u/Enbounce

I like seeing how other plant-based protein companies are doing for insight on the recovery of the entire industry. Here is a mildly encouraging update on UK brands Quorn + Cauldron. Quorn makes plant-based meats, and Cauldron makes tofu products. Their retail sales seem to be recovering, though food service is down.

And like Beyond has expanded with Immerse, and Impossible has partnered with Equii, Quorn is now making “protein bites.”

https://agfundernews.com/quorn-foods-uk-retail-recovery-gathers-pace-but-foodservice-likely-to-get-worse-before-it-gets-better

https://www.quorn.co.uk/products/protein-bites-sweet-chilli

EDIT: Though it does seem that Quorn relies on eggs for many of their products, so this is not truly plant-based. Not something I am interested in, but still useful insights nonetheless.

I recently increased my share count from 666 to 1714. This is a little over my share count goal (which was 50,000 pre RS). In the past I had 45,000 shares, so this is not a big victory but I will take it. Beyond has a lot more to do to prove itself, and I accept that the stock may decline further. I have a stop loss on a portion of my holdings.

My new average is $18.87 (63 cents pre RS).

After the RS the shares are underneath the low end valuations I have seen and the valuations are due for an update. If Beyond continues to build confidence and performs well, maybe we get a sharp correction. And the company has created potential for growth in multiple directions. I also realize that the economy is weakening and this has slowed things down. 

For the longer term, I believe my shares are in infrastructure that is increasingly essential, including for food security. Since October, Beyond has added incredible value. I am particularly impressed by the environmental, clean label and health certifications and achievements. This is a premium product and it keeps getting better. What blows my mind is that at greater scale, this amazing HQ food could be so cheap.

The people at Beyond are not perfect, but they truly are making the world a better place. That is incredible motivation to win. Doesn’t guarantee success, but I see it as an X factor.

“To Feed a Better Future

We create plant protein to nourish and protect our bodies, heal earth and climate, and better share the planet with the miracle of life that surrounds us. 

 

By choosing plant protein sources, we can help keep our hearts and rivers cleaner, and our parents, children, and communities healthier.

 

It is also a call to action. Our current food system is unjust and threatens the wild. We resist and, with boundless energy of hope and a dream, make our protein-based products in service to love.”

https://www.beyondmeat.com/en-US/mission

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What drives deforestation? “Beef”

The Amazon is burning.

And people are eating more and more cows every year. It is not sustainable.

According to google, in the USA (biggest total consumer of cow meat), sales will likely be $120 billion this year.

Plant-based meat (not just beef, but all forms) is a mere 1 billion last year in the usa.

I believe plant-based has hit its bottom, and the turnaround is already underway. Is it really so far fetched to see the industry double, triple or more in just the coming years (how about more than that)? It is not going to take much. And Beyond is doing all the right things imo. I think Beyond is going to take a BIG piece of the pie. Even at its all time high stock price ($230) Beyond was still a startup, and never reached a fraction of its potential.

What Beyond is doing now, IMO, is building/repairing the foundation, the infrastructure, for this shift that is already underway. I look at my shares as a piece of that infrastructure.

I believe this stock is under valued as is. Likely we will need quarter after quarter of good results to convince the market. But the shift can happen fast, and I want to be on board when it happens. I would love for Beyond to beat it’s guidance from Q1. But what is more exciting is whether they can get closer to profitability not through increasing sales but through the restructuring work. Then when sales do pick up, we will reap maximum benefit, because the infrastructure is sound.

Plant-based meat has infinite room to grow. Looking at the deforestation chart, it seems that cow meat breached its limit years ago. We now see the horrific results of this excess. And meat consumption continues to rapidly rise.

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I like what management has accomplished in the past year since Q2 2025. The new products, the debt deal, the restructuring, the rebrand, all products renovated, good advertising, test kitchen. The rebrand was just a few months ago, Immerse two months, Steak Filet one month (hell yeah), Ground Faba next?, and the Bar soon.

More time is likely needed for convincing results, but I believe these actions give Beyond the best chance now, even though now is a difficult moment in the world. Beyond has built resilience. The product itself is adaptation and resilience. Created in part as both a solution to the worsening climate emergency and as a way to adapt to now inevitable changes.

At Q2 I hope to see continued progress on the restructuring, EPS, and revenue stabilization. Maybe we beat guidance? 

I wonder about the potential reverse split. Is this risk at least partially priced in, given that some are likely sitting it out?

Another plant-based company I like is Oatly. They reverse split and recovered. Have since posted quarter after quarter of confidence building results. Stock is doing well this past week. Plant-based rising.

I was reading through old articles regarding the past quarters, and was reminded how Ethan redefined Beyond at Q3:

“a global protein company for tomorrow.” 🚀🚀🚀

https://agfundernews.com/beyond-meat-ceo-says-plenty-of-fight-left-in-us-after-grim-q3-unveils-plan-to-build-a-global-protein-company-for-tomorrow

https://www.beyondmeat.com/en-US/press/beyond-burger-and-beyond-steak-become-1-st-plant-based-meat-products-to-qualify-as-climate-solutions

If you check out instacart, and put your address within New York City, you will find Beyond Immerse in various stores. From the base location I chose, I see Food Way, Met Fresh Myrtle, City Acres Market,  Wavery Gourmet Market. Seems like the average price online is 5.50 a can. I have a feeling in store is cheaper, and there is a markup on instacart. Seems in line with other protein drinks and shakes, based on what i see in instacart. Also, Immerse is certainly in stores that are not on instacart.

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an interesting page from the design studio behind Immerse’s new look. Where can I buy this cap?! 💚

https://www.suite9c.com/beyond

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I noticed the Glyphosate Residue Free label on the ground faba. Clean-label project tests for glyphosate as well, but here is an organization focussed on that.

I just checked out their webpage, and it seems like every product Beyond makes is glyphosate residue free. Excellent. Search for Beyond in the following list:

https://detoxproject.org/certification/glyphosate-residue-free/certified-products/

Why this matters: I know this isn’t going to move the needle on its own. But it is one of many real and valuable things Beyond has done, and it all builds into something that will move the needle IMO. See my previous post on why clean labels are increasing in relevance and are important for Beyond specifically. https://www.reddit.com/r/byndinvest/s/k220GB8AiH

I am also reminded that the current head of health policy in the USA, RFK, has been strongly against glyphosate use.

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Beyond should fit the definition of healthy, if the details in this recent news article are any indication.

https://www.msn.com/en-us/health/general/healthy-food-may-be-exempt-in-new-ultra-processed-definition/ar-AA25TwuL

My understanding is that in 2025 the company chose not to spend big on advertising and forcing growth. They needed to focus on restructuring the business, finalizing the debt deal, the rebrand, and to have all of the renovated products on the shelves and new products releasing. They did come out with Planting Change, which I liked a lot. That film explains the brand’s story, but I see it as aimed at investors and institutions as much as the average consumer.

With so much of the work done, it is great to see a renewed ad push now. 

Karen Carney and Josh Hart are talented authentic healthy people and are great brand ambassadors. With football fever and FIFA on right now, Karen was a great choice. And Knicks just won the NBA championship. Nuff said.

I love the Cropaganda ads. A lot of us wanted Beyond to tackle the disinfo. These ads do so in the best way, not by being negative, but by pointing out the absurdity in a really positive and hilarious way. It is something I really respect about Beyond, that they have taken the vicious attacks against them as fuel to evolve even faster, and so the products are scary good now. 💪

At the end of the day, the best advertisement are the products including their clean labels and accreditations. And I see Immerse as a great standalone product, but also a way to introduce the new brand. Love seeing Beyond in bold down the sides of those cans. 🚀

Here is a collection of some of the latest activities:

Josh Hart:

https://people.com/knicks-star-josh-hart-reveals-what-he-s-hyper-focused-on-to-fuel-his-body-ahead-of-nba-finals-exclusive-11989226

Karen Carney:

https://www.womenshealthmag.com/uk/food/a71279971/karen-carney-plant-based-diet/ 

https://www.instagram.com/reel/DY43NaGogVa/

Cropaganda:

https://youtube.com/shorts/0GfR-uqGqJc

https://www.facebook.com/share/r/17UKcYxeiz/

https://roastbrief.us/beyond-meat-mojo-supermarket-dont-believe-the-cropaganda/

Job postings (both filled):

Senior Director of Performance

Marketing: https://www.simplyhired.com/job/0UBjcRFWmAlgNjUL5YSLGGХо6OEK0aTHeQ3IQCkhmctU5gEToTdaVQ

"Field Marketing Manager" to coordinate promotion of Immerse across NYC this summer.

https://www.foodimpactcareers.com/jobs/441596551-field-marketing-manager

Restaurant show:

Beyond at a national restaurant show:

https://www.linkedin.com/posts/gobeyondofficial_beyond-at-nra-activity-7461543265196990464-MXqm

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