HelloFresh SE Stock: price and directors' dealings · Germany · BaFinSource id BAFIN:hellofresh-se ISIN ISIN DE000A161408DE · BaFin Mcap €477.8M 零售与商贸 Track the HelloFresh SE stock price and the full insider trade history of the company, a listed equity based in Germany. Shares are listed on the DE market, under the supervision of BaFin. Operating in the Retail & Commerce sector, HelloFresh SE has published 22 public disclosures. Market capitalisation: €477.8m. The latest transaction was disclosed on 14 August 2026 (Sell). Among the most active insiders: Simon, Fabien Jacques Jérôme. All data is accessible without an account.
Analyst consensus: bullish or bearish? Analysts rate HelloFresh SE Hold (neutral), based on 12 analysts. Average price target: €5.43.
Fundamental score
Ranked 12,781 of 29,062 companies
FCF yld 41%
Earn yld -23%
EV/EBITDA 3.5x
ROE -5.3%
Gross mgn 62%
Net mgn -1.4%
Debt/EBITDA 2.2x
Pillars 2/3
Transparent value + quality ranking, distinct from the insider signal.
Σ Sigma AI Analysis Fundamental view, insider signal, bull and bear case, synthesis.
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Last declaration on 14 August 2026
All Executives22 Thresholds0 Prospectus0 Other0
Declarations 22 total
● Management Board · Executives · 13 Aug 2026
50,057.971 shares @ €3.45 Share XetraISIN ISIN DE000A161408BAFIN:40024258-cd0eacd16f78 ● Management Board · Executives · 13 Aug 2026
50,000 shares @ €3.43 Share XetraISIN ISIN DE000A161408BAFIN:40024258-4eb82daeb564 ● Closely associated · Executives · 20 May 2026
0Derivative BAFIN:40024258-eae03e6acf4c
● Management Board · Executives · 31 Mar 2026
3,000 shares @ €3.89 0.0006% mcap 17.0% of flow Share XetraISIN ISIN DE000A161408BAFIN:40024258-dc073824073e ● Management Board · Executives · 31 Mar 2026
3,000 shares @ €3.88 0.0006% mcap 17.0% of flow Share XetraISIN ISIN DE000A161408BAFIN:40024258-9a89bb179092 ● Closely associated · Executives · 25 Mar 2026
24,014.771 shares @ €4.06 0.0051% mcap 4.6% of flow Share XetraISIN ISIN DE000A161408BAFIN:40024258-3fe2bc13dc7b ● Closely associated · Executives · 25 Mar 2026
129,733.237 shares @ €4.01 0.027% mcap 24.8% of flow Share XetraISIN ISIN DE000A161408BAFIN:40024258-88e7260634b0 ● Management Board · Executives · 25 Mar 2026
185,000 shares @ €4.04 0.039% mcap 28.0% of flow Share XetraISIN ISIN DE000A161408BAFIN:40024258-d401aaf7c56e ● Closely associated · Executives · 20 Mar 2026
250,000 shares @ €6.40 0.083% mcap 83.6% of flow Share BAFIN:40024258-b33bcefe4215
● Management Board · Executives · 20 Mar 2026
6,000 shares @ €3.65 0.0011% mcap 31.9% of flow Share XetraISIN ISIN DE000A161408BAFIN:40024258-3409322da75b ● Management Board · Executives · 19 Mar 2026
5,999.467 shares @ €3.90 0.0012% mcap 34.1% of flow Share XetraISIN ISIN DE000A161408BAFIN:40024258-3d0a508c643d ● Closely associated · Executives · 2 Jan 2026
50,000 shares @ €6.00 14.3% of flow Share XetraISIN ISIN DE000A161408BAFIN:40024258-5c5a6dd05d5d ● Management Board · Executives · 22 Dec 2025
203,800 shares @ €5.80 44.2% of flow Share ISIN ISIN DE000A161408BAFIN:40024258-304176edfc1c ● Closely associated · Executives · 22 Dec 2025
203,800 shares @ €5.80 56.3% of flow Share ISIN ISIN DE000A161408BAFIN:40024258-80ca64f6a594 ● Management Board · Executives · 6 Nov 2025
45,000 shares @ €5.80 9.8% of flow Share XetraISIN ISIN DE000A161408BAFIN:40024258-63dbe060a6ab ● Management Board · Executives · 5 Nov 2025
74,997.67 shares @ €6.42 18.0% of flow Share XetraISIN ISIN DE000A161408BAFIN:40024258-16dfd88fdbe6 ● Closely associated · Executives · 23 Sept 2025
250,000 shares @ €0.66 8.6% of flow Derivative Eurex DeutschlandBAFIN:40024258-7074926307b5 ● Closely associated · Executives · 23 Sept 2025
250,000 shares @ €0.60 7.8% of flow Derivative Eurex DeutschlandBAFIN:40024258-e3d9cf81044d ● Closely associated · Executives · 14 Aug 2025
650,000 shares @ €7.32 100.0% of flow Share XetraISIN ISIN DE000A161408BAFIN:40024258-160e034f86d4 ● Closely associated · Executives · 14 Aug 2025
Share ISIN ISIN DE000A161408BAFIN:40024258-0e5068cfa710 ● Supervisory board · Executives · 10 Jun 2025
13,338.156 shares @ €9.38 50.0% of flow Share OPTIVER V.O.F.ISIN ISIN DE000A161408BAFIN:40024258-b218b710ede8 ● Supervisory board · Executives · 10 Jun 2025
13,338.156 shares @ €9.38 50.0% of flow Share OPTIVER V.O.F.ISIN ISIN DE000A161408BAFIN:40024258 关于 HelloFresh SE HelloFresh SE 是一家德国直接面向消费者的食品分销集团,在德国 Xetra/法兰克福(DAX/MDAX/SDAX)上市,股票代码为 HFG.DE。该公司于2011年11月在柏林成立,已成为全球餐包领域的先驱之一,也是德国市场上知名的消费增长品牌。其注册办事处和总部设在柏林,这突显了其作为一家在德国上市、拥有国际消费者和物流足迹的公司的地位。HelloFresh 的模式围绕数据驱动的集成供应链构建,直接向客户家中提供食品解决方案,重点关注便利性、个性化和减少食物浪费。([ir.hellofreshgroup.com](https://ir.hellofreshgroup.com/download/companies/hellofresh/Annual%20Reports/DE000A161408-JA-2023-EQ-E-01.pdf?utm_source=openai))
核心业务仍然是餐包:包含预分份食材的食谱盒,让客户在家烹饪,减少规划和购物时间。随着时间的推移,HelloFresh 已将业务从餐包扩展到附加产品和即食餐,并运营其他与食品相关的概念。该集团的品牌组合包括 HelloFresh、EveryPlate、Green Chef、Chefs Plate、Factor、Youfoodz、Good Chop 和 The Pets Table。这种多品牌结构使公司能够满足不同的消费者需求,从注重价值的家庭到寻求高端或便捷食品解决方案的客户。([ir.hellofreshgroup.com](https://ir.hellofreshgroup.com/download/companies/hellofresh/Annual%20Reports/DE000A161408-JA-2023-EQ-E-01.pdf?utm_source=openai))
从竞争角度来看,HelloFresh 将自己定位为餐包领域的全球领导者,并在广泛的国际范围内运营。该公司表示,它服务于18个国家,包括德国、法国、英国、美国、加拿大、澳大利亚、瑞士以及几个比荷卢经济联盟和北欧市场。这种地域分布为其带来了规模和多元化,尽管业务仍然受到消费者支出模式、营销效率和客户留存动态的影响。其直接面向消费者的模式使 HelloFresh 对采购、生产计划、分销和客户体验拥有重要的控制权,这在运营执行至关重要的类别中非常重要。([ir.hellofreshgroup.com](https://ir.hellofreshgroup.com/download/companies/hellofresh/Annual%20Reports/HelloFreshNonFinancialReport_2023_EN.pdf?subscriptionId=3603514&utm_source=openai))
最近的新闻主要集中在盈利能力改善、运营简化和产品投资。HelloFresh 强调,在2025年和2026年,将实施一项大型效率计划、产品增强,并计划到2026年实现约300 million欧元的年度成本节约,同时加强对高价值客户的关注。该公司还继续扩大其即食平台,特别是在欧洲的 Factor,同时报告盈利能力和现金生成能力不断提高。对于国际股票投资者而言,HelloFresh 仍然是一个消费者和供应链平台的故事:全球覆盖、经常性客户关系,以及在竞争激烈的类别中持续推动更高的利润率和现金流。([hellofreshgroup.com](https://www.hellofreshgroup.com/en/newsroom/press-releases/?utm_source=openai))