HelloFresh SE

HFG

Equity

ISIN DE000A161408 / Valor 38694957

Xetra (2025-04-08)

EUR 7.87+3.34%

HelloFresh SE
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About company

HelloFresh SE is a meal kit delivery company that provides a variety of easy-to-follow meal plans for customers in the US and UK, catering to different lifestyles and diets such as keto and plant-powered options. The company's subsidiary, Green Chef US, is certified organic. HelloFresh SE's business model revolves around delivering pre-portioned ingredients and recipes directly to customers' doors, allowing them to cook fresh and delicious meals at home without the hassle of grocery shopping.

Summarized from source with an LLMView SourceSector: Consumer Non-Cyclicals

Revenue Growth

HelloFresh SE reported a year-on-year revenue growth of 1.4% for the third quarter of 2024. This growth is measured after accounting for promotional discounts, customer credits, and refunds, and excludes VAT. The revenue increase reflects the company's ability to maintain its market position despite challenging conditions.

Order and Meal Volume

In Q3 2024, HelloFresh SE recorded 27.5 million orders, a slight decrease from 28.0 million orders in Q3 2023. The number of meals delivered also saw a reduction, indicating a shift in consumer purchasing patterns or market dynamics during this period.

AEBITDA Margin

The AEBITDA margin for HelloFresh SE in Q3 2024 was reported at 8.0%, showing a significant improvement from the previous year's negative margin of (77.9%). This improvement highlights the company's efforts in enhancing operational efficiency and cost management.

Capital Expenditure

HelloFresh SE's capital expenditure for the first nine months of 2024 was EUR 131.6 million, a substantial decrease from EUR 235.8 million in the same period of 2023. This reduction in CapEx indicates a strategic shift towards optimizing capital allocation and improving free cash flow.

Average Order Value

The average order value for HelloFresh SE in Q3 2024 increased to €66.2, up from €64.2 in Q3 2023. This increase suggests that customers are spending more per order, which could be attributed to changes in pricing strategy or product offerings.

Summarized from source with an LLMView Source

Key figures

23.4%1Y

-80.3%3Y

-70.4%5Y

Performance

66.5%1Y

73.0%3Y

67.3%5Y

Volatility