** J.P.Morgan places Hellofresh HFGG.DE on its positive catalyst-watch ahead of the meal-kit maker's CMD on Thursday when it expects management to announce further cost savings and confirm revenue stabilisation from mid-2026 onwards
** The broker estimates that the ready-to-eat business $(RTE.AU)$ will take a 40% profit share (EBITDA) by 2027 from 1% in 2024
** It also expects announcements on margin expansion opportunities as the company transitions from meal-kits to RTE
** JPM sees room for a workforce reduction, especially in meal-kits, and expects growing RTE operations to offset from next year the declining revenue in the meal-kits business
** Hellofresh shares have fallen 17% so far this year
(Reporting by Paolo Laudani)
((Paolo.laudani@thomsonreuters.com))
免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。