View ValuationHelloFresh 将来の成長Future 基準チェック /36HelloFresh利益と収益がそれぞれ年間57.8%と1.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に9.4% 55.5%なると予測されています。主要情報57.8%収益成長率55.51%EPS成長率Consumer Retailing 収益成長10.8%収益成長率1.8%将来の株主資本利益率9.39%アナリストカバレッジGood最終更新日11 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Apr 23HelloFresh SE, Annual General Meeting, Jun 02, 2026HelloFresh SE, Annual General Meeting, Jun 02, 2026, at 10:00 W. Europe Standard Time.お知らせ • Dec 26+ 3 more updatesHelloFresh SE to Report First Half, 2026 Results on Aug 13, 2026HelloFresh SE announced that they will report first half, 2026 results on Aug 13, 2026お知らせ • Nov 20HelloFresh SE Harnesses AI to Accelerate Delivery of Chef-Created RecipesHelloFresh SE announced a major innovation in its recipe card development process, using artificial intelligence to dramatically accelerate how new dishes move from concept to customer. The new system shortens the timeline for producing recipe cards from several weeks or even months to just a few hours, enabling HelloFresh to bring new, exciting recipes to market faster than ever before. This new AI-powered tool suite accelerates production and design elements of the recipe card process, allowing HelloFresh's world-class chefs and food stylists to focus more on culinary creation. The development of every dish and recipe remains a fundamentally human endeavor, guaranteeing that each meal delivered reflects the premium quality, exceptional flavor, and trusted taste customers rely on. By elevating capacity for innovation, this partnership between craft and technology will accelerate culinary development, bringing an even wider variety of cuisines and trending recipes to customers' homes each week. Starting in early November, US customers will experience the first recipe cards developed with this new AI-supported system, with printed versions appearing in HelloFresh boxes from early December. Following the US launch, HelloFresh plans a global rollout by the end of First Quarter 2026.お知らせ • Apr 29HelloFresh SE, Annual General Meeting, Jun 06, 2025HelloFresh SE, Annual General Meeting, Jun 06, 2025, at 10:00 W. Europe Standard Time.お知らせ • Jan 01+ 3 more updatesHelloFresh SE to Report Q1, 2025 Results on Apr 29, 2025HelloFresh SE announced that they will report Q1, 2025 results on Apr 29, 2025Reported Earnings • Oct 30Third quarter 2024 earnings released: €0.20 loss per share (vs €0.064 loss in 3Q 2023)Third quarter 2024 results: €0.20 loss per share (further deteriorated from €0.064 loss in 3Q 2023). Revenue: €1.83b (up 1.4% from 3Q 2023). Net loss: €33.3m (loss widened 200% from 3Q 2023). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Europe.Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: €0.05 (vs €0.39 in 2Q 2023)Second quarter 2024 results: EPS: €0.05 (down from €0.39 in 2Q 2023). Revenue: €1.95b (up 1.7% from 2Q 2023). Net income: €9.10m (down 86% from 2Q 2023). Profit margin: 0.5% (down from 3.5% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe.お知らせ • Jul 30HelloFresh Unveils New Family-Friendly Menu for Back-To-School SeasonHelloFresh is introducing HelloFresh Family, a comprehensive new family menu with recipes and market items designed to make mealtime more delicious and convenient. Whether choosing from meals that can be prepped in under 20 minutes for a busy school night, or a ‘Build-a-Plate’ recipe that allows each family member to customize their perfect dinner plate, the new menu is tailored to satisfy the whole family. HelloFresh Introduces New Menu Concepts to Help Families Conquer Meal Time The new HelloFresh Family menu features new meal concepts designed specifically to help families who struggle to balance the different taste preferences and dietary restrictions that come into play when planning and preparing mealtime. With the new ‘Build-a-Plate’ meals, caretakers can choose from delicious, family-friendly recipes like a Spaghetti & Meatball Bar or Grilled Cheese Sandwich Bar that feature a main dish with various sides, toppings, and add-on options so that each family member – including picky eaters – can build their perfect plate. Additionally, for the first time, HelloFresh is offering a six-serving meal plan size that can cater to larger households, satisfy smaller families with big appetites, or allow for the added benefit of enjoying leftovers. The menu also features crowd-pleasing ‘Big Batch’ recipes, like Slow Cooker Slammin’ BBQ Chicken Sandos, that provide double the portion so home cooks can easily serve a crowd or plan to enjoy delicious leftovers for future meals. Plus, for added convenience, families can also choose from a selection of quick meals specially designed for kids, like Turkey Gouda Pinwheels or Cheesy Flatbread Pizza, or family-friendly recipes that can be prepared in 20 minutes or less, like the Hail Caesar Chicken Wraps.Reported Earnings • Apr 26First quarter 2024 earnings released: €0.49 loss per share (vs €0.15 loss in 1Q 2023)First quarter 2024 results: €0.49 loss per share (further deteriorated from €0.15 loss in 1Q 2023). Revenue: €2.07b (up 2.8% from 1Q 2023). Net loss: €83.9m (loss widened 234% from 1Q 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Consumer Retailing industry in Europe.お知らせ • Mar 18+ 2 more updatesHelloFresh SE(XTRA:HFG) dropped from FTSE All-World Index (USD)HelloFresh SE(XTRA:HFG) dropped from FTSE All-World Index (USD)Reported Earnings • Mar 15Full year 2023 earnings released: EPS: €0.11 (vs €0.74 in FY 2022)Full year 2023 results: EPS: €0.11 (down from €0.74 in FY 2022). Revenue: €7.60b (flat on FY 2022). Net income: €19.4m (down 85% from FY 2022). Profit margin: 0.3% (down from 1.7% in FY 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Retailing industry in Europe.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 41%After last week's 41% share price decline to €7.20, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Consumer Retailing industry in Europe. Total loss to shareholders of 60% over the past year.Valuation Update With 7 Day Price Move • Jan 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €13.31, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total loss to shareholders of 43% over the past year.お知らせ • Jan 02+ 3 more updatesHelloFresh SE to Report First Half, 2024 Results on Aug 13, 2024HelloFresh SE announced that they will report first half, 2024 results on Aug 13, 2024お知らせ • Dec 31HelloFresh SE to Report Fiscal Year 2023 Results on Mar 15, 2024HelloFresh SE announced that they will report fiscal year 2023 results on Mar 15, 2024Valuation Update With 7 Day Price Move • Nov 17Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €16.02, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Consumer Retailing industry in Europe. Total loss to shareholders of 34% over the past year.New Risk • Nov 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Bulgarian stocks, typically moving 6.5% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (6.5% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (0.6% net profit margin).Reported Earnings • Oct 27Third quarter 2023 earnings released: €0.06 loss per share (vs €0.015 profit in 3Q 2022)Third quarter 2023 results: €0.06 loss per share (down from €0.015 profit in 3Q 2022). Revenue: €1.80b (down 3.0% from 3Q 2022). Net loss: €11.1m (down €13.7m from profit in 3Q 2022). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe.Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: €0.39 (vs €0.37 in 2Q 2022)Second quarter 2023 results: EPS: €0.39 (up from €0.37 in 2Q 2022). Revenue: €1.92b (down 2.0% from 2Q 2022). Net income: €66.5m (up 5.7% from 2Q 2022). Profit margin: 3.5% (up from 3.2% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe.Valuation Update With 7 Day Price Move • Jul 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €25.83, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total loss to shareholders of 4.5% over the past year.Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €21.31, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total loss to shareholders of 29% over the past year.Valuation Update With 7 Day Price Move • Jun 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €18.69, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Consumer Retailing industry in Europe. Total loss to shareholders of 48% over the past year.Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €20.54, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Consumer Retailing industry in Europe. Total loss to shareholders of 51% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €29.62 per share.Reported Earnings • Mar 08Full year 2022 earnings released: EPS: €0.73 (vs €1.48 in FY 2021)Full year 2022 results: EPS: €0.73 (down from €1.48 in FY 2021). Revenue: €7.61b (up 27% from FY 2021). Net income: €127.0m (down 50% from FY 2021). Profit margin: 1.7% (down from 4.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Retailing industry in Europe.Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to €24.08, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Consumer Retailing industry in Europe. Total loss to shareholders of 60% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €13.94 per share.お知らせ • Jan 03+ 3 more updatesHelloFresh SE to Report Q1, 2023 Results on Apr 27, 2023HelloFresh SE announced that they will report Q1, 2023 results on Apr 27, 2023Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €20.96, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Consumer Retailing industry in Europe. Total loss to shareholders of 69% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €14.79 per share.お知らせ • Dec 20HelloFresh SE to Report Fiscal Year 2022 Results on Mar 07, 2023HelloFresh SE announced that they will report fiscal year 2022 results on Mar 07, 2023Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: €0.01 (vs €0.13 in 3Q 2021)Third quarter 2022 results: EPS: €0.01 (down from €0.13 in 3Q 2021). Revenue: €1.86b (up 31% from 3Q 2021). Net income: €2.60m (down 89% from 3Q 2021). Profit margin: 0.1% (down from 1.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Retailing industry in Europe.Reported Earnings • Aug 16Second quarter 2022 earnings released: EPS: €0.37 (vs €0.48 in 2Q 2021)Second quarter 2022 results: EPS: €0.37 (down from €0.48 in 2Q 2021). Revenue: €1.96b (up 26% from 2Q 2021). Net income: €62.9m (down 25% from 2Q 2021). Profit margin: 3.2% (down from 5.4% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 19%, compared to a 7.7% growth forecast for the Consumer Retailing industry in Europe.Buying Opportunity • Jul 21Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 32%. The fair value is estimated to be €33.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 53% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 32% per annum over the same time period.Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €30.29, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 12x in the Consumer Retailing industry in Europe.Valuation Update With 7 Day Price Move • May 09Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €35.25, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Consumer Retailing industry in Europe.Reported Earnings • May 01First quarter 2022 earnings released: EPS: €0.16 (vs €0.58 in 1Q 2021)First quarter 2022 results: EPS: €0.16 (down from €0.58 in 1Q 2021). Revenue: €1.92b (up 33% from 1Q 2021). Net income: €27.3m (down 73% from 1Q 2021). Profit margin: 1.4% (down from 7.0% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 23%, compared to a 7.8% growth forecast for the industry in Europe.Valuation Update With 7 Day Price Move • Apr 11Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €37.72, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 15x in the Consumer Retailing industry in Europe.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 24% share price decline to €36.23, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 14x in the Consumer Retailing industry in Europe.Reported Earnings • Mar 02Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €1.48 (down from €2.19 in FY 2020). Revenue: €5.99b (up 60% from FY 2020). Net income: €256.1m (down 31% from FY 2020). Profit margin: 4.3% (down from 9.8% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 21%, compared to a 8.4% growth forecast for the retail industry in Europe.Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €48.08, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 15x in the Consumer Retailing industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €38.81 per share.お知らせ • Jan 12HelloFresh SE (XTRA:HFG) announces an Equity Buyback for €250 million worth of its shares.HelloFresh SE (XTRA:HFG) announces a share repurchase program. Under the program, the company will repurchase up to €250 million worth of its common stock. The first tranche of up to €125 million will be launched on January 11, 2022 and is expected to conclude latest by March 31, 2022. A potential second tranche is intended to be launched later in 2022, subject to market developments. The share buyback program will be funded from existing cash and equivalents.Valuation Update With 7 Day Price Move • Jan 10Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €56.70, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 16x in the Consumer Retailing industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €95.83 per share.業績と収益の成長予測BUL:HFG - 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12/31/20286,592751173671012/31/20276,450551673621212/31/20266,3162512729893/31/20266,505-24147287N/A12/31/20256,761-93167297N/A9/30/20257,020-188240377N/A6/30/20257,267-172258393N/A3/31/20257,519-176200360N/A12/31/20247,661-13694260N/A9/30/20247,712-11963265N/A6/30/20247,687-9790323N/A3/31/20247,654-3955306N/A12/31/20237,5971978384N/A9/30/20237,61248-13329N/A6/30/20237,66865-56344N/A3/31/20237,70864-218227N/A12/31/20227,607127-104313N/A9/30/20227,313143-107328N/A6/30/20226,868161-44324N/A3/31/20226,466179159448N/A12/31/20215,993243207459N/A9/30/20215,522347408582N/A6/30/20215,077399506631N/A3/31/20214,494431581678N/A12/31/20203,750369517602N/A9/30/20203,153248371425N/A6/30/20202,624196274327N/A3/31/20202,08876120172N/A12/31/20191,809-10N/A42N/A9/30/20191,659-32N/A7N/A6/30/20191,521-88N/A-44N/A3/31/20191,404-99N/A-54N/A12/31/20181,279-82N/A-50N/A9/30/20181,170-89N/A-38N/A6/30/20181,085-80N/A-25N/A3/31/2018995-88N/A-36N/A12/31/2017905-92N/A-45N/A9/30/2017811-98N/A-64N/A6/30/2017741-97N/A-80N/A3/31/2017661-96N/A-63N/A12/31/2016597-94N/A-76N/A9/30/2016545-130N/A-73N/A6/30/2016484-139N/A-82N/A3/31/2016401-133N/A-81N/A12/31/2015305-114N/A-66N/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: HFGは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。収益対市場: HFG今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: HFG今後 3 年以内に収益を上げることが予想されます。収益対市場: HFGの収益 ( 1.8% ) BG市場 ( 5.2% ) よりも低い成長が予測されています。高い収益成長: HFGの収益 ( 1.8% ) 20%よりも低い成長が予測されています。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: HFGの 自己資本利益率 は、3年後には低くなると予測されています ( 9.4 %)。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2026/05/11 19:15終値2026/05/11 00:00収益2026/03/31年間収益2025/12/31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HelloFresh SE 12 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。27 アナリスト機関Adrian SanchezBanco SantanderAndrew RossBarclaysEmily JohnsonBarclays24 その他のアナリストを表示
お知らせ • Apr 23HelloFresh SE, Annual General Meeting, Jun 02, 2026HelloFresh SE, Annual General Meeting, Jun 02, 2026, at 10:00 W. Europe Standard Time.
お知らせ • Dec 26+ 3 more updatesHelloFresh SE to Report First Half, 2026 Results on Aug 13, 2026HelloFresh SE announced that they will report first half, 2026 results on Aug 13, 2026
お知らせ • Nov 20HelloFresh SE Harnesses AI to Accelerate Delivery of Chef-Created RecipesHelloFresh SE announced a major innovation in its recipe card development process, using artificial intelligence to dramatically accelerate how new dishes move from concept to customer. The new system shortens the timeline for producing recipe cards from several weeks or even months to just a few hours, enabling HelloFresh to bring new, exciting recipes to market faster than ever before. This new AI-powered tool suite accelerates production and design elements of the recipe card process, allowing HelloFresh's world-class chefs and food stylists to focus more on culinary creation. The development of every dish and recipe remains a fundamentally human endeavor, guaranteeing that each meal delivered reflects the premium quality, exceptional flavor, and trusted taste customers rely on. By elevating capacity for innovation, this partnership between craft and technology will accelerate culinary development, bringing an even wider variety of cuisines and trending recipes to customers' homes each week. Starting in early November, US customers will experience the first recipe cards developed with this new AI-supported system, with printed versions appearing in HelloFresh boxes from early December. Following the US launch, HelloFresh plans a global rollout by the end of First Quarter 2026.
お知らせ • Apr 29HelloFresh SE, Annual General Meeting, Jun 06, 2025HelloFresh SE, Annual General Meeting, Jun 06, 2025, at 10:00 W. Europe Standard Time.
お知らせ • Jan 01+ 3 more updatesHelloFresh SE to Report Q1, 2025 Results on Apr 29, 2025HelloFresh SE announced that they will report Q1, 2025 results on Apr 29, 2025
Reported Earnings • Oct 30Third quarter 2024 earnings released: €0.20 loss per share (vs €0.064 loss in 3Q 2023)Third quarter 2024 results: €0.20 loss per share (further deteriorated from €0.064 loss in 3Q 2023). Revenue: €1.83b (up 1.4% from 3Q 2023). Net loss: €33.3m (loss widened 200% from 3Q 2023). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Europe.
Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: €0.05 (vs €0.39 in 2Q 2023)Second quarter 2024 results: EPS: €0.05 (down from €0.39 in 2Q 2023). Revenue: €1.95b (up 1.7% from 2Q 2023). Net income: €9.10m (down 86% from 2Q 2023). Profit margin: 0.5% (down from 3.5% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe.
お知らせ • Jul 30HelloFresh Unveils New Family-Friendly Menu for Back-To-School SeasonHelloFresh is introducing HelloFresh Family, a comprehensive new family menu with recipes and market items designed to make mealtime more delicious and convenient. Whether choosing from meals that can be prepped in under 20 minutes for a busy school night, or a ‘Build-a-Plate’ recipe that allows each family member to customize their perfect dinner plate, the new menu is tailored to satisfy the whole family. HelloFresh Introduces New Menu Concepts to Help Families Conquer Meal Time The new HelloFresh Family menu features new meal concepts designed specifically to help families who struggle to balance the different taste preferences and dietary restrictions that come into play when planning and preparing mealtime. With the new ‘Build-a-Plate’ meals, caretakers can choose from delicious, family-friendly recipes like a Spaghetti & Meatball Bar or Grilled Cheese Sandwich Bar that feature a main dish with various sides, toppings, and add-on options so that each family member – including picky eaters – can build their perfect plate. Additionally, for the first time, HelloFresh is offering a six-serving meal plan size that can cater to larger households, satisfy smaller families with big appetites, or allow for the added benefit of enjoying leftovers. The menu also features crowd-pleasing ‘Big Batch’ recipes, like Slow Cooker Slammin’ BBQ Chicken Sandos, that provide double the portion so home cooks can easily serve a crowd or plan to enjoy delicious leftovers for future meals. Plus, for added convenience, families can also choose from a selection of quick meals specially designed for kids, like Turkey Gouda Pinwheels or Cheesy Flatbread Pizza, or family-friendly recipes that can be prepared in 20 minutes or less, like the Hail Caesar Chicken Wraps.
Reported Earnings • Apr 26First quarter 2024 earnings released: €0.49 loss per share (vs €0.15 loss in 1Q 2023)First quarter 2024 results: €0.49 loss per share (further deteriorated from €0.15 loss in 1Q 2023). Revenue: €2.07b (up 2.8% from 1Q 2023). Net loss: €83.9m (loss widened 234% from 1Q 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Consumer Retailing industry in Europe.
お知らせ • Mar 18+ 2 more updatesHelloFresh SE(XTRA:HFG) dropped from FTSE All-World Index (USD)HelloFresh SE(XTRA:HFG) dropped from FTSE All-World Index (USD)
Reported Earnings • Mar 15Full year 2023 earnings released: EPS: €0.11 (vs €0.74 in FY 2022)Full year 2023 results: EPS: €0.11 (down from €0.74 in FY 2022). Revenue: €7.60b (flat on FY 2022). Net income: €19.4m (down 85% from FY 2022). Profit margin: 0.3% (down from 1.7% in FY 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Retailing industry in Europe.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 41%After last week's 41% share price decline to €7.20, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Consumer Retailing industry in Europe. Total loss to shareholders of 60% over the past year.
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €13.31, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total loss to shareholders of 43% over the past year.
お知らせ • Jan 02+ 3 more updatesHelloFresh SE to Report First Half, 2024 Results on Aug 13, 2024HelloFresh SE announced that they will report first half, 2024 results on Aug 13, 2024
お知らせ • Dec 31HelloFresh SE to Report Fiscal Year 2023 Results on Mar 15, 2024HelloFresh SE announced that they will report fiscal year 2023 results on Mar 15, 2024
Valuation Update With 7 Day Price Move • Nov 17Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €16.02, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Consumer Retailing industry in Europe. Total loss to shareholders of 34% over the past year.
New Risk • Nov 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Bulgarian stocks, typically moving 6.5% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (6.5% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (0.6% net profit margin).
Reported Earnings • Oct 27Third quarter 2023 earnings released: €0.06 loss per share (vs €0.015 profit in 3Q 2022)Third quarter 2023 results: €0.06 loss per share (down from €0.015 profit in 3Q 2022). Revenue: €1.80b (down 3.0% from 3Q 2022). Net loss: €11.1m (down €13.7m from profit in 3Q 2022). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe.
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: €0.39 (vs €0.37 in 2Q 2022)Second quarter 2023 results: EPS: €0.39 (up from €0.37 in 2Q 2022). Revenue: €1.92b (down 2.0% from 2Q 2022). Net income: €66.5m (up 5.7% from 2Q 2022). Profit margin: 3.5% (up from 3.2% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe.
Valuation Update With 7 Day Price Move • Jul 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €25.83, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total loss to shareholders of 4.5% over the past year.
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €21.31, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total loss to shareholders of 29% over the past year.
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €18.69, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Consumer Retailing industry in Europe. Total loss to shareholders of 48% over the past year.
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €20.54, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Consumer Retailing industry in Europe. Total loss to shareholders of 51% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €29.62 per share.
Reported Earnings • Mar 08Full year 2022 earnings released: EPS: €0.73 (vs €1.48 in FY 2021)Full year 2022 results: EPS: €0.73 (down from €1.48 in FY 2021). Revenue: €7.61b (up 27% from FY 2021). Net income: €127.0m (down 50% from FY 2021). Profit margin: 1.7% (down from 4.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Retailing industry in Europe.
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to €24.08, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Consumer Retailing industry in Europe. Total loss to shareholders of 60% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €13.94 per share.
お知らせ • Jan 03+ 3 more updatesHelloFresh SE to Report Q1, 2023 Results on Apr 27, 2023HelloFresh SE announced that they will report Q1, 2023 results on Apr 27, 2023
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €20.96, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Consumer Retailing industry in Europe. Total loss to shareholders of 69% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €14.79 per share.
お知らせ • Dec 20HelloFresh SE to Report Fiscal Year 2022 Results on Mar 07, 2023HelloFresh SE announced that they will report fiscal year 2022 results on Mar 07, 2023
Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: €0.01 (vs €0.13 in 3Q 2021)Third quarter 2022 results: EPS: €0.01 (down from €0.13 in 3Q 2021). Revenue: €1.86b (up 31% from 3Q 2021). Net income: €2.60m (down 89% from 3Q 2021). Profit margin: 0.1% (down from 1.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Retailing industry in Europe.
Reported Earnings • Aug 16Second quarter 2022 earnings released: EPS: €0.37 (vs €0.48 in 2Q 2021)Second quarter 2022 results: EPS: €0.37 (down from €0.48 in 2Q 2021). Revenue: €1.96b (up 26% from 2Q 2021). Net income: €62.9m (down 25% from 2Q 2021). Profit margin: 3.2% (down from 5.4% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 19%, compared to a 7.7% growth forecast for the Consumer Retailing industry in Europe.
Buying Opportunity • Jul 21Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 32%. The fair value is estimated to be €33.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 53% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 32% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €30.29, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 12x in the Consumer Retailing industry in Europe.
Valuation Update With 7 Day Price Move • May 09Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €35.25, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Consumer Retailing industry in Europe.
Reported Earnings • May 01First quarter 2022 earnings released: EPS: €0.16 (vs €0.58 in 1Q 2021)First quarter 2022 results: EPS: €0.16 (down from €0.58 in 1Q 2021). Revenue: €1.92b (up 33% from 1Q 2021). Net income: €27.3m (down 73% from 1Q 2021). Profit margin: 1.4% (down from 7.0% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 23%, compared to a 7.8% growth forecast for the industry in Europe.
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €37.72, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 15x in the Consumer Retailing industry in Europe.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 24% share price decline to €36.23, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 14x in the Consumer Retailing industry in Europe.
Reported Earnings • Mar 02Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €1.48 (down from €2.19 in FY 2020). Revenue: €5.99b (up 60% from FY 2020). Net income: €256.1m (down 31% from FY 2020). Profit margin: 4.3% (down from 9.8% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 21%, compared to a 8.4% growth forecast for the retail industry in Europe.
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €48.08, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 15x in the Consumer Retailing industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €38.81 per share.
お知らせ • Jan 12HelloFresh SE (XTRA:HFG) announces an Equity Buyback for €250 million worth of its shares.HelloFresh SE (XTRA:HFG) announces a share repurchase program. Under the program, the company will repurchase up to €250 million worth of its common stock. The first tranche of up to €125 million will be launched on January 11, 2022 and is expected to conclude latest by March 31, 2022. A potential second tranche is intended to be launched later in 2022, subject to market developments. The share buyback program will be funded from existing cash and equivalents.
Valuation Update With 7 Day Price Move • Jan 10Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €56.70, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 16x in the Consumer Retailing industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €95.83 per share.