How does this Q&A work:
This company invites all interested, both current investors and potential investors to participate in this event, ask questions directly on this page before the event starts and upvote those questions you would like addressed.
The company will address as many questions as possible, and focus on those questions most wanted by investors.
Speakers at this event:
HelloFresh Q&A
Description
HelloFresh invites every current and potential investor to post up to 3 questions each and upvote the best questions they would like adressed during this investor presentation. A representative from HelloFresh will answer the questions that have come in in an open Q&A and make sure to have time for those questions with most upvotes. Ask your question in advance, already today, and upvote the best questions so we make sure that the best and most upvoted questions are answered. If there are more questions than we can get to in the planned timeframe, the questions with the most upvotes will be answered first. If you are not able to participate live, you can subsequently go in and find an answer to your question, therefore ask your good questions even if you are prevented from participating. Post your question in either danish or english"
Recording available after the event
8 Questions
Sept. 6, 2022
How do you plan to navigate through the rest of the year with continued rising inflation? Do you believe you can continue to keep contribution margins between 25-26% or do you expect them to fall because of inflation?
Sept. 12, 2022
How do you work with retention of customers? Early retention was better in the last quarter compared to 2021, although 2021 had some positive COVID-19 effect. What is the main drivers of retention for HelloFresh and how do you plan to keep raising the level of retention by customers?
Sept. 19, 2022
Subcontractors:
Very often "moment of truth" is when ones product is delivered. I assume you work by subcontractors, how do you ensure the delevery is done properly and in the quality you need. How have you ensured your financial towards the increasing fuel prises and assumably claims from the subcontractors delivering your products.
Sept. 18, 2022
Where do you see expansion possibilities in the future? Are you focusing on entering new markets, or are you looking at expanding to other areas such as lunch kits or are you looking to add more vegetarian and non-vegetarian meal choices?
Sept. 6, 2022
How are you experiencing the competitiveness in the industry? During COVID-19 the number of mealkit companies were rising. Are you still experiencing high competition or do you think smaller companies will begin to struggle and maybe have to shut down during the current market conditions. Are you thinking of doing any kind of M&A in this market and take advantage of maybe lower multiples and lower scale companies struggling?
Sept. 6, 2022
Are you experiencing a tougher marketing environment like many other companies with rising marketing costs and higher CAC?
Sept. 17, 2022
How sensitive are your production facilities to the current energy crisis? Do you use gas in the production?
Sept. 18, 2022
I have bought some shares in Hello Fresh.
My question is:
The high inflation is affecting many companies. How does Hello Fresh think that their market will react ? Is it still possible to maintain the profit rate ?