Narrative Update • Jul 06

Over the last 7 days, the Food Retail industry has dropped 6.1%, driven by a pullback from HelloFresh of 7.9%. However, the industry is down 50% over the past year. As for the next few years, earnings are expected to grow by 45% per annum.
Has the German Food Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 11 Jul 2026 | €752.0m | €7.8b | -€10,931,000.00 | 19.2x | -68.8x | 0.1x |
| Mon, 08 Jun 2026 | €841.9m | €7.8b | -€10,931,000.00 | 20.5x | -77x | 0.1x |
| Wed, 06 May 2026 | €882.8m | €8.1b | -€79,669,000.00 | 20.9x | -11.1x | 0.1x |
| Fri, 03 Apr 2026 | €804.6m | €8.0b | -€79,572,000.00 | 17.6x | -10.1x | 0.1x |
| Sun, 01 Mar 2026 | €936.2m | €8.3b | -€174,872,000.00 | 18x | -5.4x | 0.1x |
| Tue, 27 Jan 2026 | €1.1b | €8.3b | -€174,872,000.00 | 17.7x | -6.2x | 0.1x |
| Thu, 25 Dec 2025 | €1.1b | €8.3b | -€174,872,000.00 | 16.8x | -6.1x | 0.1x |
| Sat, 22 Nov 2025 | €1.0b | €8.3b | -€174,872,000.00 | 18.2x | -5.9x | 0.1x |
| Mon, 20 Oct 2025 | €1.3b | €8.6b | -€158,034,000.00 | 17.5x | -8.4x | 0.2x |
| Wed, 17 Sep 2025 | €1.4b | €8.6b | -€158,034,000.00 | 18.5x | -9.1x | 0.2x |
| Fri, 15 Aug 2025 | €1.4b | €8.6b | -€157,734,000.00 | 18.4x | -8.8x | 0.2x |
| Sun, 13 Jul 2025 | €1.6b | €8.8b | -€160,809,000.00 | 16.4x | -9.9x | 0.2x |
| Tue, 10 Jun 2025 | €1.8b | €8.8b | -€160,809,000.00 | 17.8x | -11.1x | 0.2x |
| Thu, 08 May 2025 | €1.8b | €8.8b | -€158,966,000.00 | 16.5x | -11.4x | 0.2x |
| Sat, 05 Apr 2025 | €1.5b | €8.9b | -€122,021,000.00 | 18.4x | -12.1x | 0.2x |
| Mon, 03 Mar 2025 | €2.2b | €9.0b | -€104,526,000.00 | 17.9x | -20.9x | 0.2x |
| Wed, 29 Jan 2025 | €2.1b | €9.0b | -€104,526,000.00 | 17.6x | -20.2x | 0.2x |
| Fri, 27 Dec 2024 | €2.2b | €9.0b | -€104,526,000.00 | 18.7x | -21.5x | 0.3x |
| Sun, 24 Nov 2024 | €2.0b | €9.0b | -€104,526,000.00 | 17x | -18.9x | 0.2x |
| Tue, 22 Oct 2024 | €1.7b | €9.0b | -€87,094,000.00 | 28.9x | -19.3x | 0.2x |
| Thu, 19 Sep 2024 | €1.7b | €9.0b | -€87,094,000.00 | 29.1x | -20x | 0.2x |
| Sat, 17 Aug 2024 | €1.5b | €9.0b | -€86,872,000.00 | 28.6x | -17.3x | 0.2x |
| Mon, 15 Jul 2024 | €1.3b | €8.9b | -€28,507,000.00 | 25.9x | -44.6x | 0.1x |
| Wed, 12 Jun 2024 | €1.3b | €8.9b | -€28,507,000.00 | 28.8x | -45.5x | 0.1x |
| Fri, 10 May 2024 | €1.3b | €8.9b | -€26,982,000.00 | 24.9x | -48.9x | 0.1x |
| Sun, 07 Apr 2024 | €1.4b | €8.9b | €35.6m | 21.9x | 38.5x | 0.2x |
| Tue, 05 Mar 2024 | €2.3b | €8.9b | €65.5m | 22.1x | 35.7x | 0.3x |
| Thu, 01 Feb 2024 | €2.4b | €8.9b | €65.5m | 23x | 37.2x | 0.3x |
| Sat, 30 Dec 2023 | €2.8b | €8.9b | €65.5m | 23.9x | 42.9x | 0.3x |
| Mon, 27 Nov 2023 | €2.9b | €8.9b | €65.5m | 24.9x | 44.6x | 0.3x |
| Wed, 25 Oct 2023 | €4.6b | €9.0b | €91.5m | 14.1x | 50.5x | 0.5x |
| Fri, 22 Sep 2023 | €5.9b | €9.0b | €78.7m | 15.8x | 75.4x | 0.7x |
| Sun, 20 Aug 2023 | €5.1b | €8.9b | €78.9m | 15.2x | 65.1x | 0.6x |
| Tue, 18 Jul 2023 | €4.4b | €9.0b | €92.1m | 15.3x | 47.5x | 0.5x |
47.5x
How does German Food Retail compare with similar industries?
| DE Market | -2.52% | |
| Consumer Staples | -0.25% | |
| Food and Staples Retail | -4.89% | |
| Food Retail | -5.64% | |
| Food Distributors | 0% | 0 |
| Drug Retail | -13.36% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| HAW Hawesko Holding | €18.10 | 3.7% +€5.8m | -21.3% | PE14.8x |