{"id":61119,"date":"2022-08-16T15:21:41","date_gmt":"2022-08-16T13:21:41","guid":{"rendered":"https:\/\/www.retaildetail.be\/?p=61119"},"modified":"2022-08-16T15:21:43","modified_gmt":"2022-08-16T13:21:43","slug":"hellofresh-vit-de-lamerique-alors-que-les-europeens-decrochent","status":"publish","type":"post","link":"https:\/\/www.retaildetail.be\/fr\/news\/food\/hellofresh-vit-de-lamerique-alors-que-les-europeens-decrochent\/","title":{"rendered":"HelloFresh vit de l’Am\u00e9rique alors que les Europ\u00e9ens d\u00e9crochent"},"content":{"rendered":"\n

HelloFresh <\/strong>continue de se d\u00e9velopper, malgr\u00e9 un ralentissement apr\u00e8s le boom pand\u00e9mique. Surtout gr\u00e2ce aux \u00c9tats-Unis, car plus de la moiti\u00e9 des revenus de l’entreprise proviennent d\u00e9j\u00e0 des USA.<\/p>\n\n\n\n

Moins de clients au printemps<\/h2>\n\n\n\n

\u00ab Le deuxi\u00e8me trimestre est toujours plus faible que le premier, \u00bb fait remarquer le PDG Dominik Richter aux analystes qui soulignent que HelloFresh a perdu 500 000 clients entre le d\u00e9but de l’ann\u00e9e et maintenant. Une fois les bonnes intentions pour la nouvelle ann\u00e9e refroidies, les gens commandent apparemment moins de bo\u00eetes \u00e0 repas. L’augmentation du co\u00fbt de la vie et l’incertitude \u00e9conomique jouent \u00e9galement un r\u00f4le cette ann\u00e9e-ci, notamment en Europe. Aux \u00c9tats-Unis, que 220 000 clients ont tourn\u00e9 le dos \u00e0 HelloFresh.<\/p>\n\n\n\n

Le nombre total de commandes a \u00e9galement diminu\u00e9, passant de 34,6 millions au premier trimestre \u00e0 32,3 millions actuellement. Plus de la moiti\u00e9 des commandes provenaient des \u00c9tats-Unis, qui sont d\u00e9sormais le principal march\u00e9 du fournisseur de bo\u00eetes \u00e0 repas. Le pays repr\u00e9sente plus de la moiti\u00e9 des revenus et les trois quarts du b\u00e9n\u00e9fice d’exploitation, selon le site d’information Finanzen. Autre fait marquant : le b\u00e9n\u00e9fice d’exploitation a augment\u00e9 de pr\u00e8s de 23 % aux \u00c9tats-Unis, alors qu’ailleurs, le b\u00e9n\u00e9fice brut a diminu\u00e9 de pr\u00e8s d’un quart pour atteindre 64,8 millions d’euros.<\/p>\n\n\n\n

A contre-courant<\/h2>\n\n\n\n

Richter est n\u00e9anmoins plein de confiance. Par rapport \u00e0 l’ann\u00e9e pr\u00e9c\u00e9dente, le nombre de clients a augment\u00e9 de plus de 4 % pour atteindre plus de huit millions et le chiffre d’affaires a m\u00eame augment\u00e9 de plus de 25 % pour atteindre 1,96 milliard d’euros – un record. Hors effets de change, les ventes ont encore augment\u00e9 de 16 %.<\/p>\n\n\n\n

Les commandes sont devenues plus importantes et plus co\u00fbteuses, tandis que les clients ont \u00e9galement opt\u00e9 pour des produits suppl\u00e9mentaires. HelloFresh, qui avec sa croissance va \u00ab \u00e0 contre-courant de la tendance dominante du commerce \u00e9lectronique \u00bb, est ainsi en passe d’atteindre 10 milliards d’euros de chiffre d’affaires d’ici 2025, affirme le PDG.<\/p>\n\n\n\n

Les co\u00fbts in\u00e9vitablement plus \u00e9lev\u00e9s, pour tout, des ingr\u00e9dients \u00e0 la livraison, ont exerc\u00e9 une pression sur les b\u00e9n\u00e9fices. L’ebitda a diminu\u00e9 de 7,5 % pour atteindre 145,9 millions d’euros, soit un quart de b\u00e9n\u00e9fice net de moins (62,5 millions d’euros) que l’ann\u00e9e derni\u00e8re. L’explication : afin de maintenir des prix comp\u00e9titifs, la soci\u00e9t\u00e9 a \u00ab largement att\u00e9nu\u00e9 l’effet de l’inflation sans r\u00e9percuter enti\u00e8rement les co\u00fbts sur les clients \u00bb. Pour l’ensemble de l’ann\u00e9e, HelloFresh pr\u00e9voit une croissance des ventes comprise entre 18 et 23 %, et un b\u00e9n\u00e9fice d’exploitation l\u00e9g\u00e8rement inf\u00e9rieur \u00e0 celui de l’ann\u00e9e pr\u00e9c\u00e9dente.<\/p>\n","protected":false},"excerpt":{"rendered":"

HelloFresh continue de se d\u00e9velopper, malgr\u00e9 un ralentissement apr\u00e8s le boom pand\u00e9mique. Surtout gr\u00e2ce aux \u00c9tats-Unis.<\/p>\n","protected":false},"author":5,"featured_media":49092,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[24],"tags":[170],"people":[],"extra":[],"company":[254],"topic":[266],"region":[470,446],"class_list":["post-61119","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-food","tag-livraison-de-repas","company-hellofresh","topic-resultats-financiers","region-allemagne","region-etats-unis-2"],"acf":[],"yoast_head":"\nHelloFresh vit de l'Am\u00e9rique alors que les Europ\u00e9ens d\u00e9crochent - RetailDetail BE<\/title>\n<meta name=\"description\" content=\"HelloFresh continue de se d\u00e9velopper, malgr\u00e9 un ralentissement apr\u00e8s le boom pand\u00e9mique. 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