HelloFresh SE

XTRA:HFG 주식 리포트

시가총액: €622.2m

HelloFresh 과거 순이익 실적

과거 기준 점검 0/6

HelloFresh 의 수입은 연평균 -72.5%의 비율로 감소해 온 반면, Consumer Retailing 산업은 연평균 7.3%의 비율로 증가했습니다. 매출은 연평균 5.1%의 비율로 증가해 왔습니다.

핵심 정보

-72.53%

순이익 성장률

-72.64%

주당순이익(EPS) 성장률

Consumer Retailing 산업 성장률10.52%
매출 성장률5.10%
자기자본이익률-4.06%
순이익률-0.37%
다음 순이익 업데이트13 Aug 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 May 24

HFG: Ongoing Downgrades And Margin Pressure Will Weigh On Shares

Analysts have slightly reduced their price targets on HelloFresh, trimming fair value estimates by €0.10 to €3.50. The revision reflects softer profit margin assumptions, slightly better revenue trends than previously modeled, a higher discount rate, and a shift to a higher future P/E multiple.
분석 기사 May 08

Analyst Estimates: Here's What Brokers Think Of HelloFresh SE (ETR:HFG) After Its First-Quarter Report

Shareholders might have noticed that HelloFresh SE ( ETR:HFG ) filed its first-quarter result this time last week. The...
내러티브 업데이트 May 03

HFG: Weak 2025 Earnings And Soft 2026 Start Will Pressure Shares

Analysts have trimmed their average price targets on HelloFresh by a few euros, with cuts such as Deutsche Bank's move to €6. They are factoring in weaker 2025 results, a soft start to 2026, and slightly lower assumed future P/E multiples, despite modestly higher profit margin assumptions.
내러티브 업데이트 Apr 18

HFG: Weaker 2025 Outlook And Soft 2026 Start Will Drive Downside Risk

Analysts have trimmed their average price target on HelloFresh by around €2 to €3. This reflects recent target cuts and downgrades that cite weaker 2025 results and a softer start to 2026.
내러티브 업데이트 Apr 04

HFG: Buybacks And Higher Future P/E Will Support Long-Term Earnings Visibility

Analysts have lowered the average price target on HelloFresh by roughly €4, citing weaker 2025 results, a soft start to 2026, and reduced growth and margin expectations. These factors contribute to a lower fair value estimate and a slightly higher assumed discount rate, even as future P/E assumptions edge higher.
내러티브 업데이트 Mar 21

HFG: Lower Future Earnings Assumptions And Index Move Will Shape Risk Reward

Analyst price targets for HelloFresh have been cut by around €2 to €4 in recent updates, as analysts factor in weaker expected revenue growth, slimmer profit margins, a higher discount rate, and recent downgrades to Hold with lower targets around €5.50 to €6. Analyst Commentary Recent research updates point to a more cautious stance on HelloFresh, with several bearish analysts trimming price targets and resetting expectations.
내러티브 업데이트 Mar 06

HFG: Index Changes And Softer 2025 Outlook Will Shape Future Risk Reward

Analysts have trimmed their average price target on HelloFresh, with recent cuts such as Deutsche Bank moving to €6 and Kepler Cheuvreux to €5.50, citing expectations for weaker 2025 results and a softer opening to 2026. Analyst Commentary Recent Street research reflects a more cautious tone, with price targets reset lower and ratings pulled back to neutral territory.
내러티브 업데이트 Feb 20

HFG: Reset Expectations And AI System Will Support Future Upside

Analysts have trimmed their stance on HelloFresh, with a key price target cut from €10.50 to €5.50, citing what they describe as weak 2025 results and a soft start to 2026. Analyst Commentary Recent commentary has turned more cautious around HelloFresh, with the cut in the price target to €5.50 reflecting reduced confidence in the outlook that analysts describe as weak for 2025 and soft into 2026.
내러티브 업데이트 Feb 06

HFG: Index Shift And AI Recipe System Will Shape Future Risk Reward

Analysts have modestly revised their price target on HelloFresh, citing a slightly higher discount rate, a softer improvement in revenue trends and profit margins, and a higher assumed future P/E multiple as key drivers of the updated valuation. What's in the News HelloFresh SE is now included in the Germany SDAX (Total Return) Index.
내러티브 업데이트 Jan 23

HFG: AI Recipe System And Buyback Will Support Future Upside

Analysts have reduced their implied price target for HelloFresh to €15.00, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that together point to a more conservative valuation framework. What's in the News HelloFresh SE has been removed from the Germany MDAX Index (Performance) and added to the Germany SDAX (Total Return) Index, reflecting a shift in its index classification within the German equity market (Key Developments).
분석 기사 Jan 21

Be Wary Of HelloFresh (ETR:HFG) And Its Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
내러티브 업데이트 Jan 08

HFG: Index Shift And Buybacks Will Support Long-Term Earnings Visibility

Analysts have slightly trimmed their price target on HelloFresh to reflect a lower fair value of €9.98, compared with €10.17 previously, as they factor in updated views on discount rates, revenue growth, profit margins and future P/E assumptions. What's in the News HelloFresh SE has been removed from the Germany MDAX Index (Performance).
내러티브 업데이트 Dec 23

HFG: Risk Reward Profile And Margins Will Shape Share Performance

Analysts have raised their price target on HelloFresh from EUR 7.60 to EUR 10.80, citing a more attractive risk reward profile supported by improved margin expectations and a lower implied future valuation multiple. Analyst Commentary While the latest upgrade highlights a more favorable risk reward setup for HelloFresh, sentiment across the broader analyst community remains mixed, with several cautious voices flagging execution and growth risks that could cap upside.
분석 기사 Dec 18

Is HelloFresh (ETR:HFG) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
내러티브 업데이트 Dec 09

HFG: Rising Price Target Will Highlight Improved Revenue Visibility Despite U.S. Competition

The Analyst Price Target for HelloFresh has risen from EUR 9.00 to EUR 10.80, as analysts highlight improving revenue growth prospects and a more attractive valuation, despite lingering competitive concerns in the U.S. market. Analyst Commentary Bullish analysts point to a more favorable risk and reward profile for HelloFresh at current share levels, citing improving visibility on revenue growth and a valuation that now better reflects recent operational challenges.
분석 기사 Nov 22

Risks Still Elevated At These Prices As HelloFresh SE (ETR:HFG) Shares Dive 28%

Unfortunately for some shareholders, the HelloFresh SE ( ETR:HFG ) share price has dived 28% in the last thirty days...
분석 기사 Nov 02

HelloFresh SE (ETR:HFG) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

HelloFresh SE ( ETR:HFG ) shareholders are probably feeling a little disappointed, since its shares fell 7.1% to €7.02...
내러티브 업데이트 Sep 11

Operational Improvements And AI Adoption Will Expand Global Offerings

Analysts have lowered their price targets for HelloFresh from €11.31 to €10.82 due to intensifying U.S. competition, reduced earnings visibility, and heightened uncertainty about growth prospects. Analyst Commentary Increasing competition in the U.S. market, especially for the Factor brand, is raising concerns about HelloFresh's growth prospects.
분석 기사 Sep 08

Investors Could Be Concerned With HelloFresh's (ETR:HFG) Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
내러티브 업데이트 Aug 19

Operational Improvements And AI Adoption Will Expand Global Offerings

The consensus analyst price target for HelloFresh has been revised downward, primarily due to a significant reduction in forecasted revenue growth, resulting in a lower fair value estimate of €11.53. What's in the News Increased equity buyback authorization by $25 million, bringing total to $100 million.
분석 기사 Aug 17

Earnings Miss: HelloFresh SE Missed EPS By 78% And Analysts Are Revising Their Forecasts

XTRA:HFG 1 Year Share Price vs Fair Value Explore HelloFresh's Fair Values from the Community and select yours As you...
분석 기사 Jul 30

Is HelloFresh (ETR:HFG) Using Debt Sensibly?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 May 10

HelloFresh SE (ETR:HFG) Stock Rockets 35% As Investors Are Less Pessimistic Than Expected

HelloFresh SE ( ETR:HFG ) shareholders are no doubt pleased to see that the share price has bounced 35% in the last...
분석 기사 May 02

Analysts Are Updating Their HelloFresh SE (ETR:HFG) Estimates After Its First-Quarter Results

Investors in HelloFresh SE ( ETR:HFG ) had a good week, as its shares rose 7.8% to close at €9.15 following the release...
분석 기사 Apr 28

Here's Why HelloFresh (ETR:HFG) Has A Meaningful Debt Burden

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
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새로운 내러티브 Apr 24

Efficiency Programs And Food Market Diversification Will Unlock Future Potential

Strategic shift towards operational efficiency aims to boost profitability, improve margins, and enhance free cash flow long-term.
분석 기사 Apr 06

The Return Trends At HelloFresh (ETR:HFG) Look Promising

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 Mar 11

There's Reason For Concern Over HelloFresh SE's (ETR:HFG) Price

With a median price-to-sales (or "P/S") ratio of close to 0.2x in the Consumer Retailing industry in Germany, you could...
분석 기사 Dec 31

Is HelloFresh (ETR:HFG) Using Debt Sensibly?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Dec 10

Are Investors Undervaluing HelloFresh SE (ETR:HFG) By 47%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, HelloFresh fair value estimate is €22.50 HelloFresh's €11.84...
분석 기사 Nov 19

Market Participants Recognise HelloFresh SE's (ETR:HFG) Revenues Pushing Shares 29% Higher

HelloFresh SE ( ETR:HFG ) shares have continued their recent momentum with a 29% gain in the last month alone. Not all...
분석 기사 Oct 02

HelloFresh SE (ETR:HFG) Looks Just Right With A 26% Price Jump

Despite an already strong run, HelloFresh SE ( ETR:HFG ) shares have been powering on, with a gain of 26% in the last...
분석 기사 Aug 18

Why Investors Shouldn't Be Surprised By HelloFresh SE's (ETR:HFG) 26% Share Price Surge

HelloFresh SE ( ETR:HFG ) shareholders have had their patience rewarded with a 26% share price jump in the last month...
분석 기사 Aug 03

HelloFresh (ETR:HFG) Use Of Debt Could Be Considered Risky

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Jul 02

The Price Is Right For HelloFresh SE (ETR:HFG)

It's not a stretch to say that HelloFresh SE's ( ETR:HFG ) price-to-sales (or "P/S") ratio of 0.1x seems quite...
분석 기사 May 05

Is HelloFresh (ETR:HFG) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Apr 08

Returns Are Gaining Momentum At HelloFresh (ETR:HFG)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
분석 기사 Mar 09

HelloFresh SE's (ETR:HFG) Share Price Is Still Matching Investor Opinion Despite 46% Slump

To the annoyance of some shareholders, HelloFresh SE ( ETR:HFG ) shares are down a considerable 46% in the last month...
분석 기사 Jan 22

Shareholders Should Be Pleased With HelloFresh SE's (ETR:HFG) Price

When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 16x, you may consider...
분석 기사 Jan 04

These 4 Measures Indicate That HelloFresh (ETR:HFG) Is Using Debt Extensively

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
분석 기사 Dec 17

HelloFresh (ETR:HFG) Might Have The Makings Of A Multi-Bagger

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 Oct 04

HelloFresh (ETR:HFG) Takes On Some Risk With Its Use Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Sep 13

We Like These Underlying Return On Capital Trends At HelloFresh (ETR:HFG)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...

매출 및 비용 세부 내역

HelloFresh가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

XTRA:HFG 매출, 비용 및 순이익 (EUR Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 266,505-243,8040
31 Dec 256,761-934,0670
30 Sep 257,020-1884,3710
30 Jun 257,267-1724,4960
31 Mar 257,519-1764,7290
31 Dec 247,661-1364,7730
30 Sep 247,712-1194,9100
30 Jun 247,687-974,9340
31 Mar 247,654-394,8820
31 Dec 237,597194,8010
30 Sep 237,612484,7860
30 Jun 237,668654,8170
31 Mar 237,708644,8440
31 Dec 227,6071274,7450
30 Sep 227,3131434,5550
30 Jun 226,8681614,2550
31 Mar 226,4661793,9320
31 Dec 215,9932433,5600
30 Sep 215,5223473,1820
30 Jun 215,0773992,8460
31 Mar 214,4944312,4570
31 Dec 203,7503692,0490
30 Sep 203,1532481,7730
30 Jun 202,6241961,5120
31 Mar 202,088761,2970
31 Dec 191,809-101,1970
30 Sep 191,659-321,1180
30 Jun 191,521-881,0560
31 Mar 191,404-999890
31 Dec 181,279-828860
30 Sep 181,170-898080
30 Jun 181,085-807400
31 Mar 18995-886820
31 Dec 17905-926270
30 Sep 17811-985650
30 Jun 17741-975200
31 Mar 17661-964710
31 Dec 16597-944270
30 Sep 16545-1304300
30 Jun 16484-1394000
31 Mar 16401-1333420
31 Dec 15305-1142740

양질의 수익: HFG 은(는) 현재 수익성이 없습니다.

이익 마진 증가: HFG는 현재 수익성이 없습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: HFG은 수익성이 없으며 지난 5년 동안 손실이 연평균 72.5% 증가했습니다.

성장 가속화: 현재 수익성이 없어 지난 1년간 HFG의 수익 성장률을 5년 평균과 비교할 수 없습니다.

수익 대 산업: HFG은 수익성이 없어 지난 해 수익 성장률을 Consumer Retailing 업계(2.8%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: HFG는 현재 수익성이 없으므로 자본 수익률이 음수(-4.06%)입니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/31 05:12
종가2026/05/29 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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.

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산업 및 섹터 지표

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분석가 소스

HelloFresh 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.

분석가기관
Adrian SanchezBanco Santander
Emily JohnsonBarclays
Alvira RaoBarclays