reports
- Clement Genelot
HelloFresh: welcome pragmatism, but unknown downside on meal-kit custo...
HelloFresh further detailed its new commercial approach for meal-kit in its Q3 conference call. While this welcome shift was perceived as strong proof of pragmatism in a still declining meal-kit environment, it remains to be seen where the new customer base floor stands and for how long the meal-ki
- Carole Braudeau
- Carole Braudeau
EQS-News: Q3 2024: HelloFresh Gruppe erzielt währungsbereinigtes Umsat...
EQS-News: HelloFresh SE / Schlagwort(e): Quartalsergebnis Q3 2024: HelloFresh Gruppe erzielt währungsbereinigtes Umsatzwachstum von 1,9 % gegenüber dem Vorjahr und bereinigtes EBITDA („AEBITDA“) von €72 Millionen 29.10.2024 / 06:58 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Q3 2024: HelloFresh Gruppe erzielt währungsbereinigtes Umsatzwachstum von 1,9 % gegenüber dem Vorjahr und bereinigtes EBITDA („AEBITDA“) von €72 Millionen Gruppenumsatz in der Berichtswährung Euro von rund €1,83 Milliarden in Q3 2024 (Q3 2023: €1,80 Mil...
EQS-News: Q3 2024: HelloFresh Group achieved a year-on-year constant c...
EQS-News: HelloFresh SE / Key word(s): Quarter Results Q3 2024: HelloFresh Group achieved a year-on-year constant currency revenue growth of 1.9% and an adjusted EBITDA (“AEBITDA”) of €72 million 29.10.2024 / 06:58 CET/CEST The issuer is solely responsible for the content of this announcement. Q3 2024: HelloFresh Group achieved a year-on-year constant currency revenue growth of 1.9% and an adjusted EBITDA (“AEBITDA”) of €72 million Group euro-reported revenue reached approximately €1.83 billion in Q3 2024 (Q3 2023: €1.80 billion) Group AEBITDA reached €72 million...
- Clement Genelot
HelloFresh: Ongoing weakness in meal-kits, but encouraging signs of pr...
With HelloFresh beating Q3 EBITDA expectations, cutting its FY sales guidance and upgrading its FY EBITDA guidance on "marketing efficiencies", we understand that the meal-kits customer base is still far from stabilising. But HelloFresh is sending another welcome signal of pragmatism by downsizing
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...
- 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...
- Carole Braudeau
Credit Morning 04/25/2024
Atos: weak Q1 2024 results, need for fresh funds has already increasedVerisure launches a new term loan; new bonds to followVerallia: Q1 2024 logically weak but the recovery in demand is confirmedAngloAmerican Plc: Takeover offer from BHP Group for the entire share capital>...
CO CASINO GUICHARD-PERRACHON SA
CA CARREFOUR SA
BVI BUREAU VERITAS SA
AAL ANGLO AMERICAN PLC
BNP BNP PARIBAS SA CLASS A
ATO ATOS SE
DBK DEUTSCHE BANK AG
EO FAURECIA SA
FNAC FNAC DARTY SA
ERA ERAMET SA
KGX KION GROUP AG
TIT TELECOM ITALIA S.P.A.
WBD WEBUILD S.P.A.
VLTSA VOLTALIA
SPIE SPIE SA
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
SAB BANCO DE SABADELL SA
HFG HELLOFRESH SE
VRLA VERALLIA SAS
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
ADE ADEVINTA ASA
- Carole Braudeau
Morning Crédit 25/04/2024
Atos : faibles résultats au T1 2024, les besoins de nouveaux fonds a augmentéVerisure lance un nouveau term loan ; des nouvelles obligations suivrontVerallia : T1 2024 logiquement faible mais la reprise de la demande se confirmeAngloAmerican PLC : Offre de rachat sur la totalité du capital par BHP>...
CO CASINO GUICHARD-PERRACHON SA
CA CARREFOUR SA
BVI BUREAU VERITAS SA
AAL ANGLO AMERICAN PLC
BNP BNP PARIBAS SA CLASS A
ATO ATOS SE
DBK DEUTSCHE BANK AG
EO FAURECIA SA
FNAC FNAC DARTY SA
ERA ERAMET SA
KGX KION GROUP AG
TIT TELECOM ITALIA S.P.A.
WBD WEBUILD S.P.A.
VLTSA VOLTALIA
SPIE SPIE SA
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
SAB BANCO DE SABADELL SA
HFG HELLOFRESH SE
VRLA VERALLIA SAS
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
ADE ADEVINTA ASA
- Charlotte Vaisse
- Emmanuel Matot
- Jean-Baptiste Rouphael
- Konrad Zomer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/25/2024
Having flirted with the 495-point mark on Friday, which could have triggered an extension of the correction, the market has rebounded well since then. Our technical analysis highlights a configuration in which we are only at the start of a powerful rally. Target of 622 points for Stoxx 600 index (+11%) by the end of the year confirmed. Prefer banks to insurance companies in the short term. - ...
LHN HOLCIM AG
REL RELX PLC
GET GETLINK SE
IPN IPSEN SA
EQNR EQUINOR ASA
WCH WACKER CHEMIE AG
CA CARREFOUR SA
BVI BUREAU VERITAS SA
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ORA ORANGE SA
RI PERNOD RICARD SA
ULVR UNILEVER PLC
GLE SOCIETE GENERALE S.A. CLASS A
NESN NESTLE S.A.
ENI ENI S.P.A.
BAS BASF SE
SAN SANOFI
VOW3 VOLKSWAGEN AG PREF
SY1 SYMRISE AG
01913 PRADA S.P.A.
REP REPSOL SA
MOCORP METSO OUTOTEC OYJ
KGX KION GROUP AG
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
IBE IBERDROLA SA
AZN ASTRAZENECA PLC
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
HFG HELLOFRESH SE
ADYEN ADYEN NV
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DSY DASSAULT SYSTEMES SA
AZE AZELIS GROUP NV
ATCO A ATLAS COPCO AB
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
DSFIR KONINKLIJKE DSM N.V.
- Charlotte Vaisse
- Emmanuel Matot
- Jean-Baptiste Rouphael
- Konrad Zomer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 25/04/2024
Après avoir frôlé vendredi la barre des 495 points qui aurait pu déclencher la poursuite de la correction, le marché a ensuite bien rebondi. Notre analyse technique met en lumière une configuration où nous ne serions qu’au début d’un rallye puissant. Objectif 622 points (+11%) d’ici à la fin de l’année confirmé sur le Stoxx 600. Préférer les banques aux assurances à court terme. - ...
LHN HOLCIM AG
REL RELX PLC
GET GETLINK SE
IPN IPSEN SA
EQNR EQUINOR ASA
WCH WACKER CHEMIE AG
CA CARREFOUR SA
BVI BUREAU VERITAS SA
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ORA ORANGE SA
RI PERNOD RICARD SA
ULVR UNILEVER PLC
GLE SOCIETE GENERALE S.A. CLASS A
NESN NESTLE S.A.
ENI ENI S.P.A.
BAS BASF SE
SAN SANOFI
VOW3 VOLKSWAGEN AG PREF
SY1 SYMRISE AG
01913 PRADA S.P.A.
REP REPSOL SA
MOCORP METSO OUTOTEC OYJ
KGX KION GROUP AG
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
IBE IBERDROLA SA
AZN ASTRAZENECA PLC
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
HFG HELLOFRESH SE
ADYEN ADYEN NV
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DSY DASSAULT SYSTEMES SA
AZE AZELIS GROUP NV
ATCO A ATLAS COPCO AB
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
DSFIR KONINKLIJKE DSM N.V.
- Andreas Riemann
HelloFresh : Q1 slightly better, FY 2024 targets confirmed
>Q1 profits are down 75% y-o-y but slightly better than feared - In Q1, revenue increased 4% y-o-y excluding FX to € 2,074m (consensus: € 2,019m, ODDO BHFe: € 2,038m) which is 2% above consensus. Categories: Ready to Eat grew 56% whereas meal kits was down7%. North America was up 5%, while the International segment grew 2%. Adjusted EBITDA decreased 75% to € 16.8m (consensus: € 8m, ODDO BHFe: € 10m) which is better than expected. However, absolute numbers are small, a...
- Clement Genelot
HelloFresh: Q1 marked by real dichotomy between ready-to-eat and meal-...
Q1 slightly topped expectations thanks to ready-to-eat (+56% YoY) while meal-kit remained in the red (-7%) and lowered the group's EBITDA margin -250bp YoY. FY 2024 guidance has been reiterated, but we stay on the sidelines as we remain concerned by "meal-kit fatigue" longer-term implications for g
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