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Beyond Meat (BYND)
NASDAQ:BYND
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Beyond Meat (BYND) AI Stock Analysis

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BYND

Beyond Meat

(NASDAQ:BYND)

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Neutral 40 (OpenAI - 4o)
Rating:40Neutral
Price Target:
$0.97
▼(-4.80% Downside)
Beyond Meat's overall stock score is primarily impacted by its poor financial performance, characterized by declining revenues and negative profitability. Technical analysis further indicates bearish momentum, while valuation metrics reflect ongoing financial struggles. Despite some positive restructuring efforts, significant challenges remain.
Positive Factors
New Product Launch
The introduction of new products like the Beyond Beef 2-Pack can enhance market reach and consumer accessibility, potentially driving long-term revenue growth.
U.S. Foodservice Revenue Growth
Growth in the U.S. foodservice sector indicates strong demand and potential for expansion, which can contribute to long-term revenue stability.
Cost Reduction Efforts
Efforts to reduce operating expenses demonstrate management's focus on efficiency, which can improve profitability over time.
Negative Factors
Revenue Decline
A significant decline in revenue indicates challenges in maintaining market share and could impact long-term financial health.
High Cash Usage
Increased cash usage can strain liquidity, limiting the company's ability to invest in growth opportunities and manage financial obligations.
Gross Margin Decrease
A decrease in gross margin suggests reduced profitability, which could hinder the company's ability to sustain operations and invest in growth.

Beyond Meat (BYND) vs. SPDR S&P 500 ETF (SPY)

Beyond Meat Business Overview & Revenue Model

Company DescriptionBeyond Meat (BYND) is a leading plant-based meat substitute company based in El Segundo, California. Founded in 2009, the company focuses on developing and producing a variety of plant-based protein products that mimic the taste, texture, and nutritional benefits of traditional meat. Its core offerings include burger patties, sausages, ground meat, and other meat analogs, aimed at both consumers seeking healthier dietary options and those looking to reduce their environmental impact by decreasing meat consumption. Beyond Meat operates primarily in the food sector, catering to supermarkets, restaurants, and food service providers globally.
How the Company Makes MoneyBeyond Meat generates revenue primarily through the sale of its plant-based products to retail and food service customers. Key revenue streams include direct sales to grocery stores and supermarkets, as well as partnerships with major fast-food chains and restaurant groups that feature Beyond Meat products on their menus. Notable partnerships have included collaborations with companies like McDonald's and Taco Bell, which have helped to significantly enhance brand visibility and product distribution. Additionally, Beyond Meat has been exploring international markets and expanding its product line, which further contributes to its revenue growth. The company also invests in marketing and promotional campaigns to increase consumer awareness and drive demand for its products.

Beyond Meat Key Performance Indicators (KPIs)

Any
Any
Pounds Sold
Pounds Sold
Measures the total weight of products sold, indicating market demand and the company's ability to scale production and distribution.
Chart InsightsBeyond Meat's US Retail and Foodservice segments are experiencing a downward trend in pounds sold, reflecting broader challenges highlighted in the earnings call, such as declining net revenues and negative gross margins. The company is facing significant distribution issues in the US, compounded by macroeconomic pressures. However, the International Foodservice segment shows resilience with growth driven by increased sales of chicken products. Strategic initiatives like new product launches and a $100 million financing facility aim to stabilize operations and improve financial health amidst these challenges.
Data provided by:The Fly

Beyond Meat Earnings Call Summary

Earnings Call Date:Nov 10, 2025
(Q3-2025)
|
% Change Since: |
Next Earnings Date:Mar 04, 2026
Earnings Call Sentiment Neutral
The earnings call highlighted significant financial restructuring and new product initiatives that are promising for future growth. However, the company continues to face challenges with declining revenue, margin pressures, and international market softness, indicating that the turnaround is still underway.
Q3-2025 Updates
Positive Updates
Significant Balance Sheet Restructuring
Reduced debt levels by approximately $900 million (75% of total leverage) and put in place a path to potentially convert another $209 million, leading to a potential total reduction of over 90% in outstanding debt.
Cash Infusion Through ATM Program
Raised nearly $150 million in cash through the completion of the existing ATM program.
Expansion in U.S. Retail and Foodservice
Rebuilding distribution in U.S. retail with plans to increase availability of select products at over 2,000 Walmart stores nationwide.
Introduction of New Product Lines
Launched new product lines such as Beyond Steak Filet and Beyond Ground, emphasizing clean, simple ingredients with high protein content.
Negative Updates
Decline in Net Revenue
Net revenue of $70.2 million, representing a 13.3% year-over-year decline due to ongoing category challenges and reduced volume.
Gross Margin Pressure
Gross margin decreased from 17.7% to 10.3% year-over-year due to less favorable product mix and higher trade promotion spending.
Operating Loss and Impairment Charges
Net loss of $110.7 million in the third quarter, including a $77.4 million non-cash impairment charge related to certain long-lived assets.
Challenges in International Markets
Year-over-year declines in two of the top three markets in the EU, reflecting softer macroeconomic environment in plant-based meat.
Company Guidance
During the Beyond Meat, Inc. 2025 Third Quarter Conference Call, Ethan Brown, the CEO, provided guidance on several key metrics and initiatives aimed at turning around the company's performance. The company reported a net revenue of $70.2 million, representing a 13.3% year-over-year decline, attributed to ongoing category challenges and a less favorable product mix. Gross margin dropped to 10.3% from 17.7% the previous year, impacted by lower volumes and non-cash charges related to China operations. Beyond Meat successfully reduced its debt by approximately $900 million, with plans to potentially convert another $209 million, significantly lowering its leverage. The company is focused on rebuilding U.S. retail and foodservice distribution, enhancing product health profiles, and implementing cost-cutting measures through its transformation office. Lastly, the company expects fourth-quarter revenues to range between $60 million and $65 million, indicating continued demand challenges in the plant-based meat category.

Beyond Meat Financial Statement Overview

Summary
Beyond Meat's financial performance is severely challenged. The income statement shows declining revenues and negative profitability, with significant operational inefficiencies. The balance sheet reveals high leverage and potential solvency issues, while cash flow statements indicate persistent cash flow difficulties. Overall, the financial health is precarious, necessitating strategic restructuring.
Income Statement
30
Negative
Beyond Meat's income statement reveals significant challenges. The company has experienced declining revenue growth, with a negative trend in recent years. Gross profit margins have been volatile, with recent periods showing negative margins, indicating cost management issues. Net profit margins are deeply negative, reflecting ongoing losses. The EBIT and EBITDA margins are also negative, highlighting operational inefficiencies. Overall, the income statement suggests financial instability and a need for strategic improvements.
Balance Sheet
25
Negative
The balance sheet of Beyond Meat shows a concerning financial structure. The company has a negative stockholders' equity, leading to a negative debt-to-equity ratio, which indicates high leverage and financial risk. Return on equity is positive but misleading due to negative equity. The equity ratio is also negative, suggesting that liabilities exceed assets. These factors point to a precarious financial position and potential solvency issues.
Cash Flow
35
Negative
Beyond Meat's cash flow statement indicates persistent cash flow challenges. Operating cash flow is negative, and while free cash flow has shown some growth, it remains negative. The operating cash flow to net income ratio is negative, reflecting cash flow difficulties in covering net losses. The free cash flow to net income ratio is above 1, indicating that free cash flow is slightly better than net income, but overall cash flow health is weak.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue290.56M326.45M343.38M418.93M464.70M406.79M
Gross Profit27.96M41.70M-11.35M-23.74M117.28M122.28M
EBITDA-196.28M-125.50M-205.53M-292.93M-137.48M-29.62M
Net Income-237.71M-160.28M-338.14M-366.14M-182.10M-52.75M
Balance Sheet
Total Assets599.67M678.15M774.45M1.06B1.38B468.01M
Cash, Cash Equivalents and Short-Term Investments117.30M131.91M190.50M309.92M733.29M159.13M
Total Debt1.31B1.22B1.22B1.19B1.16B40.11M
Total Liabilities1.38B1.28B1.29B1.27B1.25B100.91M
Stockholders Equity-784.07M-601.21M-513.37M-203.55M132.50M367.10M
Cash Flow
Free Cash Flow-142.90M-109.83M-118.39M-393.54M-437.33M-99.98M
Operating Cash Flow-127.09M-98.81M-107.83M-320.24M-301.37M-39.99M
Investing Cash Flow-14.21M-6.23M-9.49M-87.53M-147.48M-74.90M
Financing Cash Flow134.88M45.78M-550.00K276.00K1.02B-1.76M

Beyond Meat Technical Analysis

Technical Analysis Sentiment
Negative
Last Price1.02
Price Trends
50DMA
1.75
Negative
100DMA
2.35
Negative
200DMA
2.74
Negative
Market Momentum
MACD
-0.26
Negative
RSI
42.09
Neutral
STOCH
24.11
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BYND, the sentiment is Negative. The current price of 1.02 is below the 20-day moving average (MA) of 1.16, below the 50-day MA of 1.75, and below the 200-day MA of 2.74, indicating a bearish trend. The MACD of -0.26 indicates Negative momentum. The RSI at 42.09 is Neutral, neither overbought nor oversold. The STOCH value of 24.11 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BYND.

Beyond Meat Risk Analysis

Beyond Meat disclosed 84 risk factors in its most recent earnings report. Beyond Meat reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Beyond Meat Peers Comparison

Overall Rating
UnderperformOutperform
Sector (62)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
73
Outperform
$357.43M25.189.52%6.62%-7.85%
62
Neutral
$20.33B14.63-3.31%3.23%1.93%-12.26%
46
Neutral
$27.78M-14.63%17.73%-34.71%
44
Neutral
$313.61M-40.86%17.76%-6.04%-844.18%
44
Neutral
$328.75M-9.39-35.78%-3.42%-85.49%
40
Neutral
$462.64M-10.17%24.25%
33
Underperform
$1.56M-136.13%
* Consumer Defensive Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BYND
Beyond Meat
1.02
-3.96
-79.52%
BGS
B&G Foods
4.51
-1.27
-21.97%
NATR
Nature's Sunshine Products
20.43
4.19
25.80%
LSF
Laird Superfood
2.60
-6.46
-71.30%
STKH
Steakholder Foods
2.54
-85.46
-97.11%
BRCC
BRC
1.28
-1.86
-59.24%

Beyond Meat Corporate Events

Beyond Meat Faces Challenges Amid Strategic Shifts
Nov 12, 2025

Beyond Meat, Inc. is a leading company in the plant-based meat sector, known for its innovative products that mimic the taste and texture of animal-based meat while promoting health and environmental benefits. The company recently released its financial results for the third quarter of 2025, highlighting significant challenges and strategic shifts.

Beyond Meat Delays Q3 10-Q Filing
Nov 7, 2025

Beyond Meat, Inc. has announced a delay in filing its Form 10-Q (Quarter Report) for the financial period ending September 27, 2025. The primary reason for this delay is the need to record a non-cash impairment charge related to certain long-lived assets, which requires additional time and resources to finalize. Additionally, a material weakness in internal controls over financial reporting has been identified, particularly concerning the accounting for non-recurring and complex transactions. The company expects to file the delayed report by November 12, 2025. Despite these challenges, Beyond Meat does not anticipate making any adjustments to its previously issued financial statements. The notification was signed by Lubi Kutua, the Chief Financial Officer and Treasurer, who assured ongoing compliance efforts.

The most recent analyst rating on (BYND) stock is a Sell with a $1.00 price target. To see the full list of analyst forecasts on Beyond Meat stock, see the BYND Stock Forecast page.

Business Operations and StrategyPrivate Placements and Financing
Beyond Meat Completes Strategic Financial Restructuring
Neutral
Oct 30, 2025

On October 30, 2025, Beyond Meat announced the final settlement of its Exchange Offer, which involved exchanging its 0% Convertible Senior Notes due 2027 for new 7.00% Convertible Senior Secured Second Lien PIK Toggle Notes due 2030 and shares of its common stock. This exchange resulted in the issuance of $209,721,000 in new convertible notes and 317,834,446 new shares, representing 97.44% of the outstanding principal amount of the existing notes. The move is part of Beyond Meat’s strategic financial restructuring, potentially impacting its market positioning and offering implications for its stakeholders.

The most recent analyst rating on (BYND) stock is a Hold with a $2.50 price target. To see the full list of analyst forecasts on Beyond Meat stock, see the BYND Stock Forecast page.

Legal Proceedings
Beyond Meat Wins Legal Dispute Over Agreement Termination
Positive
Oct 24, 2025

Beyond Meat, a company in the plant-based food industry, faced a legal dispute with a former co-manufacturer over the termination of a manufacturing agreement. On September 15, 2025, an arbitrator ruled in favor of Beyond Meat, validating their decision to terminate the agreement, though a final arbitration award is pending. The former co-manufacturer’s request to reopen the arbitration was denied on October 20, 2025.

The most recent analyst rating on (BYND) stock is a Sell with a $1.50 price target. To see the full list of analyst forecasts on Beyond Meat stock, see the BYND Stock Forecast page.

Business Operations and StrategyExecutive/Board ChangesPrivate Placements and Financing
Beyond Meat Announces New Convertible Notes Issuance
Positive
Oct 15, 2025

On October 15, 2025, Beyond Meat announced the issuance of new 7.00% Convertible Senior Secured Second Lien PIK Toggle Notes due 2030 as part of an exchange offer for its existing convertible notes. The early tender results showed that 96.92% of the existing notes were tendered, allowing the company to proceed with the early settlement. This move is part of Beyond Meat’s strategy to reduce leverage and extend debt maturity, which is expected to positively impact its financial stability and market positioning. The company also announced changes to its board of directors and the elimination of certain restrictive covenants in the existing notes, further aligning its governance and financial structure with its strategic goals.

The most recent analyst rating on (BYND) stock is a Sell with a $0.80 price target. To see the full list of analyst forecasts on Beyond Meat stock, see the BYND Stock Forecast page.

Legal ProceedingsPrivate Placements and Financing
Beyond Meat Announces Convertible Notes Exchange Offer
Negative
Oct 6, 2025

Beyond Meat, Inc. announced an exchange offer on September 29, 2025, to replace its existing convertible notes with new convertible notes and shares of common stock, which could lead to significant dilution for shareholders and potential tax implications. Additionally, the company is involved in an arbitration with a former co-manufacturer, where an interim award favored Beyond Meat’s decision to terminate the agreement, but further proceedings are pending.

The most recent analyst rating on (BYND) stock is a Hold with a $2.50 price target. To see the full list of analyst forecasts on Beyond Meat stock, see the BYND Stock Forecast page.

Business Operations and StrategyExecutive/Board ChangesPrivate Placements and Financing
Beyond Meat Launches Major Debt Exchange Initiative
Positive
Sep 29, 2025

On September 29, 2025, Beyond Meat announced the commencement of an Exchange Offer and Consent Solicitation aimed at eliminating over $800 million of debt. The initiative involves exchanging existing convertible notes for new ones, with the support of holders of approximately 47% of the existing notes. This move is intended to reduce leverage and extend maturity, supporting Beyond Meat’s long-term vision. The company also plans board changes and has amended its equity incentive plan to increase shares for key employees, contingent on stockholder approval.

The most recent analyst rating on (BYND) stock is a Hold with a $3.00 price target. To see the full list of analyst forecasts on Beyond Meat stock, see the BYND Stock Forecast page.

Legal ProceedingsPrivate Placements and Financing
Beyond Meat Wins Arbitration Against Co-Manufacturer
Positive
Sep 18, 2025

Beyond Meat, Inc. announced a Loan and Security Agreement on May 7, 2025, securing a $100 million loan facility with Unprocessed Foods, LLC. The company received two loans totaling $100 million in June and September 2025, which will be used for general corporate purposes. Additionally, a Warrant Agreement was established, allowing lenders to purchase shares of the company’s common stock. In a separate matter, Beyond Meat was involved in arbitration with a former co-manufacturer, which began in March 2024. The arbitrator issued an interim award on September 15, 2025, supporting Beyond Meat’s decision to terminate the agreement due to the manufacturer’s non-compliance with legal standards.

The most recent analyst rating on (BYND) stock is a Sell with a $2.50 price target. To see the full list of analyst forecasts on Beyond Meat stock, see the BYND Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Nov 28, 2025