reports
- 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
HelloFresh SE: 1 director
A director at HelloFresh SE bought 500,000 shares at 8.267EUR 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 clearl...
- 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
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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...
- Sinan Doganli
- Usama Tariq
GTT GAZTRANSPORT & TECHNIGAZ SA
LEI LEIFHEIT AG
POM PLASTIC OMNIUM SE
ISS ISS A/S
ATE ALTEN SA
COR CORTICEIRA AMORIM SGPS SA
ROS ROSENBAUER INTERNATIONAL AG
HEIJM HEIJMANS N.V. CERT
MBWS
KRN MARIE BRIZARD WINE & SPIRITS SA
KENDR KRONES AG
BRNL KENDRION NV
TWEKA BRUNEL INTERNATIONAL N.V.
POSR TKH GROUP N.V. CERT
COFA POZAVAROVALNICA SAVA
TKO COFACE SA
NKT TIKEHAU CAPITAL SCA
HFG NKT A/S
TMV HELLOFRESH SE
CABKA TEAMVIEWER AG
FLOW CABKA N.V.
FLOW TRADERS LTD
- Rok Stibric
GTT GAZTRANSPORT & TECHNIGAZ SA
LEI LEIFHEIT AG
POM PLASTIC OMNIUM SE
ISS ISS A/S
ATE ALTEN SA
COR CORTICEIRA AMORIM SGPS SA
HEIJM HEIJMANS N.V. CERT
MBWS
KRN MARIE BRIZARD WINE & SPIRITS SA
KENDR KRONES AG
BRNL KENDRION NV
TWEKA BRUNEL INTERNATIONAL N.V.
POSR TKH GROUP N.V. CERT
COFA POZAVAROVALNICA SAVA
TKO COFACE SA
HFG TIKEHAU CAPITAL SCA
TMV HELLOFRESH SE
FLOW TEAMVIEWER AG
FLOW TRADERS LTD
- Sinan Doganli
- Clement Genelot
EQS-News: HelloFresh SE announces further up to EUR 75 million share b...
EQS-News: HelloFresh SE / Key word(s): Share Buyback HelloFresh SE announces further up to EUR 75 million share buy-back 23.12.2024 / 20:45 CET/CEST The issuer is solely responsible for the content of this announcement. Disclosure Pursuant to Article 2(1) of Commission Delegated Regulation (EU) 2016/1052 supplementing Regulation (EU) No 596/2014 (Market Abuse Regulation) HelloFresh SE announces further up to EUR 75 million share buy-back Berlin, 23 December 2024. HelloFresh SE (the “Company”) successfully concluded its 2023/2024 EUR 150 million buy-back program...
EQS-News: HelloFresh SE kündigt weiteren Aktienrückkauf im Volumen von...
EQS-News: HelloFresh SE / Schlagwort(e): Aktienrückkauf HelloFresh SE kündigt weiteren Aktienrückkauf im Volumen von bis zu EUR 75 Mio. an 23.12.2024 / 20:45 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Veröffentlichung gemäß Artikel 2 Absatz 1 der Delegierten Verordnung (EU) 2016/1052 der Kommission zur Ergänzung der Verordnung (EU) Nr. 596/2014 (Marktmissbrauchsverordnung) HelloFresh SE kündigt weiteren Aktienrückkauf im Volumen von bis zu EUR 75 Mio. an Berlin, 23. Dezember 2024. Die HelloFresh SE (die "Gesellschaft")...
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