HelloFresh: CMD prioritises fixing the basics over short-term growth
With a CMD focused on cost-cutting and reshuffling the meal-kit offer, we understand that 2025-26 will be about resetting the basics while growth may only be on the agenda in 2027. But the absence of any sales target for meal-kit or ready-to-eat disappointed, keeping the shares stuck around 5.5x EVHelloFresh 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.
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.
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