In this file:


         Beyond Meat's Recent Pullback Is A Buying Opportunity

Beyond Meat's growth remains robust, with increased competition having no noticeable impact on performance.


         Beyond Meat's share price fading

The company's market cap soared to $12 billion following its IPO, and it reported a profit in its last report.




Beyond Meat's Recent Pullback Is A Buying Opportunity

About: Beyond Meat, Inc. (BYND)


Richard Durant, SeekingAlpha

Nov. 3, 2019†




         Beyond Meat's growth remains robust, with increased competition having no noticeable impact on performance.


         Declines in cost of goods sold are driving improvements in profitability, a trend that is likely to continue in coming quarters.


         The recent pullback in share price presents a buying opportunity to investors who have faith in the companyís prospects as the fundamentals have not changed.


Beyond Meat's (BYND) investors should remain focused on the performance of the business and not short-term fluctuations in the share price. I believe the recent pullback is the result of an overreaction to the threat of competition and downward pressure from early investors selling to lock in profits after the expiry of the lock-up period. This could present an excellent buying opportunity for investors who have faith in the prospects of the company.


Despite increasing competition, Beyond Meatís revenue is still growing rapidly, driven by increased geographic footprint, increased points of distribution and velocity growth. Beyond Meat remains focused on enabling the growth required to justify its valuation with its main initiatives, including:


         Expanding its distribution footprint

         Building the Beyond Meat brand

         Introducing new products into the marketplace

         Bolstering infrastructure and internal capabilities


The company now has more than 58,000 points of distribution across retail and food service globally and a presence in 53 countries. Along with growth in points of distribution Beyond Meat also continues to achieve strong velocity growth (144% over the past 12 months). Beyond Meat is applying the same aggressive pursuit of growth in international markets as it has in the United States and is investing in production capabilities in the markets that are most attractive to the company globally. Approximately 18% of Beyond Meatís revenue is currently generated internationally, up from about 4% in the past 12 months.


Despite high pricing, revenue growth is yet to show signs of decline which bodes well for future growth as product prices are likely to decline significantly in coming years. Beyond Meatís management team has indicated it plans on underpricing traditional meat within a 5-year time frame, which, based on recent prices, would require a drop from approximately 12 USD/lb to 4 USD/lb for the Beyond Burger. Beyond Meat also plans to maintain differentiated product lines with premium pricing.


Wrightís Law ...


Competition ...††


Product Development ...


Partnerships ...


Relative Valuation ...


more, including links, charts, table††



Beyond Meat's share price fading

The company's market cap soared to $12 billion following its IPO, and it reported a profit in its last report.


Guy Ben Simon and Gali Weinreb, Globes (Israel)†

4 Nov, 2019


The slide in Beyond Meat's (Nasdaq: BYND) share price last Tuesday, since slightly offset by a correction, attracted attention from very different kinds of people. One kind is capital market players who have been following the company and the lively meat substitute sector with great interest. Another is advocates of veganism and sustainability, who have seen their world views turn into an economic bonanza, and who want to make sure that it continues that way


The current drop in the share is primarily a capital market story: a profitable IPO in a hype-ridden sector, the release of blocked shares held by investors, and their wish to get rid of the share without jeopardizing their profit from it, in view of the market's volatile mood in the sector and in general. The story here, however, is more complicated, and raises questions about the future of the meat substitutes sector. Beyond Meat posted decent revenue in the quarter and appears to be well-managed, but can it really continue to fulfill the hype and interest in what is after all just a processed pea burger?


Meat substitutes, of course, have existed for many years. Israel has established itself as a power in the sector with Tivall, whose products are now marketed by Nestle under the Garden Gourmet brand. It must be admitted, however, that these products do not really taste like meat. The products of Beyond Meat and competitors like Impossible Foods are designed to provide a real meat experience.


Consumers are divided in their opinions about the success of these products. Some say that they are a successful imitation of meat, while others contend that the taste is similar, but the texture still requires improvement. In any case, there is general agreement that Beyond Meat's solution is the best so far for people who wants to chew their vegetable protein in the form of an industrial hamburger. Questions have been raised about the company's claims that its product is healthier. It contains only plant products, with no genetic engineering, but it is also processed down to the molecular level. As far as sustainability is concerned, the company claims that its product generates 90% less greenhouse gases, uses 99% less water, and consumes less than half as much energy as a beef hamburger. No allegations have been made so far that the product is not environmentally friendly.


The hype has been dwindling since July ...


What happened last week ...


Consistently rising revenue ...