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HelloFresh SE (DE:HFG)
XETRA:HFG
Earnings Data
Report Date
Apr 29, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
-0.27Last Year’s EPS
-0.4Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 11, 2025
|% Change Since: -27.63%
|Next Earnings Date:Apr 29, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted successful scaling of the RTE market and strong AEBITDA margins, along with a successful marketing strategy and share buyback program. However, there are significant challenges, including a decline in meal kit revenue, expected revenue growth challenges, and asset impairment charges. The sentiment is mixed with both positive achievements and notable challenges.Company Guidance
During the call, HelloFresh outlined its strategic priorities and financial performance metrics for the upcoming year and beyond. The company emphasized its focus on achieving profitability over volume growth, with a strategy to improve margins and free cash flow. For 2025, HelloFresh targets an adjusted EBIT of EUR 200 million to EUR 250 million, a significant increase from the previous year, and aims to boost AEBITDA to EUR 450 million to EUR 500 million. The efficiency program is expected to expand contribution margins by 100 basis points and reduce marketing expenses by 50 to 100 basis points. The company achieved a 9.8% full-year AEBITDA margin for meal kits in 2024, nearing its 10% goal, while the Ready-to-Eat (RTE) segment saw a 1.6% margin. The Q4 results were strong, with meal kits showing a 14% AEBITDA margin and RTE at over 5%. Revenue growth for 2025 is expected to be between negative 3% to negative 8% in constant currency, reflecting a strategic focus on higher-value customers. Additionally, HelloFresh plans to maintain a tight CapEx discipline, targeting EUR 166 million for 2025, and has launched a EUR 75 million share buyback program.Successful Establishment in Ready-to-Eat (RTE) Market
The company has scaled its Ready-to-Eat meals product group by about 20x over the last 4 years, achieving AEBITDA profitability and improving unit economics.
Efficiency Program and Profitability
The efficiency program has led to a strong margin trajectory in the second half of 2024, with meal kits achieving a 9.8% AEBITDA margin and RTE achieving a 1.6% AEBITDA margin for the full year.
Strong Q4 AEBITDA Margins
Q4 results showed near-record AEBITDA margins, with meal kits at over 14% and RTE over 5%, marking a year-on-year increase of 3 points in meal kits and 10 points in RTE.
Marketing Strategy Success
The implementation of a new marketing strategy led to a decrease in marketing expenses by 310 basis points in Q4, focusing on acquiring fewer but higher-value customers.
Completion of Share Buyback Program
The company completed a EUR 150 million share buyback program and launched a new EUR 75 million buyback program, reducing the fully diluted share count over a 5-year timeframe.
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DE:HFG Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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DE:HFG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 11, 2025 | €10.06 | €8.20 | -18.49% |
| Oct 29, 2024 | €10.54 | €10.28 | -2.47% |
| Aug 13, 2024 | €5.40 | €6.44 | +19.26% |
| Apr 25, 2024 | €6.75 | €7.00 | +3.70% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does HelloFresh SE (DE:HFG) report earnings?
HelloFresh SE (DE:HFG) is schdueled to report earning on Apr 29, 2025, TBA Not Confirmed.
What is HelloFresh SE (DE:HFG) earnings time?
HelloFresh SE (DE:HFG) earnings time is at Apr 29, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of HelloFresh SE stock?
The P/E ratio of HelloFresh SE is N/A.
What is DE:HFG EPS forecast?
DE:HFG EPS forecast for the fiscal quarter 2025 (Q1) is -0.27.
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