HelloFresh

2 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Oct 3, 2022 by Mike Salguero · said 3 times in 2 episodes since 2022 · across every show →

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brought up most by Mike Salguero (2), Randy Hetrick (1)

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2026 1 mention in 1 episode
2022 2 mentions in 1 episode

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Everything said about HelloFresh, oldest first

Oct 3, 2022 bearish
Assertion Supported
Blue Apron's valuation collapse instantly dried up VC for subscription box startups
“Yeah, they were like a two billion dollar valuation, and now they're trading today at like a hundred million dollars. And so, what happened was, all of the venture capital for box subscription companies, it just dried up in an instant. And what you saw was a l…”
Mike Salguero Oct 3, 2022 ▶ 1:14:06 ButcherBox: Mike Salguero
Oct 3, 2022 positive
Insight
ButcherBox succeeded by targeting cooks wanting culinary flexibility instead of meal kits
“Right from the beginning, we were attracting a customer who, like, didn't want to be told what to do with their meat. We were attracting a customer who might be a little more adventurous in the kitchen, or might have some knowledge already, who wanted to be ab…”
Mike Salguero Oct 3, 2022 ▶ 1:03:03 ButcherBox: Mike Salguero
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