Narrative Update • Jun 22

In the last week, the Food Retail industry is up 4.0%, with HelloFresh up 5.0%. In the past year, the industry is down 48%. Looking forward, earnings are forecast to grow by 44% annually.
Has the German Food Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 04 Jul 2026 | €802.8m | €7.8b | -€10,931,000.00 | 19.9x | -73.4x | 0.1x |
| Mon, 01 Jun 2026 | €863.3m | €7.8b | -€10,931,000.00 | 20.9x | -79x | 0.1x |
| Wed, 29 Apr 2026 | €883.4m | €8.0b | -€80,519,000.00 | 21.5x | -11x | 0.1x |
| Fri, 27 Mar 2026 | €797.9m | €8.0b | -€79,572,000.00 | 17.7x | -10x | 0.1x |
| Sun, 22 Feb 2026 | €950.7m | €8.3b | -€174,872,000.00 | 17.8x | -5.4x | 0.1x |
| Tue, 20 Jan 2026 | €1.1b | €8.3b | -€174,872,000.00 | 18.7x | -6.2x | 0.1x |
| Thu, 18 Dec 2025 | €1.1b | €8.3b | -€174,872,000.00 | 18x | -6.3x | 0.1x |
| Sat, 15 Nov 2025 | €1.1b | €8.3b | -€173,834,000.00 | 18.5x | -6.4x | 0.1x |
| Mon, 13 Oct 2025 | €1.4b | €8.6b | -€158,034,000.00 | 18.2x | -8.8x | 0.2x |
| Wed, 10 Sep 2025 | €1.5b | €8.6b | -€158,034,000.00 | 18.4x | -9.5x | 0.2x |
| Fri, 08 Aug 2025 | €1.7b | €8.8b | -€160,809,000.00 | 18.1x | -10.7x | 0.2x |
| Sun, 06 Jul 2025 | €1.7b | €8.8b | -€160,809,000.00 | 16.3x | -10.3x | 0.2x |
| Tue, 03 Jun 2025 | €2.0b | €8.8b | -€160,809,000.00 | 18x | -12.4x | 0.2x |
| Thu, 01 May 2025 | €1.7b | €8.8b | -€158,966,000.00 | 16.4x | -11x | 0.2x |
| Sat, 29 Mar 2025 | €1.6b | €8.9b | -€122,021,000.00 | 18.8x | -12.8x | 0.2x |
| Mon, 24 Feb 2025 | €2.4b | €9.0b | -€104,526,000.00 | 18.6x | -22.6x | 0.3x |
| Wed, 22 Jan 2025 | €2.3b | €9.0b | -€104,526,000.00 | 17.7x | -21.9x | 0.3x |
| Fri, 20 Dec 2024 | €2.2b | €9.0b | -€104,526,000.00 | 18.6x | -21.4x | 0.2x |
| Sun, 17 Nov 2024 | €2.0b | €9.0b | -€104,526,000.00 | 17.4x | -19x | 0.2x |
| Tue, 15 Oct 2024 | €1.7b | €9.0b | -€87,094,000.00 | 29.3x | -20x | 0.2x |
| Thu, 12 Sep 2024 | €1.6b | €9.0b | -€87,094,000.00 | 29.1x | -17.9x | 0.2x |
| Sat, 10 Aug 2024 | €1.1b | €8.9b | -€28,633,000.00 | 25.3x | -39.3x | 0.1x |
| Mon, 08 Jul 2024 | €1.4b | €8.9b | -€28,507,000.00 | 25.8x | -47.4x | 0.2x |
| Wed, 05 Jun 2024 | €1.3b | €8.9b | -€28,507,000.00 | 28.8x | -45.4x | 0.1x |
| Fri, 03 May 2024 | €1.4b | €8.9b | -€26,982,000.00 | 24.3x | -50.8x | 0.2x |
| Sun, 31 Mar 2024 | €1.4b | €8.9b | €35.6m | 21.8x | 40.5x | 0.2x |
| Tue, 27 Feb 2024 | €2.2b | €8.9b | €65.5m | 21.8x | 33.7x | 0.2x |
| Thu, 25 Jan 2024 | €2.6b | €8.9b | €65.5m | 22.8x | 39x | 0.3x |
| Sat, 23 Dec 2023 | €2.8b | €8.9b | €65.5m | 23.1x | 42.4x | 0.3x |
| Mon, 20 Nov 2023 | €3.1b | €8.9b | €65.5m | 24.9x | 47.8x | 0.4x |
| Wed, 18 Oct 2023 | €4.7b | €9.0b | €91.5m | 15.8x | 51.3x | 0.5x |
| Fri, 15 Sep 2023 | €6.5b | €9.0b | €78.7m | 17.1x | 82.6x | 0.7x |
| Sun, 13 Aug 2023 | €4.8b | €8.9b | €78.9m | 15.5x | 61.2x | 0.5x |
| Tue, 11 Jul 2023 | €4.6b | €9.0b | €92.1m | 15.6x | 49.8x | 0.5x |
49.8x
How does German Food Retail compare with similar industries?
| DE Market | 1.74% | |
| Consumer Staples | 3.53% | |
| Food and Staples Retail | 2.53% | |
| Food Retail | 3.96% | |
| Drug Retail | 3.55% | |
| Food Distributors | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| HFG HelloFresh | €4.02 | 5.0% +€27.8m | -54.6% | PS0.09x | |
| MSH WASGAU Produktions & Handels | €9.15 | 2.2% +€1.3m | 5.2% | PE25.7x |