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1.9%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% 55.8%なると予測されています。主要情報57.8%収益成長率55.81%EPS成長率Consumer Retailing 収益成長12.8%収益成長率1.9%将来の株主資本利益率9.38%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, 2025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.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 16Full 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 4.2% growth forecast for the Consumer Retailing industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 20 percentage points per year, which is a significant difference in performance.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorates as stock falls 46%After last week's 46% share price decline to €7.19, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Consumer Retailing industry in the United Kingdom. Total loss to shareholders of 88% over the past three years.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 16Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to €16.12, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total loss to shareholders of 66% over the past three years.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 4.2% growth forecast for the Consumer Retailing industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.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 7.8% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Consumer Retailing industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Jun 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €20.80, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 12x in the Consumer Retailing industry in the United Kingdom. Total loss to shareholders of 54% over the past three years.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €18.00, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 12x in the Consumer Retailing industry in the United Kingdom. Total loss to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.31 per share.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €25.14, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 13x in the Consumer Retailing industry in the United Kingdom. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €47.24 per share.Valuation Update With 7 Day Price Move • Mar 31Investor sentiment improves as stock rises 28%After last week's 28% share price gain to €22.03, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Consumer Retailing industry in the United Kingdom. Total loss to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €30.46 per share.Valuation Update With 7 Day Price Move • Mar 14Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to €17.46, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Consumer Retailing industry in the United Kingdom. Total loss to shareholders of 14% over the past three years.Reported Earnings • Mar 09Full year 2022 earnings released: EPS: €0.74 (vs €1.40 in FY 2021)Full year 2022 results: EPS: €0.74 (down from €1.40 in FY 2021). Revenue: €7.61b (up 27% from FY 2021). Net income: €127.0m (down 48% from FY 2021). Profit margin: 1.7% (down from 4.1% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Consumer Retailing industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has remained flat.Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improved over the past weekAfter last week's 18% share price gain to €25.23, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 12x in the Consumer Retailing industry in the United Kingdom. Total returns to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €13.92 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, 2023Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improved over the past weekAfter last week's 20% share price gain to €26.97, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 8x in the Consumer Retailing industry in the United Kingdom. Total returns to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.42 per share.Reported Earnings • Oct 28Third 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 9.7% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Consumer Retailing industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 12% per year and the company’s share price has also increased by 12% per year.Valuation Update With 7 Day Price Move • Aug 27Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €24.67, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 10x in the Consumer Retailing industry in the United Kingdom. Total returns to shareholders of 107% over the past three years.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 6.1% growth forecast for the Consumer Retailing industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 42% per year whereas the company’s share price has increased by 43% per year.Buying Opportunity • Jul 22Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be €33.92, 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 15Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to €29.63, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 10x in the Consumer Retailing industry in the United Kingdom. Total returns to shareholders of 267% over the past three years.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 5.0% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to €42.20, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 11x in the Consumer Retailing industry in the United Kingdom. Total returns to shareholders of 424% over the past three years.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €36.67, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 10x in the Consumer Retailing industry in the United Kingdom. Total returns to shareholders of 296% over the past three years.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 7.6% growth forecast for the retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 70% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improved over the past weekAfter last week's 20% share price gain to €83.91, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 14x in the Consumer Retailing industry in the United Kingdom. Total returns to shareholders of 657% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €70.08 per share.Reported Earnings • Nov 03Third quarter 2021 earnings released: EPS €0.13The company reported a mediocre third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: €1.42b (up 46% from 3Q 2020). Net income: €23.1m (down 69% from 3Q 2020). Profit margin: 1.6% (down from 7.7% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has increased by 102% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to €94.19, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 23x in the Online Retail industry in the United Kingdom. Total returns to shareholders of 648% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €51.49 per share.Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS €0.48 (vs €0.70 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: €1.56b (up 60% from 2Q 2020). Net income: €83.7m (down 28% from 2Q 2020). Profit margin: 5.4% (down from 12% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 88% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 05First quarter 2021 earnings releasedThe company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €1.44b (up 106% from 1Q 2020). Net income: €101.6m (up 156% from 1Q 2020). Profit margin: 7.0% (up from 5.7% in 1Q 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 15% share price gain to €65.65, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 35x in the Online Retail industry in the United Kingdom. Total returns to shareholders of 358% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €41.05 per share.Reported Earnings • Mar 03Full year 2020 earnings released: EPS €2.19 (vs €0.062 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €3.75b (up 107% from FY 2019). Net income: €369.0m (up €379.2m from FY 2019). Profit margin: 9.8% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 72% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Mar 03Revenue beats expectationsRevenue exceeded analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 22%, compared to a 22% growth forecast for the Online Retail industry in the United Kingdom.Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €64.20, the stock is trading at a trailing P/E ratio of 56.5x, down from the previous P/E ratio of 67.5x. This compares to an average P/E of 39x in the Online Retail industry in the United Kingdom. Total returns to shareholders over the past three years are 377%.Is New 90 Day High Low • Feb 06New 90-day high: €74.08The company is up 51% from its price of €49.14 on 06 November 2020. The British 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 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €40.70 per share.Is New 90 Day High Low • Jan 22New 90-day high: €68.70The company is up 46% from its price of €47.02 on 23 October 2020. The British market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €41.62 per share.Is New 90 Day High Low • Dec 31New 90-day high: €63.65The company is up 29% from its price of €49.22 on 02 October 2020. The British market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €39.60 per share.Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improved over the past weekAfter last week's 29% share price gain to €61.50, the stock is trading at a trailing P/E ratio of 48.4x, up from the previous P/E ratio of 37.6x. This compares to an average P/E of 35x in the Online Retail industry in the United Kingdom. Total returns to shareholders over the past three years are 413%.Is New 90 Day High Low • Dec 11New 90-day high: €61.50The company is up 60% from its price of €38.54 on 11 September 2020. The British market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €43.69 per share.業績と収益の成長予測BATS-CHIXE:HFGD - 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12/31/20286,592751173671012/31/20276,450551673621212/31/20266,30025127298103/31/20266,505-24147287N/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: HFGD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 ( 3.4% ) よりも高い成長率であると考えられます。収益対市場: HFGD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: HFGD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: HFGDの収益 ( 1.9% ) UK市場 ( 4.5% ) よりも低い成長が予測されています。高い収益成長: HFGDの収益 ( 1.9% ) 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: HFGD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2026/05/15 15:31終値2026/05/12 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 SantanderEmily JohnsonBarclaysAlvira RaoBarclays24 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
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.
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 16Full 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 4.2% growth forecast for the Consumer Retailing industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 20 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorates as stock falls 46%After last week's 46% share price decline to €7.19, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Consumer Retailing industry in the United Kingdom. Total loss to shareholders of 88% over the past three years.
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 16Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to €16.12, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total loss to shareholders of 66% over the past three years.
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 4.2% growth forecast for the Consumer Retailing industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
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 7.8% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Consumer Retailing industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Jun 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €20.80, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 12x in the Consumer Retailing industry in the United Kingdom. Total loss to shareholders of 54% over the past three years.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €18.00, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 12x in the Consumer Retailing industry in the United Kingdom. Total loss to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.31 per share.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €25.14, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 13x in the Consumer Retailing industry in the United Kingdom. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €47.24 per share.
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment improves as stock rises 28%After last week's 28% share price gain to €22.03, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Consumer Retailing industry in the United Kingdom. Total loss to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €30.46 per share.
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to €17.46, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Consumer Retailing industry in the United Kingdom. Total loss to shareholders of 14% over the past three years.
Reported Earnings • Mar 09Full year 2022 earnings released: EPS: €0.74 (vs €1.40 in FY 2021)Full year 2022 results: EPS: €0.74 (down from €1.40 in FY 2021). Revenue: €7.61b (up 27% from FY 2021). Net income: €127.0m (down 48% from FY 2021). Profit margin: 1.7% (down from 4.1% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Consumer Retailing industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has remained flat.
Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improved over the past weekAfter last week's 18% share price gain to €25.23, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 12x in the Consumer Retailing industry in the United Kingdom. Total returns to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €13.92 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
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
Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improved over the past weekAfter last week's 20% share price gain to €26.97, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 8x in the Consumer Retailing industry in the United Kingdom. Total returns to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.42 per share.
Reported Earnings • Oct 28Third 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 9.7% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Consumer Retailing industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 12% per year and the company’s share price has also increased by 12% per year.
Valuation Update With 7 Day Price Move • Aug 27Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €24.67, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 10x in the Consumer Retailing industry in the United Kingdom. Total returns to shareholders of 107% over the past three years.
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 6.1% growth forecast for the Consumer Retailing industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 42% per year whereas the company’s share price has increased by 43% per year.
Buying Opportunity • Jul 22Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be €33.92, 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 15Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to €29.63, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 10x in the Consumer Retailing industry in the United Kingdom. Total returns to shareholders of 267% over the past three years.
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 5.0% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to €42.20, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 11x in the Consumer Retailing industry in the United Kingdom. Total returns to shareholders of 424% over the past three years.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €36.67, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 10x in the Consumer Retailing industry in the United Kingdom. Total returns to shareholders of 296% over the past three years.
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 7.6% growth forecast for the retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 70% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improved over the past weekAfter last week's 20% share price gain to €83.91, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 14x in the Consumer Retailing industry in the United Kingdom. Total returns to shareholders of 657% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €70.08 per share.
Reported Earnings • Nov 03Third quarter 2021 earnings released: EPS €0.13The company reported a mediocre third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: €1.42b (up 46% from 3Q 2020). Net income: €23.1m (down 69% from 3Q 2020). Profit margin: 1.6% (down from 7.7% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has increased by 102% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to €94.19, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 23x in the Online Retail industry in the United Kingdom. Total returns to shareholders of 648% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €51.49 per share.
Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS €0.48 (vs €0.70 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: €1.56b (up 60% from 2Q 2020). Net income: €83.7m (down 28% from 2Q 2020). Profit margin: 5.4% (down from 12% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 88% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 05First quarter 2021 earnings releasedThe company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €1.44b (up 106% from 1Q 2020). Net income: €101.6m (up 156% from 1Q 2020). Profit margin: 7.0% (up from 5.7% in 1Q 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 15% share price gain to €65.65, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 35x in the Online Retail industry in the United Kingdom. Total returns to shareholders of 358% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €41.05 per share.
Reported Earnings • Mar 03Full year 2020 earnings released: EPS €2.19 (vs €0.062 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €3.75b (up 107% from FY 2019). Net income: €369.0m (up €379.2m from FY 2019). Profit margin: 9.8% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 72% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Mar 03Revenue beats expectationsRevenue exceeded analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 22%, compared to a 22% growth forecast for the Online Retail industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €64.20, the stock is trading at a trailing P/E ratio of 56.5x, down from the previous P/E ratio of 67.5x. This compares to an average P/E of 39x in the Online Retail industry in the United Kingdom. Total returns to shareholders over the past three years are 377%.
Is New 90 Day High Low • Feb 06New 90-day high: €74.08The company is up 51% from its price of €49.14 on 06 November 2020. The British 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 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €40.70 per share.
Is New 90 Day High Low • Jan 22New 90-day high: €68.70The company is up 46% from its price of €47.02 on 23 October 2020. The British market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €41.62 per share.
Is New 90 Day High Low • Dec 31New 90-day high: €63.65The company is up 29% from its price of €49.22 on 02 October 2020. The British market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €39.60 per share.
Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improved over the past weekAfter last week's 29% share price gain to €61.50, the stock is trading at a trailing P/E ratio of 48.4x, up from the previous P/E ratio of 37.6x. This compares to an average P/E of 35x in the Online Retail industry in the United Kingdom. Total returns to shareholders over the past three years are 413%.
Is New 90 Day High Low • Dec 11New 90-day high: €61.50The company is up 60% from its price of €38.54 on 11 September 2020. The British market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €43.69 per share.