Narrative Update • Jul 06

Over the last 7 days, the Food Retail industry has dropped 4.1%, driven by HelloFresh declining 6.5%. Meanwhile, WASGAU Produktions & Handels actually outperformed within the industry, gaining 5.9% in the last week. However, the industry is down 55% over the past year. As for the next few years, earnings are expected to grow by 44% per annum.
Has the German Food Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 27 Jul 2026 | €722.0m | €7.8b | -€10,931,000.00 | 20x | -66x | 0.09x |
| Wed, 24 Jun 2026 | €800.5m | €7.8b | -€10,931,000.00 | 20x | -73.2x | 0.1x |
| Fri, 22 May 2026 | €854.7m | €7.8b | -€10,931,000.00 | 20.3x | -78.2x | 0.1x |
| Sun, 19 Apr 2026 | €896.3m | €8.0b | -€80,519,000.00 | 21.4x | -11.1x | 0.1x |
| Tue, 17 Mar 2026 | €930.4m | €8.3b | -€174,872,000.00 | 18x | -5.3x | 0.1x |
| Thu, 12 Feb 2026 | €1.0b | €8.3b | -€174,872,000.00 | 17.8x | -5.9x | 0.1x |
| Sat, 10 Jan 2026 | €1.1b | €8.3b | -€174,872,000.00 | 18.9x | -6.3x | 0.1x |
| Mon, 08 Dec 2025 | €1.1b | €8.3b | -€174,872,000.00 | 18.1x | -6.6x | 0.1x |
| Wed, 05 Nov 2025 | €1.3b | €8.3b | -€173,834,000.00 | 17.7x | -7.4x | 0.2x |
| Fri, 03 Oct 2025 | €1.3b | €8.6b | -€158,034,000.00 | 19.5x | -8.5x | 0.2x |
| Sun, 31 Aug 2025 | €1.4b | €8.6b | -€158,034,000.00 | 18.3x | -9x | 0.2x |
| Tue, 29 Jul 2025 | €1.7b | €8.8b | -€160,809,000.00 | 16.3x | -10.5x | 0.2x |
| Thu, 26 Jun 2025 | €1.5b | €8.8b | -€160,809,000.00 | 16.8x | -9.4x | 0.2x |
| Sat, 24 May 2025 | €2.0b | €8.8b | -€160,809,000.00 | 17.7x | -12.5x | 0.2x |
| Mon, 21 Apr 2025 | €1.6b | €8.9b | -€122,021,000.00 | 19.7x | -13x | 0.2x |
| Wed, 19 Mar 2025 | €1.7b | €8.9b | -€121,826,000.00 | 18.3x | -13.6x | 0.2x |
| Fri, 14 Feb 2025 | €2.3b | €9.0b | -€104,526,000.00 | 17.5x | -22x | 0.3x |
| Sun, 12 Jan 2025 | €2.2b | €9.0b | -€104,526,000.00 | 18x | -21.1x | 0.2x |
| Tue, 10 Dec 2024 | €2.2b | €9.0b | -€104,526,000.00 | 17.2x | -20.8x | 0.2x |
| Thu, 07 Nov 2024 | €1.9b | €9.0b | -€109,494,000.00 | 27x | -17.5x | 0.2x |
| Sat, 05 Oct 2024 | €1.8b | €9.0b | -€87,094,000.00 | 29.6x | -20.8x | 0.2x |
| Mon, 02 Sep 2024 | €1.5b | €9.0b | -€87,094,000.00 | 30.8x | -17.5x | 0.2x |
| Wed, 31 Jul 2024 | €1.3b | €8.9b | -€28,507,000.00 | 26.5x | -43.9x | 0.1x |
| Fri, 28 Jun 2024 | €1.1b | €8.9b | -€28,507,000.00 | 25.8x | -37x | 0.1x |
| Sun, 26 May 2024 | €1.3b | €8.9b | -€28,507,000.00 | 28.1x | -46.3x | 0.1x |
| Tue, 23 Apr 2024 | €1.5b | €8.9b | €35.6m | 21.2x | 41.2x | 0.2x |
| Thu, 21 Mar 2024 | €1.5b | €8.9b | €36.5m | 21.7x | 40.8x | 0.2x |
| Sat, 17 Feb 2024 | €2.4b | €8.9b | €65.5m | 21.9x | 37x | 0.3x |
| Mon, 15 Jan 2024 | €2.6b | €8.9b | €65.5m | 24.7x | 39.5x | 0.3x |
| Wed, 13 Dec 2023 | €2.9b | €8.9b | €65.5m | 23.1x | 43.7x | 0.3x |
| Fri, 10 Nov 2023 | €3.9b | €8.9b | €65.5m | 24.7x | 59.2x | 0.4x |
| Sun, 08 Oct 2023 | €4.9b | €9.0b | €91.5m | 14.5x | 53.3x | 0.5x |
| Tue, 05 Sep 2023 | €5.9b | €9.0b | €78.7m | 15.8x | 74.7x | 0.7x |
| Thu, 03 Aug 2023 | €5.0b | €9.0b | €79.3m | 15.2x | 63x | 0.6x |
63x
How does German Food Retail compare with similar industries?
| DE Market | 0.48% | |
| Consumer Staples | -0.96% | |
| Food and Staples Retail | -0.92% | |
| Food Retail | -4.07% | |
| Food Distributors | 0% | 0 |
| Drug Retail | -2.00% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MSH WASGAU Produktions & Handels | €9.00 | 5.9% +€3.3m | 5.9% | PE25.2x | |
| HAW Hawesko Holding | €18.10 | 0.6% +€898.3k | -22.0% | PE14.8x |