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Hf Foods Group Inc

Hf Foods Group Inc

HFFG
$1.65USD↓-1.20%-0.02 today

MARKET CAP

88.2M

P/E (TTM)

5.3x

FWD P/E

4.3x

DAY RANGE

$2 – $2

52W RANGE

$1
$4

AI Summary

Stalk
TrimMedium

HFFG remains entrenched in a Stage 4 decline, with a primary support failure confirming sellers in control and a persistent lower-highs/lower-lows regime. Price is consolidating tightly around declining EMAs in an extremely oversold context but lacks a clear impulsive edge, prompting deferred execution on rallies into resistance or rejections at EMAs. The medium-term tradable side is bearish, while the long-term downtrend remains intact with distribution volume on bounces reinforcing seller dominance.

  • ↑Q1 revenue up 4.5% YoY to $312M despite inflation headwinds
  • ↑Adjusted EBITDA rose 3.8% YoY to $10.1M; net income turned positive at $1.2M
  • ↓Gross margin 16.2% vs. 17.1% YoY; profitability score deeply negative
Full analysis →

The case for & against

Bull & Bear analysis

Bearish

HF Foods Group, Inc. (NASDAQ: HFFG) operates as a key player in the food service distribution industry, specializing in Asian specialty food products. The company primarily serves independently-run restaurants in a rapidly growing market. HF Foods is positioned strategically as a scale provider within the Asian specialty segment, enhancing its competitive advantage while navigating industry challenges such as tariff pressures and changing consumer behaviors. The focus on operational improvements and capacity expansion through facilities upgrades and M&A initiatives underscores the company's long-term growth trajectory.

Bull says

  • ↑Q1 revenue up 4.5% YoY to $312M despite inflation headwinds
  • ↑Adjusted EBITDA rose 3.8% YoY to $10.1M; net income turned positive at $1.2M
  • ↑New ERP system and Atlanta/Charlotte facility upgrades target cost efficiency
  • ↑Inbound M&A activity rising as smaller peers face mounting cost pressures
  • ↑Favorable sensitivity to interest rates and oil prices supports margins
  • ↑Strong earnings yield and current trading levels suggest undervaluation

Bear says

  • ↓Gross margin 16.2% vs. 17.1% YoY; profitability score deeply negative
  • ↓Volatility score at 1.36 signals elevated stock risk
  • ↓Growth and Revisions scores low, projecting low-single-digit revenue gains
  • ↓ERP and facility upgrades face execution and integration risks
  • ↓Tariff uncertainty could raise input costs if duties jump to 50%
  • ↓Declining buffet-style foot traffic pressures sales and margins

Earnings Call · Q1 2025 · Mgmt. Guidance

Updated 05-29-2026bullish

Transcript signals

Bull points

  • Net revenue increased 0.9% year-over-year despite one fewer day of operations in the first quarter of 2025
  • Adjusted EBITDA increased 12.3% year-over-year to $9.8 million
  • Our digital transformation initiative reached a major milestone on May 1st. when we successfully completed the implementation of a new ERP application across our entire network

Bear points

  • we saw a relatively slow February driven mainly by macro uncertainty, which requires us to remain cautious moving forward.
  • Net loss of 1.5 million increased compared to net loss of 0.6 million for the prior year quarter, primarily driven by an unfavorable change of approximately 3.2 million in the fair market value of interest rate swaps.
Read full transcript analysis ›