HelloFresh SE (HFG.DE) has a MoatMap StockRank of 33/100 based on Quality (33/100), Value (64/100), and Momentum (24/100) factor scores. The current signal is SELL. HelloFresh operates a low-moat, highly promotional meal-kit model with high customer churn. It lacks the structural pricing power and asset-light characteristics required for a long-term compounder, and faces headwinds from cooling post-pandemic consumer demand.
HelloFresh SE is the world's leading direct-to-consumer meal kit provider, operating across North America, Europe, and the Asia-Pacific region. Its competitive moat is built on massive global scale, automated production facilities, and a sophisticated data-driven supply chain that minimizes food waste. As the undisputed market leader in active meal kits, HelloFresh is actively diversifying into the high-margin, ready-to-eat meal sector.
| Price | $4.80 |
| Market Cap | $723M |
| P/E (Forward) | 8.05 |
| Price/Book | 1.00 |
| Return on Equity | -3.7% |
| Return on Invested Capital | -1.8% |
| Debt/Equity | 124.84 |
| Gross Margin | 61.1% |
| Operating Margin | -3.5% |
| Revenue Growth | -13.2% |
| Free Cash Flow | $254M |
HelloFresh SE operates in the Restaurants industry, part of the Consumer Cyclical sector (Germany).