Report
Clement Genelot

HelloFresh CMD feedback: 2025 targets more achievable than they seem

Post-CMD, we welcome the clear reiteration of the group's sales and EBITDA targets for 2025 with better communication indicating that these targets are not as demanding as it seemed previously. Consensus upward revisions are very likely in the short-term, but we expect momentum to really recover fr
Underlying
HelloFresh SE

HelloFresh is engaged in the delivery of meal kits to customers in the U.S., the United Kingdom, Germany, the Netherlands, Belgium, Luxembourg, Australia, Austria, Switzerland and Canada. Co. provides portioned food and recipes, which its subscribers receive in weekly boxes. Co. provides both omnivore and vegetarian options, with fresh ingredients and chef-inspired recipes.

Provider
Bryan Garnier
Bryan Garnier

Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.

Analysts
Clement Genelot

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