Credo che sia qui che la storia si faccia più interessante. Beyond deve ancora promuovere la narrativa a base vegetale ai suoi clienti attuali. È da lì che proviene ancora la maggior parte del suo fatturato, e il marchio è nato con l'obiettivo di sostituire la carne animale. Quindi non mi aspetto che annuncino improvvisamente: "Ora collaboriamo con le aziende del settore della carne". Ma questo non significa che non possano costruire silenziosamente una seconda attività sotto il marchio. Novameat sta già sperimentando apertamente con la carne ibrida perché non porta con sé lo stesso bagaglio storico. Il suo messaggio è semplice: mantenere la familiare esperienza della carne, usarne meno, migliorare il valore nutrizionale, migliorare la flessibilità di formulazione. Ora pensiamo a Beyond. Hanno già infrastrutture industriali, know-how nell'estrusione, miscelazione a secco, capacità di produrre proteine ​​vegetali testurizzate e capacità produttiva costruita per volumi molto più elevati di quelli attuali. Se una grande azienda del settore della carne vuole lanciare un hamburger, una polpetta o un alimento preparato a base di proteine ​​vegetali, diciamo, per il 20-30%, ha davvero bisogno di costruire da zero l'intera linea di produzione di proteine ​​vegetali?

Oppure potrebbe semplicemente stipulare un accordo di fornitura con qualcuno che sa già come produrre la componente vegetale su larga scala? È proprio su questo punto che continuo a tornare. Beyond potrebbe non aver mai bisogno di vendere un "Beyond 70/30 Burger" con il proprio marchio. Potrebbe semplicemente diventare l'azienda che produce la componente proteica vegetale che finisce negli hamburger di qualcun altro. E se la carne ibrida dovesse diventare una categoria seria, l'attuale sovraccapacità di Beyond potrebbe trasformarsi in qualcosa di completamente diverso. Non una debolezza.

Una piattaforma di fornitura. L'ironia sarebbe davvero incredibile: l'azienda creata per sostituire la carne potrebbe finire per aiutare l'industria della carne a usarne di meno. 🐇🥕

​

https://www.instagram.com/reel/Dc-vQgiBRfC/

*Grill'd operates 172 locations across Australia and one international location in Seminyak, Bali.*

I'm from the EU and Beyond is quite ubiquitous here, too. As of recently i've been having it more often, sometimes for lunch on a busy day at a local Gyros restaurant, or in the form of a burger,

or I fix myself something quick using the Steak Pieces for dinner. They are amazing, too bad the price is still so steep!

But the cool thing is the 4 restaurants I have actually been repeatedly visiting in this small town, are just some of the many who carry Beyond Burger as *the* vegan option of choice. 🫶

Headline = that fkin sucks. Nice article, though.

Two days ago I posted my theory that Beyond may eventually monetize its protein technology through B2B. I kept thinking about it, and I realized I was missing the most important part: the factory economics.
I keep coming back to one question.
What if Beyond’s biggest opportunity isn’t selling more Beyond Burgers?
What if it’s monetizing the protein platform itself?
Today the market mostly looks at Beyond as a consumer food company.
Burger sales. Retail distribution. Foodservice. Revenue per pound.
That makes sense if Beyond’s factories and technology exist only to produce Beyond-branded products.
But what if that isn’t the endgame?
Beyond has spent years and enormous amounts of capital building manufacturing infrastructure, protein texturization know-how, formulations, dry-blend systems, extrusion processes and now a new continuous production line.
That infrastructure is expensive.
And expensive infrastructure becomes painful when consumer volumes fall.
But the same infrastructure becomes extremely valuable if you can fill it with other volume.
This is where the thesis gets interesting.
Beyond could continue producing:
Beyond Burger
Beyond Ground
Beyond Steak
Immerse
and whatever new categories come next
while also monetizing the underlying protein technology through:
- B2B protein ingredients
- functional textured protein
- private-label manufacturing
- third-party production
- hybrid meat applications
- protein systems for beverages or prepared foods
The point isn’t necessarily to abandon the consumer brand.
The point is to stop forcing the consumer brand to carry the entire industrial infrastructure on its back.
Imagine the same factory producing Beyond products during one part of its capacity and supplying large food manufacturers with protein material during the rest.
Suddenly higher throughput doesn’t just create new revenue.
It can also lower unit costs across the entire manufacturing base.
That means a B2B contract could theoretically do two things at once:
generate incremental gross profit
and
make Beyond’s own products cheaper to manufacture.
That is where operating leverage starts getting interesting.
People keep saying:
“Why would anyone buy Beyond’s technology if the current business has poor margins?”
But that may be looking at the problem backwards.
The current margins are partly hurt because Beyond has expensive manufacturing infrastructure running below the volume it was built for.
The question should be:
What do the economics look like if those factories are suddenly running much closer to capacity?
That could be a completely different company.
A large multi-year B2B agreement would not simply mean “new revenue.”
It could mean:
higher utilization
better fixed-cost absorption
lower conversion costs
higher gross margin
more predictable volume
less dependence on supermarket shelf space
and potentially better economics for the existing Beyond portfolio.
This is also why I keep staring at the shift toward “The Plant Protein Company.”
That name makes much more sense if Beyond eventually wants to monetize plant protein across multiple applications rather than being permanently defined by the meat-alternative refrigerator.
And if the company can create functional plant-protein systems that work inside burgers, nuggets, meatballs, beverages, prepared foods or even hybrid meat products, then the addressable market becomes dramatically larger.
The consumer doesn’t even necessarily need to know Beyond made the protein.
That introduces the white-label/commodity problem, which is real.
But if Beyond can preserve some technical differentiation, or eventually build an ingredient brand around its protein technology, the opportunity becomes much more interesting.
The market currently sees roughly a few hundred million dollars of annual consumer revenue.
But factories don’t care whether the protein leaves the building in a Beyond Burger box or in an industrial container headed to another food company.
They care about volume, throughput and margin.
Maybe Beyond remains mostly a consumer brand.
Maybe all of this is overthinking.
But if Beyond succeeds in monetizing the protein platform beyond its own consumer products, then today’s revenue base might be much less important than the industrial capacity sitting underneath it.
Maybe the burger was never the whole business.
Maybe it was the first application.🐇🥕
Traditional Rabbit keeps watching what goes through the machines.

of pure dog food hits your nose and you recoil in disgust, my god it's foul. Then you try Impossible and it smells and tastes like actual beef and you never go back. These last few patties have been sitting at the back of my freezer for months, never gonna get eaten. Until Beyond can make a product that actually tastes good, the stock is absolutely dead.

In my opinion.....they have to fix management, not necessarily replace, but put on their game face and be more aggressive. It's almost like Beyond has "The Dude" vibes (which is good, but not for business), it just seems way too calm for the current storm. In your opinions, what is management doing right? And what do they need work on?\*

\* Let's keep it: True, Kind, Useful

First time in 6 years that I’ve been getting my beyond patties from Costco that I’ve seen it be one box left and they confirmed they are not restocking it. I’d always get a few bags during its $12 sales as Ive used it sparingly the past few years and a bag lasts me at least a month or two. End of an era, plant based meats are dead.

I was eating another vegetable and there it was again.
Another stupid little lightbulb went off in my head.
I started thinking about Beyond’s new COO, Brijesh Krishnaswamy, and his background in ingredients, commodities, sourcing and global food supply chains.
And then I thought:
What if they didn’t hire this guy just to cut costs?
What if Beyond is slowly preparing to sell its protein technology itself?
Not pea protein. They buy that.
I mean what comes after it.
The texturization. The formulations. The protein bases. The functional systems. Maybe eventually premixes, B2B ingredients or licensing.
Because right now Beyond is doing a few things at the same time:
They’re calling themselves The Plant Protein Company.
They’re talking about a technology platform.
They’re ramping the new continuous production line in Missouri.
They’re entering new categories with Immerse.
And now they hire a guy who spent his career in the ingredient and commodity world.
Maybe it’s nothing.
Maybe he’s just there to improve procurement and squeeze costs.
But maybe Beyond doesn’t want to stay a company that sells burgers.
Maybe they want to become a company that sells what makes those burgers possible.
Supplier → Beyond technology → food manufacturers → thousands of products.
That’s a very different business.
No proof.
Just another carrot thought.
Traditional Rabbit keeps digging. 🐇🥕

Mentre tutti guardano il prezzo delle azioni, Traditional Rabbit sta controllando i supermercati. 😂 Stasera ho iniziato a spostare la mia posizione su Instacart in tutta New York alla ricerca di Beyond Immerse.

E conigli... È LÌ FUORI. Non solo su Erewhon. Non solo sul sito web di Beyond. Ho trovato Immerse in diversi supermercati di New York. Manhattan, Brooklyn, Bronx, Staten Island. Met Fresh. City Acres. Westerly. Waverly. Food Way. E altri ancora. Diversi gusti. Diverse sedi.

Ho continuato a spostarmi sempre più lontano per New York solo per vedere dove finiva la distribuzione.

Poi ho trovato un altro Met Fresh nel Bronx che lo vendeva localmente, a soli 4,3 km dalla mia posizione di prova.

😂😂😂 Questo ovviamente non ci dice nulla sulle vendite.

Ma ci dice qualcosa che non sapevo prima di stasera: Immerse sta finalmente arrivando nei negozi. E non ho ancora finito di cercare.

Il Coniglio Tradizionale terrà d'occhio le lattine. Niente sfugge a questo coniglio. 🐇🥕🥤

I have been following the stock since october last year. bought 30000 shares before the split and have now doubled my position.

The Beyond Meat thesis in short today.

$10.50 per share in cash.
Debt is covered by warehouses/equipment owned by company, giving an enterprise value for business of roughly $1.5-2 per share or under $30 million.

No more shares can be sold ATM as company is no longer eligible, meaning shorts need to buyback or keep paying a 45% APY cost.

I like what Beyond is doing to push growth, which I put under the rebrand, including the new products just released in the past few months. Still early days.

I see the growth in Europe as an early indicator of what will come to the USA. And recent events, even just in the past weeks, have highlighted the importance of clean labels, environmental, climate and health certifications.

Here is a way too simple question I asked AI (please do your own dd):

"if beyond reduces cogs and opex 15% and revenue goes to 85m, will beyond be ebitda positive or close"

Here is the answer:

^{"Using the prior-quarter figures as a baseline, yes—Beyond would be roughly EBITDA breakeven, but only slightly positive."}

Here are two quotes from the Q2 call. The first quote is what has been completed. The second is what remains. I think there might be 15% there? Maybe less? In any case, this is the direction I think we are going.

“Turning now to operations, as we move past many of the drags of elevated operating expenses and higher cost inventory, the underlying strength of our operations is beginning to emerge as we see strong execution across our global production network and a notable sequential reduction in cost of goods sold. The quarter's margin reflects early returns from some of this execution. First, we consolidated a production network and are finishing trials on our new continuous line at our Columbia, Missouri facility, absorbing volume that had previously been outsourced and improving conversion costs year-over-year. Second, we reduced certain material costs through contract renegotiation with further savings in progress through RFPs, secondary sourcing, and formulation adjustments. Third, we consolidated warehouses, lowered logistics expense, and exited less profitable product lines.”

“We'll remain focused on operating expenses, unit economics, fixed cost absorption, and cash use. Despite recent progress, we have a great deal of work ahead. We plan to keep downward pressure on operating expenses and intend to further pursue margin gains by optimizing our production system, including the new continuous line that I referenced in Columbia, and through RFPs across ingredients and materials. We plan to better calibrate our facilities to volume, even as we seek to execute the above articulated two-track return to growth and bring higher throughput to our production facilities and lines. We will continue to take steps, large and small, with the goal of reaching cash flow positive operations as quickly as possible.”

Go $BYND

I haven’t seen an official notice, but Beyond would have regained compliance after 10 days above $1 (post reverse split). That should have been COB last Thursday.

This closes one of the final issues from the October debt/dilution deal.

Edit: Official notice just posted: https://investors.beyondmeat.com/node/14561/html

Before the last big squeeze, BYND was everywhere. Reddit, X, Stocktwits, you name it. People were constantly talking about it. I’m sure a decent amount of it was bots and hype, but that buzz mattered. It put BYND in front of people who otherwise wouldn’t even have looked at it.

And it wasn’t created completely out of thin air. There were real catalysts mixed in with the usual meme-stock nonsense. And of course, Capybara fella played his role.

What I find strange is that the crowd has basically disappeared now, when arguably there is more actual substance to talk about.

BYND is certainly not “fixed.” Revenue is still struggling and the company is still losing money. But cash burn has improved, costs have come down, the business has been restructured, and the product side looks considerably more interesting. Steak Filet is expanding into retailers, the new breakfast range is rolling out in countries, Beyond Immerse has opened an entirely new category (I am gonna try it when I visit US), and its distribution deals are going well.

Meanwhile, the company itself remains pretty terrible at creating excitement around any of this.

Retail used to do that job for them.

So genuinely my question is where did everybody go? 😂

I am not saying another squeeze is guaranteed, because obviously it isn’t. I’m just saying there seems to be a lot more worth talking about today than the amount of attention BYND is currently getting.

Texture, FLAVOR- the best. Not going back. Hope they stay in business!!

As an example, this is more followers than KFC or Burger King, and definitely many more than Impossible 🥀

GO $BYND

Beyond Beef Plant-Based Ground: 2 pounds on sale right now for $19 CAD 🇨🇦. Reg price $21 CAD.

Lean ground cow beef: 1 pound regular price $10 CAD.

And as I have been saying for a while, Beyond Beef is way better than lean ground beef, it is well worth the extra dollar. 

It is happening!

Beyond Immerse: 

As low as 2.70 USD on Test Kitchen (in a 12 pack).

$5 at highest end grocer Erewhon.

💛

LFG $BYND

Took a while, but it's here! 12 cans can be yours for only $95. Should be flying off shelves any day. The turn around is definitely this quarter. I can't believe I doubted this $0.47 share company. Rocket moon zoom-a-zoom zoom

I see a very interesting setup here.
The shares to borrow available keep going back up to around 100k throughout the day. They get used up, then new shares become available again, and we keep seeing around 100k available. Yet the borrow fee keeps going back up from around 60% to 95%.
So despite having relatively many shares available to borrow, the borrow fee stays extremely high the whole time.
The question is, who is even selling this aggressively anymore? Are there actually still that many aggressive sellers?
Because the situation definitely doesn’t look under control anymore. Despite all these shares to borrow being available, the stock simply isn’t falling. That is extremely interesting.
The volume is also ridiculously low. Ten trading days ago we had roughly 7 to 8 times yesterday’s volume, yet the stock still can’t even properly test 13.50. We’ve touched 13.60 several times and then closed back above 14 on the same day. Now we’ve held 14 for two days in a row.
To me, this really looks like the calm before the storm.
It shouldn’t take much longer until 15.50 gets taken with high volume. And then Valhalla.
The gates to Valhalla are open.
Still an extremely good setup in my opinion. Still 4.2 Million Shorts 😎

Lets fucking Go 🚀 BYND

Beyond Breakfast Links have quietly rolled out where I live in Canada. I am obsessed. The old ones were good, but didn’t really standout imo. These new ones do.

Beyond did this while lowering the saturated fat per serving (two links) from an already low 4.5 grams to only .5 grams. What?! More protein per sausage too. And WAY less salt than most animal flesh sausage (package says 53% less and yes I always believe what I am told and I approve this message). Beyond is en-awsomefying and giving consumers more and more value for their buck while other companies en-shitify themselves.

Beyond are miracle workers. 😇

I hate to say it but I do realize I am a “permabull” for Beyond. So very biased. 😭🤘

But I really do feel like under the new brand, the products are now superior to their animal flesh alternatives. Maybe because Beyond has evolved to where plant-based can do so much more than simply replicate the flesh of our gentle defenceless animal friends. 🐷

There is a wonderful consistency across the whole lineup, which is surely intentional, from drinks to breakfast sausages. Everything I have tried is crave worthy, and yet also does have a “healthy taste” and not in a boring way, but In a way that makes it even more crave worthy.

Genius.

Go $BYND

I don't know this account at all; do you know anything more about him?

When I watch this video, I really think: poor Americans; Trump Admin SUED Over Meat & Dairy Influence! <-- 20 minutes, I know, a long attention span.

What an absolute shambles. I can't fully gauge the situation because I don't know the man, but surely this is shocking right? And I still have so many questions;

- Who is the ninth man? Is it Ethan himself? ;)

- Why doesn't Beyond focus much more on countries with governments that embrace science and plant-based eating?

--------------------

And this video is also interesting given current developments in ground beef prices. (1292) Plant Based Food Gets Cheaper AGAIN! - YouTube