Released November 10th, 2021
Dominik Richter - HelloFresh: Delivering on Process Power
Dominik Richter is the CEO and co-founder of HelloFresh. We cover the challenges of scaling an operationally intensive business, why HelloFresh is more like CPG companies than grocery stores, and what he’s learned about brand building.
Business Building
Process Power
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Colossus Research
HelloFresh Research
Dive into our research on HelloFresh; its history, business model, and competition. Prepared ahead of Patrick's conversation with Dominik.
Katrina Lake - The Next Wave of E-commerce
Katrina is the co-founder and CEO of Stitch Fix. We cover the next wave of e-commerce, how stakeholder focus is a shareholder focus, and the future of Stitch Fix and personalized shopping.
Ernie Garcia - Disrupting the Auto Buying Experience
Ernie Garcia is the co-founder and CEO of online used car platform, Carvana. We cover effective decision-making, what it means to be a long-term thinker, and what Ernie sees as the defining features of attractive markets.
Jonathan Neman - Building the Modern Restaurant
Jonathan Neman is the co-founder and CEO of Sweetgreen. We cover the origins of Sweetgreen and how it builds a direct relationship with its customers, how Jonathan thinks restaurants should work with marketplaces, and the economics of operating restaurants.
Zack Fuss - Chipotle: Simplicity as the Recipe for Success
Zack Fuss is an investor at Continental Grain and an expert on all things food and restaurant-related. We cover Chipotle's origin stories, its hypergrowth + focus on innovation, and details around how they navigated COVID and their food safety scandals.
Michael Mayer - Pseudonymous Social Capital and Bottomless Coffee
Michael is the co-founder of Bottomless, a smart subscription service. We cover the impact of improving your information diet, how to use social media effectively, and how to change the world by making important things legible to computers.
Jeremy Cai - Manufacturer to Customer
Jeremy Cai is the founder and CEO of Italic, a subscription marketplace for consumer goods that works directly with manufacturers. We cover Italic's business model, the evolving role of manufacturers in supply chains, and the concept of building the next “everything store.”
Nick Kokonas - Know What You Are Selling
Nick is the CEO of Tock and co-owner of some of the world’s best restaurants & bars: Alinea, Next, and The Aviary. We cover misconceptions of starting a restaurant, improving the profitability of any business, and the importance of understanding what you really sell.
Sohn Hearts & Minds Stock Pitch - HelloFresh (Nov’20)
Munro Partners’ investment thesis on HelloFresh, based on consumer habits formed during the Covid 19 pandemic.
"Coffee & $FOOD" EP.2
Discussion about HelloFresh Group with investment analyst Jorge Robles.
How Blue Apron Compares to Other Subscriptions in One Graph
A summary of the customer retention of Blue Apron, Hello Fresh, Dollar Shave and Netflix based on anonymised credit card transaction data.
Meal delivery: here to stay, but only with a healthy side of good unit economics
An overview of customer-based valuation and application to BlueApron and eMeals.
How Costco Convinces Brands to Cannibalize Themselves
A breakdown of Costco's private label brand, Kirkland, and how they are able to offer such low prices for high quality products.
Twitter thread on HelloFresh (2021)
Daniel McCarthy (Theta) research on HFG's retention, OPEX and contribution margin.