reports
HelloFresh SE: 1 director
A director at HelloFresh SE bought 1,500,000 shares at 6.710EUR and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clea...
- Roy Külter
- Steven Boumans
- Andreas Riemann
- Wim Gille
JUST EAT TAKEWAY.COM : Restructuring in Canada generating high teens c...
>Restructuring in Canada - Paul Burns, CEO of SkipTheDishes, yesterday shared news on LinkedIn of a restructuring and workforce reduction in Canada. Below is a summary with some more colour relevant to the investor community.Following a comprehensive business review, the company has made the difficult decision to reduce the size of its workforce in Canada to streamline operations and rightsize the business.Altogether, this will impact approximately 800 emplo...
- Clement Genelot
Cheffelo: growth/profitability profile starting to improve
Post-Q2, we raise our FY 2024-26 EBIT estimates by 11% and our PT from SEK25 to SEK30 to reflect stronger growth fuelled by better market dynamics and the recent agreement with Middagsfrid, better leverage on fulfilment and slightly less marketing. Cheffelo proved its ability to quickly return to "
- Clement Genelot
HelloFresh: welcome refocus on profitability still to offset persisten...
As Q2 showed another quarter of disappointing growth in the meal-kit business, we welcome the tougher stance taken by HelloFresh on profitability and the focus on FCF, prompting us to lift our FY 2024-26 EBITDA by 4% and our FCF by 12%. However, we remain on the sidelines as we are still concerned
- Fabian Semon
- Michael B. Schäfer
- Fabian Semon
- Michael B. Schäfer
- Clement Genelot
HelloFresh: meal-kit still down 10% in Q2; better focus on EBITDA
Q2 was a reflection of Q1 with a disappointing top-line performance (especially in the core meal-kit business, down 10% in Q2), whereas EBITDA outperformed and surprised positively thanks to stronger HQ streamlining efforts and lower discount incentives in meal-kit. FY 2024 guidance has been reiter
- Sinan Doganli
HelloFresh : Q2 results overall slightly above consensus
>Top line in line, adj. EBITDA above expectations - HelloFresh released Q2 results that were slightly above the consensus overall. Revenue came in at € 1,950.8m, an increase of +1.7% y-o-y and roughly in line with consensus expectations of € 1,965.4m. Adj. EBITDA came in at € 146.4m, a decrease of -23.7% y-o-y, but +19% above consensus expectations of € 123.0m. The margin amounted to 7.5% compared to consensus expectations of 6.3%. The key business driver was the re...
EQS-News: HelloFresh Gruppe erzielt AEBITDA-Marge von 7,5 % in Q2 2024
EQS-News: HelloFresh SE / Schlagwort(e): Halbjahresbericht HelloFresh Gruppe erzielt AEBITDA-Marge von 7,5 % in Q2 2024 13.08.2024 / 06:57 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. HelloFresh Gruppe erzielt AEBITDA-Marge von 7,5 % in Q2 2024 Ready-to-Eat-Geschäft und Wachstum des durchschnittlichen Bestellwertsleisten bedeutenden Beitrag Kontinuierlicher Anstieg des durchschnittlichen Bestellwerts auf Gruppenebene um währungsbereinigt 4,7 % im Vergleich zum Vorjahreszeitraum; starker Beitrag aus beiden Segmenten Gruppen...
EQS-News: HelloFresh Group achieved AEBITDA margin of 7.5% in Q2 2024
EQS-News: HelloFresh SE / Key word(s): Half Year Report HelloFresh Group achieved AEBITDA margin of 7.5% in Q2 2024 13.08.2024 / 06:57 CET/CEST The issuer is solely responsible for the content of this announcement. HelloFresh Group achieved AEBITDA margin of 7.5% in Q2 2024 Ready-to-Eat business and growth in average order value contribute meaningfully Continued y-o-y Group average order value expansion by 4.7% on a constant currency basis with both segments contributing strongly Group revenue of approx. €1.95 billion, a positive y-o-y constant currency growth of...
- Clement Genelot
Deliveroo: improving profile, but still limited upside
Post-Q2 publication, we have lifted our PT from 122p to 140p to reflect better EBITDA margin development and the GBP150m share buyback. In spite of improving growth / profitability / FCF profile, it is still too early to value Deliveroo as a traditional restaurant as FY 2025-26 sales growth and EBI
- Clement Genelot
Deliveroo: EBITDA overdelivers and GBP150m buyback
Deliveroo disappointed on sales in Q2 due to lower take rate in the UK & Ireland, reflecting higher investments to reboost demand and to retake market share recently lost to Just Eat. But the group's ability to overdeliver on EBITDA might prompt some consensus upgrades on top of a new GBP150m s
- Clement Genelot
Just Eat Takeaway: Improving, but still insufficient growth/profitabil...
Post-Q2 publication marked by persistently weak order trend and outperforming EBITDA, we have slightly lifted our EBITDA estimates and continue to expect slightly better growth and margin trends for H2. However, it will not be enough to engage a real rerating beyond last week's positive share price
- Marc Hesselink
- CFA
- Thymen Rundberg
Just Eat Takeaway.com/Stay the course/BUY
JET reported a good 1H24 trading update. We have minor revisions to our estimates while we remain positive on the case as in our view the business is at the inflection point to both grow and improve profitability. We reiterate our BUY rating but slightly lower our target price to €21per share (from €22.5).
- Carole Braudeau
- Carole Braudeau
- Michiel Declercq
- Charlotte Vaisse
- Juan Ros-Padilla
NK IMERYS SA
NXI NEXITY SA CLASS A
NTG NETGEM SA
NRG NRJ GROUP SA
MRN MERSEN SA
MTU MANITOU BF SA
ALTA ALTAREA SCA
MBB MBB INDUSTRIES SE
BIG BIGBEN INTERACTIVE SA
FAE FAES FARMA S.A.
ECV ENCAVIS AG
VIS VISCOFAN S.A.
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
AED AEDIFICA SA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
MELE MELEXIS NV
ENC ENCE ENERGIA Y CELULOSA SA
COL INMOBILIARIA COLONIAL SOCIMI SA
TLGO TALGO SA
IDR INDRA SISTEMAS S.A. CLASS A
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
TKO TIKEHAU CAPITAL SCA
UNI UNICAJA BANCO S.A.
DUFN DUFRY AG
CGG CGG
TKWY JUST EAT TAKEAWAY.COM N.V.
TMV TEAMVIEWER AG
VRLA VERALLIA SAS
NACON NACON SASU
ZEL PHARMA MAR SA
AG1 AUTO1 GROUP
EBUS EBUSCO HLDG NV
AELIS AELIS FARMA SA
EAPI EUROAPI
BRE BREMBO S.P.A.
- Charlotte Vaisse
- Juan Ros-Padilla
NK IMERYS SA
NXI NEXITY SA CLASS A
NTG NETGEM SA
NRG NRJ GROUP SA
MRN MERSEN SA
MTU MANITOU BF SA
ALTA ALTAREA SCA
ATE ALTEN SA
MBB MBB INDUSTRIES SE
BIG BIGBEN INTERACTIVE SA
FAE FAES FARMA S.A.
ECV ENCAVIS AG
VIS VISCOFAN S.A.
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
AED AEDIFICA SA
MELE MELEXIS NV
ENC ENCE ENERGIA Y CELULOSA SA
COL INMOBILIARIA COLONIAL SOCIMI SA
TLGO TALGO SA
IDR INDRA SISTEMAS S.A. CLASS A
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
TKO TIKEHAU CAPITAL SCA
UNI UNICAJA BANCO S.A.
DUFN DUFRY AG
CGG CGG
TKWY JUST EAT TAKEAWAY.COM N.V.
TMV TEAMVIEWER AG
VRLA VERALLIA SAS
NACON NACON SASU
ZEL PHARMA MAR SA
AG1 AUTO1 GROUP
EBUS EBUSCO HLDG NV
AELIS AELIS FARMA SA
EAPI EUROAPI
BRE BREMBO S.P.A.
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