Blue Apron IPO ein Turnaround ?

Blue Apron are up another 1.3% Tuesday morning at $7.51 after having their best day ever on Monday, closing up about 13% after several banks that helped the company go public released upbeat research notes.
Eight out of the 12 underwriters for APRN?s initial public offering (IPO) in late June recommend buying the stock, while two of the four lead underwriters gave the meal-kit delivery company equal weight ratings. While banks maintain that their research is independent from the deal side of their businesses, analysts reports from underwriters are often viewed with a more skeptical eye given banks collect fees for the taking a company public.
Bulls are calling this the beginning of a turnaround in the Blue Apron story, after shares got pounded earlier this month on news that Amazon.com Iplans to enter the high-growth meal-kit delivery space. APRN closed at $6.55 on Friday, about 35% below its IPO price.

Read more: Blue Apron Jumps, Analysts Call Troubled IPO a Buy | Investopedia http://www.investopedia.com/news/...l-troubled-ipo-buy/#ixzz4nw6f7VyV
 

https://www.theinformation.com/...t-more-trouble-ahead-for-blue-apron
mehr dazu hier
https://seekingalpha.com/article/...pron-q2-earnings-preview-analysis

..." the company's own guidance explicitly states that Revenue will be down in Q2 vs Q1, so the credit card data suggesting it will be down 6% (plus or minus some margin of sampling error), really isn't information that couldn't already be gleaned by looking at the company's financial statements. (Neither is the churn rates, new customer additions, or first-year spend data.)
The borrow rate on Blue Apron is now almost 50% annualized. If you're long the company, and you're not lending your shares out to short sellers (and getting paid), then you're leaving money on the table..."  

Blue Apron sees job cuts ahead of facility closure
Blue Apron is closing its Jersey City, New Jersey, facility and is opening a new location in Linden, New Jersey.
The company has given all of its employees the option to transfer to the new facility.
Blue Apron said it expects about 470 workers will not be transferring to the new location.
https://www.cnbc.com/2017/08/04/...-jersey-city-facility-closure.html  

http://www.barrons.com/articles/...s-first-earnings-report-1502299596

und das Sentiment könnte sich schnell wandeln ....  

https://www.zacks.com/stock/news/271584/...report?cid=CS-ZC-HL-271584

the newly-public company?s first-ever earnings report failed to satisfy investors.
The Zacks Consensus Estimate called for a loss of 30 cents per share, but Blue Apron?s reported loss of 47 cents per share was far below that mark. The company cited unexpected costs related to the launch of a new manufacturing facility in New Jersey for much of this disappointment, although investors also appear to be concerned about marketing costs.the newly-public company?s first-ever earnings report failed to satisfy investors.
The popular meal-kit delivery brand recorded revenue of $238 million in the quarter, which actually beat our consensus estimate of $235 million. However, higher-than-expected costs took a massive chunk out of its bottom line...Blue Apron spent about 14.5% of its revenue on marketing expenses in the latest quarter, which is down from the 18% level that it recorded in 2016. However, management noted that its client base shrank 9% from the first quarter to the second quarter ....
 

Shares of Blue Apron APRN rose 5% in midday trading on Monday after Jana Partners revealed in a 13F filing that it owns a 2% stake in the meal-kit company, worth about $5.6 million.

The hedge fund, run by Barry Rosenstein, has previous experience in the grocery sector. Jana Partners reaped $300 million after selling its stake in Whole Foods Market WFM when the company was acquired by Amazon.com AMZN this past June. ..However, while Jana Partners invested in Blue Apron this past quarter, the fund exited its stake in Snap SNAP . Snap is another stock that has been struggling after its IPO this year, suggesting that Jana Partners sees a brighter future for Blue Apron than the tech company ....

http://www.nasdaq.com/article/...ron-aprn-stock-jumped-today-cm831930  

Blue Apron: Menetekel für Hellofresh?

https://boerse.ard.de/aktien/...pron-menetekel-fuerhellofresh100.html  

Übernahme was zu einen Shortsqueeze fürhen würde durch z. B. Hello Fresh oder Insolvenz. Wobei ob man sich so ne Firma ans bein Binden soll....  

...Blue Apron shares have lost almost 70% of their value since the company went public in June 2017.

Previously, analysts have suggested that Blue Apron's best bet for a recovery would be to be bought out by a bigger company....
https://www.businessinsider.de/...ger-buys-rival-2018-5?r=US&IR=T
 

"In retrospect, the peak may have been June 2015, when Blue Apron pulled in $135 million in venture funding at a $2 billion valuation from names like Bessemer Venture Partners and First Round Capital. The latest low point came this June, when Blue Apron was forced to conduct a reverse stock split in order to lift its share price above $1 and avoid being kicked off the NYSE. The downward spiral has continued in the ensuing months, with Blue Apron's market cap sinking at one point below $100 million...."

https://pitchbook.com/news/articles/...d-ongoing-demise-of-blue-apron