Hellofresh Se Ord (HLFFF) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, ladies and gentlemen. Thank you for joining our Q4 and full year 2025 earnings call. Alongside this presentation, we've also published our full year 2025 shareholder letter, which provides some additional strategic context on the year and on our outlook. We encourage everyone to read it in conjunction with today's remarks. With me today is also Fabien Simon, our group CFO who joined us about six months ago. The structure of today's call is as follows. I'll start by providing a strategic overview of where we are as a company and where we're headed. Fabienne will then walk you through the full year 2025 financial results and our 2026 guidance in detail. And after that, we'll open the floor for your questions. Before we do this, I'd like to give Fabien some time to introduce himself and his observations to date briefly. Thank you, Dominique, and good morning to all of you. A few months ago, I shared with many of you on the call the reason for me joining HelloFresh. After 25 years in consumer goods, I projected myself into the future of the industry and towards what the consumer value more and more, which are First, affordable, healthy food that do well for the community, ideally with more local sourcing, more sustainable than existing alternatives. Second, when and where you do provide differentiated services beyond the job product. Here, I could refer to how to discover new recipes or just to deliver all ingredients at home and removing the pain of in-store shopping, for example. Third, a company with cutting-edge direct-to-consumer marketing engine, which is critical to interact with the consumer of today and likely even more with the consumer of tomorrow. And fourth, where in the end, the consumer feels valued and recognized with personalized solutions ...