Beyond Meat (BYND) AI Stock Analysis
Beyond Meat
(BMV:BYND)
No summary available
Beyond Meat (BYND) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- MXN 118.81M
- Dividend Yield
- ―
- Average Volume (3M)
- 1,765
- Price to Earnings (P/E)
- -0.4
- Beta (1Y)
- -0.68
- Revenue Growth
- -21.64%
- EPS Growth
- 71.49%
- Country
- Mexico
- Employees
- 589
- Sector
- Consumer Defensive
- Sector Strength
- 62
- Industry
- Packaged Foods
Beyond Meat Business Overview & Revenue Model
Company Description
Beyond Meat, Inc. specializes in the creation, marketing, and distribution of plant-derived meat alternatives, operating both domestically within the United States and across international markets. The company provides a diverse selection of plant-ba...
Beyond Meat Earnings Call Summary
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.
Q2-2026 Updates
Positive Updates
Negative Updates
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.
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.
Latest Risks Added
3 New RisksBeyond Meat Peers Comparison
Overall Rating
SMPL54Neutral
LSF52Neutral
OTLY45Neutral
HAIN41Neutral
STKH41Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| Sector * | 62Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% |
| SMPL | 54Neutral | $977.20M | -6.58 | -10.23% | ― | -6.51% | -266.08% |
| LSF | 52Neutral | $28.43M | -6.31 | -11.36% | ― | 73.26% | -239.94% |
| OTLY | 45Neutral | $247.32M | -2.70 | 675.83% | ― | 12.01% | 61.83% |
| HAIN | 41Neutral | $10.84M | -0.04 | -106.47% | ― | -13.23% | 43.34% |
| STKH | 41Neutral | $65.50K | -0.38 | -156.40% | ― | -100.00% | 90.28% |
* Consumer Defensive Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| MX:BYND | Beyond Meat | 130.00 | -653.60 | -83.41% | |
| SMPL | The Simply Good Foods Company | 11.25 | -8.58 | -43.27% | |
| HAIN | The Hain Celestial | 0.12 | -0.99 | -89.28% | |
| LSF | Laird Superfood, Inc. | 2.54 | -2.37 | -48.27% | |
| STKH | Steakholder Foods Ltd. | 0.41 | -8.02 | -95.12% | |
| OTLY | Oatly Group Ab | 7.75 | -7.09 | -47.78% |
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.