tiprankstipranks
Trending News
More News >
Beyond Meat (BYND)
:BYND
Advertisement

Beyond Meat (BYND) AI Stock Analysis

Compare
7,565 Followers

Top Page

BYND

Beyond Meat

(NASDAQ:BYND)

Select Model
Select Model
Select Model
Neutral 41 (OpenAI - 4o)
Rating:41Neutral
Price Target:
$2.50
▲(140.38% Upside)
Beyond Meat's overall stock score is heavily impacted by its poor financial performance, characterized by declining revenues and high operational costs. Technical analysis indicates a bearish trend, and valuation metrics are weak due to ongoing losses. Despite some strategic efforts to improve, the company's financial instability and market challenges weigh heavily on its stock score.
Positive Factors
Product Innovation
The introduction of new products demonstrates Beyond Meat's commitment to innovation and ability to meet diverse consumer preferences, potentially driving long-term growth and market expansion.
U.S. Foodservice Revenue Growth
Growth in the U.S. foodservice channel indicates strong demand and successful partnerships, which can provide a stable revenue stream and enhance market presence.
Cost Management
Efforts to reduce operating expenses reflect a focus on cost management, which is crucial for improving profitability and achieving sustainable financial health.
Negative Factors
Revenue Decline
A significant decline in revenue indicates challenges in maintaining sales momentum, which could impact long-term growth and market competitiveness.
Gross Margin Pressure
Decreasing gross margins suggest operational inefficiencies and pricing pressures, which may hinder profitability and financial sustainability over time.
Cash Flow Challenges
Increased cash usage highlights ongoing cash flow challenges, potentially limiting the company's ability to invest in growth initiatives and manage financial obligations.

Beyond Meat (BYND) vs. SPDR S&P 500 ETF (SPY)

Beyond Meat Business Overview & Revenue Model

Company DescriptionBeyond Meat, Inc. manufactures, markets, and sells plant-based meat products in the United States and internationally. The company sells a range of plant-based meat products across the platforms of beef, pork, and poultry. It sells its products through grocery, mass merchandiser, club store, convenience store and natural retailer channels, and direct-to-consumer, as well as various food-away-from-home channels, including restaurants, foodservice outlets, and schools. The company was formerly known as Savage River, Inc. and changed its name to Beyond Meat, Inc. in September 2018. Beyond Meat, Inc. was founded in 2009 and is headquartered in El Segundo, California.
How the Company Makes MoneyBeyond Meat generates revenue primarily through the sale of its plant-based meat products to retailers, food service providers, and distributors. The company has established significant partnerships with various fast-food chains and restaurants, such as McDonald's and Dunkin', which help expand its market presence and drive sales. Additionally, Beyond Meat sells its products through grocery chains and direct-to-consumer channels, contributing to its revenue streams. As demand for plant-based diets grows, Beyond Meat benefits from increased consumer interest, and its innovative product development continues to attract new customers, further enhancing its earnings potential.

Beyond Meat Key Performance Indicators (KPIs)

Any
Any
Pounds Sold
Pounds Sold
Measures the total weight of products sold, indicating market demand and the company's ability to scale production and distribution.
Chart InsightsBeyond Meat's US Retail and Foodservice segments are experiencing a downward trend in pounds sold, reflecting broader challenges highlighted in the earnings call, such as declining net revenues and negative gross margins. The company is facing significant distribution issues in the US, compounded by macroeconomic pressures. However, the International Foodservice segment shows resilience with growth driven by increased sales of chicken products. Strategic initiatives like new product launches and a $100 million financing facility aim to stabilize operations and improve financial health amidst these challenges.
Data provided by:Main Street Data

Beyond Meat Earnings Call Summary

Earnings Call Date:Aug 08, 2025
(Q2-2025)
|
% Change Since: |
Next Earnings Date:Nov 05, 2025
Earnings Call Sentiment Negative
The earnings call reflects significant challenges faced by Beyond Meat, including a notable decline in revenue and gross margin, along with ongoing difficulties in the U.S. retail and international foodservice channels. While there are some positive developments such as revenue growth in the U.S. foodservice channel and new product introductions, these are overshadowed by the broader negative performance metrics and operational challenges.
Q2-2025 Updates
Positive Updates
U.S. Foodservice Revenue Growth
Net revenues increased 6.8% to $11.1 million in the second quarter of 2025, compared to $10.4 million in the year-ago period, driven by a 4.4% increase in net revenue per pound and a 2.3% increase in volume of products sold.
Introduction of New Products
Beyond Meat introduced new products like Beyond Chicken Pieces, Beyond Steak Filet, and Beyond Ground Original, focusing on high protein and low cholesterol, which were well-received by specific consumer sets.
Reduction in Operating Expenses
Operating expenses were slightly reduced to $47.4 million in Q2 2025, compared to $47.6 million in the year-ago period, with non-recurring expenses included.
Negative Updates
Significant Revenue Decline
Net revenue for the quarter was $75 million, down 20% from the year-ago period, indicating a substantial drop in sales, especially in the U.S. retail channel.
Gross Margin Decrease
Gross margin fell to 11.5% in Q2 2025 from 14.7% a year ago, impacted by reduced fixed cost absorption and unfavorable product mix.
International Foodservice Revenue Decline
Net revenues in international foodservice decreased 25.8% to $15.1 million, driven by a 21.6% decrease in volume of products sold and a 5.3% decrease in net revenue per pound.
Challenges in U.S. Retail Channel
U.S. retail channel net revenues decreased 26.7% to $32.9 million, with a 24.2% decrease in volume of products sold and a 3.2% decrease in net revenue per pound.
Increased Cash Usage
Net cash used in operating activities was $59.4 million in the first half of 2025, compared to $47.8 million in the year-ago period, indicating higher cash consumption.
Company Guidance
During the 2025 second quarter conference call, Beyond Meat discussed several key metrics and strategic actions in response to ongoing challenges. The company reported net revenue of $75 million for the quarter, a 20% decrease compared to the same period last year, with gross margin declining to 11.5% from 14.7%. Total operating expenses were slightly reduced to $47.4 million, including $7.5 million in nonrecurring costs, and the net loss was $33.2 million. Despite a challenging environment, Beyond Meat is focused on achieving EBITDA positive operations by the second half of 2026, pursuing aggressive cost reductions, enhancing gross margin, and expanding distribution. The company also highlighted the appointment of John Boken as interim Chief Transformation Officer to lead these efforts. Looking forward, Beyond Meat expects third-quarter revenues between $68 million and $73 million, citing continued softness in demand and distribution challenges.

Beyond Meat Financial Statement Overview

Summary
Beyond Meat is facing significant financial challenges, with declining revenues, high operational costs, and substantial losses. The balance sheet reflects high leverage and negative equity, while cash flow issues persist despite some improvement in free cash flow growth. These factors indicate a need for strategic changes to improve financial stability and performance.
Income Statement
30
Negative
Beyond Meat's income statement reveals significant challenges. The company has experienced declining revenues with a negative revenue growth rate of -5.7% in the TTM period. Profitability metrics are concerning, with a negative net profit margin of -52.3% and negative EBIT and EBITDA margins, indicating operational inefficiencies and high costs relative to revenue.
Balance Sheet
20
Very Negative
The balance sheet shows a precarious financial position with negative stockholders' equity, resulting in a negative debt-to-equity ratio. This suggests high leverage and financial instability. The return on equity is positive due to negative equity, but this is misleading as it reflects losses rather than profitability.
Cash Flow
35
Negative
Cash flow analysis indicates some improvement in free cash flow growth, but the company still faces negative operating cash flow and free cash flow. The operating cash flow to net income ratio is negative, highlighting cash flow challenges. The free cash flow to net income ratio is above 1, indicating that free cash flow exceeds net income, but this is due to significant losses.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue301.35M326.45M343.38M418.93M464.70M406.79M
Gross Profit31.84M41.70M-82.66M-23.74M117.28M122.28M
EBITDA-135.16M-133.01M-282.19M-305.44M-150.34M-34.46M
Net Income-157.52M-160.28M-338.14M-347.19M-179.13M-52.75M
Balance Sheet
Total Assets687.82M678.15M774.45M1.06B1.38B468.01M
Cash, Cash Equivalents and Short-Term Investments103.50M131.91M190.50M309.92M733.29M159.13M
Total Debt1.28B1.22B1.22B1.19B1.16B40.11M
Total Liabilities1.37B1.28B1.29B1.27B1.25B100.91M
Stockholders Equity-680.94M-601.21M-513.37M-203.55M132.50M367.10M
Cash Flow
Free Cash Flow-125.27M-109.83M-118.39M-393.54M-437.33M-99.98M
Operating Cash Flow-110.35M-98.81M-107.83M-320.24M-301.37M-39.99M
Investing Cash Flow-13.48M-6.23M-9.49M-87.53M-147.48M-74.90M
Financing Cash Flow85.46M45.78M-550.00K276.00K1.02B-1.76M

Beyond Meat Technical Analysis

Technical Analysis Sentiment
Negative
Last Price1.04
Price Trends
50DMA
2.52
Negative
100DMA
2.95
Negative
200DMA
3.13
Negative
Market Momentum
MACD
-0.25
Positive
RSI
25.11
Positive
STOCH
32.76
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BYND, the sentiment is Negative. The current price of 1.04 is below the 20-day moving average (MA) of 2.39, below the 50-day MA of 2.52, and below the 200-day MA of 3.13, indicating a bearish trend. The MACD of -0.25 indicates Positive momentum. The RSI at 25.11 is Positive, neither overbought nor oversold. The STOCH value of 32.76 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BYND.

Beyond Meat Risk Analysis

Beyond Meat disclosed 84 risk factors in its most recent earnings report. Beyond Meat reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Beyond Meat Peers Comparison

Overall Rating
UnderperformOutperform
Sector (62)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
68
Neutral
$257.13M19.559.15%4.33%-6.33%
62
Neutral
$20.33B14.63-3.31%3.23%1.93%-12.26%
49
Neutral
$57.06M-8.34%22.79%74.00%
48
Neutral
$329.62M-35.36%18.23%-6.91%-83.51%
48
Neutral
$330.14M-89.88%-4.59%-19.09%
41
Neutral
$154.27M44.21%-5.17%56.19%
33
Underperform
$2.39M-136.13%
* Consumer Defensive Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BYND
Beyond Meat
1.04
-5.56
-84.24%
BGS
B&G Foods
4.17
-3.21
-43.50%
NATR
Nature's Sunshine Products
14.70
1.78
13.78%
LSF
Laird Superfood
5.34
-0.56
-9.49%
STKH
Steakholder Foods
3.86
-118.14
-96.84%
BRCC
BRC
1.35
-1.97
-59.34%

Beyond Meat Corporate Events

Executive/Board ChangesBusiness Operations and StrategyFinancial Disclosures
Beyond Meat Announces Workforce Reduction to Cut Costs
Negative
Aug 6, 2025

On August 6, 2025, Beyond Meat announced a workforce reduction of approximately 44 employees, or 6% of its global workforce, as part of cost-reduction initiatives aimed at decreasing operating expenses and the cost of goods sold. This move is expected to save the company $5.0 million to $6.0 million in cash compensation expenses over the next year. Additionally, John Boken was appointed as the interim Chief Transformation Officer to help steer the company’s restructuring efforts. The company’s second quarter financial results showed a 19.6% decrease in net revenues, attributed to weak demand in the plant-based meat category, particularly in the U.S. retail channel and international foodservice markets. Despite the challenging environment, Beyond Meat is focusing on expanding its core product lines and improving margins.

Business Operations and Strategy
Beyond Meat Subleases Space in El Segundo Deal
Neutral
Jul 28, 2025

On July 22, 2025, Beyond Meat, Inc. entered into a Sublease Agreement with Varda Space Industries, Inc. to sublease approximately 54,749 rentable square feet in El Segundo, California. This agreement, which includes both improved and unimproved spaces, is set to expire on October 31, 2033, and involves structured rent payments with provisions for rent abatements and improvement allowances, potentially impacting Beyond Meat’s operational costs and space utilization strategy.

Private Placements and Financing
Beyond Meat Secures $40 Million Loan Facility
Neutral
Jun 26, 2025

On May 7, 2025, Beyond Meat entered into a Loan and Security Agreement with Unprocessed Foods, LLC, securing a senior secured delayed-draw term loan facility of up to $100 million. On June 26, 2025, the company drew $40 million from this facility for general corporate purposes, with the loans maturing on February 7, 2030. Additionally, Beyond Meat issued warrants to Unprocessed Foods to purchase 3,823,454 shares of common stock, as part of the agreement, with plans to register these shares for resale.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Oct 04, 2025