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home / news releases / GRUB - HelloFresh: The Rally Is Over


GRUB - HelloFresh: The Rally Is Over

  • HelloFresh is the market leader in the meal-kit industry.
  • HelloFresh seems cheap when considering commonly used valuation metrics.
  • However, HelloFresh's business will face a significant headwind as the world reopens.
  • HelloFresh has a tiny moat. And online grocery services have a better value proposition.
  • I do not believe the stock provides an interesting risk/reward at current prices.

For further details see:

HelloFresh: The Rally Is Over
Stock Information

Company Name: GrubHub Inc.
Stock Symbol: GRUB
Market: NYSE
Website: grubhub.com

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