Report
Andreas Riemann ...
  • Martin Marandon-Carlhian

HelloFresh : Roadshow feedback – Higher efficiency from capacity expansion from Q3 2022 onwards

>Investing in more capacity and selected price increases - Yesterday, we hosted a virtual roadshow with HelloFresh management and German investors. Discussions were mainly around capacity expansion, inflation, ready-to-eat products, M&A and own delivery. Ramping up capacity: Management was planning for roughly 25% growth in the year 2021 but finished at over 60%. As a result, there is the need to increase capacity and they expect to have capacity for € 10bn revenues ...
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
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Andreas Riemann

Martin Marandon-Carlhian

Other Reports on these Companies
Other Reports from Oddo BHF
Matthias Desmarais
  • Matthias Desmarais
Matthias Desmarais
  • Matthias Desmarais
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Sinan Doganli

ResearchPool Subscriptions

Get the most out of your insights

Get in touch