View ValuationHelloFresh 향후 성장Future 기준 점검 3/6HelloFresh (는) 각각 연간 57.8% 및 1.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 55.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 9.4% 로 예상됩니다.핵심 정보57.8%이익 성장률55.81%EPS 성장률Consumer Retailing 이익 성장10.8%매출 성장률1.9%향후 자기자본이익률9.38%애널리스트 커버리지Good마지막 업데이트11 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공지 • Apr 23HelloFresh SE, Annual General Meeting, Jun 02, 2026HelloFresh SE, Annual General Meeting, Jun 02, 2026, at 10:00 W. Europe Standard Time.공지 • Dec 26+ 3 more updatesHelloFresh SE to Report First Half, 2026 Results on Aug 13, 2026HelloFresh SE announced that they will report first half, 2026 results on Aug 13, 2026공지 • Nov 20HelloFresh SE Harnesses AI to Accelerate Delivery of Chef-Created RecipesHelloFresh SE announced a major innovation in its recipe card development process, using artificial intelligence to dramatically accelerate how new dishes move from concept to customer. The new system shortens the timeline for producing recipe cards from several weeks or even months to just a few hours, enabling HelloFresh to bring new, exciting recipes to market faster than ever before. This new AI-powered tool suite accelerates production and design elements of the recipe card process, allowing HelloFresh's world-class chefs and food stylists to focus more on culinary creation. The development of every dish and recipe remains a fundamentally human endeavor, guaranteeing that each meal delivered reflects the premium quality, exceptional flavor, and trusted taste customers rely on. By elevating capacity for innovation, this partnership between craft and technology will accelerate culinary development, bringing an even wider variety of cuisines and trending recipes to customers' homes each week. Starting in early November, US customers will experience the first recipe cards developed with this new AI-supported system, with printed versions appearing in HelloFresh boxes from early December. Following the US launch, HelloFresh plans a global rollout by the end of First Quarter 2026.공지 • Apr 29HelloFresh SE, Annual General Meeting, Jun 06, 2025HelloFresh SE, Annual General Meeting, Jun 06, 2025, at 10:00 W. Europe Standard Time.공지 • Jan 01+ 3 more updatesHelloFresh SE to Report Q1, 2025 Results on Apr 29, 2025HelloFresh SE announced that they will report Q1, 2025 results on Apr 29, 2025Reported Earnings • Oct 30Third quarter 2024 earnings released: €0.20 loss per share (vs €0.064 loss in 3Q 2023)Third quarter 2024 results: €0.20 loss per share (further deteriorated from €0.064 loss in 3Q 2023). Revenue: €1.83b (up 1.4% from 3Q 2023). Net loss: €33.3m (loss widened 200% from 3Q 2023). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Europe.Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: €0.05 (vs €0.39 in 2Q 2023)Second quarter 2024 results: EPS: €0.05 (down from €0.39 in 2Q 2023). Revenue: €1.95b (up 1.7% from 2Q 2023). Net income: €9.10m (down 86% from 2Q 2023). Profit margin: 0.5% (down from 3.5% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe.공지 • Jul 30HelloFresh Unveils New Family-Friendly Menu for Back-To-School SeasonHelloFresh is introducing HelloFresh Family, a comprehensive new family menu with recipes and market items designed to make mealtime more delicious and convenient. Whether choosing from meals that can be prepped in under 20 minutes for a busy school night, or a ‘Build-a-Plate’ recipe that allows each family member to customize their perfect dinner plate, the new menu is tailored to satisfy the whole family. HelloFresh Introduces New Menu Concepts to Help Families Conquer Meal Time The new HelloFresh Family menu features new meal concepts designed specifically to help families who struggle to balance the different taste preferences and dietary restrictions that come into play when planning and preparing mealtime. With the new ‘Build-a-Plate’ meals, caretakers can choose from delicious, family-friendly recipes like a Spaghetti & Meatball Bar or Grilled Cheese Sandwich Bar that feature a main dish with various sides, toppings, and add-on options so that each family member – including picky eaters – can build their perfect plate. Additionally, for the first time, HelloFresh is offering a six-serving meal plan size that can cater to larger households, satisfy smaller families with big appetites, or allow for the added benefit of enjoying leftovers. The menu also features crowd-pleasing ‘Big Batch’ recipes, like Slow Cooker Slammin’ BBQ Chicken Sandos, that provide double the portion so home cooks can easily serve a crowd or plan to enjoy delicious leftovers for future meals. Plus, for added convenience, families can also choose from a selection of quick meals specially designed for kids, like Turkey Gouda Pinwheels or Cheesy Flatbread Pizza, or family-friendly recipes that can be prepared in 20 minutes or less, like the Hail Caesar Chicken Wraps.Reported Earnings • Apr 26First quarter 2024 earnings released: €0.49 loss per share (vs €0.15 loss in 1Q 2023)First quarter 2024 results: €0.49 loss per share (further deteriorated from €0.15 loss in 1Q 2023). Revenue: €2.07b (up 2.8% from 1Q 2023). Net loss: €83.9m (loss widened 234% from 1Q 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Consumer Retailing industry in Europe.공지 • Mar 18+ 2 more updatesHelloFresh SE(XTRA:HFG) dropped from FTSE All-World Index (USD)HelloFresh SE(XTRA:HFG) dropped from FTSE All-World Index (USD)Reported Earnings • Mar 15Full year 2023 earnings released: EPS: €0.11 (vs €0.74 in FY 2022)Full year 2023 results: EPS: €0.11 (down from €0.74 in FY 2022). Revenue: €7.60b (flat on FY 2022). Net income: €19.4m (down 85% from FY 2022). Profit margin: 0.3% (down from 1.7% in FY 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Retailing industry in Europe.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 41%After last week's 41% share price decline to €7.20, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Consumer Retailing industry in Europe. Total loss to shareholders of 60% over the past year.Valuation Update With 7 Day Price Move • Jan 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €13.31, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total loss to shareholders of 43% over the past year.공지 • Jan 02+ 3 more updatesHelloFresh SE to Report First Half, 2024 Results on Aug 13, 2024HelloFresh SE announced that they will report first half, 2024 results on Aug 13, 2024공지 • Dec 31HelloFresh SE to Report Fiscal Year 2023 Results on Mar 15, 2024HelloFresh SE announced that they will report fiscal year 2023 results on Mar 15, 2024Valuation Update With 7 Day Price Move • Nov 17Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €16.02, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Consumer Retailing industry in Europe. Total loss to shareholders of 34% over the past year.New Risk • Nov 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Bulgarian stocks, typically moving 6.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (6.5% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (0.6% net profit margin).Reported Earnings • Oct 27Third quarter 2023 earnings released: €0.06 loss per share (vs €0.015 profit in 3Q 2022)Third quarter 2023 results: €0.06 loss per share (down from €0.015 profit in 3Q 2022). Revenue: €1.80b (down 3.0% from 3Q 2022). Net loss: €11.1m (down €13.7m from profit in 3Q 2022). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe.Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: €0.39 (vs €0.37 in 2Q 2022)Second quarter 2023 results: EPS: €0.39 (up from €0.37 in 2Q 2022). Revenue: €1.92b (down 2.0% from 2Q 2022). Net income: €66.5m (up 5.7% from 2Q 2022). Profit margin: 3.5% (up from 3.2% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe.Valuation Update With 7 Day Price Move • Jul 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €25.83, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total loss to shareholders of 4.5% over the past year.Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €21.31, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total loss to shareholders of 29% over the past year.Valuation Update With 7 Day Price Move • Jun 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €18.69, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Consumer Retailing industry in Europe. Total loss to shareholders of 48% over the past year.Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €20.54, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Consumer Retailing industry in Europe. Total loss to shareholders of 51% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €29.62 per share.Reported Earnings • Mar 08Full year 2022 earnings released: EPS: €0.73 (vs €1.48 in FY 2021)Full year 2022 results: EPS: €0.73 (down from €1.48 in FY 2021). Revenue: €7.61b (up 27% from FY 2021). Net income: €127.0m (down 50% from FY 2021). Profit margin: 1.7% (down from 4.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Retailing industry in Europe.Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to €24.08, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Consumer Retailing industry in Europe. Total loss to shareholders of 60% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €13.94 per share.공지 • Jan 03+ 3 more updatesHelloFresh SE to Report Q1, 2023 Results on Apr 27, 2023HelloFresh SE announced that they will report Q1, 2023 results on Apr 27, 2023Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €20.96, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Consumer Retailing industry in Europe. Total loss to shareholders of 69% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €14.79 per share.공지 • Dec 20HelloFresh SE to Report Fiscal Year 2022 Results on Mar 07, 2023HelloFresh SE announced that they will report fiscal year 2022 results on Mar 07, 2023Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: €0.01 (vs €0.13 in 3Q 2021)Third quarter 2022 results: EPS: €0.01 (down from €0.13 in 3Q 2021). Revenue: €1.86b (up 31% from 3Q 2021). Net income: €2.60m (down 89% from 3Q 2021). Profit margin: 0.1% (down from 1.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Retailing industry in Europe.Reported Earnings • Aug 16Second quarter 2022 earnings released: EPS: €0.37 (vs €0.48 in 2Q 2021)Second quarter 2022 results: EPS: €0.37 (down from €0.48 in 2Q 2021). Revenue: €1.96b (up 26% from 2Q 2021). Net income: €62.9m (down 25% from 2Q 2021). Profit margin: 3.2% (down from 5.4% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 19%, compared to a 7.7% growth forecast for the Consumer Retailing industry in Europe.Buying Opportunity • Jul 21Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 32%. The fair value is estimated to be €33.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 53% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 32% per annum over the same time period.Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €30.29, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 12x in the Consumer Retailing industry in Europe.Valuation Update With 7 Day Price Move • May 09Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €35.25, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Consumer Retailing industry in Europe.Reported Earnings • May 01First quarter 2022 earnings released: EPS: €0.16 (vs €0.58 in 1Q 2021)First quarter 2022 results: EPS: €0.16 (down from €0.58 in 1Q 2021). Revenue: €1.92b (up 33% from 1Q 2021). Net income: €27.3m (down 73% from 1Q 2021). Profit margin: 1.4% (down from 7.0% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 23%, compared to a 7.8% growth forecast for the industry in Europe.Valuation Update With 7 Day Price Move • Apr 11Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €37.72, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 15x in the Consumer Retailing industry in Europe.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 24% share price decline to €36.23, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 14x in the Consumer Retailing industry in Europe.Reported Earnings • Mar 02Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €1.48 (down from €2.19 in FY 2020). Revenue: €5.99b (up 60% from FY 2020). Net income: €256.1m (down 31% from FY 2020). Profit margin: 4.3% (down from 9.8% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 21%, compared to a 8.4% growth forecast for the retail industry in Europe.Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €48.08, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 15x in the Consumer Retailing industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €38.81 per share.공지 • Jan 12HelloFresh SE (XTRA:HFG) announces an Equity Buyback for €250 million worth of its shares.HelloFresh SE (XTRA:HFG) announces a share repurchase program. Under the program, the company will repurchase up to €250 million worth of its common stock. The first tranche of up to €125 million will be launched on January 11, 2022 and is expected to conclude latest by March 31, 2022. A potential second tranche is intended to be launched later in 2022, subject to market developments. The share buyback program will be funded from existing cash and equivalents.Valuation Update With 7 Day Price Move • Jan 10Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €56.70, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 16x in the Consumer Retailing industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €95.83 per share.이익 및 매출 성장 예측BUL:HFG - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20286,592751173671012/31/20276,450551673621212/31/20266,30025127298103/31/20266,505-24147287N/A12/31/20256,761-93167297N/A9/30/20257,020-188240377N/A6/30/20257,267-172258393N/A3/31/20257,519-176200360N/A12/31/20247,661-13694260N/A9/30/20247,712-11963265N/A6/30/20247,687-9790323N/A3/31/20247,654-3955306N/A12/31/20237,5971978384N/A9/30/20237,61248-13329N/A6/30/20237,66865-56344N/A3/31/20237,70864-218227N/A12/31/20227,607127-104313N/A9/30/20227,313143-107328N/A6/30/20226,868161-44324N/A3/31/20226,466179159448N/A12/31/20215,993243207459N/A9/30/20215,522347408582N/A6/30/20215,077399506631N/A3/31/20214,494431581678N/A12/31/20203,750369517602N/A9/30/20203,153248371425N/A6/30/20202,624196274327N/A3/31/20202,08876120172N/A12/31/20191,809-10N/A42N/A9/30/20191,659-32N/A7N/A6/30/20191,521-88N/A-44N/A3/31/20191,404-99N/A-54N/A12/31/20181,279-82N/A-50N/A9/30/20181,170-89N/A-38N/A6/30/20181,085-80N/A-25N/A3/31/2018995-88N/A-36N/A12/31/2017905-92N/A-45N/A9/30/2017811-98N/A-64N/A6/30/2017741-97N/A-80N/A3/31/2017661-96N/A-63N/A12/31/2016597-94N/A-76N/A9/30/2016545-130N/A-73N/A6/30/2016484-139N/A-82N/A3/31/2016401-133N/A-81N/A12/31/2015305-114N/A-66N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: HFG 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.5%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: HFG (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: HFG 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: HFG 의 수익(연간 1.9%)이 BG 시장(연간 5.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: HFG 의 수익(연간 1.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: HFG의 자본 수익률은 3년 후 9.4%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-retailing 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/12 05:07종가2026/05/12 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스HelloFresh SE는 27명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Adrian SanchezBanco SantanderAndrew RossBarclaysEmily JohnsonBarclays24명의 분석가 더 보기
공지 • Apr 23HelloFresh SE, Annual General Meeting, Jun 02, 2026HelloFresh SE, Annual General Meeting, Jun 02, 2026, at 10:00 W. Europe Standard Time.
공지 • Dec 26+ 3 more updatesHelloFresh SE to Report First Half, 2026 Results on Aug 13, 2026HelloFresh SE announced that they will report first half, 2026 results on Aug 13, 2026
공지 • Nov 20HelloFresh SE Harnesses AI to Accelerate Delivery of Chef-Created RecipesHelloFresh SE announced a major innovation in its recipe card development process, using artificial intelligence to dramatically accelerate how new dishes move from concept to customer. The new system shortens the timeline for producing recipe cards from several weeks or even months to just a few hours, enabling HelloFresh to bring new, exciting recipes to market faster than ever before. This new AI-powered tool suite accelerates production and design elements of the recipe card process, allowing HelloFresh's world-class chefs and food stylists to focus more on culinary creation. The development of every dish and recipe remains a fundamentally human endeavor, guaranteeing that each meal delivered reflects the premium quality, exceptional flavor, and trusted taste customers rely on. By elevating capacity for innovation, this partnership between craft and technology will accelerate culinary development, bringing an even wider variety of cuisines and trending recipes to customers' homes each week. Starting in early November, US customers will experience the first recipe cards developed with this new AI-supported system, with printed versions appearing in HelloFresh boxes from early December. Following the US launch, HelloFresh plans a global rollout by the end of First Quarter 2026.
공지 • Apr 29HelloFresh SE, Annual General Meeting, Jun 06, 2025HelloFresh SE, Annual General Meeting, Jun 06, 2025, at 10:00 W. Europe Standard Time.
공지 • Jan 01+ 3 more updatesHelloFresh SE to Report Q1, 2025 Results on Apr 29, 2025HelloFresh SE announced that they will report Q1, 2025 results on Apr 29, 2025
Reported Earnings • Oct 30Third quarter 2024 earnings released: €0.20 loss per share (vs €0.064 loss in 3Q 2023)Third quarter 2024 results: €0.20 loss per share (further deteriorated from €0.064 loss in 3Q 2023). Revenue: €1.83b (up 1.4% from 3Q 2023). Net loss: €33.3m (loss widened 200% from 3Q 2023). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Europe.
Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: €0.05 (vs €0.39 in 2Q 2023)Second quarter 2024 results: EPS: €0.05 (down from €0.39 in 2Q 2023). Revenue: €1.95b (up 1.7% from 2Q 2023). Net income: €9.10m (down 86% from 2Q 2023). Profit margin: 0.5% (down from 3.5% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe.
공지 • Jul 30HelloFresh Unveils New Family-Friendly Menu for Back-To-School SeasonHelloFresh is introducing HelloFresh Family, a comprehensive new family menu with recipes and market items designed to make mealtime more delicious and convenient. Whether choosing from meals that can be prepped in under 20 minutes for a busy school night, or a ‘Build-a-Plate’ recipe that allows each family member to customize their perfect dinner plate, the new menu is tailored to satisfy the whole family. HelloFresh Introduces New Menu Concepts to Help Families Conquer Meal Time The new HelloFresh Family menu features new meal concepts designed specifically to help families who struggle to balance the different taste preferences and dietary restrictions that come into play when planning and preparing mealtime. With the new ‘Build-a-Plate’ meals, caretakers can choose from delicious, family-friendly recipes like a Spaghetti & Meatball Bar or Grilled Cheese Sandwich Bar that feature a main dish with various sides, toppings, and add-on options so that each family member – including picky eaters – can build their perfect plate. Additionally, for the first time, HelloFresh is offering a six-serving meal plan size that can cater to larger households, satisfy smaller families with big appetites, or allow for the added benefit of enjoying leftovers. The menu also features crowd-pleasing ‘Big Batch’ recipes, like Slow Cooker Slammin’ BBQ Chicken Sandos, that provide double the portion so home cooks can easily serve a crowd or plan to enjoy delicious leftovers for future meals. Plus, for added convenience, families can also choose from a selection of quick meals specially designed for kids, like Turkey Gouda Pinwheels or Cheesy Flatbread Pizza, or family-friendly recipes that can be prepared in 20 minutes or less, like the Hail Caesar Chicken Wraps.
Reported Earnings • Apr 26First quarter 2024 earnings released: €0.49 loss per share (vs €0.15 loss in 1Q 2023)First quarter 2024 results: €0.49 loss per share (further deteriorated from €0.15 loss in 1Q 2023). Revenue: €2.07b (up 2.8% from 1Q 2023). Net loss: €83.9m (loss widened 234% from 1Q 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Consumer Retailing industry in Europe.
공지 • Mar 18+ 2 more updatesHelloFresh SE(XTRA:HFG) dropped from FTSE All-World Index (USD)HelloFresh SE(XTRA:HFG) dropped from FTSE All-World Index (USD)
Reported Earnings • Mar 15Full year 2023 earnings released: EPS: €0.11 (vs €0.74 in FY 2022)Full year 2023 results: EPS: €0.11 (down from €0.74 in FY 2022). Revenue: €7.60b (flat on FY 2022). Net income: €19.4m (down 85% from FY 2022). Profit margin: 0.3% (down from 1.7% in FY 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Retailing industry in Europe.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 41%After last week's 41% share price decline to €7.20, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Consumer Retailing industry in Europe. Total loss to shareholders of 60% over the past year.
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €13.31, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total loss to shareholders of 43% over the past year.
공지 • Jan 02+ 3 more updatesHelloFresh SE to Report First Half, 2024 Results on Aug 13, 2024HelloFresh SE announced that they will report first half, 2024 results on Aug 13, 2024
공지 • Dec 31HelloFresh SE to Report Fiscal Year 2023 Results on Mar 15, 2024HelloFresh SE announced that they will report fiscal year 2023 results on Mar 15, 2024
Valuation Update With 7 Day Price Move • Nov 17Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €16.02, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Consumer Retailing industry in Europe. Total loss to shareholders of 34% over the past year.
New Risk • Nov 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Bulgarian stocks, typically moving 6.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (6.5% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (0.6% net profit margin).
Reported Earnings • Oct 27Third quarter 2023 earnings released: €0.06 loss per share (vs €0.015 profit in 3Q 2022)Third quarter 2023 results: €0.06 loss per share (down from €0.015 profit in 3Q 2022). Revenue: €1.80b (down 3.0% from 3Q 2022). Net loss: €11.1m (down €13.7m from profit in 3Q 2022). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe.
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: €0.39 (vs €0.37 in 2Q 2022)Second quarter 2023 results: EPS: €0.39 (up from €0.37 in 2Q 2022). Revenue: €1.92b (down 2.0% from 2Q 2022). Net income: €66.5m (up 5.7% from 2Q 2022). Profit margin: 3.5% (up from 3.2% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe.
Valuation Update With 7 Day Price Move • Jul 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €25.83, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total loss to shareholders of 4.5% over the past year.
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €21.31, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total loss to shareholders of 29% over the past year.
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €18.69, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Consumer Retailing industry in Europe. Total loss to shareholders of 48% over the past year.
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €20.54, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Consumer Retailing industry in Europe. Total loss to shareholders of 51% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €29.62 per share.
Reported Earnings • Mar 08Full year 2022 earnings released: EPS: €0.73 (vs €1.48 in FY 2021)Full year 2022 results: EPS: €0.73 (down from €1.48 in FY 2021). Revenue: €7.61b (up 27% from FY 2021). Net income: €127.0m (down 50% from FY 2021). Profit margin: 1.7% (down from 4.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Retailing industry in Europe.
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to €24.08, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Consumer Retailing industry in Europe. Total loss to shareholders of 60% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €13.94 per share.
공지 • Jan 03+ 3 more updatesHelloFresh SE to Report Q1, 2023 Results on Apr 27, 2023HelloFresh SE announced that they will report Q1, 2023 results on Apr 27, 2023
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €20.96, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Consumer Retailing industry in Europe. Total loss to shareholders of 69% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €14.79 per share.
공지 • Dec 20HelloFresh SE to Report Fiscal Year 2022 Results on Mar 07, 2023HelloFresh SE announced that they will report fiscal year 2022 results on Mar 07, 2023
Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: €0.01 (vs €0.13 in 3Q 2021)Third quarter 2022 results: EPS: €0.01 (down from €0.13 in 3Q 2021). Revenue: €1.86b (up 31% from 3Q 2021). Net income: €2.60m (down 89% from 3Q 2021). Profit margin: 0.1% (down from 1.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Retailing industry in Europe.
Reported Earnings • Aug 16Second quarter 2022 earnings released: EPS: €0.37 (vs €0.48 in 2Q 2021)Second quarter 2022 results: EPS: €0.37 (down from €0.48 in 2Q 2021). Revenue: €1.96b (up 26% from 2Q 2021). Net income: €62.9m (down 25% from 2Q 2021). Profit margin: 3.2% (down from 5.4% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 19%, compared to a 7.7% growth forecast for the Consumer Retailing industry in Europe.
Buying Opportunity • Jul 21Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 32%. The fair value is estimated to be €33.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 53% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 32% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €30.29, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 12x in the Consumer Retailing industry in Europe.
Valuation Update With 7 Day Price Move • May 09Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €35.25, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Consumer Retailing industry in Europe.
Reported Earnings • May 01First quarter 2022 earnings released: EPS: €0.16 (vs €0.58 in 1Q 2021)First quarter 2022 results: EPS: €0.16 (down from €0.58 in 1Q 2021). Revenue: €1.92b (up 33% from 1Q 2021). Net income: €27.3m (down 73% from 1Q 2021). Profit margin: 1.4% (down from 7.0% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 23%, compared to a 7.8% growth forecast for the industry in Europe.
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €37.72, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 15x in the Consumer Retailing industry in Europe.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 24% share price decline to €36.23, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 14x in the Consumer Retailing industry in Europe.
Reported Earnings • Mar 02Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €1.48 (down from €2.19 in FY 2020). Revenue: €5.99b (up 60% from FY 2020). Net income: €256.1m (down 31% from FY 2020). Profit margin: 4.3% (down from 9.8% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 21%, compared to a 8.4% growth forecast for the retail industry in Europe.
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €48.08, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 15x in the Consumer Retailing industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €38.81 per share.
공지 • Jan 12HelloFresh SE (XTRA:HFG) announces an Equity Buyback for €250 million worth of its shares.HelloFresh SE (XTRA:HFG) announces a share repurchase program. Under the program, the company will repurchase up to €250 million worth of its common stock. The first tranche of up to €125 million will be launched on January 11, 2022 and is expected to conclude latest by March 31, 2022. A potential second tranche is intended to be launched later in 2022, subject to market developments. The share buyback program will be funded from existing cash and equivalents.
Valuation Update With 7 Day Price Move • Jan 10Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €56.70, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 16x in the Consumer Retailing industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €95.83 per share.