The most interesting thing from the video in that article was that Marley Spoon are leading the way with automation, which will help to keep costs minimized as we grow and scale!!
Think it got mentioned, but worth noting the trend for the market leader this quarter - remember the trend in this category sees a big tide of consumer adoption for home delivered groceries lifting all boats!!
HelloFresh SE expects revenue and adjusted EBITDA ("AEBITDA") for Q2 2020 significantly above market expectations
and increases its full year 2020 guidance
Encourage everyone to check out their latest ann on the HFG website.
HFG is worth $8 billion euros, or around $11 billion aussie.
Marley Spoon a fair way behind on revenue and EBITDA, but still can't help but think this is seriously undervalued at these levels.
If local stocks like TPW are getting close to $900m on $8m EBITDA, then this could be easily valued at $600m + later this year.
The most interesting thing from the video in that article was...
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