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Beyond Meat (MX:BYND)
:BYND
Mexico Market
EarningsQ2 2026 Earnings Report

Beyond Meat (BYND) Q2 2026 Earnings Report

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MX:BYND Q2 2026 EPS Results

Actual EPS$15.96
Consensus EPS-$40.38
Beat/MissBeat by +$56.34
One Year Ago EPS-$228.76

MX:BYND Q2 2026 Revenue Results

Actual Revenue$1.22B
Expected Revenue$1.11B
Beat/MissBeat by +$113.58M
YoY Revenue Growth-8.17%

Earnings Announcement Details

QuarterQ2 2026
Date08/05/2026
TimeAfter Close
Conference CallWednesday, August 5, 2026
MX:BYND Upcoming Earnings
Beyond Meat's next earnings date is estimated for November 11, 2026, based on past reporting schedules.

Q2 2026 Earnings Call Audio

MX:BYND Q2 2026 Earnings Call
0:00 / 0:00

Q2 2026 Earnings Slide Deck

No slide deck is available for this earnings event.

Q2 2026 Earnings Call Summary

Q2 2026
Earnings Call Date:Aug 05, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call presented a mix of tangible operational progress (revenue above guidance, narrowing year‑over‑year declines, gross margin improvement, meaningful reductions in cash consumption, strong international retail growth, and new product momentum) alongside persistent and material challenges (volume declines, significant U.S. and food service weakness, compressed gross profit, continued adjusted EBITDA losses, China‑exit depreciation drag, and elevated net debt). Management outlined a three‑pillar turnaround plan (invest in Europe/Canada, expand into adjacent nutrition categories, and drive operational efficiency) and multiple concrete actions already underway. Given the comparable weight of positive execution/cash improvements and continued operational/market headwinds, the overall tone is constructive but cautious.
Company Guidance
Management provided limited forward guidance, reiterating third-quarter net revenues of approximately $60–65 million (after Q2 net revenues of $68.8M, about $4M above the high end of prior guidance); Q2 metrics cited to contextualize that outlook included net revenues down 8.2% YoY (improving from −15.3% in Q1 and −19.7% in Q4 2025), gross margin of 8.5% (benefiting ~5.5–6 pts vs prior quarters but carrying >2 pts of China‑related accelerated depreciation), operating expenses of $36.7M (15% sequential, 19% YoY decline), adjusted EBITDA loss of $27.7M (−40.2% of revenues), net income of $16.4M ($0.03/share) driven by a $57.7M non‑cash debt extinguishment gain, cash & equivalents $186.1M, total debt carrying value $323.8M, YTD net cash used in operating activities $23.2M (quarterly cash consumption excluding financing ≈ $18M, a 44% reduction YoY), and capex $4M for the six months. Management emphasized continued focus on stabilizing U.S. sales, investing in Europe/Canada and adjacencies, driving operational efficiencies, and a goal of returning to cash‑flow‑positive operations despite ongoing uncertainty.
Net Revenues Above Guidance
Net revenues of $68.8M in Q2 2026, approximately $4M above the high end of the company's $60–$65M guidance range, showing sequential progress versus prior quarters.
Sequential Improvement in Year‑over‑Year Declines
Year‑over‑year revenue decline narrowed to -8.2% in Q2 2026 from -15.3% in Q1 2026 and -19.7% in Q4 2025, indicating positive momentum in reducing the rate of decline.
Gross Margin and Operating Expense Improvement
Gross margin was 8.5% in Q2 2026, a multi‑quarter improvement (management cited ~5.5–6 percentage points better than Q1/Q4), and operating expenses fell to $36.7M, a 15% sequential decline and 19% year‑over‑year decline.
Material Reduction in Cash Consumption
Quarterly cash use (excluding financing) fell to approximately $18M, a 44% reduction (about $14M less) versus the year‑ago period; net cash used in operating activities was $23.2M for the six months ended June 27, 2026 versus $58M a year earlier; cash and equivalents totaled $186.1M.
Positive GAAP Net Income in Quarter (Non‑operational Driver)
Reported net income of $16.4M, or $0.03 per basic share, in Q2 2026 compared to a net loss of $31.8M in the year‑ago period, primarily driven by a $57.7M non‑cash gain on debt extinguishment recognized in other income.
International Retail Growth — Europe & Canada
International retail net revenues grew 16.5% to $18.5M, driven by an 8.2% increase in volume and a 7.7% increase in net revenue per pound; management highlighted double‑digit retail growth in Europe and Canada.
New Product Innovation and Distribution Wins
Launched Beyond Steak Filet (retail debut), Beyond Immerse functional beverage (20g protein, 5–7g fiber, 100–110 calories), Beyond Chicken Pieces Spicy Buffalo rolled out to >2,000 Kroger stores, and new breakfast sausage at Kroger, Sprouts, and Whole Foods; over 20 products hold Clean Label Project certification.
Operational Efficiency Initiatives Underway
Actions include consolidation of production network, commissioning a new continuous line in Columbia, MO to improve conversion costs, material cost reductions via contract renegotiations and secondary sourcing, warehouse consolidation, and exiting less profitable SKUs.

MX:BYND Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Nov 11, 2026
2026 (Q3)
-35.71 / -
-766.066―
2026 (Q2)
-40.38 / 15.96
-228.756106.98% (+244.72)
2026 (Q1)
- / 1.77
-367.073100.48% (+368.85)
2025 (Q4)
-72.88 / -31.92
-367.07391.30% (+335.15)
2025 (Q3)
-211.02 / -766.07
-218.116-251.22% (-547.95)
2025 (Q2)
-204.78 / -228.76
-281.95518.87% (+53.20)
2025 (Q1)
-246.49 / -367.07
-446.87217.86% (+79.80)
2024 (Q4)
-237.60 / -345.79
-1276.77772.92% (+930.98)
2024 (Q3)
-253.48 / -218.12
-579.86962.39% (+361.75)
2024 (Q2)
-279.31 / -281.95
-441.55236.14% (+159.60)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed