Nice work Alfred, any shareholders should really sign up and give the boxes a go, great product and lots of variety!
In terms of growth, I was pleasantly surprised by the guidance for the coming year. I was especially pleased with how relaxed Fabian seemed about it. But checking out the web data for January, it's easy to see where the confidence was coming from.
US Great growth in the US, which is more of a continuation of the trend there. Visitor above the Oct / Nov peaks, with no seasonal low (ie: Dec) to worry about, should be a solid quarter. Nice bump for Dinnerly in the US as well.
Australia Solid new year rise in Australia, people trying to eat right after the break I guess. Not as much of a bump for the budget conscious Dinnerly customers. Interesting to see the size difference to Marley Spoon though in Aus, it's a very important part of the business!
Germany Marley Spoon had a nice bump in January to start the year, with that coming on top of solid growth since Sept. No data for Dinnerly yet in Germany, might still be too early.
Similar type of bump in Netherlands to start the new year. Few other countries like Belgium and Austria where data isn't available.
Looks like a solid start to the year.
MMM Price at posting:
$3.08 Sentiment: Buy Disclosure: Held
