Research
FORUM TRANSCRIPT

HelloFresh – North America Update, Competitive Positioning & 2022 Growth Outlook – 9 December 2021

  • Public Equity
  • Consumer
  • North America
PREMIUM

Specialist

Former Director at HelloFresh

Agenda

  • HelloFresh’s (ETR: HFG) top-line growth drivers and customer acquisition strategies
  • Customer stickiness and HelloFresh's brand proposition, discussing Factor75, Green Chef and EveryPlate offerings
  • Box economics and margin expansion opportunities – cost price inflation and HelloFresh’s ability to push this through to customers
  • Competitive landscape and market share dynamics, highlighting new players’ entry and potential for Amazon (NASDAQ: AMZN), Walmart (NYSE: WMT) and Target (NYSE: TGT) to join

Questions

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