View ValuationMarley Spoon Group 향후 성장Future 기준 점검 0/6Marley Spoon Group은 연간 수입과 매출이 각각 41.9%와 3.2% 증가할 것으로 예상되고 EPS는 연간 69.8%만큼 증가할 것으로 예상됩니다.핵심 정보41.9%이익 성장률69.84%EPS 성장률Hospitality 이익 성장65.0%매출 성장률3.2%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트17 Apr 2026최근 향후 성장 업데이트Breakeven Date Change • Nov 05Forecast to breakeven in 2026The 2 analysts covering Marley Spoon Group expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €1.00m in 2026. Average annual earnings growth of 51% is required to achieve expected profit on schedule.Price Target Changed • Aug 04Price target decreased by 20% to €5.10Down from €6.40, the current price target is an average from 2 analysts. New target price is 298% above last closing price of €1.28. Stock is down 83% over the past year. The company is forecast to post a net loss per share of €3.13 next year compared to a net loss per share of €2.38 last year.Breakeven Date Change • Apr 04No longer forecast to breakevenThe 2 analysts covering Marley Spoon Group no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of €1.30m in 2025. New consensus forecast suggests the company will make a loss of €9.75m in 2025.Breakeven Date Change • Jan 31Forecast to breakeven in 2026The 2 analysts covering Marley Spoon Group expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €2.00m in 2026. Average annual earnings growth of 55% is required to achieve expected profit on schedule.모든 업데이트 보기Recent updates공시 • Apr 24Marley Spoon Group SE to Report Fiscal Year 2025 Results on Apr 30, 2026Marley Spoon Group SE announced that they will report fiscal year 2025 results at 9:00 AM, Central European Standard Time on Apr 30, 2026공시 • Sep 08Marley Spoon Group SE to Report Q2, 2025 Results on Sep 09, 2025Marley Spoon Group SE announced that they will report Q2, 2025 results on Sep 09, 2025공시 • Aug 08Marley Spoon Group SE Announces Resignation of Erika Söderberg Johnsson as Member of the Supervisory Board, Effective September 10, 2025Marley Spoon Group SE announced the resignations of Ms. Erika Söderberg Johnsson as member of the supervisory board of the Company with effect as of the date of this extraordinary general meeting of shareholders of the Company September 10, 2025 and decision to appoint Dr. Ralph Kudla as member of the supervisory board of the Company with effect as of the date of this extraordinary general meeting of shareholders of the Company and for a period ending at the general meeting of shareholders of the Company approving the annual accounts relating to the financial year ending on 31 December 2027 to be held in 2028.공시 • May 28Marley Spoon Group SE to Report Q1, 2025 Results on Jun 05, 2025Marley Spoon Group SE announced that they will report Q1, 2025 results on Jun 05, 2025공시 • Feb 27Marley Spoon Group SE Announces Global Workforce Reductions Across All Regions and Subsidiaries, Including Subsidiary Marley Spoon SEMarley Spoon Group SE announced that it will be implementing workforce reductions across all regions and subsidiaries, including Marley Spoon SE, as part of an ongoing strategic initiative aimed at enhancing profitability. This decision is part of the company’s continued efforts to streamline operations and ensure financial sustainability. This step is a simplification of organizational structures and does not represent a strategic withdrawal from these countries or markets. The restructuring will affect roughly 5% of the total workforce, primarily impacting central function roles, with the affected countries being Germany, Portugal, the Netherlands, the United States, and Australia. These changes are designed to align the company’s resources with its core priorities and to position Marley Spoon for continued success in the meal kit and ready-to-heat market landscape.공시 • Feb 20Marley Spoon Group SE to Report Fiscal Year 2024 Results on Apr 29, 2025Marley Spoon Group SE announced that they will report fiscal year 2024 results on Apr 29, 2025공시 • Jan 16+ 1 more updateMarley Spoon Group SE and Marley Spoon SE Appoint Thorsten Struck as Chief Financial OfficerMarley Spoon Group SE announced the appointment of Thorsten Struck as its new Chief Financial Officer “(CFO”) as well as Chief Financial Officer (“CFO”) of its subsidiary Marley Spoon SE, who joined the team in January 2025. Thorsten Struck is a very experienced finance professional with extensive, international leadership experience across various companies incl. e-commerce and subscription-based business models, skilled in Analytics, Entrepreneurship, Management, Financing, and Mergers & Acquisitions (M&A). In his last position as the Chief Financial Officer at TechStyle Fashion Group, he oversaw the financial operations of brands like Fabletics. He held previous positions at Ricardo Group, eBay, mobile.de, and the Dresdner Bank. Throughout his career, Thorsten has demonstrated a strong commitment to teamwork and has led various organizational transformations and financial turnarounds.Breakeven Date Change • Nov 05Forecast to breakeven in 2026The 2 analysts covering Marley Spoon Group expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €1.00m in 2026. Average annual earnings growth of 51% is required to achieve expected profit on schedule.New Risk • Sep 29New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended June 2023. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported June 2023 fiscal period end). Negative equity (-€14m). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (€6.1m net loss in 3 years). Market cap is less than US$100m (€42.0m market cap, or US$46.9m).공시 • Sep 19Marley Spoon Group SE to Report Q2, 2024 Results on Sep 30, 2024Marley Spoon Group SE announced that they will report Q2, 2024 results on Sep 30, 2024Price Target Changed • Aug 04Price target decreased by 20% to €5.10Down from €6.40, the current price target is an average from 2 analysts. New target price is 298% above last closing price of €1.28. Stock is down 83% over the past year. The company is forecast to post a net loss per share of €3.13 next year compared to a net loss per share of €2.38 last year.공시 • Jul 20Marley Spoon Group SE to Report Q2, 2024 Results on Jul 31, 2024Marley Spoon Group SE announced that they will report Q2, 2024 results on Jul 31, 2024공시 • May 26Marley Spoon Group SE, Annual General Meeting, Jun 25, 2024Marley Spoon Group SE, Annual General Meeting, Jun 25, 2024, at 10:00 W. Europe Standard Time. Location: at 41a, avenue john f. kennedy, l-2082 luxembourg, grand duchy of luxembourg., Luxembourg공시 • Apr 17+ 1 more updateMarley Spoon Group SE to Report Q1, 2024 Results on Apr 30, 2024Marley Spoon Group SE announced that they will report Q1, 2024 results on Apr 30, 2024New Risk • Apr 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Negative equity (-€14m). Revenue is less than US$1m. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Currently unprofitable and not forecast to become profitable over next 3 years (€6.6m net loss in 3 years). Shareholders have been diluted in the past year (30% increase in shares outstanding).Breakeven Date Change • Apr 04No longer forecast to breakevenThe 2 analysts covering Marley Spoon Group no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of €1.30m in 2025. New consensus forecast suggests the company will make a loss of €9.75m in 2025.New Risk • Apr 03New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: €7.2m Forecast net loss in 3 years: €521k This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Negative equity (-€14m). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (€521k net loss in 3 years). Shareholders have been diluted in the past year (30% increase in shares outstanding).공시 • Feb 01Marley Spoon Group SE (XTRA:MS1) signed an agreement to acquire bistroMD, LLC.Marley Spoon Group SE (XTRA:MS1) signed an agreement to acquire bistroMD, LLC on January 31, 2024. With this acquisition, the company entered the large and growing RTE market in the US at scale.Breakeven Date Change • Jan 31Forecast to breakeven in 2026The 2 analysts covering Marley Spoon Group expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €2.00m in 2026. Average annual earnings growth of 55% is required to achieve expected profit on schedule.공시 • Jan 13Marley Spoon Group SE to Report Fiscal Year 2023 Results on Jan 30, 2024Marley Spoon Group SE announced that they will report fiscal year 2023 results on Jan 30, 2024New Risk • Dec 12New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €90.2m (US$97.1m) 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.공시 • Oct 15Marley Spoon Group SE to Report Q3, 2023 Results on Oct 26, 2023Marley Spoon Group SE announced that they will report Q3, 2023 results on Oct 26, 2023New Risk • Oct 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.1% 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 Risks Less than 1 year of cash runway based on free cash flow trend (-€2.2m free cash flow). Negative equity (-€14m). Revenue is less than US$1m. Minor Risks Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (6.1% average weekly change). Shareholders have been diluted in the past year (30% increase in shares outstanding).New Risk • Jul 09New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 30% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-€2.6m free cash flow). Negative equity (-€12m). Revenue is less than US$1m. Minor Risks Less than 3 years of financial data is available. Shareholders have been diluted in the past year (30% increase in shares outstanding).공시 • Jun 01+ 1 more update468 SPAC II SE, Annual General Meeting, Jun 30, 2023468 SPAC II SE, Annual General Meeting, Jun 30, 2023, at 14:00 Central European Standard Time. Location: 41A, Avenue John F. Kennedy, L-2082 Luxembourg, Grand Duchy of Luxembourg, Kennedy Luxembourg Agenda: To consider Presentation of the combined consolidated management report of the management board of the Company and of the report of the independent auditor on the Company's consolidated accounts for the financial year ended December 31, 2022 and on the Company's annual accounts for the financial year ended 31 December 2022; to Approval of the Company's consolidated accounts for the financial year ended December 31, 2022; to consider Approval of the Company's annual accounts for the financial year ended December 31, 2022; to consider acknowledgement of the result of the Company made for the financial year ended 31 December 2022 and allocation of the results of the Company for the financial year ended December 31, 2022; and to consider other matters.공시 • Jun 01468 SPAC II SE, Annual General Meeting, Jun 30, 2022468 SPAC II SE, Annual General Meeting, Jun 30, 2022, at 11:00 Central European Standard Time. Agenda: To consider presentation of the combined consolidated management report of the management board of the Company regarding the annual accounts of the Company and the consolidated financial statements for the financial year ended December 31, 2021; to consider approval of the annual accounts of the Company for the financial year ended December 31, 2021; to consider approval of the consolidated financial statements of the Company for the financial year ended December 31, 2021; and to consider other matters.공시 • Apr 26468 SPAC II SE to Report Fiscal Year 2021 Final Results on Apr 29, 2022468 SPAC II SE announced that they will report fiscal year 2021 final results on Apr 29, 2022이익 및 매출 성장 예측DB:MS1 - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028263N/AN/AN/A112/31/2027254-8211112/31/2026246-11-36112/31/2025238-18-50N/A6/30/2025279-17-9-2N/A3/31/2025293-17-9-2N/A12/31/2024308-18-9-2N/A6/30/2024319-73-14-4N/A3/31/2024324-80-18-9N/A12/31/2023329-87-23-13N/A9/30/2023253-58-18-11N/A6/30/2023177-28-13-9N/A3/31/202389-20-8-6N/A12/31/2022N/A-13-3-3N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: MS1 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 vs 시장: MS1 향후 3년 동안 수익성이 없을 것으로 예상됩니다.고성장 수익: MS1 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 대 시장: MS1 의 수익(연간 3.2%)이 German 시장(연간 7.1%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: MS1 의 수익(연간 3.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: MS1의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/17 23:01종가2026/05/15 00:00수익2025/12/31연간 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 소스Marley Spoon Group SE는 1명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Trion ReidBerenberg
Breakeven Date Change • Nov 05Forecast to breakeven in 2026The 2 analysts covering Marley Spoon Group expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €1.00m in 2026. Average annual earnings growth of 51% is required to achieve expected profit on schedule.
Price Target Changed • Aug 04Price target decreased by 20% to €5.10Down from €6.40, the current price target is an average from 2 analysts. New target price is 298% above last closing price of €1.28. Stock is down 83% over the past year. The company is forecast to post a net loss per share of €3.13 next year compared to a net loss per share of €2.38 last year.
Breakeven Date Change • Apr 04No longer forecast to breakevenThe 2 analysts covering Marley Spoon Group no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of €1.30m in 2025. New consensus forecast suggests the company will make a loss of €9.75m in 2025.
Breakeven Date Change • Jan 31Forecast to breakeven in 2026The 2 analysts covering Marley Spoon Group expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €2.00m in 2026. Average annual earnings growth of 55% is required to achieve expected profit on schedule.
공시 • Apr 24Marley Spoon Group SE to Report Fiscal Year 2025 Results on Apr 30, 2026Marley Spoon Group SE announced that they will report fiscal year 2025 results at 9:00 AM, Central European Standard Time on Apr 30, 2026
공시 • Sep 08Marley Spoon Group SE to Report Q2, 2025 Results on Sep 09, 2025Marley Spoon Group SE announced that they will report Q2, 2025 results on Sep 09, 2025
공시 • Aug 08Marley Spoon Group SE Announces Resignation of Erika Söderberg Johnsson as Member of the Supervisory Board, Effective September 10, 2025Marley Spoon Group SE announced the resignations of Ms. Erika Söderberg Johnsson as member of the supervisory board of the Company with effect as of the date of this extraordinary general meeting of shareholders of the Company September 10, 2025 and decision to appoint Dr. Ralph Kudla as member of the supervisory board of the Company with effect as of the date of this extraordinary general meeting of shareholders of the Company and for a period ending at the general meeting of shareholders of the Company approving the annual accounts relating to the financial year ending on 31 December 2027 to be held in 2028.
공시 • May 28Marley Spoon Group SE to Report Q1, 2025 Results on Jun 05, 2025Marley Spoon Group SE announced that they will report Q1, 2025 results on Jun 05, 2025
공시 • Feb 27Marley Spoon Group SE Announces Global Workforce Reductions Across All Regions and Subsidiaries, Including Subsidiary Marley Spoon SEMarley Spoon Group SE announced that it will be implementing workforce reductions across all regions and subsidiaries, including Marley Spoon SE, as part of an ongoing strategic initiative aimed at enhancing profitability. This decision is part of the company’s continued efforts to streamline operations and ensure financial sustainability. This step is a simplification of organizational structures and does not represent a strategic withdrawal from these countries or markets. The restructuring will affect roughly 5% of the total workforce, primarily impacting central function roles, with the affected countries being Germany, Portugal, the Netherlands, the United States, and Australia. These changes are designed to align the company’s resources with its core priorities and to position Marley Spoon for continued success in the meal kit and ready-to-heat market landscape.
공시 • Feb 20Marley Spoon Group SE to Report Fiscal Year 2024 Results on Apr 29, 2025Marley Spoon Group SE announced that they will report fiscal year 2024 results on Apr 29, 2025
공시 • Jan 16+ 1 more updateMarley Spoon Group SE and Marley Spoon SE Appoint Thorsten Struck as Chief Financial OfficerMarley Spoon Group SE announced the appointment of Thorsten Struck as its new Chief Financial Officer “(CFO”) as well as Chief Financial Officer (“CFO”) of its subsidiary Marley Spoon SE, who joined the team in January 2025. Thorsten Struck is a very experienced finance professional with extensive, international leadership experience across various companies incl. e-commerce and subscription-based business models, skilled in Analytics, Entrepreneurship, Management, Financing, and Mergers & Acquisitions (M&A). In his last position as the Chief Financial Officer at TechStyle Fashion Group, he oversaw the financial operations of brands like Fabletics. He held previous positions at Ricardo Group, eBay, mobile.de, and the Dresdner Bank. Throughout his career, Thorsten has demonstrated a strong commitment to teamwork and has led various organizational transformations and financial turnarounds.
Breakeven Date Change • Nov 05Forecast to breakeven in 2026The 2 analysts covering Marley Spoon Group expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €1.00m in 2026. Average annual earnings growth of 51% is required to achieve expected profit on schedule.
New Risk • Sep 29New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended June 2023. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported June 2023 fiscal period end). Negative equity (-€14m). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (€6.1m net loss in 3 years). Market cap is less than US$100m (€42.0m market cap, or US$46.9m).
공시 • Sep 19Marley Spoon Group SE to Report Q2, 2024 Results on Sep 30, 2024Marley Spoon Group SE announced that they will report Q2, 2024 results on Sep 30, 2024
Price Target Changed • Aug 04Price target decreased by 20% to €5.10Down from €6.40, the current price target is an average from 2 analysts. New target price is 298% above last closing price of €1.28. Stock is down 83% over the past year. The company is forecast to post a net loss per share of €3.13 next year compared to a net loss per share of €2.38 last year.
공시 • Jul 20Marley Spoon Group SE to Report Q2, 2024 Results on Jul 31, 2024Marley Spoon Group SE announced that they will report Q2, 2024 results on Jul 31, 2024
공시 • May 26Marley Spoon Group SE, Annual General Meeting, Jun 25, 2024Marley Spoon Group SE, Annual General Meeting, Jun 25, 2024, at 10:00 W. Europe Standard Time. Location: at 41a, avenue john f. kennedy, l-2082 luxembourg, grand duchy of luxembourg., Luxembourg
공시 • Apr 17+ 1 more updateMarley Spoon Group SE to Report Q1, 2024 Results on Apr 30, 2024Marley Spoon Group SE announced that they will report Q1, 2024 results on Apr 30, 2024
New Risk • Apr 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Negative equity (-€14m). Revenue is less than US$1m. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Currently unprofitable and not forecast to become profitable over next 3 years (€6.6m net loss in 3 years). Shareholders have been diluted in the past year (30% increase in shares outstanding).
Breakeven Date Change • Apr 04No longer forecast to breakevenThe 2 analysts covering Marley Spoon Group no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of €1.30m in 2025. New consensus forecast suggests the company will make a loss of €9.75m in 2025.
New Risk • Apr 03New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: €7.2m Forecast net loss in 3 years: €521k This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Negative equity (-€14m). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (€521k net loss in 3 years). Shareholders have been diluted in the past year (30% increase in shares outstanding).
공시 • Feb 01Marley Spoon Group SE (XTRA:MS1) signed an agreement to acquire bistroMD, LLC.Marley Spoon Group SE (XTRA:MS1) signed an agreement to acquire bistroMD, LLC on January 31, 2024. With this acquisition, the company entered the large and growing RTE market in the US at scale.
Breakeven Date Change • Jan 31Forecast to breakeven in 2026The 2 analysts covering Marley Spoon Group expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €2.00m in 2026. Average annual earnings growth of 55% is required to achieve expected profit on schedule.
공시 • Jan 13Marley Spoon Group SE to Report Fiscal Year 2023 Results on Jan 30, 2024Marley Spoon Group SE announced that they will report fiscal year 2023 results on Jan 30, 2024
New Risk • Dec 12New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €90.2m (US$97.1m) 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.
공시 • Oct 15Marley Spoon Group SE to Report Q3, 2023 Results on Oct 26, 2023Marley Spoon Group SE announced that they will report Q3, 2023 results on Oct 26, 2023
New Risk • Oct 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.1% 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 Risks Less than 1 year of cash runway based on free cash flow trend (-€2.2m free cash flow). Negative equity (-€14m). Revenue is less than US$1m. Minor Risks Less than 3 years of financial data is available. Share price has been volatile over the past 3 months (6.1% average weekly change). Shareholders have been diluted in the past year (30% increase in shares outstanding).
New Risk • Jul 09New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 30% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-€2.6m free cash flow). Negative equity (-€12m). Revenue is less than US$1m. Minor Risks Less than 3 years of financial data is available. Shareholders have been diluted in the past year (30% increase in shares outstanding).
공시 • Jun 01+ 1 more update468 SPAC II SE, Annual General Meeting, Jun 30, 2023468 SPAC II SE, Annual General Meeting, Jun 30, 2023, at 14:00 Central European Standard Time. Location: 41A, Avenue John F. Kennedy, L-2082 Luxembourg, Grand Duchy of Luxembourg, Kennedy Luxembourg Agenda: To consider Presentation of the combined consolidated management report of the management board of the Company and of the report of the independent auditor on the Company's consolidated accounts for the financial year ended December 31, 2022 and on the Company's annual accounts for the financial year ended 31 December 2022; to Approval of the Company's consolidated accounts for the financial year ended December 31, 2022; to consider Approval of the Company's annual accounts for the financial year ended December 31, 2022; to consider acknowledgement of the result of the Company made for the financial year ended 31 December 2022 and allocation of the results of the Company for the financial year ended December 31, 2022; and to consider other matters.
공시 • Jun 01468 SPAC II SE, Annual General Meeting, Jun 30, 2022468 SPAC II SE, Annual General Meeting, Jun 30, 2022, at 11:00 Central European Standard Time. Agenda: To consider presentation of the combined consolidated management report of the management board of the Company regarding the annual accounts of the Company and the consolidated financial statements for the financial year ended December 31, 2021; to consider approval of the annual accounts of the Company for the financial year ended December 31, 2021; to consider approval of the consolidated financial statements of the Company for the financial year ended December 31, 2021; and to consider other matters.
공시 • Apr 26468 SPAC II SE to Report Fiscal Year 2021 Final Results on Apr 29, 2022468 SPAC II SE announced that they will report fiscal year 2021 final results on Apr 29, 2022