HelloFresh cut its 2026 outlook. HelloFresh stock gains 4.74 percent

Published on 10/09/2026 at 13:40 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Fiscal 2026 adjusted EBITDA guidance is EUR 350 million to EUR 370 million. HelloFresh stock was at EUR 2.65 on October 9, 2026, versus EUR 2.53.

Key points in brief

HelloFresh cut its fiscal 2026 revenue and adjusted EBITDA outlook on September 24, 2026.
Fiscal 2026 adjusted EBITDA guidance is EUR 350 million to EUR 370 million, below EUR 375.6 million consensus.
HelloFresh stock was trading at EUR 2.65 at Lang & Schwarz on October 9, 2026, up 4.74 percent versus EUR 2.53.
HelloFresh plans to publish its third-quarter 2026 results on November 5, 2026.

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HelloFresh (ISIN DE000A161408) had cut its fiscal 2026 outlook on September 24, 2026, after weaker customer acquisition pushed projected third-quarter revenue down 11 percent to 12 percent year over year. HelloFresh stock was trading at EUR 2.65 at Lang & Schwarz on October 9, 2026, up 4.74 percent versus the prior close of EUR 2.53.

The outlook now carries lower numbers

According to EQS News on September 24, 2026, HelloFresh expects fiscal 2026 revenue in constant currency to decline 9 percent to 11 percent, compared with its previous outlook for a decline at the bottom end of a 3 percent to 6 percent range.

The company also reduced adjusted EBITDA guidance to EUR 350 million to EUR 370 million for fiscal 2026, versus its previous range of EUR 375 million to EUR 425 million. The new range is below the EUR 375.6 million analyst consensus cited in the same announcement, giving investors a clear measure of the downgrade.

What does the outlook mean for margins?

The pressure starts earlier in the income statement. HelloFresh expects third-quarter adjusted EBITDA of EUR 45 million to EUR 55 million, below the EUR 57.2 million consensus, while quarterly revenue is projected to decline 11 percent to 12 percent in constant currency.

Three dated company milestones

HelloFresh published its half-year 2026 results on August 13, 2026; it appointed Fabien Simon as chief financial officer on August 25, 2026; and it cut the fiscal 2026 outlook on September 24, 2026. The sequence moves from reporting and management to guidance, with customer acquisition and marketing investment at the center of the latest change.

Next reporting date

HelloFresh is scheduled to publish its third-quarter and first nine months of 2026 financial statements on November 5, 2026, according to HelloFresh. The upcoming report will test whether customer acquisition improved after the back-to-school period and whether adjusted EBITDA can approach the lower end of the new annual range.

Stock gains while guidance stays cautious

The Lang & Schwarz quote puts the stock 4.74 percent above its EUR 2.53 prior close on October 9, 2026. That market move sits against a guidance framework that still points to a 9 percent to 11 percent constant-currency revenue decline for fiscal 2026, so the November report matters for the gap between customer growth and profitability.

The further course of trading is shown by the continuously updated real-time quote of HelloFresh stock.