HFGN Stock Chart & Stats
Currently, no data available
Please return soon. This page is being updated.
Bulls Say, Bears Say
Bulls Say
Cash GenerationConsistent operating cash generation (TTM ~€294M) and four consecutive quarters of positive free cash flow provide durable funding for product investments and capex. This reduces refinancing dependence, supports strategic facility buildouts, and gives management flexibility to prioritise ROI-driven spending over short-term margins.
Subscription & Diversified Product MixA subscription-first, direct-to-consumer model with both meal kits and ready-to-eat products creates recurring revenue, higher sticky customer cohorts, and diversified unit economics across segments. End-to-end control of sourcing, production and delivery supports scale advantages in procurement and fulfillment, aiding long-term margin resilience.
Improving Unit EconomicsRising AOV and stronger retention among tenured cohorts, combined with reduced absolute marketing spend and fulfillment cost gains, indicate improving underlying unit economics. Those structural improvements increase lifetime value per customer and support margin recovery once new-customer volumes stabilize, a multi-quarter positive dynamic.
Bears Say
Revenue ContractionSustained top-line declines (Q1 -7.7% CC; TTM revenue contraction) erode scale benefits in procurement and fixed-cost absorption. Persistent revenue weakness impairs margin leverage, increases per-unit fulfillment and overhead burdens, and makes achieving sustained profitability dependent on a measurable recovery in order volumes over multiple quarters.
Margin Pressure From Product InvestmentsA front-loaded ReFresh investment cycle that is expected to reduce gross margin by about 150bps in 2026 will weigh on near-term profitability and EBITDA conversion. Even if value-accretive long-term, these structural margin headwinds lengthen the timeline to restore robust operating returns and raise execution risk around sustaining improvements.
Active Customer & Acquisition WeaknessA shrinking active customer base and slow new-customer conversions undermine the subscription backbone and future revenue visibility. Recovery relies on durable improvements in acquisition efficiency and retention; without sustained cohort reactivation, higher AOV and efficiency gains may not offset lost volume, delaying return to growth.
HelloFresh SE News
HFGN FAQ
What was HelloFresh SE’s price range in the past 12 months?
Currently, no data Available
What is HelloFresh SE’s market cap?
HelloFresh SE’s market cap is $9.95B.
When is HelloFresh SE’s upcoming earnings report date?
HelloFresh SE’s upcoming earnings report date is Aug 13, 2026 which is in 16 days.
How were HelloFresh SE’s earnings last quarter?
HelloFresh SE released its earnings results on May 06, 2026. The company reported -$7.559 earnings per share for the quarter, missing the consensus estimate of N/A by N/A.
Is HelloFresh SE overvalued?
According to Wall Street analysts HelloFresh SE’s price is currently Undervalued.
Does HelloFresh SE pay dividends?
HelloFresh SE does not currently pay dividends.
What is HelloFresh SE’s EPS estimate?
HelloFresh SE’s EPS estimate for its next earnings report is not yet available.
How many shares outstanding does HelloFresh SE have?
HelloFresh SE has 159,000,000 shares outstanding.
What happened to HelloFresh SE’s price movement after its last earnings report?
HelloFresh SE reported an EPS of -$7.559 in its last earnings report, missing expectations of N/A. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of HelloFresh SE?
Currently, no hedge funds are holding shares in MX:HFGN
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
HelloFresh SE Stock Smart Score
Neutral
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
$111.54 (― Upside)
$111.54 (― Upside)
Blogger Sentiment
Neutral
MX:HFGN Sentiment 100%
Sector Average 64%
Sector Average 64%
Insider Transactions
Bought Shares
Worth €419.4K over
the Last 3 Months
the Last 3 Months
News Sentiment
Very Bearish
Bullish news 0%
Bearish news 100%
Bearish news 100%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-58.62%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
-13.74%
Trailing 12-Months
Company Description
HelloFresh SE
HelloFresh SE, a Berlin, Germany-based company established in 2011, specializes in delivering meal kits designed to help customers prepare home-cooked meals using provided recipes. Their extensive offerings include premium and double-portion meal kits, alongside a variety of supplemental products such as soups, snacks, fruit boxes, desserts, convenient ready-to-eat meals, and seasonal boxes. The company also distributes its meal kits through vending machines. HelloFresh maintains a broad international footprint, operating in countries like the United States, Australia, Austria, Belgium, Canada, Germany, France, Luxembourg, the Netherlands, New Zealand, Switzerland, Sweden, Denmark, Norway, Italy, Japan, and the United Kingdom. While its primary brand is HelloFresh, the company additionally owns and operates Chefs Plate, EveryPlate, Factor75, Green Chef, and YouFoodz.