HelloFresh consensus in focus, analysts stay split on the shares
23.06.2026 - 20:16:43 | ad-hoc-news.de
By Anna Wagner, Analysts & Consensus desk. Reviewed prior to publication on 2026-06-23, 20:15.
HelloFresh (DE000A161408) sits in the MDAX with a still-fragmented analyst picture after the profit warning at the end of February 2026, while the shares continue to trade on Xetra under heightened volatility. As consensus data show, price targets and recommendations remain far apart among major houses.
What the analysts are saying
According to an overview on MarketScreener, around mid-June 2026 roughly half of the analysts covering HelloFresh rate the stock at Buy or Outperform, while the rest cluster around Hold and several houses advise Sell, with the average price target situated clearly above the latest Xetra quotation. MarketScreener consensus overview
Following the February 2026 profit warning, several banks including JPMorgan and UBS cut their targets and in some cases their ratings, citing weaker margin visibility and slower order growth in key European markets, while others like Berenberg highlighted the still-attractive long-term shift to at-home food solutions. Reuters report on post-warning analyst moves
Earnings outlook and valuation
For the 2026 financial year, the analyst consensus compiled by MarketScreener points to mid-single-digit revenue growth for HelloFresh and an adjusted EBITDA margin in the mid- to high-single-digit range, markedly below the double-digit levels once targeted before the profit warning earlier this year. MarketScreener earnings estimates
On these numbers, the shares trade on a noticeably lower forward EV/EBITDA multiple than many global online consumer peers such as Delivery Hero and Just Eat Takeaway, reflecting the reduced growth expectations but also leaving scope for upside if profitability stabilizes more quickly than currently modeled by the Street. Handelsblatt valuation comparison
All news and analysis on the HelloFresh shares
Further ad hoc releases, analyst comments and price data on HelloFresh can be found in the dedicated topic area and on the company's investor-relations pages.
The business behind the meals
HelloFresh generates its revenue primarily by selling recipe-based meal kits and ready-to-heat meals on a subscription basis, with a strong footprint in Germany, the broader European Union and North America. The company ships pre-portioned ingredients and detailed cooking instructions directly to customers.
Where the stock trades today
The HelloFresh shares (DE000A161408) last traded on Xetra at 7.80 euros on 2026-06-23, 17:35, according to Deutsche Börse data.
Key data on the HelloFresh shares
- Company: HelloFresh SE
- ISIN: DE000A161408
- WKN: A16140
- Ticker: HFG
- Trading venue: Xetra
- Price (as of 2026-06-23, 17:35): 7.80 EUR
- Market cap: 1.34 billion EUR (as of 2026-06-23)
- Sector / industry: Consumer discretionary / Internet & direct marketing retail
- Index membership: MDAX, SDAX
- Next earnings date: 2026-08-13
This article is for informational purposes only and does not constitute investment advice or a solicitation to buy or sell any securities.
