What smart money is saying about HelloFresh SE
2 funds in our archive have pitched HelloFresh SE — most recently Overstone UCITS Global Smaller Companies Fund in December 2025.
HelloFresh SE delivers meal kit solutions to prepare home-cooked meals using its recipes. The company offers premium meals, double portions, and others, as well as add-ons, such as soups, snacks, fruit boxes, desserts, ready-to-eat meals, and seasonal boxes. It also sells meal-kits through vending machines. The company has operations in the United States, Australia, Austria, Belgium, Canada, Germany, France, Luxembourg, the Netherlands, New Zealand, Switzerland, Sweden, Denmark, Norway, Italy, Japan, and the United Kingdom. It operates under the HelloFresh brand; and owns the Chefs Plate, EveryPlate, Factor75, Green Chef, and YouFoodz brand names. HelloFresh SE was founded in 2011 and is headquartered in Berlin, Germany.
Fund coverage · 2 theses
- Overstone UCITS Global Smaller Companies FundDecember 2025
HelloFresh is the leading meal-kit provider with improving customer quality, strong free cash flow and buybacks, and guidance for attractive margins supporting a low earnings multiple.
Read the full thesis - Highwood Value PartnersDecember 2024
HelloFresh has solidified its dominance in the meal kit market and is now shifting focus from growth to profitability, leveraging economies of scale and a booming Ready-to-Eat segment—yet its stock remains deeply undervalued.
Read the full thesis
Read every full thesis on HelloFresh SE
Unlock all 2 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→