HelloFresh Cuts 2026 Outlook Amid Weaker New Customer Acquisition
HelloFresh has adjusted its outlook for 2026 due to weaker-than-expected new customer acquisition during the back-to-school period.
The company expects consolidated revenue to decline by 9% to 11% in full-year 2026 on a constant-currency basis, and adjusted EBITDA of EUR 350 million to EUR 370 million in full-year 2026 on a constant-currency basis. This is down from its previous outlook of EUR 375 million to EUR 425 million.
HelloFresh also expects revenue to decline by 11% to 12% year over year in constant currency for the third quarter of 2026, with adjusted EBITDA of approximately EUR 45 million to EUR 55 million.