Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Focusing on Asian logistics, transportation, and travel companies

Asian Equities Analyst, Logistics & Transport

Hello, HelloFresh: German Meal-Kit Firm's Flexible, Asset-Light Model Bests Blue Apron's Approach

Stitch Fix IPO Preview: Not Just Another Retail Subscription Service -- This One's Profitable!

What's Wrong With Blue Apron? A Diagnosis & Prescription for a Return to Financial Health

AMZN+WFM Merger Begs the Question: What Can Blue Apron Do that the Merged Company Can't?

Blue Apron Files for US IPO: Any Appetite for This Money-Losing 'Meal Kit' Subscription Company?

AMZN Shops for Whole Foods. What Else You Can Do (And Watch Total Rewriting of Food Industry)

Equity Bottom-Up

<p>US grocery store chain Albertsons (private) announced on Wednesday evening that it would buy meal kit specialist Plated (also private) for a reported US$175-200 mn. Few financial details were revealed, but we believe Albertsons is buying Plated for around 1.0x trailing 12-month revenues. </p><p>The deal will give Plated, the third-largest meal kit company in the US behind <a href="https://www.smartkarma.com/entities/24175" target="_blank" data-smartkarma-citation="entities:24175:1">Blue Apron Holdings, Inc. (APRN US)</a> and private, Berlin-based HelloFresh, a network of over 2,200 physical stores through which it…</p>

US grocery store chain Albertsons (private) announced on Wednesday evening that it would buy meal kit specialist Plated (also private) for a reported US$175-200 mn. Few financial details were revealed, but we believe Albertsons is buying Plated for around 1.0x trailing 12-month revenues. The deal will give Plated, the third-largest meal kit company in the US behind Blue Apron Holdings, Inc. (APRN US) and private, Berlin-based HelloFresh, a network of over 2,200 physical stores through which it…

米食料品大手アルバートソンズがミールキットメーカーのプレーテッドを買収、ブルーエプロンの将来を示唆