Latest ideas and analyses related to plant based meat

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BYND

+33 pts



$BYND - key questions into earnings

By rIsILAwr on July 22, 2021, 3:26 a.m.
Tagged topics: plant based meat , earnings preview , JP Morgan

Views: 19, Votes: 2, Responses: 0, Attachments: 2
BYND

+31 pts



$BYND - Oppenheimer cuts estimates from 'significant discounting', sees more pain for Beyond into Q2

By junkfoodlover on July 21, 2021, 1:55 p.m.
Tagged topics: growing competition , plant based meat , earnings preview , Oppenheimer

Views: 78, Votes: 1, Responses: 0, Attachments: 24
BYND

+31 pts



$BYND - JP Morgan (bear) checks indicate Beyond Sausage has been discontinued at Dunkin' due to lack of demand

By junkfoodlover on June 24, 2021, 1:01 p.m.
Tagged topics: analyst checks , plant based meat , JP Morgan , weaker demand , Beyond Sausage , Dunkin'

Views: 108, Votes: 1, Responses: 0, Attachments: 1
BYND

+30 pts



$BYND - Oppenheimer store checks indicate very aggressive pricing competition from Impossible Foods

By junkfoodlover on June 1, 2021, 10:03 a.m.
Tagged topics: price war , growing competition , plant based meat , Oppenheimer , store checks

Views: 150, Votes: 1, Responses: 0, Attachments: 13
BYND

+34 pts



$BYND - Barclays (bear) says alternative meat is here to stay and sees brighter outlook ahead, but believes valuation too rich

By junkfoodlover on May 11, 2021, 7:26 p.m.
Tagged topics: growing competition , plant based meat , deep dive , Barclays , rich valuations , food tech , alternative meat

Views: 138, Votes: 2, Responses: 0, Attachments: 16
BYND

+5 pts





By Noto on May 8, 2021, 12:26 a.m.
Tagged topics: valuations , plant based products , growing competition , earnings results , plant based meat , Piper Sandler , Jefferies , operating loss

Views: 1, Votes: 1, Responses: 0, Attachments: 0
BYND

+37 pts



$BYND - street remain excited about the opportunities of plant-based foods, but recommend staying on the sidelines until competitive environment eases

By junkfoodlover on May 7, 2021, 1:43 p.m.
Tagged topics: valuations , plant based products , growing competition , earnings results , plant based meat , Piper Sandler , Jefferies , operating loss

Views: 130, Votes: 2, Responses: 1, Attachments: 5
BYND , CLXT , LSF , MBII , STKL

+31 pts



$LSF, $BYND - Canaccord sees strong demand, expects LSF to outperform from catch-up trade while Beyond Meat constrained by competitive concerns

By junkfoodlover on May 4, 2021, 12:47 p.m.
Tagged topics: valuations , plant based meat , earnings preview , Canaccord Genuity , ESG investors , ag tech , food tech

Views: 113, Votes: 1, Responses: 0, Attachments: 26
BYND , CAG , K , NOMD , TTCF

+35 pts



$BYND - Jefferies data indicates 'high purchase intent' for plant-based food, says lower pricing the adoption accelerator (deep dive)

By junkfoodlover on April 9, 2021, 11:08 a.m.
Tagged topics: plant based products , TAM , plant based meat , deep dive , Jefferies , consumer trends , adoption acceleration

Views: 168, Votes: 4, Responses: 0, Attachments: 31
BYND

+32 pts



$BYND - Piper Sandler data suggests plant-based meat more on-trend with younger consumers and could drive growth for years to come

By josiebe on April 7, 2021, 3:17 p.m.
Tagged topics: analyst checks , consumer lifestyles , plant based meat , Piper Sandler , Gen Z , ESG investors , teens , consumer trends

Views: 141, Votes: 1, Responses: 0, Attachments: 5