** 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))
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