BYND - Beyond Meat

[jschembs]

I think that Beyond Meat ultimately doesn't work at these multiples because the barriers to entry is low.  Maybe it turns into a Vonage situation where VOIP grew very fast but the margins got competed away.

 

"At these multiples" - can't tell if that's a joke or not. At these multiples, almost nothing will work.

[Saluki]

When I was on paleo I never felt better in my life. It's much easier to do when you're a single guy, harder when married, even harder when married and have kids.

 

I could go to the gym at 8pm with no issue. I didn't come up with it but the term SAD for standard american diet is pretty accurate.

 

Same here... when I was in college I did paleo and morning weight lifting. This was a breeze, didn't even need cheat days either, was in the best shape of my life despite some heavy drinking. :)

 

Paleo went out the window as soon as I started living together with my girlfriend and the gym time disappeared when my daughter was born.

 

I'm still about the same weight, just lost about 10-15 pounds of muscle and replaced it with fat.  :-\

 

Same here, I was pretty strict paleo until my girlfriend moved in.  When I was strictly following the protocol, I felt like wolverine.  I went 3 years without catching so much as a cold, was 175lb and buff.  Then I started sliding and eventually got up to 200lbs.  I am still gluten free and managed to get back down to 180 by cutting out most sugar/carbs but definitely not paleo anymore. 

 

 

[Gregmal]

Its official. This is overvalued. WSJ says so....

 

https://www.wsj.com/articles/beyond-meat-investors-will-choke-on-their-optimism-11566568701

 

[rkbabang]

When I was on paleo I never felt better in my life. It's much easier to do when you're a single guy, harder when married, even harder when married and have kids.

 

I could go to the gym at 8pm with no issue. I didn't come up with it but the term SAD for standard american diet is pretty accurate.

 

Same here... when I was in college I did paleo and morning weight lifting. This was a breeze, didn't even need cheat days either, was in the best shape of my life despite some heavy drinking. :)

 

Paleo went out the window as soon as I started living together with my girlfriend and the gym time disappeared when my daughter was born.

 

I'm still about the same weight, just lost about 10-15 pounds of muscle and replaced it with fat.  :-\

 

Same here, I was pretty strict paleo until my girlfriend moved in.  When I was strictly following the protocol, I felt like wolverine.  I went 3 years without catching so much as a cold, was 175lb and buff.  Then I started sliding and eventually got up to 200lbs.  I am still gluten free and managed to get back down to 180 by cutting out most sugar/carbs but definitely not paleo anymore. 

 

Yep.  I went on Paleo in 2009 after reading good calories, bad calories.  I went from 235 to 170 and felt amazing.  I did it for about 3-4 years, but it was hard.  I was making myself separate meals from what my wife and kids were eating.  I eventually started cheating a little, then a bit more, then a bit more...  I'm about 205 now and completely off paleo.  I keep telling myself that I'm going to go on a 5 day fast then start paleo again, but I haven't done it.  I used to do 5 days fasts twice per year (eat Sunday night, then just water until next Saturday morning), you feel amazing afterwards, and 1 day fasts once per week.  I was not eating on Mondays.

 

 

[rkbabang]

KFC Beyond Meat Fried "Chicken"

 

https://www.businessinsider.com/kfc-plant-based-fried-chicken-beyond-meat-2019-8

 

[villainx]

I don't think the barrier to entry is particular low.  Right now, it's pretty much a race between Impossible and Beyond, no?  With Impossible supposedly having the taste advantage, and Beyond with the product breadth. 

 

Unless folks think meatless diet has reached critical mass that consumer would choose that versus a Beyond or Impossible brand.

[Castanza]

I don't think the barrier to entry is particular low.  Right now, it's pretty much a race between Impossible and Beyond, no?  With Impossible supposedly having the taste advantage, and Beyond with the product breadth. 

 

Unless folks think meatless diet has reached critical mass that consumer would choose that versus a Beyond or Impossible brand.

 

Taste is subjective. I think the key metric moving forward will be sales from fast food restaurants. To me this "user base"? represents the average Joe. If these people aren't eating it then you know critical mass has been met and growth may be extremely slow if not non-existent moving forward. But hey this could surprise us. Hell, my Dad whom I traditionally consider a meat a potatoes type of guy went out of his way (never eats fast food) to try the Impossible Whopper at BK. He said it was pretty good and that moving forward if traveling would probably opt for that if fast food was the only option. I can also see soccer moms buying their kids plant based burgers in drive-thru instead of typical happy meals. McDonald's has been desperate for a "healthy" fix to their unhealthy happy meal dilemma. Perhaps Disney would even partner with them again if they somehow included toys only in healthy Happy Meals?

[DCG]

I finally tried one of their burgers in a restaurant recently. Thought it was pretty gross. Tasted about the same as a Boca Burger and other burgers that tried to emulate meat for years. This company must be really good at marketing (or just good at promoting their stock), as I'm not sure who would eat their burgers and think they taste good.

[Gregmal]

If a tree falls in NYC does anyone hear it? TIMBER!!!

[LC]

I finally tried one of their burgers in a restaurant recently. Thought it was pretty gross. Tasted about the same as a Boca Burger and other burgers that tried to emulate meat for years. This company must be really good at marketing (or just good at promoting their stock), as I'm not sure who would eat their burgers and think they taste good.

 

Really? I thought it had a very similar consistency to mince. Obviously the flavor lacked that animal fattyness that brings magic and warmth to the taste buds, but it got close and I thought they nailed the consistency.

 

Nutrition wise they appear slightly superior to beef patties having no cholesterol. They have more sodium but I assume most people season their burgers prior to grilling. Probably not too of a difference to be meaningful. I think the real difference is superior production methods and shelf life.

 

On diet, if the average american simply swapped the "grains" and "vegetable" sections of the good ole' food pyramid, it would solve many of these problems.

[Cardboard]

"On diet, if the average american simply swapped the "grains" and "vegetable" sections of the good ole' food pyramid, it would solve many of these problems. "

 

Yeah with real vegetables. Not processed junk with sugar, salt, preservatives and what else?

 

And on grains, reduced quantity along with whole grains would help a lot. Putting margarine in the garbage can and all processed oils vs good old butter would not hurt either.

 

It is all about balance. We also see what happens when people get brainwashed for years about using things like margarine vs any animal fat.

 

Cholesterol has also been vilified while it is essential to human life and made by your liver. It seems based on recent studies that sugar along with processed grains are much worst than any animal fat or meat to make the liver go bizurk and generate bad cholesterol. Is there anything more fat than salmon? While its oil is excellent for you and to alleviate this problem.

[Cardboard]

"If a tree falls in NYC does anyone hear it? TIMBER!!!"

 

Breaking the $140 level is key to a continued downward movement. Beyond (LOL!) that, filling the gap between $100 and $120.

 

It is hard for me to think of a single grocery product that is not commoditized unless unique or supported by massive advertising.

 

How will they compete with Nestle that has already worldwide manufacturing, distribution, advertising deals, you name it? How is McDonald or any fast food chain not going to try to develop their own meat(less)? This ain't like MM's into a McFlurry.

[Gregmal]

McDonalds to the rescue right before lockup!

 

https://seekingalpha.com/pr/17644408-mcdonalds-tests-new-plant-based-burger-canada

 

 

[Castanza]

Wow up 15% pre-market

[Gregmal]

I admittedly have a spending problem when it comes to food. It would be even worser if I didn't have the 6% back at grocery stores Amex. But as I remain futile in curbing this habit, I at least try to abstract some value from it time to time in my observations and frequent interactions. This weekend Ive been to Kings, Wegman's, Stop N Shop, and Shop Rite... The shelf space for plant based products vs a month ago has increased on average nearly 6 fold. A month ago it was almost exclusively Beyond products(the sausages by the way apparently dont sell very well. Which is understandable considering they look like my 3 year old's fake plastic play food). Now Beyond has the same self space, but the shelf has expanded and Ive seen at least a half dozen competitors ranging from Litelife, Pure, Impossible, and a few others that escape me at the moment. All, are at least 10-15% cheaper than Beyond. Impossible just launched at select stores. The Wegman's I visited had 4, 15 cu ft deep freezers filled with the Impossible bricks. They then had separately, one standard 2 door Hillphoenix fridge; half was Impossible and the other half 4 other brands including Beyond. The market is being flooded and competition is coming from everywhere. Much different than a month+ ago. If commercial sales will save this, I implore anyone to go find out what kind of sales numbers you need to remain a fixture of the McDonald's menu...

 

From a fundamental and technical perspective, this to me continues to be a mirror imagine of BETRxTLRY...

[Guest roark33]

It's pretty amazing how the short squeeze momentum has left this stock.  If MCD deal had been done in June/July, this stock would have doubled, but now it was only good for a one day pop, and red the next two days. 

[K2SO]

What I was referring to is after disclosing that I am eating only whole plant based foods, the next two posts were about ‘freaks’ and ‘hysteria’.

 

The hysteria has driven down my blood pressure to 105/58, knocked 2 inches off my waist, eliminated my snoring and sleep apnea, and I have not needed to reach for a Tums in 3 months which had become a nightly routine.  I started the diet three months ago.

 

I achieved much the same thing last year on a low-calorie, high-protein diet that included a lot of meat.

 

At the end of the day I think the reason any diet works (paleo, keto, plant-based, low-carb, etc) is due to calorie restriction. There's no magic in it. And I would argue that a steak is a lot healthier for you than an ultra-processed fake-meat beyond-whatever thing. But unfortunately, it's not in big business' collective interest to promote a diet made up of natural, unprocessed food that is prepared at home with minimal oils/sugars/etc added.

 

[rkbabang]

What I was referring to is after disclosing that I am eating only whole plant based foods, the next two posts were about ‘freaks’ and ‘hysteria’.

 

The hysteria has driven down my blood pressure to 105/58, knocked 2 inches off my waist, eliminated my snoring and sleep apnea, and I have not needed to reach for a Tums in 3 months which had become a nightly routine.  I started the diet three months ago.

 

I achieved much the same thing last year on a low-calorie, high-protein diet that included a lot of meat.

 

At the end of the day I think the reason any diet works (paleo, keto, plant-based, low-carb, etc) is due to calorie restriction. There's no magic in it. And I would argue that a steak is a lot healthier for you than an ultra-processed fake-meat beyond-whatever thing. But unfortunately, it's not in big business' collective interest to promote a diet made up of natural, unprocessed food that is prepared at home with minimal oils/sugars/etc added.

 

https://www.nytimes.com/2019/09/30/health/red-meat-heart-cancer.html

 

https://www.theguardian.com/food/2019/sep/30/research-red-meat-poses-no-health-risk

 

 

[cameronfen]

What I was referring to is after disclosing that I am eating only whole plant based foods, the next two posts were about ‘freaks’ and ‘hysteria’.

 

The hysteria has driven down my blood pressure to 105/58, knocked 2 inches off my waist, eliminated my snoring and sleep apnea, and I have not needed to reach for a Tums in 3 months which had become a nightly routine.  I started the diet three months ago.

 

I achieved much the same thing last year on a low-calorie, high-protein diet that included a lot of meat.

 

At the end of the day I think the reason any diet works (paleo, keto, plant-based, low-carb, etc) is due to calorie restriction. There's no magic in it. And I would argue that a steak is a lot healthier for you than an ultra-processed fake-meat beyond-whatever thing. But unfortunately, it's not in big business' collective interest to promote a diet made up of natural, unprocessed food that is prepared at home with minimal oils/sugars/etc added.

 

https://www.nytimes.com/2019/09/30/health/red-meat-heart-cancer.html

 

https://www.theguardian.com/food/2019/sep/30/research-red-meat-poses-no-health-risk

 

I feel like studies like this get lots of press, but its more important to figure out what scientific opinion coalesces around when the dust settles. 

[rkbabang]

What I was referring to is after disclosing that I am eating only whole plant based foods, the next two posts were about ‘freaks’ and ‘hysteria’.

 

The hysteria has driven down my blood pressure to 105/58, knocked 2 inches off my waist, eliminated my snoring and sleep apnea, and I have not needed to reach for a Tums in 3 months which had become a nightly routine.  I started the diet three months ago.

 

I achieved much the same thing last year on a low-calorie, high-protein diet that included a lot of meat.

 

At the end of the day I think the reason any diet works (paleo, keto, plant-based, low-carb, etc) is due to calorie restriction. There's no magic in it. And I would argue that a steak is a lot healthier for you than an ultra-processed fake-meat beyond-whatever thing. But unfortunately, it's not in big business' collective interest to promote a diet made up of natural, unprocessed food that is prepared at home with minimal oils/sugars/etc added.

 

https://www.nytimes.com/2019/09/30/health/red-meat-heart-cancer.html

 

https://www.theguardian.com/food/2019/sep/30/research-red-meat-poses-no-health-risk

 

I feel like studies like this get lots of press, but its more important to figure out what scientific opinion coalesces around when the dust settles. 

 

That's the thing about science.  The dust never really settles.

 

[Guest roark33]

How did this thread become a nutrition and dieting thread, can we get back to shorting BYND? 

[cameronfen]

What I was referring to is after disclosing that I am eating only whole plant based foods, the next two posts were about ‘freaks’ and ‘hysteria’.

 

The hysteria has driven down my blood pressure to 105/58, knocked 2 inches off my waist, eliminated my snoring and sleep apnea, and I have not needed to reach for a Tums in 3 months which had become a nightly routine.  I started the diet three months ago.

 

I achieved much the same thing last year on a low-calorie, high-protein diet that included a lot of meat.

 

At the end of the day I think the reason any diet works (paleo, keto, plant-based, low-carb, etc) is due to calorie restriction. There's no magic in it. And I would argue that a steak is a lot healthier for you than an ultra-processed fake-meat beyond-whatever thing. But unfortunately, it's not in big business' collective interest to promote a diet made up of natural, unprocessed food that is prepared at home with minimal oils/sugars/etc added.

 

https://www.nytimes.com/2019/09/30/health/red-meat-heart-cancer.html

 

https://www.theguardian.com/food/2019/sep/30/research-red-meat-poses-no-health-risk

 

I feel like studies like this get lots of press, but its more important to figure out what scientific opinion coalesces around when the dust settles. 

 

That's the thing about science.  The dust never really settles.

 

I mean if you asked me 2 months ago, I think the consesus was red meat is bad.  So just wait 2 months from now and see what scientists thinks.  Just because consesus maybe overturned in the future doesnt mean its not the best information to go on now. 

[BG2008]

The common denominator is vegetables no scientist has ever criticized veggies so eat them!!

[rkbabang]

The common denominator is vegetables no scientist has ever criticized veggies so eat them!!

 

+1.

 

A few weeks ago I decided to go back on a paleo type diet.  Although not as restrictive.  The best way to describe it is: eat amounts in this order, eating only the top 3 or 4 everyday:

 

Food to eat daily or almost daily:

1) non-starchy vegetables

2) meat, fish, eggs

3) olive oil, grass fed butter, coconut oil, lard, tallow, heavy cream, sour cream.

4) nuts & berries

 

Eat more rarely:

5) starchy vegetables

6) non-berry fruits

7) Beans and Legumes

8) non-gluten grains (i.e. rice, oats, corn)

 

Avoid almost completely:

9) Dairy (other than butter, heavy cream, and sour cream).

10) gluten containing grains

11) Fruit Juices

12) Anything with added salt

 

Avoid Completely:

13) Anything with added sugar/syrups

14) Grain oils, seed oils, and hydrogenated oils.

 

 

To bring this back on topic, Beyond Meat Burgers fall into category 14.

 

[LC]

To bring this back on topic, Beyond Meat Burgers fall into category 14.

The main ingredients are water, pea protein, canola oil and coconut oil.

 

On canola oil, it is accepted as a healthier fat, certainly compared to lard or tallow:

https://www.hsph.harvard.edu/nutritionsource/2015/04/13/ask-the-expert-concerns-about-canola-oil/