MEAL KIT, Glass Ceiling Higher than we Imagined | HELLOFRESH, LMK
MEAL KIT | HELLOFRESH, LMKGlass Ceiling Higher than we Imagined
In this report, we try to answer the biggest and oldest concern of investors about meal kits: where is the glass ceiling in terms of adoption rate and how long will it take to reach it? With household adoption rate a very secret metric, we have built our own proprietary approach leading to reassuring results about the sector’s growth prospects.
HELLOFRESH | Conviction BUY vs. BUY – TP EUR100
• Still a Good Recipe for Success
• HelloFresh in four points
LMK | BUY – TP SEK99
• Scandinavian Chef Carries on Cooking
• LMK Group in four points
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.
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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