG Provides Earnings Guidance for the Year 2022Marley Spoon AG provided earnings guidance for the year 2022. The company's 2022 strategy will focus on continued growth within its current balance sheet capacity. Marley Spoon does expect continued volatile customer behaviour, supply chain volatility and inflation, but does aim to maintain attractive contribution margins while managing costs and operating with financial discipline. Guidance, excluding the contribution of Chefgood, is as follows: Mid-to-high teens year on year revenue organic growth plus full year contribution from Chefgood. Contribution Margin in-line with 2021.
お知らせ • Jan 06Marley Spoon AG (ASX:MMM) completed the acquisition of Community Chef - Good Food For All C.I.C.Marley Spoon AG (ASX:MMM) entered into an agreement to acquire Community Chef - Good Food For All C.I.C. for AUD 26.6 million on December 21, 2021. The consideration consists of AUD 21 million payable in three tranches in January 2022 (at closing of the transaction) and in September 2022 and May 2023 based on FY 2022 (ending 30/6) revenue. earn-outs of up to AUD 5.6 million over the next 2.5 years based on achievement of revenue targets in September 2022 and May 2023 based on FY 2022. All payments to be paid in cash or scrip or a combination of both, at Marley Spoon’s election to be determined prior to the relevant payment date. The acquisition is expected to close in January 2022 at which time the first payment tranche of AUD 10 million expected to be paid in cash. The transaction will be funding secured through a combination of an AUD 8 million equity placement expected to be completed in January 2022, and an AUD 11 million extension to the group’s existing debt facility with Runway Growth Capital, at the same commercial terms, expected to occur in late December 2021. Marley Spoon AG (ASX:MMM) completed the acquisition of Community Chef - Good Food For All C.I.C. on January 4, 2022.
お知らせ • Dec 22Marley Spoon AG (ASX:MMM) entered into an agreement to acquire Community Chef - Good Food For All C.I.C. for AUD 26.6 million.Marley Spoon AG (ASX:MMM) entered into an agreement to acquire Community Chef - Good Food For All C.I.C. for AUD 26.6 million on December 21, 2021. The consideration consists of AUD 21 million payable in three tranches in January 2022 (at closing of the transaction) and in September 2022 and May 2023 based on FY 2022 (ending 30/6) revenue. earn-outs of up to AUD 5.6 million over the next 2.5 years based on achievement of revenue targets in September 2022 and May 2023 based on FY 2022. All payments to be paid in cash or scrip or a combination of both, at Marley Spoon’s election to be determined prior to the relevant payment date. The acquisition is expected to close in January 2022 at which time the first payment tranche of AUD 10 million expected to be paid in cash. The transaction will be funding secured through a combination of an AUD 8 million equity placement expected to be completed in January 2022, and an AUD 11 million extension to the group’s existing debt facility with Runway Growth Capital, at the same commercial terms, expected to occur in late December 2021.
Reported Earnings • Aug 18First half 2021 earnings released: €0.11 loss per share (vs €0.41 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: €158.0m (up 36% from 1H 2020). Net loss: €21.0m (loss narrowed 69% from 1H 2020). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Major Estimate Revision • Jul 30Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 expected loss increased from -€0.025 to -€0.14 per share. Revenue forecast unchanged at €332.5m. Online Retail industry in Australia expected to see average net income decline 40% next year. Consensus price target down from AU$4.10 to AU$3.97. Share price fell 22% to AU$2.19 over the past week.
Breakeven Date Change • Jul 30No longer forecast to breakevenThe 3 analysts covering Marley Spoon no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of €2.06m in 2023. New consensus forecast suggests the company will make a loss of €11.0m in 2023.
お知らせ • Jul 02Marley Spoon AG announced that it expects to receive $65 million in funding from GSV Asset Management, LLCMarley Spoon AG (ASX:MMM) announced a private placement to receive $65 million in a senior secured credit facility on July 1, 2021. The transaction includes participation from new investor, Runway Growth Credit Fund Inc., a fund managed by GSV Asset Management, LLC. The company will receive funding in two tranches, $45 million in first tranche and $20 million in second tranche. From $45 million of first tranche $30 million have been drawn at closing. The Company has the right to draw the remaining balance of $15 million until 30 June 2022. $20 million from second tranche is available to be drawn through to 30 June 2022. The facility will carry rate of interest of 8.5% p.a. over three-month LIBOR. The debt facility will mature in 4 years.
Executive Departure • Jun 15Independent Vice Chairman of the Supervisory Board Christoph Schuh has left the companyOn the 11th of June, Christoph Schuh's tenure as Independent Vice Chairman of the Supervisory Board ended. We don't have any record of a personal shareholding under Christoph's name. Christoph is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 1.29 years, which is considered inexperienced in the Simply Wall St Risk Model.
Major Estimate Revision • May 01Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast increased from €322.7m to €333.7m. Forecast EPS reduced from -€0.016 to -€0.021 per share. Online Retail industry in Australia expected to see average net income decline 10% next year. Consensus price target broadly unchanged at AU$3.86. Share price was steady at AU$2.65 over the past week.
Major Estimate Revision • Apr 30Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 losses forecast to reduce from -€0.016 to -€0.0041 per share. Revenue forecast steady at €325.8m. Online Retail industry in Australia expected to see average net income decline 10% next year. Consensus price target broadly unchanged at AU$3.84. Share price was steady at AU$2.65 over the past week.
分析記事 • Apr 06An Intrinsic Calculation For Marley Spoon AG (ASX:MMM) Suggests It's 29% UndervaluedDoes the April share price for Marley Spoon AG ( ASX:MMM ) reflect what it's really worth? Today, we will estimate the...
分析記事 • Mar 19Marley Spoon's (ASX:MMM) Wonderful 540% Share Price Increase Shows How Capitalism Can Build WealthMarley Spoon AG ( ASX:MMM ) shareholders have seen the share price descend 10% over the month. But over the last year...
分析記事 • Mar 01Is Marley Spoon (ASX:MMM) Using Debt Sensibly?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Feb 26Full year 2020 earnings releasedThe company reported a mediocre full year result with increased losses and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: €254.0m (up 96% from FY 2019). Net loss: €86.2m (loss widened 150% from FY 2019).
Analyst Estimate Surprise Post Earnings • Feb 26Revenue misses expectationsRevenue missed analyst estimates by 0.04%. Over the next year, revenue is forecast to grow 26%, compared to a 66% growth forecast for the Online Retail industry in Australia.
Is New 90 Day High Low • Feb 22New 90-day high: AU$3.22The company is up 48% from its price of AU$2.18 on 24 November 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is down 1.0% over the same period.
お知らせ • Feb 17Marley Spoon AG to Report Fiscal Year 2020 Results on Feb 25, 2021Marley Spoon AG announced that they will report fiscal year 2020 results on Feb 25, 2021
分析記事 • Feb 08Need To Know: Marley Spoon AG (ASX:MMM) Insiders Have Been Selling SharesIt is not uncommon to see companies perform well in the years after insiders buy shares. The flip side of that is that...
Is New 90 Day High Low • Feb 04New 90-day high: AU$3.05The company is up 17% from its price of AU$2.60 on 06 November 2020. The Australian market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 5.0% over the same period.
お知らせ • Jan 21Marley Spoon AG to Report Q4, 2020 Results on Jan 28, 2021Marley Spoon AG announced that they will report Q4, 2020 results on Jan 28, 2021
分析記事 • Jan 18What Type Of Shareholders Own The Most Number of Marley Spoon AG (ASX:MMM) Shares?Every investor in Marley Spoon AG ( ASX:MMM ) should be aware of the most powerful shareholder groups. Large companies...
分析記事 • Dec 22Loss-Making Marley Spoon AG (ASX:MMM) Expected To Breakeven In The Medium-TermWe feel now is a pretty good time to analyse Marley Spoon AG's ( ASX:MMM ) business as it appears the company may be on...
分析記事 • Nov 25Introducing Marley Spoon (ASX:MMM), The Stock That Soared 556% In The Last YearThe last three months have been tough on Marley Spoon AG (ASX:MMM) shareholders, who have seen the share price decline...
Is New 90 Day High Low • Nov 10New 90-day low: AU$2.00The company is down 36% from its price of AU$3.10 on 12 August 2020. The Australian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 17% over the same period.
Recent Insider Transactions • Oct 31Co-Founder recently sold AU$1.8m worth of stockOn the 27th of October, Gilbert Siegel sold around 750k shares on-market at roughly AU$2.42 per share. This was the largest sale by an insider in the last 3 months. Gilbert has been a seller over the last 12 months, reducing personal holdings by AU$1.7m.
お知らせ • Oct 15Marley Spoon AG to Report Q3, 2020 Results on Oct 22, 2020Marley Spoon AG announced that they will report Q3, 2020 results at 10:27 PM, GMT Standard Time on Oct 22, 2020
お知らせ • Aug 21Marley Spoon AG to Report First Half, 2020 Results on Aug 27, 2020Marley Spoon AG announced that they will report first half, 2020 results on Aug 27, 2020
お知らせ • Aug 03Marley Spoon AG Not Provides Guidance for the Year 2020Marley Spoon AG announced that the company not updating guidance at this point given the continued uncertainty and dynamic situation around the global COVID-19 pandemic, especially in largest markets, U.S. and Australia.
お知らせ • Jul 22Marley Spoon AG to Report Q2, 2020 Results on Jul 29, 2020Marley Spoon AG announced that they will report Q2, 2020 results at 10:27 PM, GMT Standard Time on Jul 29, 2020