Stockchase Opinions

Stockchase InsightsBeyond Meat Inc.BYNDDON'T BUYOct 15, 2025

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

Once closed (it is approved), debt holders will own 88% of the stock, and 316 million new shares will be issued. While the restructing gets the company a better ability to 'survive' it does not really set it up to 'prosper'. The dilution is massive, of course, and the company still needs to deal with declining sales (down 20% last quarter). The restructuring does not help sales, of course. Cash flow has been highly negative. Lower interest rates will help this, but it will still not have much financial capacity. The company is also quite tiny now and this limits investor appetite. Could it turn around? Sure, the possibility is there. But it could also continue to swirl down the drain. We would not want to get involved here. Hard to believe it was once worth $14 billion (now $60 million). 
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Stock price when the opinion was issued

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As of Jun 04, 2026. Market Open.

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TOP PICK

Beyond Meat reported a revenue of 75M, which is a 9.1% change from the previous quarter. An increase in revenue typically indicates growing demand for the company's products or services. This positive change in revenue is a good sign, suggesting that the company's sales are moving in the right direction. Gross Profit stood at 8.6M, marking a 906.7% change since the last quarter. Gross profit showcases the efficiency in production and sales processes. Social media mentions are up 103.8% in the past 24h.

SHORT
Doesn't want this on her BBQ.
BUY
The stock did well today on a bad market day. This means something's good happening with BM.
DON'T BUY
The PE is too high. Prefers Oatly.
BUY
Food services and cafeterias will reopen, so that'll be a huge tailwind. Also, cows create methane (contributing to global warming) and are an inefficient way to get your protein.
BUY
Major ransomware attack on meat plants by Russia is the latest of several against the U.S. This shot up today in reaction to the attack. Go with what works and BYND does.
DON'T BUY
She wouldn't buy it, but she can see more interest in this meme name than, say, AMC, because analysts have upgraed BM and more people will be going out to eat at restaurants where BM has struck partnerships. However, BM is seeing more competition in non-meat food products. Also, BM is valued 7x more than some peers, so dig into their fundamentals and balance sheets.
BUY

It could be the next target of the Reddit short-sellers (whom he doesn't like), he says sarcastically. BYND is doing some incredible deals with McDonald's and the reopening will allow them to sell products to all the formerly dormant cafeterias.

HOLD
When food service fully reopens, this will help Beyond. Also, consumers buy Beyond products not only because it tastes good and is veggie, but because they do not contains GMOs.
BUY
He's bullish. He believes in their CEO. When restaurants and cafeterias reopen, BYND will shine. In contrast, many of their peers sell GMO in their food products which millennials and youngsters detest.
BUY
Buy. They have a serious food service division which will soar when the economy reopens. Meanwhile, their supermarket division is doing well. Also, they don't carry GMO foods, which appeals to millennials.
DON'T BUY
The competition is coming, so that's a big problem. That's why they're under pricing pressure now.
DON'T BUY
It is really expensive. The valuation is high. Price momentum is good, but there is no fundamental backstop. It does not have positive cashflow and trades at 20x earnings. It has a lot of downside risk.
COMMENT
They've been missing quarters because they've lowered prices to attract a mainstream audience. They report Monday.