2025 Q3 -tulosraportti
132 päivää sitten
‧45 min
Tarjoustasot
Xetra
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2025 Q4 -tulosraportti 18.3. | 7 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q3 -tulosraportti 30.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 29.4.2025 | ||
2024 Q4 -tulosraportti 11.3.2025 | ||
2024 Q3 -tulosraportti 29.10.2024 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·20.2. · MuokattuThere are simply limits. Now I have bought more. It is a good business and with confidence in my own judgment. They have increased their share buybacks from €75 mio to €175 mio. that tells that they believe in their business. I think we are at the bottom here, but no one knows that. It is however still a healthy business that just struggles a bit with growth and profit. That's fair enough in a market where food prices fly up and down. Strong competition has emerged in the industry since COVID-19, but I believe that in a few years a large part of the competitors will have gone bankrupt. It is a tough industry to be in.
·25.2.Agreed, but it might well take a year or a year and a half before it can be seen in the financial statements. I believe it's a good decision to withdraw from unprofitable markets like Italy and Spain, but initially, it will lead to yet another drop in revenue, and I think the turnaround in the stock will only come when we have both hit rock bottom in terms of revenue and simultaneously have a positive real bottom line. Earliest mid-2027…. So it requires great patience 🤒 They keep hitting below their own expectations. It's the world's slow way of pulling off the bandage - so I hope the new CFO focuses more on profitability than on the stock market.
·13.2.Friday Fight: Local efficiency vs. Global shell crisis 🥊 This week's big talker is undoubtedly the crash in HelloFresh. But amidst the sector jitters, there's a Swedish SME company going against the current. You can find my Bear, Base, and Bull scenarios in the post: https://sparainvestera.substack.com/p/fredagsfighten-cheffelo-vs-hellofresh I have compared Cheffelo ($CHEF) and HelloFresh ($HFG) based on last week's drama: ✅ Cheffelo's defensive moat in Norway (44 % market share). ✅ HelloFresh's acute retreat from Southern Europe. ✅ The valuation gap: Growth at a reasonable price vs. Deep Value/Value Trap. ✅ Dividend potential: Cheffelo proposes 3,32 SEK/share despite sector concerns. The profit warning on February 12 completely changes the game plan. Who has the best odds to survive the transformation to "Ready-to-Eat"?
·7.1.I believe that meal kits are here to stay - but HelloFresh needs to find its footing, especially in the USA. I have a feeling that they are burning through a lot of marketing money again, but if they can crack that code, then I believe that the curve will be broken and the development will change here in 2026.
·21.12.20259.28% of their own shares they have bought back until Dec 12 in 2025. However, there's a lot of negativity around their AI recipes on Reddit. Coming to EU in Q1-2026. But that's part of the cost savings, and if they get it up and running, then it's a new paradigm shift (if you can say that 😅) Anyone have the latest short-data? This one could become explosive in 2026·21.12.2025 · MuokattuAnswering myself: https://shortregister.com/de/hellofresh-hfg 7.71% thinking about all the logistics expertise they have. And Factor in US has started experimenting with food for elderly homes. Where they themselves can choose from 100+ dishes. I will have to own more if it takes another dip downwards.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 Q3 -tulosraportti
132 päivää sitten
‧45 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·20.2. · MuokattuThere are simply limits. Now I have bought more. It is a good business and with confidence in my own judgment. They have increased their share buybacks from €75 mio to €175 mio. that tells that they believe in their business. I think we are at the bottom here, but no one knows that. It is however still a healthy business that just struggles a bit with growth and profit. That's fair enough in a market where food prices fly up and down. Strong competition has emerged in the industry since COVID-19, but I believe that in a few years a large part of the competitors will have gone bankrupt. It is a tough industry to be in.·25.2.Agreed, but it might well take a year or a year and a half before it can be seen in the financial statements. I believe it's a good decision to withdraw from unprofitable markets like Italy and Spain, but initially, it will lead to yet another drop in revenue, and I think the turnaround in the stock will only come when we have both hit rock bottom in terms of revenue and simultaneously have a positive real bottom line. Earliest mid-2027…. So it requires great patience 🤒 They keep hitting below their own expectations. It's the world's slow way of pulling off the bandage - so I hope the new CFO focuses more on profitability than on the stock market.
- ·13.2.Friday Fight: Local efficiency vs. Global shell crisis 🥊 This week's big talker is undoubtedly the crash in HelloFresh. But amidst the sector jitters, there's a Swedish SME company going against the current. You can find my Bear, Base, and Bull scenarios in the post: https://sparainvestera.substack.com/p/fredagsfighten-cheffelo-vs-hellofresh I have compared Cheffelo ($CHEF) and HelloFresh ($HFG) based on last week's drama: ✅ Cheffelo's defensive moat in Norway (44 % market share). ✅ HelloFresh's acute retreat from Southern Europe. ✅ The valuation gap: Growth at a reasonable price vs. Deep Value/Value Trap. ✅ Dividend potential: Cheffelo proposes 3,32 SEK/share despite sector concerns. The profit warning on February 12 completely changes the game plan. Who has the best odds to survive the transformation to "Ready-to-Eat"?
- ·7.1.I believe that meal kits are here to stay - but HelloFresh needs to find its footing, especially in the USA. I have a feeling that they are burning through a lot of marketing money again, but if they can crack that code, then I believe that the curve will be broken and the development will change here in 2026.
- ·21.12.20259.28% of their own shares they have bought back until Dec 12 in 2025. However, there's a lot of negativity around their AI recipes on Reddit. Coming to EU in Q1-2026. But that's part of the cost savings, and if they get it up and running, then it's a new paradigm shift (if you can say that 😅) Anyone have the latest short-data? This one could become explosive in 2026·21.12.2025 · MuokattuAnswering myself: https://shortregister.com/de/hellofresh-hfg 7.71% thinking about all the logistics expertise they have. And Factor in US has started experimenting with food for elderly homes. Where they themselves can choose from 100+ dishes. I will have to own more if it takes another dip downwards.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Xetra
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2025 Q4 -tulosraportti 18.3. | 7 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q3 -tulosraportti 30.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 29.4.2025 | ||
2024 Q4 -tulosraportti 11.3.2025 | ||
2024 Q3 -tulosraportti 29.10.2024 |
2025 Q3 -tulosraportti
132 päivää sitten
‧45 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2025 Q4 -tulosraportti 18.3. | 7 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q3 -tulosraportti 30.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 29.4.2025 | ||
2024 Q4 -tulosraportti 11.3.2025 | ||
2024 Q3 -tulosraportti 29.10.2024 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·20.2. · MuokattuThere are simply limits. Now I have bought more. It is a good business and with confidence in my own judgment. They have increased their share buybacks from €75 mio to €175 mio. that tells that they believe in their business. I think we are at the bottom here, but no one knows that. It is however still a healthy business that just struggles a bit with growth and profit. That's fair enough in a market where food prices fly up and down. Strong competition has emerged in the industry since COVID-19, but I believe that in a few years a large part of the competitors will have gone bankrupt. It is a tough industry to be in.·25.2.Agreed, but it might well take a year or a year and a half before it can be seen in the financial statements. I believe it's a good decision to withdraw from unprofitable markets like Italy and Spain, but initially, it will lead to yet another drop in revenue, and I think the turnaround in the stock will only come when we have both hit rock bottom in terms of revenue and simultaneously have a positive real bottom line. Earliest mid-2027…. So it requires great patience 🤒 They keep hitting below their own expectations. It's the world's slow way of pulling off the bandage - so I hope the new CFO focuses more on profitability than on the stock market.
- ·13.2.Friday Fight: Local efficiency vs. Global shell crisis 🥊 This week's big talker is undoubtedly the crash in HelloFresh. But amidst the sector jitters, there's a Swedish SME company going against the current. You can find my Bear, Base, and Bull scenarios in the post: https://sparainvestera.substack.com/p/fredagsfighten-cheffelo-vs-hellofresh I have compared Cheffelo ($CHEF) and HelloFresh ($HFG) based on last week's drama: ✅ Cheffelo's defensive moat in Norway (44 % market share). ✅ HelloFresh's acute retreat from Southern Europe. ✅ The valuation gap: Growth at a reasonable price vs. Deep Value/Value Trap. ✅ Dividend potential: Cheffelo proposes 3,32 SEK/share despite sector concerns. The profit warning on February 12 completely changes the game plan. Who has the best odds to survive the transformation to "Ready-to-Eat"?
- ·7.1.I believe that meal kits are here to stay - but HelloFresh needs to find its footing, especially in the USA. I have a feeling that they are burning through a lot of marketing money again, but if they can crack that code, then I believe that the curve will be broken and the development will change here in 2026.
- ·21.12.20259.28% of their own shares they have bought back until Dec 12 in 2025. However, there's a lot of negativity around their AI recipes on Reddit. Coming to EU in Q1-2026. But that's part of the cost savings, and if they get it up and running, then it's a new paradigm shift (if you can say that 😅) Anyone have the latest short-data? This one could become explosive in 2026·21.12.2025 · MuokattuAnswering myself: https://shortregister.com/de/hellofresh-hfg 7.71% thinking about all the logistics expertise they have. And Factor in US has started experimenting with food for elderly homes. Where they themselves can choose from 100+ dishes. I will have to own more if it takes another dip downwards.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Xetra
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt