MMM 6.06% 3.5¢ marley spoon se

Ann: Market Update Q4 2020 Presentation, page-5

  1. 92 Posts.
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    Isn't Q4 2020 growth a bit disappointing versus Q3 - notably in the context that corona infections spiked eg. continued to be at high levels during Q4. I expected bit more subscriber as well as revenue growth! Q2, Q3 and Q4 - the trend is not as strong as I wished it to be.

    On Hellofresh. Isnt it quite smart, that they are running multiple sub-brands for different price-classes, so can capture a greater marekt and benefit from economies of scale.....

    What do you think?

    I have some allocation in both MMM and HFG. I think momentum should remain on HFG for the time beeing.

    https://hotcopper.com.au/data/attachments/2850/2850308-cff776ad4b1e0d8f377cc39771780d16.jpg

 
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