HelloFresh cut 2026 outlook. HelloFresh stock falls 1.97 percent

Published on 10/16/2026 at 10:53 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

HelloFresh expects 2026 revenue to fall 9.00 to 11.00 percent. HelloFresh stock costs EUR 2.98 on October 16, 2026, below its EUR 3.04 Xetra close.

Guidance and dates

HelloFresh expected full-year 2026 revenue to decline 9.00 to 11.00 percent on September 24, 2026.
Second-quarter 2026 revenue declined 7.80 percent to EUR 1.50 billion, while adjusted EBITDA was EUR 120.60 million.
HelloFresh stock trades at EUR 2.98 at 10:45 a.m. CEST at Lang & Schwarz on October 16, 2026, 1.97 percent below the Xetra close of October 15, 2026.
HelloFresh is scheduled to publish its third-quarter and nine-month 2026 results on November 5, 2026.

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HelloFresh (ISIN DE000A161408) was trading at EUR 2.98 at Lang & Schwarz on October 16, 2026, at 10:45 a.m. CEST, down 1.97 percent from the Xetra close of October 15, 2026, at EUR 3.04. The company had cut its 2026 outlook on September 24, 2026, after weaker new-customer acquisition during the back-to-school period, according to EQS News.

Revenue outlook takes center stage

The revised forecast calls for constant-currency revenue to decline 9.00 to 11.00 percent in fiscal year 2026, compared with the previous outlook for a decline at the lower end of 3.00 to 6.00 percent. Adjusted EBITDA guidance was reduced to EUR 350.00 million to EUR 370.00 million from EUR 375.00 million to EUR 425.00 million, while the consensus stood at EUR 375.60 million, the September 24, 2026 release said.

The warning also covered the third quarter of 2026. HelloFresh expected revenue to fall 11.00 to 12.00 percent year over year, against a market expectation of a 6.80 percent decline, with adjusted EBITDA forecast at EUR 45.00 million to EUR 55.00 million versus consensus of EUR 57.20 million.

What does the 2026 cut mean?

The operating backdrop was already mixed in the second quarter of 2026. HelloFresh revenue declined 7.80 percent year over year to EUR 1.50 billion, while adjusted EBITDA reached EUR 120.60 million, according to StockAnalysis. The contrast matters because the later outlook cut was tied to customer acquisition and lower marketing spending, not simply to a weaker reported quarter.

Three dated HelloFresh events

On August 13, 2026, HelloFresh published its first-half 2026 results. On September 24, 2026, it lowered full-year revenue and adjusted EBITDA guidance to 9.00 to 11.00 percent lower revenue and EUR 350.00 million to EUR 370.00 million of adjusted EBITDA. On October 1, 2026, Active Ownership Fund SICAV SIF SCS disclosed a purchase of 440 shares at EUR 4.40, according to EQS News.

Next reporting date

HelloFresh is scheduled to publish its third-quarter and first-nine-month 2026 financial statements on November 5, 2026, according to the company's investor-relations calendar. That report will show whether customer acquisition and marketing efficiency improved after the September warning.

Stock remains below its yearly high

HelloFresh has a market capitalization of EUR 432.1 million as of October 16, 2026. Its 52-week range is EUR 2.16 to EUR 7.92, placing the current quote EUR 0.82 above the low and EUR 4.94 below the high. The stock's current discount to the Xetra close keeps the September guidance cut central to the investor discussion.

HelloFresh was trading at EUR 2.98 at Lang & Schwarz on October 16, 2026, at 10:45 a.m. CEST, down 1.97 percent versus the Xetra close of October 15, 2026, at EUR 3.04. The further course of trading is shown by the continuously updated real-time quote of HelloFresh stock.