u/Seven_inches_soft

As a shareholder of AMC, I'd really like to see them get rid of the debt (then have a strong cash pile)....

Dilution itself is scary, it's random, you don't know when it's over, etc.

Why not issue 3 stock warrants for each share of AMC owned, a $3 strike, $6 strike, $9 strike

$3 strike is very realistic to be exercised even now, but put a 12 month expiration on it

$6 strike is realistic in the near future, put a 18 month expiration on it

$9 strike I also realistic in the near future, put a 24 month expiration on it.

This would get rid of the random fear of dilution, and if the stock runs to $10, there's a huge likelihood at least the $3 and $6 strikes would be exercised, this would COMPLETELY wipe out their debt...with a nice cash pile, and it would also leave the $9 strike which....if that eventually got exercised would give them a huge war chest.

I love this idea, I wish Adam Aron / AMC board would do something like that.

Lastly,
I would buy their popcorn in stores (Walmart, Kroger, etc.) but they need one that is just plain popcorn and salt.... I don't buy it because the only option is butter and extra butter.

Also, expand their online collectibles.... they need more AMC merch!

Take care Apes!

Imagine if CEO and insiders bought more than 100% of the outstanding GME warrants. We all are told "that'd be impossible, everything is ran legit, there's nothing shady going on...." but, that would be the ultimate mic drop moment in my opinion.... I'm waiting for something like that.... 59M outstanding, cheapest way to prove if it's fair or an unfair market..... and if they're wrong, just extend the time on the warrants.

In my opinion.....they have to fix management, not necessarily replace, but put on their game face and be more aggressive. It's almost like Beyond has "The Dude" vibes (which is good, but not for business), it just seems way too calm for the current storm. In your opinions, what is management doing right? And what do they need work on?*

* Let's keep it: True, Kind, Useful

Just saw this....very excited, I thought these were only going to be available for New York (at least for a long time). They did raise the prices slightly, but- they did add Free Shipping on drinks....which, is awesome. 👏 Way to go Beyond!

Current Beyond Test Kitchen update !!!

IMO they need to come up with a Beyond monthly membership to help with stability. The goal should be to help with retention. Monthly prize drawings for members, maybe discounts, merch, etc. to keep active paying members.

Beyond — Membership Idea

My hope and opinion for what Beyond could do for a membership- examples near the end.

Membership Model:

Maximizing Retention and Predictable Revenue

The current marketing approach seems to heavily prioritize new customers with one-time discounts (e.g., 10% off). While this model generates immediate transactional spikes, it lacks a structural mechanism to secure high-value retention and predictable recurring revenue.

Implementing a structured monthly membership program offers a sustainable solution. By establishing a reliable cash flow layer, a subscription model converts casual shoppers into consistent monthly buyers.

😼

(Beyond could tailor this however they want.) 🙀

Membership Program Structure

Subscription Cost: $10.00 / month flat fee.

Member Incentives: Stacking a 10% base discount with a monthly $10.00 non-rollover credit.

Fulfillment Threshold: Free standard ground shipping on orders meeting the existing $75.00 retail minimum.

♾️ Strategic Impact:

It doesn't matter if there are 1,000 members or 1,000,000+ members- this is more about retention, which ultimately would be a huge win for Beyond. For this example, I'll use a baseline of 100,000 active members yields $1,000,000 in Gross Monthly Recurring Revenue (MRR), translating to roughly $910,000–$940,000 after standard payment processing fees. Subscription programs also benefit from breakage revenue; members who pay the monthly fee but omit ordering during a specific billing cycle generate a 100% net margin, effectively counterbalancing heavily optimized orders.

Unit Economics & Scenario Modeling 😼

Assumptions: Product Cost of Goods Sold (COGS) is calculated at my “guess” of 50% ($1.25 manufacturing/co-packing cost per can on a $2.49 retail baseline). Inbound merchant fees are calculated at 2.9% + $0.30 per checkout across both the membership invoice and the cart transaction.

Something to note, if the COGS is under 50%, the actual profit margin improves. As they scale, this “should” improve with bulk orders. I don’t know what the actual COGS is, so these calculations are simply based on 50% because that seems realistic.

Extra Note: If they began producing standard sparkling water as well, the COGS would be significantly lower; In my opinion, they should also try to make a version better than "Bubly or LaCroix" Sparkling water. (Anyway, back to the examples.)

__________________________________________________________________

Four customer examples assuming they place exactly one order per month and utilize their stacked membership perks (10% off + $10.00 coupon).

Tier 1: The Low-End Shopper ($30 Retail Value)

The customer places a minimal order, missing the free shipping threshold, and pays the shipping out of pocket.

🙀

Tier 2: The Mediocre Order ($60 Retail Value)

The customer places a $60 order, misses $75 for free shipping, and pays the $16.00 shipping out of pocket.

🙀

Tier 3: “I’m Going To Start Buying Even Harder-Tier ($120 Retail Value)

The customer purchases a bulk supply (approximately four 12-packs) to cover their monthly routine and receive free shipping.

♾️

Tier 4: The Heavy Buyer-Tier ($240 Retail Value)

Or just a household placing a substantial monthly bulk order.

🍻

Final Note: Tier 2 only thrives if there is NOT free shipping. For example, if free shipping was unlocked at $50 instead of $75, this tier will give a negative margin if a customer ordered twice in the same month (and a very small margin if they ordered once per month). However, if the minimum for Free Shipping was raised to $75, it would provide a net margin of 31.2% (assuming 50% COGS and Membership details are the same, and they only place “one order” per month).

Thank you for checking out my idea, remember it’s just my opinion, the calculations are based on guessing, it definitely could have mistakes.

🍻♾️🚀✌️

Membership Model: 

Maximizing Retention and Predictable Revenue

The current marketing approach seems to prioritize new customers with one-time discounts (e.g., 10% off). While this model generates immediate transactional spikes, it lacks a structural mechanism to secure high-value retention and predictable recurring revenue.

Implementing a structured monthly membership program offers a sustainable solution. By establishing a reliable cash flow layer, a subscription model converts casual shoppers into consistent monthly buyers.

__________________________________________________________________

Membership Program Structure

• Subscription Cost: $10.00 / month flat fee.
• Member Incentives: Stacking a 10% base discount with a monthly $10.00 non-rollover credit.
• Fulfillment Threshold: Free standard ground shipping on orders meeting a $75.00 retail minimum.
• Wildcard Value: Occasionally around Holidays or other special events, have $15+ off coupon on $100+ orders.

__________________________________________________________________

Strategic Impact: 

A baseline of 100,000 active members yields $1,000,000 in Gross Monthly Recurring Revenue (MRR), translating to roughly $910,000–$940,000 after standard payment processing fees. Subscription programs also benefit from breakage revenue; members who pay the monthly fee but omit ordering during a specific billing cycle generate a 100% net margin, effectively counterbalancing heavily optimized orders.

__________________________________________________________________

Unit Economics & Scenario Modeling

NOTE: This is opinions and guesstimates about the new DRINKS

Assumptions: Product Cost of Goods Sold (COGS) is calculated at my “guess” of 50% ($1.25 manufacturing/co-packing cost per can on a $2.49 retail baseline). Inbound merchant fees are calculated at 2.9% + $0.30 per checkout across both the membership invoice and the cart transaction.

Something to note, if the COGS is under 50%, the actual profit margin improves.  As they scale, this “should” improve with bulk orders. I don’t know what the actual COGS is, so these calculations are simply based on 50% because that seems realistic.

__________________________________________________________________

Four customer examples assuming they only buy DRINKS and place exactly one order per month and utilize their stacked membership perks (10% off + $10.00 coupon).

Tier 1: The Low-End Shopper ($30 Retail Value)

The customer places a minimal order, missing the free shipping threshold, and pays the shipping out of pocket.

Line Item	Amount	Notes
Retail Product Price	$30.00	Base cart value
Discounts Applied	-$13.00	10% off ($3) + Monthly Coupon ($10)
Customer Product Subtotal	$17.00	Product revenue collected at checkout
Shipping Paid by Customer	$10.00	Order is under $75; user pays shipping
Total Order Payment	$27.00	Total cash collected at checkout
Membership Fee Collected	$10.00	Paid separately at the start of the month
Total Company Revenue	$37.00	Total gross cash collected from the member
Less: Product COGS (50%)	-$15.00	Inventory cost to fulfill the items
Less: Actual Shipping Cost	-$10.00	Paid directly to the shipping carrier
Less: Transaction Fees	-$1.67	Processing fees on both separate charges
Company Net Profit	$10.33	Remaining net profit margin: ~27.9%

Tier 2: The Mediocre Order ($60 Retail Value)

The customer places a $60 order, misses $75 for free shipping, and pays the $16.00 shipping out of pocket*.*

Line Item	Amount	Notes
Retail Product Price	$60.00	Base cart value
Discounts Applied	-$16.00	10% off ($6) + Monthly Coupon ($10)
Customer Product Subtotal	$44.00	Product revenue collected at checkout
Shipping Paid by Customer	$16.00	Order is under $75; user pays shipping
Total Order Payment	$60.00	Total cash collected at checkout
Membership Fee Collected	$10.00	Paid separately at the start of the month
Total Company Revenue	$70.00	Total gross cash collected from the member
Less: Product COGS (50%)	-$30.00	Inventory cost to fulfill the items
Less: Actual Shipping Cost	-$16.00	Passed directly through to the shipping carrier
Less: Transaction Fees	-$2.17	Processing fees on both separate charges
Company Net Profit	$21.83	Remaining net profit margin: ~31.2%

Tier 3: “The I’m Going To Start Buying Even Harder-Tier ($120 Retail Value)

The customer purchases a bulk supply (approximately four 12-packs) to cover their monthly routine and receive free shipping. 

Line Item	Amount	Notes
Retail Product Price	$120.00	Base cart value
Discounts Applied	-$22.00	10% off ($12) + Monthly Coupon ($10)
Customer Product Subtotal	$98.00	Product revenue collected at checkout
Shipping Paid by Customer	$0.00	Free shipping unlocked (at $75 )
Total Order Payment	$98.00	Total cash collected at checkout
Membership Fee Collected	$10.00	Paid separately at the start of the month
Total Company Revenue	$108.00	Total gross cash collected from the member
Less: Product COGS (50%)	-$60.00	Inventory cost to fulfill the items
Less: Actual Shipping Cost	-$20.00	Bulk case freight absorbed by the company
Less: Transaction Fees	-$3.73	Processing fees on both separate charges
Company Net Profit	$24.27	Remaining net profit margin: ~22.5%

Tier 4: The Exotic Buyer-Tier ($240 Retail Value)

Or just a household placing a substantial monthly bulk order.

Line Item	Amount	Notes
Retail Product Price	$240.00	Base cart value
Discounts Applied	-$34.00	10% off ($24) + Monthly Coupon ($10)
Customer Product Subtotal	$206.00	Product revenue collected at checkout
Shipping Paid by Customer	$0.00	Free shipping unlocked (at $75)
Total Order Payment	$206.00	Total cash collected at checkout
Membership Fee Collected	$10.00	Paid separately at the start of the month
Total Company Revenue	$216.00	Total gross cash collected from the member
Less: Product COGS (50%)	-$120.00	Inventory cost to fulfill the items
Less: Actual Shipping Cost	-$25.00	Master carton freight absorbed by the company
Less: Transaction Fees	-$6.86	Processing fees on both separate charges
Company Net Profit	$64.14	Remaining net profit margin: ~29.7%

Note:  Tier 2 only thrives if there is NOT free shipping. For example, if free shipping was unlocked at $50 instead of $75, this tier will give a negative margin if a customer ordered twice in the same month (and a very small margin if they ordered once per month). However, if the minimum for Free Shipping was raised to $75, it would provide a very healthy net margin (assuming 50% COGS and Membership details are the same).

__________________________________________________________________

Thank you for checking out my ideas, remember it’s just my opinion, the calculations are based on guessing, it definitely could have mistakes.

What do you think? Any other ideas or improvements that could be added?

Test Kitchen / New York Different Flavors

Why'd the new flavors go directly to New York? But, the first one's are only available in Beyond's Test Kitchen.

Also, let's share what we'd like Beyond to do....

These are things I personally wish Beyond would do:

Healthy Popcorn (avocado oil, lightly salted, different flavors, maybe even introduce protein). Why? It has a long shelf life and bagged popcorn is popular.

More Drinks (including no protein)

Vegan Fortune Cookies (They should include that with orders online that exceed a certain threshold). Why? Well- why not? It'd be kind of funny, in a weird way, might even create some sort of demand.

Beyond Membership

10% Off on every online order

Free Shipping on lower minimums

$5 coupon off monthly (that can be used with 10% off, but not rolled over).

Cost? $5/Month?

This would create more brand loyalty in my opinion.

What do you all think? What else can you think of?