공시 • Jun 04
Hellofresh Launches Free Cookbook and Discover App Features Globally HelloFresh announced an expansion of its digital ecosystem, inviting non-subscribers to the app with an array of new features tailored to a broader audience. The global launch of the free "Cookbook" and "Discover" features opens the HelloFresh app to non-subscribers, supporting users with daily meal planning and recipe organization, while deepening the experience for current meal kit subscribers. The centerpiece of this open-access initiative is the Cookbook – a free, open-access feature built directly into the HelloFresh app – which serves as an intelligent, centralized home to organize recipes from any source. Powered by AI, users can share any video from TikTok, Instagram, YouTube or external websites directly into the app. The AI instantly extracts the information to create a structured recipe with step-by-step instructions that mirrors HelloFresh’s own intuitive cooking guides, complete with an organized ingredient list. The Cookbook also digitizes physical media. Users can photograph handwritten recipe cards, family notebooks, or magazine clippings and the app will convert them into the same structured, searchable format. Since launch, a few weeks ago, more than a million recipes have already been saved globally, drawing from sources including Instagram, TikTok, and websites – and for the first time, non-paying customers can also save HelloFresh's own coveted recipes, bringing the full breadth of our culinary library into one open, accessible home. A central feature within the Cookbook is the "Discover" tab, a curated in-app feed that surfaces recipes tailored to each user's tastes. It utilizes the same advanced personalization engine that powers HelloFresh's weekly meal recommendations for subscribers, learning a user’s preferences over time. The Discover tab integrates HelloFresh's own library of chef-tested recipes alongside content from the broader food creator economy. Creators can publish their recipes on the Discover tab for free and get a dedicated profile page with their bio, photo, links to their social channels, and full recipe collection. By bringing these creators into the Cookbook ecosystem, they’re able to reach millions of home cooks and grow their following. Over time, Discover will evolve into a fully personalized discovery engine, learning individual preferences to serve up ideas that feel handpicked. Reported Earnings • May 06
First 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 23
HelloFresh SE, Annual General Meeting, Jun 02, 2026 HelloFresh SE, Annual General Meeting, Jun 02, 2026, at 10:00 W. Europe Standard Time. Reported Earnings • Mar 19
Full year 2025 earnings released Full 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 12
New major risk - Share price stability The 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 05
New major risk - Share price stability The 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 • Nov 20
HelloFresh SE Harnesses AI to Accelerate Delivery of Chef-Created Recipes HelloFresh 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 31
Third 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 14
Second quarter 2025 earnings released Second 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 24
New major risk - Revenue and earnings growth Earnings 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 30
First 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 29
HelloFresh SE, Annual General Meeting, Jun 06, 2025 HelloFresh SE, Annual General Meeting, Jun 06, 2025, at 10:00 W. Europe Standard Time.