HelloFresh stock fell 2.62 percent before November 5 results
Published on 10/04/2026 at 17:55 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
HelloFresh (ISIN DE000A161408) was last at EUR 2.337 on Xetra on October 2, 2026, down 2.62 percent for the session. The next scheduled test is the publication of third-quarter and nine-month results on November 5, 2026.
Guidance misses consensus
According to HelloFresh on September 24, 2026, fiscal-year 2026 revenue is expected to decline 9 to 11 percent in constant currency. The previous outlook called for a decline at the bottom end of a 3 to 6 percent range, while the consensus forecast was a 6.9 percent decline.
The adjusted EBITDA outlook now stands at EUR 350 million to EUR 370 million in constant currency, compared with the former EUR 375 million to EUR 425 million range and consensus of EUR 375.6 million. For the third quarter, HelloFresh expects revenue to decline 11 to 12 percent and adjusted EBITDA to reach EUR 45 million to EUR 55 million, against consensus of a 6.8 percent revenue decline and EUR 57.2 million of adjusted EBITDA.
Customer growth is the pressure point
HelloFresh said the back-to-school period failed to generate the new customer volume required by its earlier outlook. The company attributed the shortfall predominantly to a year-over-year reduction in third-quarter marketing spending, making customer acquisition the key operating issue behind the revised targets.
The analyst response remains divided. finanzen.net reported on September 28, 2026, that Berenberg cut its price target from EUR 9 to EUR 5 while retaining a Buy rating. The new target lies 113.9 percent above the October 2 Xetra price.
November date sets the next test
The November 5, 2026, report will provide the first full operating readout after the weaker acquisition period. It will show whether the lower marketing budget primarily delayed customer growth or exposed a deeper limit on the meal-kit business.
HelloFresh's market value is being judged against a lower earnings base: the new adjusted EBITDA range sits EUR 5.6 million below the published consensus at its midpoint of EUR 360 million. That gap gives the upcoming results a clear numerical benchmark.
Xetra quote on October 2
HelloFresh stock was last at EUR 2.337 on Xetra on October 2, 2026, with a daily change of -2.62 percent.
HelloFresh stock reference data
- Company: HelloFresh SE
- ISIN: DE000A161408
- WKN: A16140
- Ticker: HFG
- Trading venue: Xetra
- Price (as of October 2, 2026): EUR 2.337
- Sector / Industry: Consumer Discretionary
- Index membership: SDAX
Upcoming dates for HelloFresh stock
- November 5, 2026: Publication of the third-quarter and nine-month 2026 results
