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 성장10.4%매출 성장률1.9%향후 자기자본이익률9.38%애널리스트 커버리지Good마지막 업데이트11 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesReported Earnings • May 06First quarter 2026 earnings released: €0.38 loss per share (vs €0.77 loss in 1Q 2025)First quarter 2026 results: €0.38 loss per share (improved from €0.77 loss in 1Q 2025). Revenue: €1.68b (down 13% from 1Q 2025). Net loss: €55.5m (loss narrowed 55% from 1Q 2025). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 30 percentage points per year, which is a significant difference in performance.공시 • Apr 23HelloFresh SE, Annual General Meeting, Jun 02, 2026HelloFresh SE, Annual General Meeting, Jun 02, 2026, at 10:00 W. Europe Standard Time.Reported Earnings • Mar 19Full year 2025 earnings releasedFull year 2025 results: Revenue: €6.76b (down 12% from FY 2024). Net loss: €92.9m (loss narrowed 32% from FY 2024). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.New Risk • Feb 12New 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 Italian stocks, typically moving 7.2% 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.New Risk • Jan 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 Italian stocks, typically moving 6.8% 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.공시 • 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, 2026공시 • 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.Reported Earnings • Oct 31Third quarter 2025 earnings released: €0.32 loss per share (vs €0.20 loss in 3Q 2024)Third quarter 2025 results: €0.32 loss per share (further deteriorated from €0.20 loss in 3Q 2024). Revenue: €1.58b (down 14% from 3Q 2024). Net loss: €49.2m (loss widened 48% from 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 4.3% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 14Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €1.70b (down 13% from 2Q 2024). Net income: €13.3m (up 46% from 2Q 2024). Profit margin: 0.8% (up from 0.5% in 2Q 2024). Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe.New Risk • Jun 24New major risk - Revenue and earnings growthEarnings have declined by 55% 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 Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 55% per year over the past 5 years.Reported Earnings • Apr 30First quarter 2025 earnings released: €0.76 loss per share (vs €0.49 loss in 1Q 2024)First quarter 2025 results: €0.76 loss per share (further deteriorated from €0.49 loss in 1Q 2024). Revenue: €1.93b (down 6.9% from 1Q 2024). Net loss: €123.7m (loss widened 47% from 1Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe. 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.공시 • Apr 29HelloFresh SE, Annual General Meeting, Jun 06, 2025HelloFresh SE, Annual General Meeting, Jun 06, 2025, at 10:00 W. Europe Standard Time.이익 및 매출 성장 예측BIT:1HFG - 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: 1HFG 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.3%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: 1HFG (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: 1HFG 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: 1HFG 의 수익(연간 1.9%)이 Italian 시장(연간 5.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 1HFG 의 수익(연간 1.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 1HFG의 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 분석2026/05/18 15:27종가2026/05/18 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
Reported Earnings • May 06First quarter 2026 earnings released: €0.38 loss per share (vs €0.77 loss in 1Q 2025)First quarter 2026 results: €0.38 loss per share (improved from €0.77 loss in 1Q 2025). Revenue: €1.68b (down 13% from 1Q 2025). Net loss: €55.5m (loss narrowed 55% from 1Q 2025). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 30 percentage points per year, which is a significant difference in performance.
공시 • Apr 23HelloFresh SE, Annual General Meeting, Jun 02, 2026HelloFresh SE, Annual General Meeting, Jun 02, 2026, at 10:00 W. Europe Standard Time.
Reported Earnings • Mar 19Full year 2025 earnings releasedFull year 2025 results: Revenue: €6.76b (down 12% from FY 2024). Net loss: €92.9m (loss narrowed 32% from FY 2024). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
New Risk • Feb 12New 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 Italian stocks, typically moving 7.2% 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.
New Risk • Jan 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 Italian stocks, typically moving 6.8% 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.
공시 • 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
공시 • 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.
Reported Earnings • Oct 31Third quarter 2025 earnings released: €0.32 loss per share (vs €0.20 loss in 3Q 2024)Third quarter 2025 results: €0.32 loss per share (further deteriorated from €0.20 loss in 3Q 2024). Revenue: €1.58b (down 14% from 3Q 2024). Net loss: €49.2m (loss widened 48% from 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 4.3% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 14Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €1.70b (down 13% from 2Q 2024). Net income: €13.3m (up 46% from 2Q 2024). Profit margin: 0.8% (up from 0.5% in 2Q 2024). Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe.
New Risk • Jun 24New major risk - Revenue and earnings growthEarnings have declined by 55% 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 Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 55% per year over the past 5 years.
Reported Earnings • Apr 30First quarter 2025 earnings released: €0.76 loss per share (vs €0.49 loss in 1Q 2024)First quarter 2025 results: €0.76 loss per share (further deteriorated from €0.49 loss in 1Q 2024). Revenue: €1.93b (down 6.9% from 1Q 2024). Net loss: €123.7m (loss widened 47% from 1Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe. 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.
공시 • Apr 29HelloFresh SE, Annual General Meeting, Jun 06, 2025HelloFresh SE, Annual General Meeting, Jun 06, 2025, at 10:00 W. Europe Standard Time.