HelloFresh

HelloFresh CMD 2025: Clearer future outlook post-FY24, but some skepticism persists

21/03/25 -"HelloFresh’s presentation of its Strategy and Efficiency Plan has clarified its FY25 target and future objectives. However, it has not introduced new growth drivers beyond RTE and Meal Kits, ..."

PDF page sample
Pages
51
Language
English
Published on
21/03/25
Download
You may also be interested by these reports :
08/05/25
Campari’s Q1 results were disappointing, significantly missing consensus expectations. The organic decline was attributed to adverse calendar effects ...
08/05/25
AB InBev reported strong Q1 results, exceeding expectations with a 7.9% organic yoy increase in normalised EBITDA. This growth was driven by robust ...
07/05/25
We have updated our model to incorporate Q1 FY25 sales of EUR 1.9bn, reflecting a LFL decline of 8.3%. Consequently, we have lowered our sales and ...
07/05/25
Setting the new 2028E targets on expectation levels – We regard an approx. CHF 150mn FCF (to equity) generation as tempting

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO