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Beyond Meat, Inc. is a leading company in the plant-based meat industry, developing, manufacturing, marketing, and distributing a portfolio of plant-based meat products. The company aims to replicate the taste, texture, and sensory attributes of animal-based meat while providing nutritional and environmental benefits. Beyond Meat sells a variety of plant-based meat products designed to address global issues such as human health, climate change, and animal welfare.
- Beef Platform - Offers products like the Beyond Burger and Beyond Beef, which are significant contributors to the company's revenue.
- Pork Platform - Includes products such as Beyond Sausage, Beyond Breakfast Sausage Patties, and Beyond Sausage Crumbles, primarily using pea protein, rice protein, and soy protein.
- Poultry Platform - Features products like Beyond Chicken Tenders, Beyond Chicken Nuggets, and Beyond Popcorn Chicken, with protein content derived from faba bean protein and wheat gluten.
- Considering the loss of distribution in U.S. retail, where two major retailers shifted our products to the frozen aisle, how does management plan to restore full distribution and reverse the resulting decline in volume velocity in the coming quarters?
- With the new $100 million senior secured debt facility accruing interest at 12% (rising to 17.5% later), what specific strategies are in place to mitigate the impact of these high financing costs on our cash flow and overall financial stability?
- Given the challenges in gross margin performance due to lower-than-anticipated sales volumes and increased costs from production start-up issues at the Pennsylvania facility, can management provide a detailed timeline and specific operational measures for achieving normalized production efficiencies?
- In light of the weakened U.S. consumer demand and potential destocking risks highlighted by our category takeaway data, what concrete actions is the management team taking to maintain consumer confidence and prevent further erosion of market share?
- With one-time SG&A expenses—including legal fees, inventory provisions, and China-related charges—significantly impacting our operating results, could management outline the expected run-rate SG&A levels for future quarters once these extraordinary items are normalized?
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
Cargill | Competes in the conventional animal-protein market and may have substantially greater financial and other resources, as well as lower operational costs, allowing them to offer animal-based products at lower costs than plant-based alternatives. |
Operates in the conventional animal-protein market and also offers plant-based meat products under the brand Happy Little Plants, competing directly in the plant-based category. | |
A major player in the conventional animal-protein market, competing with plant-based meat products by leveraging its established market presence and resources. | |
Perdue Foods | Competes in the conventional animal-protein market, offering products that rival plant-based alternatives in terms of consumer preference and pricing. |
A significant competitor in both the conventional animal-protein market and the plant-based category with its Raised & Rooted brand. | |
Competes in the plant-based meat market, leveraging its affiliation with a large food operator to challenge other plant-based brands. | |
Lightlife and Field Roast (Maple Leaf Foods) | Operates in the plant-based meat market, offering a variety of products that compete directly with other plant-based brands. |
A competitor in the plant-based meat market, offering a range of products that challenge other brands in the category. | |
Hungry Planet, Inc. | Competes in the plant-based meat market, focusing on innovative products to attract consumers. |
Impossible Foods | A direct competitor in the plant-based meat market, known for its innovation and strong market presence. |
Operates in the plant-based meat market, leveraging its established brand to compete with other plant-based products. | |
Moving Mountains | A competitor in the plant-based meat market, focusing on creating innovative plant-based products. |
Omnipork (OmniFoods) | Competes in the plant-based meat market, offering products that cater to diverse consumer preferences. |
Tofurky | A long-standing competitor in the plant-based meat market, known for its variety of plant-based offerings. |
Sweet Earth | Competes in the plant-based meat market, offering a range of products under the Nestlé S.A. umbrella. |
Awesome Burger (Nestlé S.A.) | A competitor in the plant-based meat market, leveraging Nestlé's resources to challenge other brands. |
Tyson's plant-based brand, competing directly in the plant-based meat market. | |
Hormel's plant-based brand, offering products that compete in the plant-based meat category. | |
Competes in the plant-based meat market, leveraging Sysco's distribution network to reach consumers. | |
The Not Company | A competitor in the plant-based meat market, focusing on innovative approaches to plant-based products. |
Competes in the plant-based meat market, leveraging Unilever's resources to challenge other brands. | |
Quorn | Offers mycelium-based meat alternatives, leveraging fermentation technology to compete with plant-based and animal-based products. |
Meati | Develops mycelium-based meat alternatives, focusing on texture and nutritional profiles similar to animal proteins. |
Nature’s Fynd | Competes with mycelium-based meat alternatives, using fermentation technology to create innovative products. |
| Customer | Relationship | Segment | Details |
|---|---|---|---|
DOT Foods | Acts as a distributor, purchasing, storing, selling, and delivering Beyond Meat products. | All | Accounted for 12% of Beyond Meat’s gross revenues in 2024, 2023, and 2022. |
Recent press releases and 8-K filings for BYND.
- Beyond Meat, Inc. received a $40.0 million Delayed Draw Term Loan on June 26, 2025, from Unprocessed Foods, LLC, as part of a larger facility providing up to $100.0 million.
- The loan carries an annual interest rate of 12.0%, increasing to 17.5% if extended past its February 7, 2030, initial maturity date, with accrued interest payable in kind.
- In connection with the loan, the company issued warrants to Unprocessed Foods to purchase 3,823,454 shares of common stock at an exercise price of $3.26 per share.
- The proceeds from the loan are designated for general corporate purposes.
- Net revenues fell to $68.7 million, marking a 9.1% year-over-year decline, with a gross loss of $1.1 million and a significant operating loss of $56.2 million.
- The company secured a new $100 million senior secured financing facility from an affiliate of Ahimsa Foundation to support its liquidity and balance sheet.
- Management cited macroeconomic uncertainty and a decline in product volume as key challenges, with a focus on achieving EBITDA-positive operations by year-end 2026.