BYND - Beyond Meat

[Spekulatius]

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.

 

Sounds like we should do lunch again

[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.

 

Sounds like we should do lunch again

 

Absolutely.  Anytime.

[fareastwarriors]

I eat and drink whatever, whenever I want. All in moderation. Still alive.

[Cardboard]

"I eat and drink whatever, whenever I want. All in moderation. Still alive. "

 

This is the Colonel recipe on how to live long and be happy!

 

However, we only have 10 years left to live to confiscate and redistribute all wealth unless we stop eating meat!

 

 

[rkbabang]

"I eat and drink whatever, whenever I want. All in moderation. Still alive. "

 

This is the Colonel recipe on how to live long and be happy!

 

However, we only have 10 years left to live to confiscate and redistribute all wealth unless we stop eating meat!

 

Well, let us make it a good 10  years then.  I'm going to see how many steaks I can consume in our time left.

 

[Gregmal]

As expected, death by a thousand paper cuts as the air continues to slowly leak out of the balloon heading into lockup. Where does she end up settling? A lot lower!

 

[Gregmal]

Just like real meat, its bleeding red!

 

Relevant to investing, it amazes me how often(in the last year or so especially) so many of these types of companies hold their obscene trading prices until just a few weeks before the lockups expire. An odd inefficiency of the market. Perhaps also just a sign that short sellers have been burned out by the raging bull.

[Castanza]

Net revenues from sales in our retail channel increased by 192.0% in the three months ended June 29, 2019 to $34.1 million from $11.7 million

in the three months ended June 30, 2018. Net revenues from sales in our restaurant and foodservice channel increased by 483.0% in the three

months ended June 29, 2019 to $33.1 million from $5.7 million in the three months ended June 30, 2018.

 

Net revenues from sales in our retail channel increased by 156.1% in the six months ended June 29, 2019 to $53.7 million from $21.0 million

in the six months ended June 30, 2018. Net revenues from sales in our restaurant and foodservice channel increased by 486.2% in the six months

ended June 29, 2019 to $53.8 million from $9.2 million in the three months ended June 30, 2018. We expect further growth in both channels as we

increase our production capacity in response to demand and add new customers.

 

We distribute our products internationally, using distributors in Australia, Chile, the European Union, Hong Kong, Ireland, Israel, the Middle

East, New Zealand, the Philippines, Singapore, South Africa, South Korea, Taiwan and the United Kingdom. Our international net revenues

(excluding revenues from Canada) are included in our restaurant and foodservice channel and were approximately 12% and 3%, respectively, of

our net revenues in the three months ended June 29, 2019 and June 30, 2018 and were approximately 13% and 2%, respectively, of our net

revenues in the six months ended June 29, 2019 and June 30, 2018. All of our long-lived assets are in the United States and we have no long-lived

assets in any international locations. Net revenues from sales to the Canadian market are included with net revenues from sales to the United

States market.

 

Over the next few years, the main driver of growth in our net revenues is expected to be sales of our fresh products, primarily the Beyond

Burger, in both our retail channel and our restaurant and food service channel predominantly in the United States, as well as internationally. We

also expect net revenues and gross margin to 24 benefit from increased sales of our fresh products due to the higher net selling price per pound of our fresh platform products compared to our frozen platform products.

 

As we seek to continue to rapidly grow our net revenues, we face several challenges. In 2017, continuing into 2018, demand for our products

exceeded our expectations and production capacity, significantly constraining our net revenue growth relative to our total demand opportunity.

While we have significantly expanded our production capacity to address production shortfall, we may experience a lag in production relative to

customer demand if our growth rate exceeds our expectations.

 

We routinely offer sales discounts and promotions through various programs to customers and consumers. These programs include rebates,

temporary on-shelf price reductions, off-invoice discounts, retailer advertisements, product coupons and other trade activities. The expense

associated with these discounts and promotions is estimated and recorded as a reduction in total gross revenues in order to arrive at reported net

revenues. We anticipate that these promotional activities could impact our net revenues and that changes in such activities could impact period over-period results.

 

In addition, because we do not have any purchase commitments from our distributors or customers, the amount of net revenues we recognize

will vary from period to period depending on the volume and mix of our products sold, particularly between products in our fresh and frozen

platforms, and the channels through which our products are sold, causing variability in our results.

 

 

Beyond Meat.....The discount R&D prostitute of the restaurant industry. Lockup is one week away....

[Gregmal]

https://seekingalpha.com/news/3510630-beyond-meat-minus-16-percent-discounting-ipo-lockup-expiration-worries

 

Discounting!?!? No way! You mean that consumers dont want to continue to pay $6 a bag for non proprietary, salted popcorn when compeitors change $2.50? Whoops, I mean non proprietary fake meat! Except BYND charges $10 and peers charge $5. Whether Amplify(BETR) and their popcorn or Beyond and its fake meat, investments often rhyme and repeat and pattern recognition is typically the key to extracting value. This was such an obvious fad.

[Guest roark33]

There was really never a question of whether this was overvalued, but instead the timing of the short.  Also, BETR wasn't technically a fad, it was an overvalued stock.  I think BYND is also not a "fad" but an overvalued stock. 

[Gregmal]

Fad, unsustainable popularity blitz, it’s all subjective. $6 healthy popcorn bags was cute marketing for a while, but eventually people moved on. Same thing here. Try it, it tastes just like a burger works for a little bit, but then people realize it’s just ultra processed junk, and move on. All while competitors rush in looking for their piece of the gold rush. Meat isn’t really even that unhealthy, and by far and away, the most unhealthy stuff people can put in their bodies is the ultra processed stuff. This trading at $150 a month before lockup was too good to be true.

[BG2008]

I have dropped 40 lbs since Feb by limiting carbs to 20 grams a day.  I have never eaten so much meat, cheese, olives, tallow, butter, bacon, veggies, dark chocolate, avocado oil, seafood, than ever before.  I might have exercised a handful of times.  The fat just keeps getting burned off as I am in Ketosis over 95% of the time.  Yeah, ingesting processed food like soda and crap with chemicals that you can't pronounced and are shelf stable for 2 years is probably not good for you.  I think Beyond Meat and Impossible Burger have the potential to be the next "Margarine".  Instead of eating grass fed butter, let's take vegetable oil and turn it into a solid. 

[Castanza]

I have dropped 40 lbs since Feb by limiting carbs to 20 grams a day.  I have never eaten so much meat, cheese, olives, tallow, butter, bacon, veggies, dark chocolate, avocado oil, seafood, than ever before.  I might have exercised a handful of times.  The fat just keeps getting burned off as I am in Ketosis over 95% of the time.  Yeah, ingesting processed food like soda and crap with chemicals that you can't pronounced and are shelf stable for 2 years is probably not good for you.  I think Beyond Meat and Impossible Burger have the potential to be the next "Margarine".  Instead of eating grass fed butter, let's take vegetable oil and turn it into a solid.

 

Just bagged my first deer of the archery season this past Wednesday. 68lbs of lean organic free range meat for the freezer. If this is the only deer I get (unlikely) it will come out to $0.88/lb. Plus three glorious hours spent in the beautiful fall foliage instead of sitting behind a desk mashing a keyboard.

[cameronfen]

I have dropped 40 lbs since Feb by limiting carbs to 20 grams a day.  I have never eaten so much meat, cheese, olives, tallow, butter, bacon, veggies, dark chocolate, avocado oil, seafood, than ever before.  I might have exercised a handful of times.  The fat just keeps getting burned off as I am in Ketosis over 95% of the time.  Yeah, ingesting processed food like soda and crap with chemicals that you can't pronounced and are shelf stable for 2 years is probably not good for you.  I think Beyond Meat and Impossible Burger have the potential to be the next "Margarine".  Instead of eating grass fed butter, let's take vegetable oil and turn it into a solid.

 

Just bagged my first deer of the archery season this past Wednesday. 68lbs of lean organic free range meat for the freezer. If this is the only deer I get (unlikely) it will come out to $0.88/lb. Plus three glorious hours spent in the beautiful fall foliage instead of sitting behind a desk mashing a keyboard.

 

Off topic but it's pretty impressive you bow hunt deer.  How long did it take for you to get good?

[Gregmal]

I have dropped 40 lbs since Feb by limiting carbs to 20 grams a day.  I have never eaten so much meat, cheese, olives, tallow, butter, bacon, veggies, dark chocolate, avocado oil, seafood, than ever before.  I might have exercised a handful of times.  The fat just keeps getting burned off as I am in Ketosis over 95% of the time.  Yeah, ingesting processed food like soda and crap with chemicals that you can't pronounced and are shelf stable for 2 years is probably not good for you.  I think Beyond Meat and Impossible Burger have the potential to be the next "Margarine".  Instead of eating grass fed butter, let's take vegetable oil and turn it into a solid.

 

Just bagged my first deer of the archery season this past Wednesday. 68lbs of lean organic free range meat for the freezer. If this is the only deer I get (unlikely) it will come out to $0.88/lb. Plus three glorious hours spent in the beautiful fall foliage instead of sitting behind a desk mashing a keyboard.

 

Man I feel like we could be friends! My weapon of choice is a fishing rod, but yea, its almost therapeutic. Nothing like the outdoors.

[PullTheTrigger]

 

 

Just bagged my first deer of the archery season this past Wednesday. 68lbs of lean organic free range meat for the freezer. If this is the only deer I get (unlikely) it will come out to $0.88/lb. Plus three glorious hours spent in the beautiful fall foliage instead of sitting behind a desk mashing a keyboard.

 

Archery is awesome and feels like meditation to me (grouping attached from last night's practice). Congrats on the deer. I've been out trying, but no luck yet. Agree that being outside in nature is the best time spent.

[BG2008]

We are going to create our own version of "Meat Eater" Netflix series

[Castanza]

I have dropped 40 lbs since Feb by limiting carbs to 20 grams a day.  I have never eaten so much meat, cheese, olives, tallow, butter, bacon, veggies, dark chocolate, avocado oil, seafood, than ever before.  I might have exercised a handful of times.  The fat just keeps getting burned off as I am in Ketosis over 95% of the time.  Yeah, ingesting processed food like soda and crap with chemicals that you can't pronounced and are shelf stable for 2 years is probably not good for you.  I think Beyond Meat and Impossible Burger have the potential to be the next "Margarine".  Instead of eating grass fed butter, let's take vegetable oil and turn it into a solid.

 

Just bagged my first deer of the archery season this past Wednesday. 68lbs of lean organic free range meat for the freezer. If this is the only deer I get (unlikely) it will come out to $0.88/lb. Plus three glorious hours spent in the beautiful fall foliage instead of sitting behind a desk mashing a keyboard.

 

Off topic but it's pretty impressive you bow hunt deer.  How long did it take for you to get good?

 

With the modern compounds today you could be good enough with a month or two of practice to get a deer within a 30-40 yard range. I've been bow hunting for about 5 years and hunting in general since I was 12. The local middle school lets me practice shooting on their football field during summer. I can hit a 10 inch group from back of end zone to back of end zone (sounds more impressive than it is). I'd never try to kill a deer at that range, but it's fun to practice at that distance. The bows today are quite impressive at 325fps+ it's basically a laser guided missile. But shooting is only half the battle. Being sneaky, downwind, and in the right spot at the right time is the hard part.  :P

[PullTheTrigger]

With the modern compounds today you could be good enough with a month or two of practice to get a deer within a 30-40 yard range. I've been bow hunting for about 5 years and hunting in general since I was 12. The local middle school lets me practice shooting on their football field during summer. I can hit a 10 inch group from back of end zone to back of end zone (sounds more impressive than it is). I'd never try to kill a deer at that range, but it's fun to practice at that distance. The bows today are quite impressive at 325fps+ it's basically a laser guided missile. But shooting is only half the battle. Being sneaky, downwind, and in the right spot at the right time is the hard part.  :P

 

 

Agreed that practice shooting is the easy part. Being in the right spot at the right time, not being detected, and controlling your adrenaline so you make a good shot is key. Kind of like investing in a way.

[Castanza]

With the modern compounds today you could be good enough with a month or two of practice to get a deer within a 30-40 yard range. I've been bow hunting for about 5 years and hunting in general since I was 12. The local middle school lets me practice shooting on their football field during summer. I can hit a 10 inch group from back of end zone to back of end zone (sounds more impressive than it is). I'd never try to kill a deer at that range, but it's fun to practice at that distance. The bows today are quite impressive at 325fps+ it's basically a laser guided missile. But shooting is only half the battle. Being sneaky, downwind, and in the right spot at the right time is the hard part.  :P

 

 

Agreed that practice shooting is the easy part. Being in the right spot at the right time, not being detected, and controlling your adrenaline so you make a good shot is key. Kind of like investing in a way.

 

Way to bring this conversation back to topic  :P

[Gregmal]

Tim Hortons already pulling the plug. If it doesnt work in liberal Canada, its not sticking here outside of maybe NY and LA.

 

One of funniest comments I read on another site:

 

Dirty_godz

33m

$BYND I got to short this.  Seriously I'd rather eat a bat than fake meats.  How do you invest in this unless you have a man bun?