written by reader Beyond Meats (BYND)

By stockbuyerguy1, May 7, 2019

As you may well know it shot up over 160% on its first day of trading and has continued to climb since. I think this will likely be a largely expanding market in the coming years. Any opinions on valuation or the company itself?

This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.

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kamoaliiplanmanAJ lasTravis Johnson, Stock Gumshoe Recent comment authors

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kamoalii
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๐Ÿ‘25
kamoalii

The product, a pea based soylent green has few trade secrets associated with it. Substitutes will be numerous and likely better. The product is a commodity. Product differentiation will be hard. Individual producers will face a near horizontal demand curve. The opinion on this product is mixed. Its better than a veggie burger, perhaps, but it lacks a lot of what it is trying to imitate. Ohhhh excuse me it is beyond that…..ie they can not duplicate a hamburger so they have moved beyond. As will every other major producer of such products. I’m tired of being told this is… Read More ยป

Travis Johnson, Stock Gumshoe
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๐Ÿ‘14432

I like the product just fine for vegetarians or those trying to cut down on meat for environmental or compassionate/ethical/cultural reasons, it tastes OK and mimics meat flavor and texture a lot better than anything else I’ve tried, though it doesn’t seem likely to be meaningfully “healthier” — and the Impossible Burger is, I’m told by our vegetarian test subjects, substantially better than the Beyond Meat burger. I agree that competition is likely to come in hard from the existing meat companies and packaged food firms, though there is clearly some differentiation among just these two products and there will… Read More ยป

AJ las
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AJ las
planman
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๐Ÿ‘15
planman

I watched Beyond Meat CEO Ethan Brown on CNBC the day the earnings were posted October 28 I believe and very interesting vision of the future of food. He indicated they want to be a protein manufacturing company. Very noteworthy commentary about plants and how animals uptake plants in their diet , reconfigure those ingested plants and absorb the nutrients into muscle … then we harvest the muscle as meat. Interesting how he unbundled the challenge for creating those proteins directly from the plants skipping the processing into meat altogether. All organic I think with time in evolution of the… Read More ยป

kamoalii
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๐Ÿ‘25
kamoalii

I believe you are assuming that the energy cost of creating some of the essential aspects of animal products can be avoided somehow. Men eat meat not because they want to trash the environment, but because for the entire length of their existence there has been no more efficient way to raise a healthy population. I believe that the individual is free to be whatever he/she wants to be, and can micromanage the situation. The economics of large groups is considerably different. We are told that what has come to us over the millenniums is inefficient but we have yet… Read More ยป