HFG Share Price Performance
€3.61
-4.11 (-53.28%)
34.4% undervalued intrinsic discount
€5.50
Fair Value
Price €3.61
AnalystLowTarget €5.50
AnalystConsensusTarget €9.98
AnalystHighTarget €15.00
Fair Value€5.50
Share Pricen/a
HelloFresh SE Stock Price
- 3 Narratives written by author
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- 58 Fair Values set on narratives written by author
HFG Community Narratives
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Fair Value €5.5 34.4% undervalued intrinsic discount
Mounting Regulatory Risks And Inflation Will Erode Meal Kit Appeal
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Fair Value €9.98 63.8% undervalued intrinsic discount
Operational Improvements And AI Adoption Will Expand Global Offerings
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Fair Value €15 75.9% undervalued intrinsic discount
E-commerce And Health Trends Will Supercharge Global Expansion
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Mounting Regulatory Risks And Inflation Will Erode Meal Kit Appeal
Key Takeaways Shifting consumer preferences toward sustainability and inflation-driven budget constraints are eroding demand, increasing churn, and heightening regulatory and competitive risks for HelloFresh. Operational complexity, margin pressure, and structural misalignment with tech-driven personalization and grocery industry consolidation threaten long-term profitability and market share.Read more
75
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6users have followed this narrative
AN
€5.5
34.4% undervalued intrinsic discount
Fair Value
Profit Margin
2.07%
Future PE
6.58x
Price in 2029
€6.63
E-commerce And Health Trends Will Supercharge Global Expansion
Key Takeaways Efficiency initiatives and automation are set to significantly boost margins, profitability, and support long-term earnings growth and market leadership. Investments in menu upgrades, AI-driven personalization, and premium offerings position HelloFresh to drive higher customer value, loyalty, and accelerated revenue growth.Read more
71
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AN
€15
75.9% undervalued intrinsic discount
Fair Value
Profit Margin
4.92%
Future PE
6.73x
Price in 2029
€18.08
Operational Improvements And AI Adoption Will Expand Global Offerings
Key Takeaways Structural cost cuts, automation, and AI initiatives are expected to drive lasting margin improvement and increased operational efficiency over the coming years. Product innovation and international expansion target shifting consumer preferences, aiming to boost retention, diversify revenue, and capture growth in health-conscious, urban demographics.Read more
328
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AN
€9.98
63.8% undervalued intrinsic discount
Fair Value
Profit Margin
2.73%
Future PE
8.13x
Price in 2029
€11.87
Trending Discussion
Recently Updated Narratives
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HFG: Index Changes And Softer 2025 Outlook Will Shape Future Risk Reward
Fair Value: €5.5 34.4% undervalued intrinsic discount
6 followersusers have followed this narrative
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AN
HFG: Reset Expectations And AI System Will Support Future Upside
Fair Value: €15 75.9% undervalued intrinsic discount
3 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
HFG: Index Shift And Buybacks Will Support Long-Term Earnings Visibility
Fair Value: €9.98 63.8% undervalued intrinsic discount
21 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
HelloFresh SE Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
May 06, 2026
- -0.64
- 61.67%
- -1.37%
- 26.6%
About HFG
- Founded
- 2011
- Employees
- 14453
- CEO
- WebsiteView website
HelloFresh SE, together with its subsidiaries, operates as meal kit provider in the United States, Canada, and internationally. The company provides meal kits; add-on products including soups, desserts, bakery products, salads, and surcharge products; ready-to-eat meals; and other products. It operates under the HelloFresh, Chefs Plate, Good Chop, Pets Table, EveryPlate, Factor, Green Chef, and YouFoodz brand names. HelloFresh SE was founded in 2011 and is headquartered in Berlin, Germany.
