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HelloFresh SE: 1 director
A director at HelloFresh SE bought 13,341 shares at 9.378EUR and the significance rating of the trade was 62/100. 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 clearly ...
- Cedric Rossi
- Clement Genelot
- Loic Morvan
Suspension of Coverage
From 2nd of June we are suspending coverage of companies below due to a reallocation of resources. Our prior estimates should no longer be used as an indicator for the company moving forward.ADIDASBEIERSDORFCARREFOURDELIVERY HEROESSILORLUXOTTICAHELLOFRESHHermès InternationalHUGO BOSSINTERPARFUMSJUS
ADS ADIDAS AG
RMS HERMES INTERNATIONAL SCA
ITP INTERPARFUMS
OR L'OREAL SA
KER KERING SA
ZAL ZALANDO SE
SFL SAFILO GROUP S.P.A.
MONC MONCLER SPA
SFER SALVATORE FERRAGAMO S.P.A.
TKWY JUST EAT TAKEAWAY.COM N.V.
CFR RICHEMONT
BEI BEIERSDORF
BOSS HUGO BOSS
DHER DELIVERY HERO
HFG HELLOFRESH SE
RBO ROCHE BOBOIS INTERNATIONAL SAS
EF ESSILORLUXOTTICA
UHR THE SWATCH GROUP
MC LVMH
- Clement Genelot
- Carole Braudeau
SESGL SES SA FDR (CLASS A)
MT ARCELORMITTAL SA
GLE SOCIETE GENERALE S.A. CLASS A
ALTA ALTAREA SCA
NEX NEXANS SA
KGX KION GROUP AG
ONTEX ONTEX GROUP N.V.
HBH HORNBACH HOLDING AG & CO. KGAA
HLAG HAPAG-LLOYD AG
DUFN DUFRY AG
HFG HELLOFRESH SE
AF AIR FRANCE - KLM
VIRI VIRIDIEN
AMS AMS-OSRAM AG
- Carole Braudeau
SESGL SES SA FDR (CLASS A)
MT ARCELORMITTAL SA
GLE SOCIETE GENERALE S.A. CLASS A
ALTA ALTAREA SCA
NEX NEXANS SA
KGX KION GROUP AG
ONTEX ONTEX GROUP N.V.
HBH HORNBACH HOLDING AG & CO. KGAA
HLAG HAPAG-LLOYD AG
DUFN DUFRY AG
HFG HELLOFRESH SE
AF AIR FRANCE - KLM
VIRI VIRIDIEN
AMS AMS-OSRAM AG
- Sinan Doganli
CLN CLARIANT AG
NK IMERYS SA
SSAB A SSAB AB CLASS A
EXE EXEL INDUSTRIES SA
MERY MERCIALYS SA
LPE LAURENT-PERRIER SA
BAMNB KONINKLIJKE BAM GROEP NV
BIG BIGBEN INTERACTIVE SA
VIS VISCOFAN S.A.
MMT METROPOLE TELEVISION SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
IBG IBERPAPEL GESTION S.A.
COPN COSMO PHARMACEUTICALS NV
FTG111 FLATEXDEGIRO AG
UNI UNICAJA BANCO S.A.
SMCP SMCP SA
HFG HELLOFRESH SE
NACON NACON SASU
ANTIN ANTIN INFRASTRUCTURE PARTNERS
ALLFG ALLFUNDS (UK) LTD
PLNW PLANISWARE
- Sinan Doganli
CLN CLARIANT AG
NK IMERYS SA
SSAB A SSAB AB CLASS A
EXE EXEL INDUSTRIES SA
MERY MERCIALYS SA
LPE LAURENT-PERRIER SA
BAMNB KONINKLIJKE BAM GROEP NV
BIG BIGBEN INTERACTIVE SA
VIS VISCOFAN S.A.
MMT METROPOLE TELEVISION SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
IBG IBERPAPEL GESTION S.A.
COPN COSMO PHARMACEUTICALS NV
FTG111 FLATEXDEGIRO AG
UNI UNICAJA BANCO S.A.
SMCP SMCP SA
MVC METROVACESA SA
HFG HELLOFRESH SE
AEDAS AEDAS HOMES SA
NACON NACON SASU
ANTIN ANTIN INFRASTRUCTURE PARTNERS
ALLFG ALLFUNDS (UK) LTD
PLNW PLANISWARE
- Sinan Doganli
- Clement Genelot
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 EV
- Sinan Doganli
- Michael B. Schäfer
- Michael B. Schäfer
- Clement Genelot
HelloFresh: no rerating without timing for meal-kit stabilisation
Post-FY 2024 results and disappointing FY 2025 guidance, we have cut our PT from EUR10 to EUR8.5. We find it hard to board a plane (i.e. the HelloFresh equity story) with a faulty main engine (i.e. core meal-kit expected to continue declining until at least 2027 in our model). Only a clear timing f
- Carole Braudeau
- Carole Braudeau
REL RELX PLC
PUB PUBLICIS GROUPE SA
UBI UBISOFT ENTERTAINMENT SA
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
MT ARCELORMITTAL SA
KPN ROYAL KPN NV
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
MMB LAGARDERE SCA
DEC JCDECAUX SA
NOKIA NOKIA OYJ
TNET TELENET GROUP HOLDING NV
VIV VIVENDI SE
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
WPP WPP PLC
SOI SOITEC SA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
WLN WORLDLINE SA
IDR INDRA SISTEMAS S.A. CLASS A
VOD VODAFONE GROUP PLC
STM STMICROELECTRONICS NV
TEF TELEFONICA SA
HFG HELLOFRESH SE
NEXI NEXI S.P.A.
OVH OVH GROUPE
FORSE FORSEE POWER SA
VIRI VIRIDIEN
LOCAL SOLOCAL GROUP
- Philip Hettich
- Thomas Zlowodzki
- Philip Hettich
- Thomas Zlowodzki
- Clement Genelot
HelloFresh: FY 2025 guidance reveals a worrying trend for meal-kit
FY 2024 and FY 2025 guidance again proved to be mixed with disappointing growth (guidance >8pts below expectations, driven by both meal-kit and ready-to-eat) and outperforming EBITDA (guidance 4% above expectations). We are facing the egg and chicken conundrum with HelloFresh regarding its meal-
EQS-News: HelloFresh Group achieves AEBITDA of approx. €399 million in...
EQS-News: HelloFresh SE / Key word(s): Miscellaneous HelloFresh Group achieves AEBITDA of approx. €399 million in 2024 - Focus on long-term AEBIT and free cash flow growth yields results 11.03.2025 / 07:54 CET/CEST The issuer is solely responsible for the content of this announcement. HelloFresh Group achieves AEBITDA of approx. €399 million in 2024 Focus on long-term AEBIT and free cash flow growth yields results Group euro-reported revenue amounted to approx. €7.66 billion in 2024 (FY 2023: €7.60 billion) Group AEBITDA reached approx. €399 million in 2024 (FY 2023...
EQS-News: HelloFresh Gruppe erzielt 2024 ein AEBITDA von rund €399 Mil...
EQS-News: HelloFresh SE / Schlagwort(e): Sonstiges HelloFresh Gruppe erzielt 2024 ein AEBITDA von rund €399 Millionen Fokus auf langfristiges Wachstum von AEBIT und freiem Cashflow zeigt Resultate 11.03.2025 / 07:54 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. HelloFresh Gruppe erzielt 2024 ein AEBITDA von rund €399 Millionen Fokus auf langfristiges Wachstum von AEBIT und freiem Cashflow zeigt Resultate Der Gruppenumsatz in der Berichtswährung Euro erreichte rund €7,66 Milliarden(FY 2023: €7,60 Milliarden) Das AEBITDA der Gru...
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