View ValuationHF Foods Group 将来の成長Future 基準チェック /36HF Foods Groupは、159.8%と2.9%でそれぞれ年率159.8%で利益と収益が成長すると予測される一方、EPSはgrowで159.8%年率。主要情報159.8%収益成長率159.84%EPS成長率Consumer Retailing 収益成長9.2%収益成長率2.9%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日29 Jun 2026今後の成長に関する最新情報分析記事 • May 14HF Foods Group Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextIt's been a good week for HF Foods Group Inc. ( NASDAQ:HFFG ) shareholders, because the company has just released its...分析記事 • Aug 14HF Foods Group Inc. (NASDAQ:HFFG) Just Reported And Analysts Have Been Lifting Their Price TargetsShareholders of HF Foods Group Inc. ( NASDAQ:HFFG ) will be pleased this week, given that the stock price is up 20% to...すべての更新を表示Recent updatesBoard Change • Jul 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Independent Director Dennis Lam is the most experienced director on the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Jun 29+ 10 more updatesHF Foods Group Inc.(NasdaqCM:HFFG) dropped from Russell 3000 IndexHF Foods Group Inc.(NasdaqCM:HFFG) dropped from Russell 3000 Indexナラティブの更新 • Jun 24HFFG: Execution On Margin And Revenue Targets Will Support Re-RatingAnalysts have trimmed their average price target on HF Foods Group to $5.67, reflecting updated views on the company’s discount rate, long run revenue growth, profit margin and assumed future P/E multiple following recent estimate cuts and a fresh bullish initiation. Analyst Commentary Recent research on HF Foods Group highlights a mix of optimism about the company’s long term positioning and caution around execution risks that feed directly into valuation assumptions.お知らせ • Jun 24Hf Foods Group Inc. Announces Appointment of Taylor S. Brown to Board of Directors, Effective June 19, 2026HF Foods Group Inc. announced the appointment of Taylor S. Brown, Esq. to its Board of Directors, effective June 19, 2026. The Board, acting upon the recommendation of the Nominating and Corporate Governance Committee, increased the size of the Board from four to five directors and appointed Mr. Brown as an independent director to fill the resulting vacancy. The Board has determined that Mr. Brown qualifies as an independent director under applicable Nasdaq listing standards. At this time, Mr. Brown has not been appointed to serve on any Board committees. Mr. Brown, 37, is an attorney, business advisor and strategic communications executive with more than 12 years of experience advising companies, executives and growth-stage boards on acquisitions, commercial disputes, regulatory exposure, and stakeholder strategy. From May 2020 to January 2024, Mr. Brown served as Campaign Manager and Senior Strategic Advisor for statewide executive campaign organizations, where he managed operational accountability for a budget exceeding $100 million and built and mobilized a 21-region field organization with more than 1,000 paid staffers. Mr. Brown’s experience includes, among other things, advising companies on acquisitions, restructurings, capital rounds, resource allocation and post-transaction risk considerations. He also has experience developing legal and stakeholder communications strategy in high-scrutiny environments involving legal, reputational, operational and executive priorities. Mr. Brown received his Juris Doctor from Mercer University, Walter F. George School of Law, and his Bachelor of Arts in Political Science from the University of Georgia.Seeking Alpha • Jun 16HF Foods: Inside The Tug-Of-War Behind A Cheap StockSummary HF Foods faces governance turmoil, ATM overhang, and limited catalysts, prompting a rating downgrade to 'Sell.' Gross margin compression to 16.2% and high debt (4.2–5.1x EBITDA) constrain flexibility for bolt-on M&A. Governance risks, including a failed CEO re-election, poison pill, and shareholder dissent, cloud equity-funded acquisitions. With organic growth in low single digits and competitive threats, HFFG now trades near fair value with little upside asymmetry. Read the full article on Seeking Alphaお知らせ • Jun 12HF Foods Group Inc. Approves Board Resignations, Effective June 5, 2026HF Foods Group Inc. at its annual meeting of stockholders held on June 5, 2026, announced based on the results, each director nominee named was elected at the Annual Meeting, except for Xi "Felix" Lin and Jeffery Taylor. Following a review by the Nominating and Governance Committee (the “Committee”) pursuant to the Company's Corporate Governance Guidelines, the Committee and the Board of Directors (the “Board”) determined that it is in the best interests of the Company and its stockholders for each of Messrs. Lin and Taylor to continue serving on the Board. In reaching its determination, the Committee considered, among other factors, that a significant stockholder informed the Company following the Annual Meeting that an administrative error caused it to fail to submit voting instructions for approximately 1.4 million shares it intended to vote in favor of the election of each of the Company’s nominees for director. Absent this error, each of Messrs. Lin and Taylor would have received affirmative votes exceeding the majority threshold. The Committee also considered (i) Mr. Lin's operational background, his experience in various leadership positions within the Company, including his continuing role as President and Chief Executive Officer of the Company, and his prior roles at other public companies, (ii) Mr. Taylor's experience in financial roles across various markets and as the Chief Financial Officer of several public companies, (iii) the votes of certain stockholders with interests the Company believes to be adverse to those of the Company and its other stockholders, (iv) the overall composition of the Board, and (v) the near-term goals of the Company and the anticipated value of the continuing service of Messrs. Lin and Taylor in achieving those goals. Each of Messrs. Lin and Taylor recused himself from, and did not attend, the portions of the meetings of the Board and the Committee, as applicable, at which the Board and the Committee considered his resignation.ナラティブの更新 • Jun 07HFFG: Opportunistic M&A And Margin Initiatives Will Support Future Earnings RecoveryNarrative Update on HF Foods Group The Street price target for HF Foods Group has been reduced to $6, down $1. Analysts have factored in recent top-line and adjusted EBITDA shortfalls, a less favorable sales mix, and management’s outlook for low single-digit growth with potential M&A opportunities over the next few years.ナラティブの更新 • May 21HFFG: Opportunistic M&A And Margin Initiatives Will Drive Future Upside PotentialHF Foods Group's updated analyst price target has eased by about $0.33 to roughly $5.67 per share, as analysts incorporate recent target cuts and estimate revisions following Q4 results, changes to revenue and margin assumptions, and management's outlook for only low single-digit growth through 2026. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the updated price target around US$6, while lower than prior views, still implies room for upside if management delivers on its 2026 low single-digit growth outlook.分析記事 • May 14HF Foods Group Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextIt's been a good week for HF Foods Group Inc. ( NASDAQ:HFFG ) shareholders, because the company has just released its...New Risk • May 12New major risk - Revenue and earnings growthEarnings have declined by 66% 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 Risk Earnings have declined by 66% per year over the past 5 years. Minor Risk Currently unprofitable and not forecast to become profitable next year (US$7.9m net loss next year).Reported Earnings • May 12First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.023 (up from US$0.031 loss in 1Q 2025). Revenue: US$312.0m (up 4.5% from 1Q 2025). Net income: US$1.23m (up US$2.87m from 1Q 2025). Profit margin: 0.4% (up from net loss in 1Q 2025). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.New Risk • May 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$97.9m This is considered a minor 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. This is currently the only risk that has been identified for the company.ナラティブの更新 • May 02HFFG: Opportunistic M&A And Execution Initiatives Will Support Future Re RatingNarrative Update Analysts have reset their price target on HF Foods Group to $6, citing reduced estimates following a Q4 top line and adjusted EBITDA miss, a shift in sales mix toward meat and seafood, and management’s outlook for low single digit growth with potential opportunistic M&A. Analyst Commentary Recent research coverage on HF Foods Group reflects a mix of optimism about long term positioning and caution around near term execution after the Q4 shortfall.お知らせ • Apr 28HF Foods Group Inc. to Report Q1, 2026 Results on May 11, 2026HF Foods Group Inc. announced that they will report Q1, 2026 results After-Market on May 11, 2026お知らせ • Apr 27HF Foods Group Inc., Annual General Meeting, Jun 05, 2026HF Foods Group Inc., Annual General Meeting, Jun 05, 2026.ナラティブの更新 • Apr 18HFFG: Opportunistic M&A And Profitability Initiatives Will Drive Re RatingAnalysts reduced their HF Foods Group price target to $6 from $7, citing a higher discount rate, lower margin expectations, and a higher assumed future P/E multiple following the latest Q4 earnings and updated company outlook. Analyst Commentary Recent research highlights a mix of optimism and caution around HF Foods Group, with analysts reassessing their assumptions after the Q4 update and revised company outlook.新しいナラティブ • Apr 17Tariffs And ERP Disruption Will Pressure Margins Before Asian Foodservice Scale Benefits EmergeCatalysts About HF Foods Group HF Foods Group is a US$1.23b net revenue foodservice distributor focused on the Asian specialty restaurant market in the United States. What are the underlying business or industry changes driving this perspective?Reported Earnings • Mar 18Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$0.73 loss per share (improved from US$0.92 loss in FY 2024). Revenue: US$1.23b (up 2.2% from FY 2024). Net loss: US$38.8m (loss narrowed 20% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Consumer Retailing industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.お知らせ • Mar 17HF Foods Group Inc. Reports Goodwill Impairment Charges for the Fourth Quarter Ended December 31, 2025HF Foods Group Inc. reported Goodwill Impairment charges for the fourth quarter ended December 31, 2025. For the period, the company reported goodwill impairment charges of $38,815,000 compared to $46,303,000 same quarter a year ago.お知らせ • Mar 03HF Foods Group Inc. to Report Q4, 2025 Results on Mar 16, 2026HF Foods Group Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Mar 16, 2026New Risk • Feb 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$93.9m This is considered a minor 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. This is currently the only risk that has been identified for the company.お知らせ • Feb 03+ 1 more updateHF Foods Group Inc. Appoints Paul McGarry as Chief Financial Officer (Principal Financial and Accounting Officer), Effective January 27, 2026As previously reported on HF Foods Group Inc.'s Current Report on Form 8-K filed with the Securities and Exchange Commission (the SEC) on October 16, 2025 (the Prior Form 8-K), the Board of Directors of the Company appointed Paul McGarry as Interim Chief Financial Officer (principal financial and accounting officer) of the Company, effective October 15, 2025. On January 27, 2026, Mr. McGarry was appointed Chief Financial Officer (principal financial and accounting officer) of the Company, effective January 27, 2026.お知らせ • Jan 21HF Foods Group Inc. Announces Resignation of Maria Ross as Lead Independent Director, Effective January 16, 2025On January 15, 2026, Maria Ross notified HF Foods Group Inc. (the “Company”) of her resignation from the board of directors (the “Board”) of the Company, all committees thereof, and as Lead Independent Director, effective January 16, 2025. Ms. Ross’s resignation from the Board was not due to any disagreement with the Company on any matter relating to the Company’s operations, policies or practices.Reported Earnings • Nov 11Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: US$0.021 loss per share (improved from US$0.075 loss in 3Q 2024). Revenue: US$307.0m (up 2.9% from 3Q 2024). Net loss: US$1.12m (loss narrowed 72% from 3Q 2024). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.お知らせ • Oct 28HF Foods Group Inc. to Report Q3, 2025 Results on Nov 10, 2025HF Foods Group Inc. announced that they will report Q3, 2025 results After-Market on Nov 10, 2025お知らせ • Oct 17+ 2 more updatesHF Foods Group Inc. Announces CFO Changes, Effective October 15, 2025On October 13, 2025, the Board of Directors (the "Board") of HF Foods Group Inc. appointed Paul McGarry as Interim Chief Financial Officer of the Company, effective October 15, 2025. Mr. McGarry has served as the Company's Vice President, Corporate Controller since February 2025. Effective October 15, 2025, Cindy Yao, separated from the Company as the Chief Financial Officer of the Company. Ms. Yao's separation will be treated as a termination without cause for purposes of her offer letter with the Company. Ms. Yao's termination is not the result of any disagreements concerning financial disclosures or accounting matters. Mr. McGarry, 58, is a senior finance executive with deep experience in public-company corporate governance, enterprise finance, capital markets, and operational transformation. Prior to joining the Company, Mr. McGarry served as Corporate Financial Controller at American Battery Technology Company (July 2024–February 2025), where he oversaw financial operations and strengthened the internal-control environment. From 2023 to 2024, he served as a financial executive consultant to Alimera Sciences Inc., providing forecasting, financial reporting, and internal-control advisory services. Earlier, Mr. McGarry was Senior Vice President, Finance and Chief Accounting Officer at Rockwell Medical Inc. (2019–2023); Corporate Financial Controller at Alyvant Inc. (2018–2019); and Corporate Financial Controller at Champions Oncology Inc. (2011–2018). He began his career at Deloitte & Touche LLP, where he served as an Audit Manager in Assurance and Advisory Services. Mr. McGarry received his B.S. in Accounting from The Pennsylvania State University and is a Certified Public Accountant.分析記事 • Oct 16HF Foods Group Inc.'s (NASDAQ:HFFG) 28% Cheaper Price Remains In Tune With RevenuesThe HF Foods Group Inc. ( NASDAQ:HFFG ) share price has fared very poorly over the last month, falling by a substantial...お知らせ • Sep 26HF Foods Group Inc. has filed a Follow-on Equity Offering in the amount of $100 million.HF Foods Group Inc. has filed a Follow-on Equity Offering in the amount of $100 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering分析記事 • Aug 14HF Foods Group Inc. (NASDAQ:HFFG) Just Reported And Analysts Have Been Lifting Their Price TargetsShareholders of HF Foods Group Inc. ( NASDAQ:HFFG ) will be pleased this week, given that the stock price is up 20% to...Reported Earnings • Aug 12Second quarter 2025 earnings released: EPS: US$0.023 (vs US$0 in 2Q 2024)Second quarter 2025 results: EPS: US$0.023 (up from US$0 in 2Q 2024). Revenue: US$314.9m (up 4.1% from 2Q 2024). Net income: US$1.22m (up US$1.20m from 2Q 2024). Profit margin: 0.4% (up from 0% in 2Q 2024). Revenue is forecast to grow 3.7% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Consumer Retailing industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.お知らせ • Jul 29HF Foods Group Inc. to Report Q2, 2025 Results on Aug 11, 2025HF Foods Group Inc. announced that they will report Q2, 2025 results After-Market on Aug 11, 2025Board Change • Jul 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Director Peter Zhang Zhang is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.分析記事 • Jun 21HF Foods Group Inc. (NASDAQ:HFFG) Shares Slammed 26% But Getting In Cheap Might Be Difficult RegardlessHF Foods Group Inc. ( NASDAQ:HFFG ) shares have had a horrible month, losing 26% after a relatively good period...お知らせ • Jun 06HF Foods Group Inc. Announces Board and Committee ChangesOn June 1, 2025 and June 2, 2025, respectively, Lisa Lim and Charlotte Westfall notified the Company of their resignations from the board of directors (Board) of HF Foods Group Inc. (Company) and all committees thereof, each effective June 2, 2025. Neither Ms. Lim’s nor Ms. Westfall’s resignation from the Board was the result of any disagreement with the Company on any matter relating to the company’s operations, policies or practices. As a result of the resignations, Ms. Lim and Ms. Westfall did not stand for re-election as members of the Board at the Company’s Annual Meeting of Stockholders held on June 3, 2025. Effective June 4, 2025, the Board appointed Dennis Lam as a member of the Board to fill one of the two vacancies resulting from the resignations referred to above. Dennis Lam, age 41, is a certified public accountant and the owner of Lam Advisory, LLC, a business consulting service. Mr. Lam is a former audit partner with the national accounting firm BDO USA, P.C. (“BDO”). He has over 20 years of experience in providing audit and advisory services to global and domestic public and private companies, ranging from startups to companies with over $1 billion in revenues. During his tenure with BDO, Mr. Lam served as the lead audit partner for numerous companies in the retail and consumer products, manufacturing, distribution, and foodservice industries. His accounting and finance experience includes expertise in various types of transactions such as debt and equity issuances, public offerings, and mergers and acquisitions. Mr. Lam is currently a member of the Board of Governors of the Boys and Girls Clubs of Santa Monica. Mr. Lam received his Bachelor of Arts in Economics from the University of California, Los Angeles. The Board has determined that Mr. Lam is an independent director under applicable Company and Nasdaq standards and has been named to serve as the Chair of the Audit Committee of the Board and as a member of the Compensation Committee and the Nominating and Governance Committee of the Board. The Board has commenced a search process for a new independent director to fill the remaining vacancy on the Board resulting from the two resignations referred to above. On June 4, 2025, the Board appointed Maria Ross to serve as the Lead Independent Director of the Board, effective immediately.Reported Earnings • May 13First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: US$0.031 loss per share (further deteriorated from US$0.013 loss in 1Q 2024). Revenue: US$298.4m (flat on 1Q 2024). Net loss: US$1.65m (loss widened 137% from 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 3.7% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Consumer Retailing industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 104 percentage points per year, which is a significant difference in performance.お知らせ • May 06+ 1 more updateHf Foods Group Inc. Rebrands and Launches Innovative E-Commerce Platform Dedicated to International Foodservice Solutions in the U.SHF Foods Group Inc. announced the launch of a new e-commerce platform - a unique offering within the specialty foodservice industry to directly serve restaurant employees alongside HF Foods' existing restaurant deliveries. Paired with the launch, HF Foods also debuted a new company logo and tagline that will update on the Company's website and other applications in the coming weeks. HF Foods will roll out access to this new, innovative platform to selective customers over the coming months. It will enable restaurant employees and owners to directly purchase HF Foods' authentic, high-quality specialty products using the same delivery infrastructure already serving their restaurants. This model leverages HF Foods' established global network of suppliers and robust distribution infrastructure to offer a cost-efficient, value-added channel in a seamless digital experience. In addition, HF Foods' new refreshed logo features a green and gold design, reflecting the Company's innovative direction and high-quality product offerings. The infinity symbol embedded in the logo also underscores HF Foods' renewed focus on technology and logistics - core strengths that enable it to serve a growing customer base with greater efficiency and scale. Its tagline, "Specialty Food is Our Specialty," signals the Company's plans to expand into additional international restaurant verticals. HF Foods will initially launch the e-commerce platform at its North Carolina, Florida and Utah locations, making it available to thousands of existing customers. The platform utilizes the same fulfilment capabilities already offered to the Company's growing portfolio of customers, allowing for better market penetration without incurring additional logistics costs.New Risk • Apr 30New 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 American stocks, typically moving 16% 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. This is currently the only risk that has been identified for the company.お知らせ • Apr 28HF Foods Group Inc., Annual General Meeting, Jun 03, 2025HF Foods Group Inc., Annual General Meeting, Jun 03, 2025.分析記事 • Mar 21HF Foods Group Inc. (NASDAQ:HFFG) Looks Just Right With A 44% Price JumpHF Foods Group Inc. ( NASDAQ:HFFG ) shares have had a really impressive month, gaining 44% after a shaky period...New Risk • Mar 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 14Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: US$0.92 loss per share (further deteriorated from US$0.04 loss in FY 2023). Revenue: US$1.20b (up 4.6% from FY 2023). Net loss: US$48.5m (loss widened US$46.3m from FY 2023). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 2.5% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Consumer Retailing industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.お知らせ • Mar 14HF Foods Group Inc. Reports Impairment Charges for the Fourth Quarter Ended December 31, 2024HF Foods Group Inc. reported impairment charges for the fourth quarter ended December 31, 2024. For the quarter, the company reported Goodwill impairment charges of $46,303,000.New Risk • Feb 28New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$97.6m This is considered a minor 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: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$18m). Market cap is less than US$100m (US$97.6m market cap).分析記事 • Jan 11HF Foods Group Inc.'s (NASDAQ:HFFG) Popularity With Investors Under Threat As Stock Sinks 27%HF Foods Group Inc. ( NASDAQ:HFFG ) shareholders won't be pleased to see that the share price has had a very rough...お知らせ • Dec 20HF Foods Group Inc. Appoints Felix Lin as Chief Executive Officer, Effective January 1, 2025HF Foods Group Inc. announced that its Board of Directors has appointed Felix Lin as permanent Chief Executive Officer, effective January 1, 2025. Mr. Lin had previously served as President and Chief Operating Officer (COO) and was appointed to the additional role of Interim CEO in October 2024. Mr. Lin has been a key leader of HF Foods for the past five years, and his extensive experience in driving both operations and strategy has been integral as the Company executes its transformation plan. In accepting his new role, Mr. Lin will relinquish his position as HF Foods COO. His responsibilities will be seamlessly distributed among the Company's experienced senior management team, ensuring continued operational excellence as Mr. Lin assumes his new role as CEO. Mr. Lin will also be nominated to join HF Foods Board of Directors during its next election cycle in June 2025.Reported Earnings • Nov 13Third quarter 2024 earnings released: US$0.075 loss per share (vs US$0.035 profit in 3Q 2023)Third quarter 2024 results: US$0.075 loss per share (down from US$0.035 profit in 3Q 2023). Revenue: US$298.4m (up 6.0% from 3Q 2023). Net loss: US$3.94m (down 309% from profit in 3Q 2023). Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Consumer Retailing industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.お知らせ • Oct 28HF Foods Group Inc. Announces Chief Executive Officer ChangesHF Foods Group Inc. announced the appointment of Felix Lin as Interim Chief Executive Officer (CEO). Mr. Lin assumes the role of CEO, in addition to his current roles of President and Chief Operating Officer (COO). Mr. Lin replaces HF Foods’ previous CEO, Peter Zhang. The leadership transition is not due to any disagreement with Mr. Zhang regarding the Company’s financial reporting, policies or practices. Mr. Zhang remains on the Board of Directors. With extensive experience in operational management and financial strategy, Mr. Lin has been a pivotal leader at HF Foods for the past five years, contributing significantly through his roles on both the management team and the Board of Directors. In addition to his current roles of President and COO, he was previously a member of the Board of Directors and has served as Interim Chief Financial Officer. His contributions have been key in executing the Company’s transformation plan. Prior to HF Foods, Mr. Lin served as Vice President for Blue Bird Corporation, a leading school bus manufacturer in North America, where he oversaw human resources, corporate and operations training, government relations, compliance and strategy. Earlier in his career, Mr. Lin held leadership roles in Finance, Manufacturing Operations, Supply Chain and worked as a key member of the China and Middle East business development team for Blue Bird Corporation under Cerberus Capital Management, LLP. He served as an Independent Board Member for HF Foods from November 2019 to April 2022, where he served as Chairman of the Audit Committee and the Special Investigation Committee.新しいナラティブ • Sep 28Tactical Overhauls And Expansion Efforts Set To Boost Investor Confidence And Drive Net Margin Growth Streamlining operations and strategic expansions are set to bolster both revenue growth and net margins by enhancing efficiency and market reach.分析記事 • Sep 20HF Foods Group (NASDAQ:HFFG) Use Of Debt Could Be Considered RiskyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 20%After last week's 20% share price gain to US$3.69, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 19x in the Consumer Retailing industry in the US. Total loss to shareholders of 39% over the past three years.Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: US$0 (vs US$0.016 loss in 2Q 2023)Second quarter 2024 results: EPS: US$0 (improved from US$0.016 loss in 2Q 2023). Revenue: US$302.3m (up 3.4% from 2Q 2023). Net income: US$17.0k (up US$867.0k from 2Q 2023). Profit margin: 0% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.8% 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 Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Share price has been volatile over the past 3 months (9.8% average weekly change). Large one-off items impacting financial results.お知らせ • Aug 01HF Foods Group Inc. to Report Q2, 2024 Results on Aug 06, 2024HF Foods Group Inc. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024Board Change • Aug 01High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. CEO & Director Peter Zhang Zhang is the most experienced director on the board, commencing their role in 2019. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Jul 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$3.87, the stock trades at a trailing P/E ratio of 66.4x. Average trailing P/E is 22x in the Consumer Retailing industry in the US. Total loss to shareholders of 25% over the past three years.Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$3.25, the stock trades at a trailing P/E ratio of 55.8x. Average trailing P/E is 21x in the Consumer Retailing industry in the US. Total loss to shareholders of 39% over the past three years.お知らせ • Jul 06HF Foods Group Inc. Announces Board ChangesHF Foods Group Inc. announced the appointment of Dr. Yujie Wang to the Company’s board of directors effective immediately. Simultaneously with the appointment of Dr. Wang, Prudence Kuai has departed from her position as a director of the Company. As a result of the appointment of Dr. Wang, the Company’s board of directors continues to be comprised of four independent directors and Mr. Peter Zhang, the CEO of the Company. Dr. Wang is a veteran of the food production industry with more than 25 years of experience in product development, sales, and general management, with specialization in key account management, technical expertise in product development and support for quick service restaurants, and personnel and organizational development. Dr. Wang holds a PhD in Food Engineering from Kansas State University.Board Change • Jul 02High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. CEO & Director Peter Zhang Zhang is the most experienced director on the board, commencing their role in 2019. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.分析記事 • Jul 02HF Foods Group Inc. (NASDAQ:HFFG) Might Not Be As Mispriced As It LooksIt's not a stretch to say that HF Foods Group Inc.'s ( NASDAQ:HFFG ) price-to-sales (or "P/S") ratio of 0.1x right now...お知らせ • Jun 28HF Foods Group Inc. Announces Board ChangesHF Foods Group Inc. announced the appointment of Maria Ross to the Company’s board of directors effective immediately. Simultaneously with the appointment of Ms. Ross, Dr. Hong Wang has departed from his position as a director of the Company. As a result of the appointment of Ms. Ross, the Company’s board of directors continues to be comprised of four independent directors and Mr. Peter Zhang, the CEO of the Company. Ms. Ross is a supply chain executive with over 30 years of experience, focused on team development, strategic planning and operational execution in manufacturing, grocery and retail. Prior to her appointment as a member of the Company’s board of directors, Ms. Ross held positions with Nike, The Fresh Market, BJ’s Wholesale Club, Oldcastle Inc. and The Home Depot wherein she focused on supply chain and logistics matters.お知らせ • Jun 13HF Foods Group Inc. Announces Board AppointmentsHF Foods Group Inc. announced the appointment of Lisa Lim and Charlotte Westfall to the Company’s board of directors effective June 7, 2024. As a result of the appointments of Ms. Lim and Ms. Westfall, the Company’s board of directors will now include four independent directors and Mr. Peter Zhang, the CEO of the Company. Ms. Lim, a retired partner with the global professional services organization, Ernst & Young (“EY”), is a seasoned global business leader, SEC-qualified financial expert and CPA with 39 years of experience advising Fortune 100 and growth companies on strategic business development, digital transformations, acquisitions & divestitures, supply chain, tax planning and IPO readiness. During her tenure at EY, Ms. Lim also provided exceptional global relationship management to her clients by collaborating, building relationships and leading global teams. Ms. Westfall is a corporate partner based in the San Francisco office of a US global law firm. As a corporate and securities attorney, Ms. Westfall counsels public companies on corporate governance, securities compliance and mergers and acquisitions. In addition, Ms. Westfall advises clients on US-China cross-border business transactions, as well as market entry strategy, corporate development and branding for Chinese companies seeking investment opportunities in the US, and US companies seeking access to the Chinese market.お知らせ • May 03HF Foods Group Inc. to Report Q1, 2024 Results on May 08, 2024HF Foods Group Inc. announced that they will report Q1, 2024 results Pre-Market on May 08, 2024お知らせ • Apr 26+ 1 more updateHF Foods Group Inc., Annual General Meeting, Jun 03, 2024HF Foods Group Inc., Annual General Meeting, Jun 03, 2024, at 12:00 US Eastern Standard Time. Agenda: To elect five members of the Board of Directors to serve until the 2025 Annual Meeting of Stockholders and until their respective successors have been duly elected and qualified, or until their respective deaths, resignations or removals; to ratify the selection of BDO USA, P.C. as the Company's independent registered public accounting firm for the year ending December 31 2024; to consider a non-binding advisory vote on compensation of our named executive officers; To approve an amendment to the HF Foods Group Inc. 2018 Omnibus Equity Incentive Plan; and to transact such other business as may properly come before the meeting or any continuation, adjournment or postponement thereof.お知らせ • Apr 13HF Foods Group Inc. Announces Departure of Carlos Rodriguez, Chief Financial OfficerHF Foods Group Inc. announced that effective April 8, 2024, Carlos Rodriguez has departed the Company and will no longer serve as the Chief Financial Officer of the Company. Mr. Rodriguez’s departure from the Company was not the result of any disagreement with the Company on any matter related to the Company’s operations, policies or practices. As previously reported, Xi Lin (aka Felix Lin), the Company’s President and Chief Operating Officer, has served as the Company’s interim Chief Financial Officer since February 9, 2024. The Company has commenced a search for a permanent Chief Financial Officer. Mr. Lin will continue to serve in the role of interim Chief Financial Officer until the Company appoints a permanent Chief Financial Officer.お知らせ • Mar 15HF Foods Group Inc. announced delayed annual 10-K filingOn 03/14/2024, HF Foods Group Inc. announced that they will be unable to file their next 10-K by the deadline required by the SEC.Reported Earnings • Mar 14Full year 2023 earnings released: US$0.04 loss per share (vs US$0.009 profit in FY 2022)Full year 2023 results: US$0.04 loss per share (down from US$0.009 profit in FY 2022). Revenue: US$1.15b (down 1.9% from FY 2022). Net loss: US$2.17m (down US$2.63m from profit in FY 2022). Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.分析記事 • Mar 12Investors Give HF Foods Group Inc. (NASDAQ:HFFG) Shares A 26% HidingTo the annoyance of some shareholders, HF Foods Group Inc. ( NASDAQ:HFFG ) shares are down a considerable 26% in the...お知らせ • Mar 08HF Foods Group Inc. to Report Q4, 2023 Results on Mar 14, 2024HF Foods Group Inc. announced that they will report Q4, 2023 results Pre-Market on Mar 14, 2024お知らせ • Feb 10HF Foods Group Inc. Appoints Felix Lin as President of the CompanyHF Foods Group Inc. announced the appointment of Mr. Xi Lin (aka Felix Lin) as President of the Company, in addition to his current role as the Company’s Chief Operating Officer, effective February 12, 2024. Mr. Lin has served as the Company’s Chief Operating Officer since May 1, 2022. He also previously served as an Independent Board Member for the Company from November 2019 to April 2022. Mr. Lin’s experience includes serving as Vice President and a Senior Strategy Officer for Blue Bird Corporation (the leading school bus manufacturer in North America), overseeing Human Resources, Corporate and Operations Training, Government Relations, Compliance, and Strategy. During his time at Blue Bird Corporation, Mr. Lin also held leadership positions in Manufacturing Operations, Supply Chain, Finance, and Accounting. Earlier in his career, Mr. Lin worked as a key member of the China and Middle East business development team for Blue Bird Corporation under Cerberus Capital Management, LLP.Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: US$0.035 (vs US$0.072 loss in 3Q 2022)Third quarter 2023 results: EPS: US$0.035 (up from US$0.072 loss in 3Q 2022). Revenue: US$281.5m (down 6.4% from 3Q 2022). Net income: US$1.88m (up US$5.75m from 3Q 2022). Profit margin: 0.7% (up from net loss in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 127% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Nov 04HF Foods Group Inc. to Report Q3, 2023 Results on Nov 09, 2023HF Foods Group Inc. announced that they will report Q3, 2023 results After-Market on Nov 09, 2023Recent Insider Transactions • Sep 11CEO & Director recently bought US$113k worth of stockOn the 7th of September, Xiao Mou Zhang bought around 25k shares on-market at roughly US$4.53 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$265k. Xiao Mou has been a buyer over the last 12 months, purchasing a net total of US$597k worth in shares.Recent Insider Transactions • Aug 31CEO & Director recently bought US$265k worth of stockOn the 28th of August, Xiao Mou Zhang bought around 55k shares on-market at roughly US$4.82 per share. This transaction amounted to 1.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Xiao Mou has been a buyer over the last 12 months, purchasing a net total of US$484k worth in shares.Recent Insider Transactions • Aug 21CEO & Director recently bought US$218k worth of stockOn the 17th of August, Xiao Mou Zhang bought around 45k shares on-market at roughly US$4.85 per share. This transaction amounted to 1.6% 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 Xiao Mou's only on-market trade for the last 12 months.分析記事 • Aug 16Health Check: How Prudently Does HF Foods Group (NASDAQ:HFFG) Use Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Aug 10Second quarter 2023 earnings released: US$0.016 loss per share (vs US$0.085 profit in 2Q 2022)Second quarter 2023 results: US$0.016 loss per share (down from US$0.085 profit in 2Q 2022). Revenue: US$292.3m (down 2.4% from 2Q 2022). Net loss: US$850.0k (down 119% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 130% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.お知らせ • Jun 25+ 1 more updateHF Foods Group Inc.(NasdaqCM:HFFG) dropped from Russell 2000 Value-Defensive IndexHF Foods Group Inc.(NasdaqCM:HFFG) dropped from Russell 2000 Value-Defensive Indexお知らせ • May 16Irrevocable Trust Withdraws its Slate of Nominees to the Board of HF Foods Group IncOn May-15-2023, Irrevocable Trust for Raymond Ni announced that on May 12, 2023, it determined to withdraw its slate of nominees for election to the Board of HF Foods Group Inc at the annual meeting and it will not be soliciting any proxies in connection with the election of directors at the annual meeting. Irrevocable Trust expressed that notwithstanding its withdrawal of director nominees, it intends to monitor the situation at the Company closely and are concerned that the current Board is prioritizing self-preservation over the best interests of stockholders. The Board’s rejection of the Irrevocable Trust’ nominations, without identifying any specific deficiencies in the nomination notice, has only strengthened Irrevocable Trust’ concerns regarding the direction of the Company under its current leadership. As such, Irrevocable Trust will not hesitate to take any actions that they believe are necessary to protect the best interests of stockholders.Reported Earnings • May 12First quarter 2023 earnings released: US$0.11 loss per share (vs US$0.058 profit in 1Q 2022)First quarter 2023 results: US$0.11 loss per share (down from US$0.058 profit in 1Q 2022). Revenue: US$293.9m (up 5.6% from 1Q 2022). Net loss: US$5.93m (down 291% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 127% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.お知らせ • May 06Irrevocable Trust for Raymond Ni Issues a Statement with HF Foods Group IncOn May 5, 2023, Irrevocable Trust for Raymond Ni announced that it wishes to nominate other candidates to the HF Foods Group Inc’s board of directors, which it believes are qualified and are more suited than the current directors, all in order to improve the Company’s performance and thinking solely of the best interests of the Company’s stakeholders and to the benefit of the investments of all shareholders.Buying Opportunity • Mar 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.1%. The fair value is estimated to be US$4.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Earnings per share has grown by 102%.分析記事 • Feb 10Is HF Foods Group (NASDAQ:HFFG) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Feb 10HF Foods Group's (NASDAQ:HFFG) Solid Earnings May Rest On Weak FoundationsHF Foods Group Inc. ( NASDAQ:HFFG ) just released a solid earnings report, and the stock displayed some strength...業績と収益の成長予測NasdaqCM:HFFG - アナリストの将来予測と過去の財務データ ( )USD 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12/31/20271,307113249212/31/20261,2702103333/31/20261,242-36134N/A12/31/20251,228-39525N/A9/30/20251,226-451023N/A6/30/20251,217-481831N/A3/31/20251,204-49518N/A12/31/20241,202-491023N/A9/30/20241,177-2-28-18N/A6/30/20241,1604-17-8N/A3/31/20241,1503-8-3N/A12/31/20231,148-2-5-2N/A9/30/20231,160-84145N/A6/30/20231,179-142326N/A3/31/20231,186-92934N/A12/31/20221,17002935N/A9/30/20221,10714713N/A6/30/20221,022251117N/A3/31/2022916241217N/A12/31/2021797221518N/A9/30/2021715131113N/A6/30/202163952627N/A3/31/2021550-23738N/A12/31/2020567-3444546N/A9/30/2020583-3434949N/A6/30/2020519-3413535N/A3/31/2020489-3361721N/A12/31/20193885N/A5N/A9/30/20192996N/A4N/A6/30/20192947N/A8N/A3/31/20192917N/A11N/A12/31/20182916N/A12N/A9/30/20182877N/A15N/A6/30/20182927N/A17N/A3/31/20182989N/A20N/A12/31/201729610N/A15N/A12/31/20162805N/A5N/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: HFFG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: HFFG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: HFFG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: HFFGの収益 ( 2.9% ) US市場 ( 12.7% ) よりも低い成長が予測されています。高い収益成長: HFFGの収益 ( 2.9% ) 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: HFFG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2026/07/06 12:14終値2026/07/02 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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HF Foods Group Inc. 3 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。3 アナリスト機関Aaron GreyAlliance Global PartnersWilliam KirkRoth Capital PartnersDaniel HarrimanSidoti & Company, LLC
分析記事 • May 14HF Foods Group Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextIt's been a good week for HF Foods Group Inc. ( NASDAQ:HFFG ) shareholders, because the company has just released its...
分析記事 • Aug 14HF Foods Group Inc. (NASDAQ:HFFG) Just Reported And Analysts Have Been Lifting Their Price TargetsShareholders of HF Foods Group Inc. ( NASDAQ:HFFG ) will be pleased this week, given that the stock price is up 20% to...
Board Change • Jul 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Independent Director Dennis Lam is the most experienced director on the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Jun 29+ 10 more updatesHF Foods Group Inc.(NasdaqCM:HFFG) dropped from Russell 3000 IndexHF Foods Group Inc.(NasdaqCM:HFFG) dropped from Russell 3000 Index
ナラティブの更新 • Jun 24HFFG: Execution On Margin And Revenue Targets Will Support Re-RatingAnalysts have trimmed their average price target on HF Foods Group to $5.67, reflecting updated views on the company’s discount rate, long run revenue growth, profit margin and assumed future P/E multiple following recent estimate cuts and a fresh bullish initiation. Analyst Commentary Recent research on HF Foods Group highlights a mix of optimism about the company’s long term positioning and caution around execution risks that feed directly into valuation assumptions.
お知らせ • Jun 24Hf Foods Group Inc. Announces Appointment of Taylor S. Brown to Board of Directors, Effective June 19, 2026HF Foods Group Inc. announced the appointment of Taylor S. Brown, Esq. to its Board of Directors, effective June 19, 2026. The Board, acting upon the recommendation of the Nominating and Corporate Governance Committee, increased the size of the Board from four to five directors and appointed Mr. Brown as an independent director to fill the resulting vacancy. The Board has determined that Mr. Brown qualifies as an independent director under applicable Nasdaq listing standards. At this time, Mr. Brown has not been appointed to serve on any Board committees. Mr. Brown, 37, is an attorney, business advisor and strategic communications executive with more than 12 years of experience advising companies, executives and growth-stage boards on acquisitions, commercial disputes, regulatory exposure, and stakeholder strategy. From May 2020 to January 2024, Mr. Brown served as Campaign Manager and Senior Strategic Advisor for statewide executive campaign organizations, where he managed operational accountability for a budget exceeding $100 million and built and mobilized a 21-region field organization with more than 1,000 paid staffers. Mr. Brown’s experience includes, among other things, advising companies on acquisitions, restructurings, capital rounds, resource allocation and post-transaction risk considerations. He also has experience developing legal and stakeholder communications strategy in high-scrutiny environments involving legal, reputational, operational and executive priorities. Mr. Brown received his Juris Doctor from Mercer University, Walter F. George School of Law, and his Bachelor of Arts in Political Science from the University of Georgia.
Seeking Alpha • Jun 16HF Foods: Inside The Tug-Of-War Behind A Cheap StockSummary HF Foods faces governance turmoil, ATM overhang, and limited catalysts, prompting a rating downgrade to 'Sell.' Gross margin compression to 16.2% and high debt (4.2–5.1x EBITDA) constrain flexibility for bolt-on M&A. Governance risks, including a failed CEO re-election, poison pill, and shareholder dissent, cloud equity-funded acquisitions. With organic growth in low single digits and competitive threats, HFFG now trades near fair value with little upside asymmetry. Read the full article on Seeking Alpha
お知らせ • Jun 12HF Foods Group Inc. Approves Board Resignations, Effective June 5, 2026HF Foods Group Inc. at its annual meeting of stockholders held on June 5, 2026, announced based on the results, each director nominee named was elected at the Annual Meeting, except for Xi "Felix" Lin and Jeffery Taylor. Following a review by the Nominating and Governance Committee (the “Committee”) pursuant to the Company's Corporate Governance Guidelines, the Committee and the Board of Directors (the “Board”) determined that it is in the best interests of the Company and its stockholders for each of Messrs. Lin and Taylor to continue serving on the Board. In reaching its determination, the Committee considered, among other factors, that a significant stockholder informed the Company following the Annual Meeting that an administrative error caused it to fail to submit voting instructions for approximately 1.4 million shares it intended to vote in favor of the election of each of the Company’s nominees for director. Absent this error, each of Messrs. Lin and Taylor would have received affirmative votes exceeding the majority threshold. The Committee also considered (i) Mr. Lin's operational background, his experience in various leadership positions within the Company, including his continuing role as President and Chief Executive Officer of the Company, and his prior roles at other public companies, (ii) Mr. Taylor's experience in financial roles across various markets and as the Chief Financial Officer of several public companies, (iii) the votes of certain stockholders with interests the Company believes to be adverse to those of the Company and its other stockholders, (iv) the overall composition of the Board, and (v) the near-term goals of the Company and the anticipated value of the continuing service of Messrs. Lin and Taylor in achieving those goals. Each of Messrs. Lin and Taylor recused himself from, and did not attend, the portions of the meetings of the Board and the Committee, as applicable, at which the Board and the Committee considered his resignation.
ナラティブの更新 • Jun 07HFFG: Opportunistic M&A And Margin Initiatives Will Support Future Earnings RecoveryNarrative Update on HF Foods Group The Street price target for HF Foods Group has been reduced to $6, down $1. Analysts have factored in recent top-line and adjusted EBITDA shortfalls, a less favorable sales mix, and management’s outlook for low single-digit growth with potential M&A opportunities over the next few years.
ナラティブの更新 • May 21HFFG: Opportunistic M&A And Margin Initiatives Will Drive Future Upside PotentialHF Foods Group's updated analyst price target has eased by about $0.33 to roughly $5.67 per share, as analysts incorporate recent target cuts and estimate revisions following Q4 results, changes to revenue and margin assumptions, and management's outlook for only low single-digit growth through 2026. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the updated price target around US$6, while lower than prior views, still implies room for upside if management delivers on its 2026 low single-digit growth outlook.
分析記事 • May 14HF Foods Group Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextIt's been a good week for HF Foods Group Inc. ( NASDAQ:HFFG ) shareholders, because the company has just released its...
New Risk • May 12New major risk - Revenue and earnings growthEarnings have declined by 66% 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 Risk Earnings have declined by 66% per year over the past 5 years. Minor Risk Currently unprofitable and not forecast to become profitable next year (US$7.9m net loss next year).
Reported Earnings • May 12First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.023 (up from US$0.031 loss in 1Q 2025). Revenue: US$312.0m (up 4.5% from 1Q 2025). Net income: US$1.23m (up US$2.87m from 1Q 2025). Profit margin: 0.4% (up from net loss in 1Q 2025). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.
New Risk • May 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$97.9m This is considered a minor 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. This is currently the only risk that has been identified for the company.
ナラティブの更新 • May 02HFFG: Opportunistic M&A And Execution Initiatives Will Support Future Re RatingNarrative Update Analysts have reset their price target on HF Foods Group to $6, citing reduced estimates following a Q4 top line and adjusted EBITDA miss, a shift in sales mix toward meat and seafood, and management’s outlook for low single digit growth with potential opportunistic M&A. Analyst Commentary Recent research coverage on HF Foods Group reflects a mix of optimism about long term positioning and caution around near term execution after the Q4 shortfall.
お知らせ • Apr 28HF Foods Group Inc. to Report Q1, 2026 Results on May 11, 2026HF Foods Group Inc. announced that they will report Q1, 2026 results After-Market on May 11, 2026
お知らせ • Apr 27HF Foods Group Inc., Annual General Meeting, Jun 05, 2026HF Foods Group Inc., Annual General Meeting, Jun 05, 2026.
ナラティブの更新 • Apr 18HFFG: Opportunistic M&A And Profitability Initiatives Will Drive Re RatingAnalysts reduced their HF Foods Group price target to $6 from $7, citing a higher discount rate, lower margin expectations, and a higher assumed future P/E multiple following the latest Q4 earnings and updated company outlook. Analyst Commentary Recent research highlights a mix of optimism and caution around HF Foods Group, with analysts reassessing their assumptions after the Q4 update and revised company outlook.
新しいナラティブ • Apr 17Tariffs And ERP Disruption Will Pressure Margins Before Asian Foodservice Scale Benefits EmergeCatalysts About HF Foods Group HF Foods Group is a US$1.23b net revenue foodservice distributor focused on the Asian specialty restaurant market in the United States. What are the underlying business or industry changes driving this perspective?
Reported Earnings • Mar 18Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$0.73 loss per share (improved from US$0.92 loss in FY 2024). Revenue: US$1.23b (up 2.2% from FY 2024). Net loss: US$38.8m (loss narrowed 20% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Consumer Retailing industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 17HF Foods Group Inc. Reports Goodwill Impairment Charges for the Fourth Quarter Ended December 31, 2025HF Foods Group Inc. reported Goodwill Impairment charges for the fourth quarter ended December 31, 2025. For the period, the company reported goodwill impairment charges of $38,815,000 compared to $46,303,000 same quarter a year ago.
お知らせ • Mar 03HF Foods Group Inc. to Report Q4, 2025 Results on Mar 16, 2026HF Foods Group Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Mar 16, 2026
New Risk • Feb 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$93.9m This is considered a minor 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. This is currently the only risk that has been identified for the company.
お知らせ • Feb 03+ 1 more updateHF Foods Group Inc. Appoints Paul McGarry as Chief Financial Officer (Principal Financial and Accounting Officer), Effective January 27, 2026As previously reported on HF Foods Group Inc.'s Current Report on Form 8-K filed with the Securities and Exchange Commission (the SEC) on October 16, 2025 (the Prior Form 8-K), the Board of Directors of the Company appointed Paul McGarry as Interim Chief Financial Officer (principal financial and accounting officer) of the Company, effective October 15, 2025. On January 27, 2026, Mr. McGarry was appointed Chief Financial Officer (principal financial and accounting officer) of the Company, effective January 27, 2026.
お知らせ • Jan 21HF Foods Group Inc. Announces Resignation of Maria Ross as Lead Independent Director, Effective January 16, 2025On January 15, 2026, Maria Ross notified HF Foods Group Inc. (the “Company”) of her resignation from the board of directors (the “Board”) of the Company, all committees thereof, and as Lead Independent Director, effective January 16, 2025. Ms. Ross’s resignation from the Board was not due to any disagreement with the Company on any matter relating to the Company’s operations, policies or practices.
Reported Earnings • Nov 11Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: US$0.021 loss per share (improved from US$0.075 loss in 3Q 2024). Revenue: US$307.0m (up 2.9% from 3Q 2024). Net loss: US$1.12m (loss narrowed 72% from 3Q 2024). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 28HF Foods Group Inc. to Report Q3, 2025 Results on Nov 10, 2025HF Foods Group Inc. announced that they will report Q3, 2025 results After-Market on Nov 10, 2025
お知らせ • Oct 17+ 2 more updatesHF Foods Group Inc. Announces CFO Changes, Effective October 15, 2025On October 13, 2025, the Board of Directors (the "Board") of HF Foods Group Inc. appointed Paul McGarry as Interim Chief Financial Officer of the Company, effective October 15, 2025. Mr. McGarry has served as the Company's Vice President, Corporate Controller since February 2025. Effective October 15, 2025, Cindy Yao, separated from the Company as the Chief Financial Officer of the Company. Ms. Yao's separation will be treated as a termination without cause for purposes of her offer letter with the Company. Ms. Yao's termination is not the result of any disagreements concerning financial disclosures or accounting matters. Mr. McGarry, 58, is a senior finance executive with deep experience in public-company corporate governance, enterprise finance, capital markets, and operational transformation. Prior to joining the Company, Mr. McGarry served as Corporate Financial Controller at American Battery Technology Company (July 2024–February 2025), where he oversaw financial operations and strengthened the internal-control environment. From 2023 to 2024, he served as a financial executive consultant to Alimera Sciences Inc., providing forecasting, financial reporting, and internal-control advisory services. Earlier, Mr. McGarry was Senior Vice President, Finance and Chief Accounting Officer at Rockwell Medical Inc. (2019–2023); Corporate Financial Controller at Alyvant Inc. (2018–2019); and Corporate Financial Controller at Champions Oncology Inc. (2011–2018). He began his career at Deloitte & Touche LLP, where he served as an Audit Manager in Assurance and Advisory Services. Mr. McGarry received his B.S. in Accounting from The Pennsylvania State University and is a Certified Public Accountant.
分析記事 • Oct 16HF Foods Group Inc.'s (NASDAQ:HFFG) 28% Cheaper Price Remains In Tune With RevenuesThe HF Foods Group Inc. ( NASDAQ:HFFG ) share price has fared very poorly over the last month, falling by a substantial...
お知らせ • Sep 26HF Foods Group Inc. has filed a Follow-on Equity Offering in the amount of $100 million.HF Foods Group Inc. has filed a Follow-on Equity Offering in the amount of $100 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
分析記事 • Aug 14HF Foods Group Inc. (NASDAQ:HFFG) Just Reported And Analysts Have Been Lifting Their Price TargetsShareholders of HF Foods Group Inc. ( NASDAQ:HFFG ) will be pleased this week, given that the stock price is up 20% to...
Reported Earnings • Aug 12Second quarter 2025 earnings released: EPS: US$0.023 (vs US$0 in 2Q 2024)Second quarter 2025 results: EPS: US$0.023 (up from US$0 in 2Q 2024). Revenue: US$314.9m (up 4.1% from 2Q 2024). Net income: US$1.22m (up US$1.20m from 2Q 2024). Profit margin: 0.4% (up from 0% in 2Q 2024). Revenue is forecast to grow 3.7% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Consumer Retailing industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 29HF Foods Group Inc. to Report Q2, 2025 Results on Aug 11, 2025HF Foods Group Inc. announced that they will report Q2, 2025 results After-Market on Aug 11, 2025
Board Change • Jul 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Director Peter Zhang Zhang is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
分析記事 • Jun 21HF Foods Group Inc. (NASDAQ:HFFG) Shares Slammed 26% But Getting In Cheap Might Be Difficult RegardlessHF Foods Group Inc. ( NASDAQ:HFFG ) shares have had a horrible month, losing 26% after a relatively good period...
お知らせ • Jun 06HF Foods Group Inc. Announces Board and Committee ChangesOn June 1, 2025 and June 2, 2025, respectively, Lisa Lim and Charlotte Westfall notified the Company of their resignations from the board of directors (Board) of HF Foods Group Inc. (Company) and all committees thereof, each effective June 2, 2025. Neither Ms. Lim’s nor Ms. Westfall’s resignation from the Board was the result of any disagreement with the Company on any matter relating to the company’s operations, policies or practices. As a result of the resignations, Ms. Lim and Ms. Westfall did not stand for re-election as members of the Board at the Company’s Annual Meeting of Stockholders held on June 3, 2025. Effective June 4, 2025, the Board appointed Dennis Lam as a member of the Board to fill one of the two vacancies resulting from the resignations referred to above. Dennis Lam, age 41, is a certified public accountant and the owner of Lam Advisory, LLC, a business consulting service. Mr. Lam is a former audit partner with the national accounting firm BDO USA, P.C. (“BDO”). He has over 20 years of experience in providing audit and advisory services to global and domestic public and private companies, ranging from startups to companies with over $1 billion in revenues. During his tenure with BDO, Mr. Lam served as the lead audit partner for numerous companies in the retail and consumer products, manufacturing, distribution, and foodservice industries. His accounting and finance experience includes expertise in various types of transactions such as debt and equity issuances, public offerings, and mergers and acquisitions. Mr. Lam is currently a member of the Board of Governors of the Boys and Girls Clubs of Santa Monica. Mr. Lam received his Bachelor of Arts in Economics from the University of California, Los Angeles. The Board has determined that Mr. Lam is an independent director under applicable Company and Nasdaq standards and has been named to serve as the Chair of the Audit Committee of the Board and as a member of the Compensation Committee and the Nominating and Governance Committee of the Board. The Board has commenced a search process for a new independent director to fill the remaining vacancy on the Board resulting from the two resignations referred to above. On June 4, 2025, the Board appointed Maria Ross to serve as the Lead Independent Director of the Board, effective immediately.
Reported Earnings • May 13First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: US$0.031 loss per share (further deteriorated from US$0.013 loss in 1Q 2024). Revenue: US$298.4m (flat on 1Q 2024). Net loss: US$1.65m (loss widened 137% from 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 3.7% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Consumer Retailing industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 104 percentage points per year, which is a significant difference in performance.
お知らせ • May 06+ 1 more updateHf Foods Group Inc. Rebrands and Launches Innovative E-Commerce Platform Dedicated to International Foodservice Solutions in the U.SHF Foods Group Inc. announced the launch of a new e-commerce platform - a unique offering within the specialty foodservice industry to directly serve restaurant employees alongside HF Foods' existing restaurant deliveries. Paired with the launch, HF Foods also debuted a new company logo and tagline that will update on the Company's website and other applications in the coming weeks. HF Foods will roll out access to this new, innovative platform to selective customers over the coming months. It will enable restaurant employees and owners to directly purchase HF Foods' authentic, high-quality specialty products using the same delivery infrastructure already serving their restaurants. This model leverages HF Foods' established global network of suppliers and robust distribution infrastructure to offer a cost-efficient, value-added channel in a seamless digital experience. In addition, HF Foods' new refreshed logo features a green and gold design, reflecting the Company's innovative direction and high-quality product offerings. The infinity symbol embedded in the logo also underscores HF Foods' renewed focus on technology and logistics - core strengths that enable it to serve a growing customer base with greater efficiency and scale. Its tagline, "Specialty Food is Our Specialty," signals the Company's plans to expand into additional international restaurant verticals. HF Foods will initially launch the e-commerce platform at its North Carolina, Florida and Utah locations, making it available to thousands of existing customers. The platform utilizes the same fulfilment capabilities already offered to the Company's growing portfolio of customers, allowing for better market penetration without incurring additional logistics costs.
New Risk • Apr 30New 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 American stocks, typically moving 16% 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. This is currently the only risk that has been identified for the company.
お知らせ • Apr 28HF Foods Group Inc., Annual General Meeting, Jun 03, 2025HF Foods Group Inc., Annual General Meeting, Jun 03, 2025.
分析記事 • Mar 21HF Foods Group Inc. (NASDAQ:HFFG) Looks Just Right With A 44% Price JumpHF Foods Group Inc. ( NASDAQ:HFFG ) shares have had a really impressive month, gaining 44% after a shaky period...
New Risk • Mar 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 14Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: US$0.92 loss per share (further deteriorated from US$0.04 loss in FY 2023). Revenue: US$1.20b (up 4.6% from FY 2023). Net loss: US$48.5m (loss widened US$46.3m from FY 2023). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 2.5% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Consumer Retailing industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 14HF Foods Group Inc. Reports Impairment Charges for the Fourth Quarter Ended December 31, 2024HF Foods Group Inc. reported impairment charges for the fourth quarter ended December 31, 2024. For the quarter, the company reported Goodwill impairment charges of $46,303,000.
New Risk • Feb 28New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$97.6m This is considered a minor 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: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$18m). Market cap is less than US$100m (US$97.6m market cap).
分析記事 • Jan 11HF Foods Group Inc.'s (NASDAQ:HFFG) Popularity With Investors Under Threat As Stock Sinks 27%HF Foods Group Inc. ( NASDAQ:HFFG ) shareholders won't be pleased to see that the share price has had a very rough...
お知らせ • Dec 20HF Foods Group Inc. Appoints Felix Lin as Chief Executive Officer, Effective January 1, 2025HF Foods Group Inc. announced that its Board of Directors has appointed Felix Lin as permanent Chief Executive Officer, effective January 1, 2025. Mr. Lin had previously served as President and Chief Operating Officer (COO) and was appointed to the additional role of Interim CEO in October 2024. Mr. Lin has been a key leader of HF Foods for the past five years, and his extensive experience in driving both operations and strategy has been integral as the Company executes its transformation plan. In accepting his new role, Mr. Lin will relinquish his position as HF Foods COO. His responsibilities will be seamlessly distributed among the Company's experienced senior management team, ensuring continued operational excellence as Mr. Lin assumes his new role as CEO. Mr. Lin will also be nominated to join HF Foods Board of Directors during its next election cycle in June 2025.
Reported Earnings • Nov 13Third quarter 2024 earnings released: US$0.075 loss per share (vs US$0.035 profit in 3Q 2023)Third quarter 2024 results: US$0.075 loss per share (down from US$0.035 profit in 3Q 2023). Revenue: US$298.4m (up 6.0% from 3Q 2023). Net loss: US$3.94m (down 309% from profit in 3Q 2023). Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Consumer Retailing industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 28HF Foods Group Inc. Announces Chief Executive Officer ChangesHF Foods Group Inc. announced the appointment of Felix Lin as Interim Chief Executive Officer (CEO). Mr. Lin assumes the role of CEO, in addition to his current roles of President and Chief Operating Officer (COO). Mr. Lin replaces HF Foods’ previous CEO, Peter Zhang. The leadership transition is not due to any disagreement with Mr. Zhang regarding the Company’s financial reporting, policies or practices. Mr. Zhang remains on the Board of Directors. With extensive experience in operational management and financial strategy, Mr. Lin has been a pivotal leader at HF Foods for the past five years, contributing significantly through his roles on both the management team and the Board of Directors. In addition to his current roles of President and COO, he was previously a member of the Board of Directors and has served as Interim Chief Financial Officer. His contributions have been key in executing the Company’s transformation plan. Prior to HF Foods, Mr. Lin served as Vice President for Blue Bird Corporation, a leading school bus manufacturer in North America, where he oversaw human resources, corporate and operations training, government relations, compliance and strategy. Earlier in his career, Mr. Lin held leadership roles in Finance, Manufacturing Operations, Supply Chain and worked as a key member of the China and Middle East business development team for Blue Bird Corporation under Cerberus Capital Management, LLP. He served as an Independent Board Member for HF Foods from November 2019 to April 2022, where he served as Chairman of the Audit Committee and the Special Investigation Committee.
新しいナラティブ • Sep 28Tactical Overhauls And Expansion Efforts Set To Boost Investor Confidence And Drive Net Margin Growth Streamlining operations and strategic expansions are set to bolster both revenue growth and net margins by enhancing efficiency and market reach.
分析記事 • Sep 20HF Foods Group (NASDAQ:HFFG) Use Of Debt Could Be Considered RiskyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 20%After last week's 20% share price gain to US$3.69, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 19x in the Consumer Retailing industry in the US. Total loss to shareholders of 39% over the past three years.
Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: US$0 (vs US$0.016 loss in 2Q 2023)Second quarter 2024 results: EPS: US$0 (improved from US$0.016 loss in 2Q 2023). Revenue: US$302.3m (up 3.4% from 2Q 2023). Net income: US$17.0k (up US$867.0k from 2Q 2023). Profit margin: 0% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.8% 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 Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Share price has been volatile over the past 3 months (9.8% average weekly change). Large one-off items impacting financial results.
お知らせ • Aug 01HF Foods Group Inc. to Report Q2, 2024 Results on Aug 06, 2024HF Foods Group Inc. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024
Board Change • Aug 01High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. CEO & Director Peter Zhang Zhang is the most experienced director on the board, commencing their role in 2019. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Jul 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$3.87, the stock trades at a trailing P/E ratio of 66.4x. Average trailing P/E is 22x in the Consumer Retailing industry in the US. Total loss to shareholders of 25% over the past three years.
Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$3.25, the stock trades at a trailing P/E ratio of 55.8x. Average trailing P/E is 21x in the Consumer Retailing industry in the US. Total loss to shareholders of 39% over the past three years.
お知らせ • Jul 06HF Foods Group Inc. Announces Board ChangesHF Foods Group Inc. announced the appointment of Dr. Yujie Wang to the Company’s board of directors effective immediately. Simultaneously with the appointment of Dr. Wang, Prudence Kuai has departed from her position as a director of the Company. As a result of the appointment of Dr. Wang, the Company’s board of directors continues to be comprised of four independent directors and Mr. Peter Zhang, the CEO of the Company. Dr. Wang is a veteran of the food production industry with more than 25 years of experience in product development, sales, and general management, with specialization in key account management, technical expertise in product development and support for quick service restaurants, and personnel and organizational development. Dr. Wang holds a PhD in Food Engineering from Kansas State University.
Board Change • Jul 02High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. CEO & Director Peter Zhang Zhang is the most experienced director on the board, commencing their role in 2019. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Jul 02HF Foods Group Inc. (NASDAQ:HFFG) Might Not Be As Mispriced As It LooksIt's not a stretch to say that HF Foods Group Inc.'s ( NASDAQ:HFFG ) price-to-sales (or "P/S") ratio of 0.1x right now...
お知らせ • Jun 28HF Foods Group Inc. Announces Board ChangesHF Foods Group Inc. announced the appointment of Maria Ross to the Company’s board of directors effective immediately. Simultaneously with the appointment of Ms. Ross, Dr. Hong Wang has departed from his position as a director of the Company. As a result of the appointment of Ms. Ross, the Company’s board of directors continues to be comprised of four independent directors and Mr. Peter Zhang, the CEO of the Company. Ms. Ross is a supply chain executive with over 30 years of experience, focused on team development, strategic planning and operational execution in manufacturing, grocery and retail. Prior to her appointment as a member of the Company’s board of directors, Ms. Ross held positions with Nike, The Fresh Market, BJ’s Wholesale Club, Oldcastle Inc. and The Home Depot wherein she focused on supply chain and logistics matters.
お知らせ • Jun 13HF Foods Group Inc. Announces Board AppointmentsHF Foods Group Inc. announced the appointment of Lisa Lim and Charlotte Westfall to the Company’s board of directors effective June 7, 2024. As a result of the appointments of Ms. Lim and Ms. Westfall, the Company’s board of directors will now include four independent directors and Mr. Peter Zhang, the CEO of the Company. Ms. Lim, a retired partner with the global professional services organization, Ernst & Young (“EY”), is a seasoned global business leader, SEC-qualified financial expert and CPA with 39 years of experience advising Fortune 100 and growth companies on strategic business development, digital transformations, acquisitions & divestitures, supply chain, tax planning and IPO readiness. During her tenure at EY, Ms. Lim also provided exceptional global relationship management to her clients by collaborating, building relationships and leading global teams. Ms. Westfall is a corporate partner based in the San Francisco office of a US global law firm. As a corporate and securities attorney, Ms. Westfall counsels public companies on corporate governance, securities compliance and mergers and acquisitions. In addition, Ms. Westfall advises clients on US-China cross-border business transactions, as well as market entry strategy, corporate development and branding for Chinese companies seeking investment opportunities in the US, and US companies seeking access to the Chinese market.
お知らせ • May 03HF Foods Group Inc. to Report Q1, 2024 Results on May 08, 2024HF Foods Group Inc. announced that they will report Q1, 2024 results Pre-Market on May 08, 2024
お知らせ • Apr 26+ 1 more updateHF Foods Group Inc., Annual General Meeting, Jun 03, 2024HF Foods Group Inc., Annual General Meeting, Jun 03, 2024, at 12:00 US Eastern Standard Time. Agenda: To elect five members of the Board of Directors to serve until the 2025 Annual Meeting of Stockholders and until their respective successors have been duly elected and qualified, or until their respective deaths, resignations or removals; to ratify the selection of BDO USA, P.C. as the Company's independent registered public accounting firm for the year ending December 31 2024; to consider a non-binding advisory vote on compensation of our named executive officers; To approve an amendment to the HF Foods Group Inc. 2018 Omnibus Equity Incentive Plan; and to transact such other business as may properly come before the meeting or any continuation, adjournment or postponement thereof.
お知らせ • Apr 13HF Foods Group Inc. Announces Departure of Carlos Rodriguez, Chief Financial OfficerHF Foods Group Inc. announced that effective April 8, 2024, Carlos Rodriguez has departed the Company and will no longer serve as the Chief Financial Officer of the Company. Mr. Rodriguez’s departure from the Company was not the result of any disagreement with the Company on any matter related to the Company’s operations, policies or practices. As previously reported, Xi Lin (aka Felix Lin), the Company’s President and Chief Operating Officer, has served as the Company’s interim Chief Financial Officer since February 9, 2024. The Company has commenced a search for a permanent Chief Financial Officer. Mr. Lin will continue to serve in the role of interim Chief Financial Officer until the Company appoints a permanent Chief Financial Officer.
お知らせ • Mar 15HF Foods Group Inc. announced delayed annual 10-K filingOn 03/14/2024, HF Foods Group Inc. announced that they will be unable to file their next 10-K by the deadline required by the SEC.
Reported Earnings • Mar 14Full year 2023 earnings released: US$0.04 loss per share (vs US$0.009 profit in FY 2022)Full year 2023 results: US$0.04 loss per share (down from US$0.009 profit in FY 2022). Revenue: US$1.15b (down 1.9% from FY 2022). Net loss: US$2.17m (down US$2.63m from profit in FY 2022). Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
分析記事 • Mar 12Investors Give HF Foods Group Inc. (NASDAQ:HFFG) Shares A 26% HidingTo the annoyance of some shareholders, HF Foods Group Inc. ( NASDAQ:HFFG ) shares are down a considerable 26% in the...
お知らせ • Mar 08HF Foods Group Inc. to Report Q4, 2023 Results on Mar 14, 2024HF Foods Group Inc. announced that they will report Q4, 2023 results Pre-Market on Mar 14, 2024
お知らせ • Feb 10HF Foods Group Inc. Appoints Felix Lin as President of the CompanyHF Foods Group Inc. announced the appointment of Mr. Xi Lin (aka Felix Lin) as President of the Company, in addition to his current role as the Company’s Chief Operating Officer, effective February 12, 2024. Mr. Lin has served as the Company’s Chief Operating Officer since May 1, 2022. He also previously served as an Independent Board Member for the Company from November 2019 to April 2022. Mr. Lin’s experience includes serving as Vice President and a Senior Strategy Officer for Blue Bird Corporation (the leading school bus manufacturer in North America), overseeing Human Resources, Corporate and Operations Training, Government Relations, Compliance, and Strategy. During his time at Blue Bird Corporation, Mr. Lin also held leadership positions in Manufacturing Operations, Supply Chain, Finance, and Accounting. Earlier in his career, Mr. Lin worked as a key member of the China and Middle East business development team for Blue Bird Corporation under Cerberus Capital Management, LLP.
Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: US$0.035 (vs US$0.072 loss in 3Q 2022)Third quarter 2023 results: EPS: US$0.035 (up from US$0.072 loss in 3Q 2022). Revenue: US$281.5m (down 6.4% from 3Q 2022). Net income: US$1.88m (up US$5.75m from 3Q 2022). Profit margin: 0.7% (up from net loss in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 127% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Nov 04HF Foods Group Inc. to Report Q3, 2023 Results on Nov 09, 2023HF Foods Group Inc. announced that they will report Q3, 2023 results After-Market on Nov 09, 2023
Recent Insider Transactions • Sep 11CEO & Director recently bought US$113k worth of stockOn the 7th of September, Xiao Mou Zhang bought around 25k shares on-market at roughly US$4.53 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$265k. Xiao Mou has been a buyer over the last 12 months, purchasing a net total of US$597k worth in shares.
Recent Insider Transactions • Aug 31CEO & Director recently bought US$265k worth of stockOn the 28th of August, Xiao Mou Zhang bought around 55k shares on-market at roughly US$4.82 per share. This transaction amounted to 1.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Xiao Mou has been a buyer over the last 12 months, purchasing a net total of US$484k worth in shares.
Recent Insider Transactions • Aug 21CEO & Director recently bought US$218k worth of stockOn the 17th of August, Xiao Mou Zhang bought around 45k shares on-market at roughly US$4.85 per share. This transaction amounted to 1.6% 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 Xiao Mou's only on-market trade for the last 12 months.
分析記事 • Aug 16Health Check: How Prudently Does HF Foods Group (NASDAQ:HFFG) Use Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Aug 10Second quarter 2023 earnings released: US$0.016 loss per share (vs US$0.085 profit in 2Q 2022)Second quarter 2023 results: US$0.016 loss per share (down from US$0.085 profit in 2Q 2022). Revenue: US$292.3m (down 2.4% from 2Q 2022). Net loss: US$850.0k (down 119% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 130% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
お知らせ • Jun 25+ 1 more updateHF Foods Group Inc.(NasdaqCM:HFFG) dropped from Russell 2000 Value-Defensive IndexHF Foods Group Inc.(NasdaqCM:HFFG) dropped from Russell 2000 Value-Defensive Index
お知らせ • May 16Irrevocable Trust Withdraws its Slate of Nominees to the Board of HF Foods Group IncOn May-15-2023, Irrevocable Trust for Raymond Ni announced that on May 12, 2023, it determined to withdraw its slate of nominees for election to the Board of HF Foods Group Inc at the annual meeting and it will not be soliciting any proxies in connection with the election of directors at the annual meeting. Irrevocable Trust expressed that notwithstanding its withdrawal of director nominees, it intends to monitor the situation at the Company closely and are concerned that the current Board is prioritizing self-preservation over the best interests of stockholders. The Board’s rejection of the Irrevocable Trust’ nominations, without identifying any specific deficiencies in the nomination notice, has only strengthened Irrevocable Trust’ concerns regarding the direction of the Company under its current leadership. As such, Irrevocable Trust will not hesitate to take any actions that they believe are necessary to protect the best interests of stockholders.
Reported Earnings • May 12First quarter 2023 earnings released: US$0.11 loss per share (vs US$0.058 profit in 1Q 2022)First quarter 2023 results: US$0.11 loss per share (down from US$0.058 profit in 1Q 2022). Revenue: US$293.9m (up 5.6% from 1Q 2022). Net loss: US$5.93m (down 291% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 127% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
お知らせ • May 06Irrevocable Trust for Raymond Ni Issues a Statement with HF Foods Group IncOn May 5, 2023, Irrevocable Trust for Raymond Ni announced that it wishes to nominate other candidates to the HF Foods Group Inc’s board of directors, which it believes are qualified and are more suited than the current directors, all in order to improve the Company’s performance and thinking solely of the best interests of the Company’s stakeholders and to the benefit of the investments of all shareholders.
Buying Opportunity • Mar 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.1%. The fair value is estimated to be US$4.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Earnings per share has grown by 102%.
分析記事 • Feb 10Is HF Foods Group (NASDAQ:HFFG) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Feb 10HF Foods Group's (NASDAQ:HFFG) Solid Earnings May Rest On Weak FoundationsHF Foods Group Inc. ( NASDAQ:HFFG ) just released a solid earnings report, and the stock displayed some strength...
