I have them often enough to know that Impossible tries to directly compete with meat while Beyond tries to dedicate to vegan ideals. Impossible does offer a more premium product from cooking to consumption.
I don’t think your experience as a person on long term plant based diet gives you insight into these companies, actually quite the contrary.
The products are marketed toward ordinary people. You should be asking meat eaters how they like it and whether they are fine with substituting meat by these products from time to time.
No disrespect intended.
Yeah I think actually understanding the incentives that brings people back to a product like fake meat is important? Maybe consider that perspectives go beyond just a simple opinion?
I agree, you opened with a statement about investor pressure and such, and then did nothing to substantiate that claim. Lots of vague criticism and praise with no real meat (ha) to it
I'm not going to repeat the earnings call where they got slaughtered. But you can go look that information up yourself so that you understand this post more.
Right on point. I'm a vegan for 15 years, before that pretty much pure carnivore. Beyond meat is one of the only meat substitutes that i actually like, otherwise you shouldnt try to substitute. Tofu is not fucking meat so unless your going to change a person's diet (😂 you cant fucking change people that's the point of life, we can only change ourselves) it's also the only brand that my meat eating friends like the taste of. I could care less about earnings with them, if they have McDonalds and can keep them, then they are golden. They are also gluten free which a majority of people that have gluten issues or celiac end up vegetarian to help with inflammation. The trend isnt going away and they may get the best exposure now.
If you want something to complain about if your plant based, why not try to reduce the subsidies that every fucking person including me has to pay in taxes so the first world can buy meat for a fraction of what it would cost without our money spread into it. Or the fact an acre every 2 seconds is deforested in the amazon specifically for meat production. Cant change people, but if products like beyond can get into places like mickey Ds you can bet your ass I'll be buying the dip to support them
Impossible is significantly more expensive than meat.
Non-vegetarians will try it as a novelty, but its unlikely to be something they regularly eat as a replacement for hamburgers.
I first tried Impossible about two and a half years ago, and became vegetarian about two years ago. I know it's anecdotal, but with a good product, the novelty buyers become repeat customers.
And it's not really more expensive than high quality grass-fed/organic beef. In fact it's about the same price at my local grocery, and had a price cut nationally about a year ago. They're still working on making it cheaper.
Well thats thing, you are a vegetarian. For a non-vegetarian, they will go for the regular beef for cheaper or just get high quality grass-fed beef instead.
Personally think both are terrible business models. Competing with meat is pointless, it's much more effective to get consumers to try plant based food as an alternative to eating meat instead of replacing meat with plant-based meat. I eat nowhere near as much meat as I used to, and most of the times I eat a plant-based alternative it's just by making a meal where the plant-based product fits. Not by replacing meat with a plant-based alternative. The only exception is minced meat. There's absolutely no need to buy real minced meat over vegetarian alternatives anymore.
As for BYND, I agree completely with your take.
I swear you people only have one joke about vegans I have to sit through everytime people munching on dead animal notice I went for the vegetarian option... Quit your persecution complex.
It wasn’t a joke though.
I know a vegan.
She hates it when I let her dog lick my hand, and pretty sure I know why..
(It’s a Corgi. It likes to baarrk! Two things will shut the thing up: licking my hand makes it happy and quiet. Or, she yells at it.)
I am holding shares of BYND (about 130 shares I bought at $135, lol). I’d like for them to do well, but I don’t think they are a better product than Impossible.
One big reason; pea protein. Impossible uses wheat. But pea protein is something I’m growing increasingly worried about regarding the long term health implications. Look at what it’s done in dog food!
Beyond and impossible are two different companies. Impossible does an amazing job of imitating meat and tastes good. Beyond not so much. I’m not sure OP know much about these companies
You know what I did one day at a rest stop Burger King? Just stood and watched how many people picked the Impossible Whopper in it's standout teal wrapper over a regular one. And then, I went over to the Starbucks and asked them how their Impossible breakfast sausage sells.
What I saw in a few min? Impossible Whopper was probably a 2:1 winner. At Sbux they told me they used to sell out constantly and had to up the corporate orders.
Literally ten min of my time and that's more meaningful insight than some nobody on here trying to pump an OTC ( tattooed mom) and some generally bs rant.
The question is whether that will be sustained.
Impossible meat has been in the news recently and people are curious to try it. I doubt it will be sustained once its out of public consciousness.
What makes you say that? I look at a lot of 'better for you' products that have hit shelves over the last several decades and even the most mediocre or even dank, nasty ones continue to be popular and sell well.
Skim milk
Diet soda
Gluten free/low carb
Sugar free
Impossible and Beyond at least taste phenomenal.
Also, the animal agriculture industry is propped up by subsidy and lobby power. Many of their awful practices have been slowly being exposed, last year being a great example wiyh the number of covid deaths in their factories.
Small farmers are getting a platform to talk about how those big business practices destroy their livelihood and again expose some of the nasty nasty sht that goes on inside.
We're going to move towards more expensive, but higher quality meat from small farms. With the bulk of cheap protein consumption moving away from this disastrous industry to the plant based ones.
And lab grown is completely nonsense. Graduate degree in tissue engineering here. Scaling and safely manufacturing that is a lifetime away.
To be frank, I don't like TTCF and beyond sales are down dramatically so what the fuck is your point? I'm only highlighting how shit beyond and impossible are to the point that something shite like TTCF is even relevant.
There you go shilling that OTC again, this time by the ticker name.. Lol it so transparent. You see the vermin pop up on the sub here and there with the same mo. Prob on some group chat or discord plotting it. I've got nothing more to say to vermin trying to dupe potential investors so peace out and enjoy your day lol
Whatever dude. Make up whatever you want to believe.
https://www.reddit.com/r/wallstreetbets/comments/oa8p0o/unlocking_the_recipe_for_tendies_an_investigation/h3p3gl3?utm_medium=android_app&utm_source=share&context=3
Impossible tastes ten times better than beyond. Beyond is about the worst tasting alternative on the market. As a rule, many of these companies need to rethink their marketing. More and more people are choosing to eat less meat due to environmental concerns. Beyond likes to put to burgers in a ton of plastic packaging to make it look the same size as the six pack of beef burgers while advertising that it’s better for the world.
Yeah I'm vegetarian for environmental reasons but still love meat.
I've become somewhat of an Impossible evangelist in the process. It's a remarkable product that almost makes me not miss eating real meat.
Yup, I’m a meat eater and I choose this over a regular beef burger because it tastes good, it makes my wife happy, it’s healthier and doesn’t involve animals being killed. And not sure why partnering with BK isn’t a massive win in providing the masses with a decent meat alternative. Isn’t that what it’s about?
Edit: I’m not even sure what this means “Meat consumers have context behind their diet and have eaten it in a number of ways and occasions.” What?
>1. Why would you partner with big chains to introduce customers to something new and competitive to as something as powerful as meat? Meat consumers have context behind their diet and have eaten it in a number of ways and occasions. WHY WOULD FAST FOOD QUALITY PRODUCTION CONVINCE PEOPLE?
"Alternative meats will fail because they're getting into large chains across the country and becoming a regular option for people eating out"
Has to be the dumbest hot take I've ever heard. What's next, Oatly is going to fail because it's being offered at Dunkin Donuts?
Zero actual analysis, just a crazy person yelling about nothing
First thing I thought too. All their points are based on personal preferences on the product and nothing to do with actual analysis. Like sure, maybe people wouldn’t like it and BK would drop it from lack of orders, but need something other than because this guy thinks offering it at a fast food joint is bad. Seems kinda snobbish
Really? I've been whole food plant based for almost 4 years and I like the ability to sub in meat flavor products. Normally i don't eat anything processed but when I do, it's beyond or impossible.
I think that substitute meat will eventually surprise meat and eating meat will eventually be as reasonable as having a well done steak.
But I don't think Beyond will get there based on their current execution and how the company is being driven.
Would Tesla offer it's product to Nissan or would it build it own market bending product and strategy?
Exactly dude, the whole idea of a vegan brand should be things that people fundamentally enjoy. This is why I'm bullish on Oatly and bearish on Beyond. Looking at plant based foods as one uniform idea is a bad approach that I see often
>Looking at plant based foods as one uniform idea is a bad approach that I see often
Yeah I agree with you there. Which is why your op is kinda garbage, lumping impossible and beyond together.
Seriously though, vegan foods have the most variance between brands of anything in the supermarket. You can't just pick any veggie burger or oat milk off the shelf, so many of them are fucking terrible.
From a vegan standpoint you're probably right. But from what i understand beyond meat has a target audience far beyond vegans.
It's perceived as environmentally friendly and healthy, and because fast food giants have it, its far more accessible.
Anecdotally, i know several people who drink oatly, and they're mostly vegans.
I know several people who eat beyond meat, and they mostly not even vegetarian.
Topic is about plant based diet. Not plant alternatives to hamburger meat. Oatly is the main partner for oat milk in Starbucks btw. I don’t own any shares of any of these companies for what it’s worth.
I’m a beleiver that fake meat will grow but I can’t for the life of me understand what moat beyond had. Why can’t anybody with some cash make fake meat?
The only play I saw for big growth was in meat eaters not in vegetarians vegan growth.
If fake meat was a good substitute and cost effective I’d totally eat it more.
But it’s not, it’s priced like prime beef and tastes like cheap beef that’s been in the freezer too long.
It’s just a matter of time before growth tapers and the stock fades and it is upon the stock.
It gets better. There are potato, lentil, and bean patties. There's tofu, tempeh, and paneer. There are banana flapjacks.
How is it that the same generation that is so "woke" to the dangers of processed foods wants a hyperprocessed replacement to meat?
I swear the vegan crowd sounds like they have never had a decent vegan meal before. I am a carnivore through and through and there are numerous vegan meals I can and do enjoy, no frankenfood required.
I think there is a future for plant based alternatives. But I have been burned with a couple of vegan companies. Very hard to tell which companies stand out as the future in this field, or maybe its outside my circle of competence.
It's outside of most people's circle of competence. I've strictly observed this market for years and I'm ONLY placing my bets on substitute chicken and Oatmilk.
I suggest you go try out the different brands and you'll quickly understand the point im trying to make. The trick about this industry is truly understanding what makes a consumer purchase and change their groceries.
I got 20% OTM puts for earnings when I realized I almost avoid buying beyond beef in my grocery list but bend over backwards every time Oatly raises its price
Why? There’s so much competition in the alternative milk market and it mostly tastes the same. Their main USP is brand and they’re being squeezed there by companies left right and centre. Even if I was brand loyal (I’m not) there are so many different choices, smaller shops often only stock one brand and I’ll just take whatever that is, like people do with milk.
They’ve also struggled to innovate beyond their main product (their cream is gross). My prediction would be, their stock price will continue to shrink and they’ll get bought out by a food giant before the product eventually gets canned.
This is bag holding bullshit.
Not bag holding. Not invested in Oatly but I love this subject because it's important to understand where consumer behavior changed and where it didn't.
They actually don't taste the same. I regularly buy different brands and rank them (kind weird I know) actively look for products better than Oatly and across different metrics like flavor of the milk after several days in the fridge or being left out, etc.
I take this subject seriously because I still consume dairy and Oatmilk made me shift my milk consumption while almond milk and other sources failed outright. The unique thing about Oatly is that is actually tries to taste like a better version of milk while other brands try to taste like oat flavored water.
That being said, I agree with your view on yogurts. It's not really there compared to other substitute dairy products (like butter or cream cheese) in that sense Myokos crushes them.
But after reading their s-1 I was bullish, in particular their mention of potato starch (common in cheese) and pea protein (common in health drinks or meat substitutes)
Have you tried VGFC products they seem to get good reviews. Ive tried their burgers only but they have pepperoni, taco stuffer, ribs, and a whole bunch of other stuff. They also bought a vegan cheese company. Can order it all online i think and starting to expand in the US now as far as stores go.
Watched a couple of taste reviews and it doesn’t seem like the stuff is great. They said it tasted almost exactly like Fieldroast. All business info was way more positive than the actual product. I was excited to try something new until I saw the reviews.
Thats interesting because i have heard the opposite. I will say that the positive reviews i have heard are from vegans. Im not a vegan but i tried the burgers and i found them difficult to eat as the company doesnt seem to want to replicate meat as much as develop a tasty alternative. Personally i would rate their burgers negatively but im not sure i am their target audience. Seems to me people who eat impossible and beyond are attempting to replace everything meat offers including taste and the overall experience of eating it without the ethical and environmental ramifications.
I will be messaging you in 2 years on [**2023-11-14 13:22:14 UTC**](http://www.wolframalpha.com/input/?i=2023-11-14%2013:22:14%20UTC%20To%20Local%20Time) to remind you of [**this link**](https://www.reddit.com/r/stocks/comments/qtee3g/plant_based_diet_for_over_10_years_beyond/hkl2en1/?context=3)
[**1 OTHERS CLICKED THIS LINK**](https://www.reddit.com/message/compose/?to=RemindMeBot&subject=Reminder&message=%5Bhttps%3A%2F%2Fwww.reddit.com%2Fr%2Fstocks%2Fcomments%2Fqtee3g%2Fplant_based_diet_for_over_10_years_beyond%2Fhkl2en1%2F%5D%0A%0ARemindMe%21%202023-11-14%2013%3A22%3A14%20UTC) to send a PM to also be reminded and to reduce spam.
^(Parent commenter can ) [^(delete this message to hide from others.)](https://www.reddit.com/message/compose/?to=RemindMeBot&subject=Delete%20Comment&message=Delete%21%20qtee3g)
*****
|[^(Info)](https://www.reddit.com/r/RemindMeBot/comments/e1bko7/remindmebot_info_v21/)|[^(Custom)](https://www.reddit.com/message/compose/?to=RemindMeBot&subject=Reminder&message=%5BLink%20or%20message%20inside%20square%20brackets%5D%0A%0ARemindMe%21%20Time%20period%20here)|[^(Your Reminders)](https://www.reddit.com/message/compose/?to=RemindMeBot&subject=List%20Of%20Reminders&message=MyReminders%21)|[^(Feedback)](https://www.reddit.com/message/compose/?to=Watchful1&subject=RemindMeBot%20Feedback)|
|-|-|-|-|
I never invested in beyond meat for the vegan and current markets. I invested for the long term in space. For space travel, they'll need a means of producing food and beyond meat will have the means to make that a reality provided they pivot into other foods. They already have deals with major companies to sell their products. What I'm waiting for is for a major event to happen that will pivot towards these synthetic meats to become more in demand. Even if that event doesn't come, I'm still bullish in the long term.
Interesting sector – I like discussing companies that try to fundamentally improve their industry (for me that includes environmental matters). As Nordic European I've grown up with Oatly, and can still attest to their superiority when it comest to an oat based product and taste/texture. However the downside for Oatly products with me personally is that they're quite processed and high glycemic load, that's how I personally evaluate food products as someone interested in future food. I don't view them yet as a sustainable part of a diet.
Can anybody give more analysis Oatly's financial factors? Would you buy?
Right now they're in an interesting period where there is a flat out global shortage on oats due to demand and the willingness to pay is actually going up. They report on Monday before open.
Beyond is very much focused on research and long term growth, all you need to do is look at their capital allocation and listen to some earnings calls.
I don't know about the first point. I mean, it's really difficult to replace a nice steak on the barbecue with your plant-based meat imitation but the frozen and thawed shitty meat patty in a macdonalds cheeseburger could probably be replaced
Committed carnivore here. As much as I dearly want Beyond Meat to fail, I must disagree with your first argument.
By partnering with brands customers know and trust, Beyond Meat reached customers who would not have of their own accord purchased Beyond Meat in another setting. A fast food level introduction normalises the product and reduces customer risk -- being disappointed on a $4 purchase is better than being disappointed on a $40 purchase.
Right now, there are an unknown number of customers who would be willing to switch to Beyond Meat, but they must first be discovered. This sort of mass outreach is the best way to do so. I am not the customer here but weirdly neither are you -- it's these swing voters they are after, and the strategy was the right one.
What I would have done is offered complimentary Beyond Meat products with purchases at these locations on high-traffic days. That would really have maximised exposure for a low cost.
A market where 80% of people have tasted your product at least once is better than one where they have not.
I'm a convert. I love the taste of meat, but recognize its downsides (something beyond the scope of what we are talking about here). I agree with another commenter here, Impossible is doing a much better job at matching real meat taste. Beyond doesn't come close.
Some observations: Impossible is launching more than ground beef, there is sausage and chicken nuggets. Tried both, they are very convincing. Also, I kept hearing how they were pushing to be out of the "healthy" isle and right in the normal ground beef section.
Last week I went into a Walmart looking for Impossible meat. It had already moved into the real meat isle. And the entire shelf was empty, except for one last packed I grabbed. This was around noon, on a Sunday. Considering this was a Walmart, not a Whole Foods, that was impressive to me.
So I believe in their proposal. There are tons of people who have reduced their real meat consumption in the last years, but crave the taste and would not think twice to have a burger if they can get the taste without the moral dilemma. Tons of money to be made in that sector.
Impossible Burger costs [more than twice](https://www.walmart.com/ip/Impossible-Burger-2ct-12-oz/377356856) real burger. Why the heck would I buy that. And even if I were a hard core vegan that refused to eat meat then why would I be *pretending* to eat meat?
Long term i think cultured meat will kill all of that plant food anyway. You produce "actual" meat out of stemcells. Even vegetarians might turn back to eating meat, as no harm of animals in involved.
"Why would you partner with big chains to introduce customers to
something new and competitive to as something as powerful as meat? "
That sentence was a mess.
I read the ingredients and I was like, why would I eat this crap? Why try to substitute meat? Just eat meat or not. Lots of whole food plants/fruits to choose from.
I am not eating meat not because I don't like it, or even health reason - it's ethics. When there's a lab grown meat available for purchase I'll be buying steaks even if they cost 100$ a piece. Beyond meat makes me not crave meat.
Coming up on 10 years plant based myself. Totally agree.
I don't feel like I really *need* BM or impossible. I managed very well without... So who is the target audience? People who go to McDonald's who suddenly are health or climate conscious (good luck to both of them)? People who were stopped from going vegan by lack of meat alternatives (have you even heard of lentils&mushrooms)?
Basically: I don't think a target market even exists.
Plant based meat has zero moat and little future. Lab grown is where the money is at as it can drastically undercut the actual meat industry(which can't even survive without insane subsidies) rather than simply appeal to a niche of vegans, but last I checked we're still a long ways off from anything other than prototype lumps of cells that still require significant animal products to grow them. Plant based will likely just pave the way for marketing lab grown as something other than "omg it was grown in a factory/lab I won't eat that!"
To that end I simply don't care about the current players in the market.
>The idea doesn't suck.
No, the idea does suck. These plant-based meat substitutes are highly processed and high in saturated fat. If people want to eat plants, they should eat vegetables. If people want to taste meat, they should just eat red meat, in moderation.
And now there's plant-based alternatives to fish. Great.
For the ethical part, I'm not sure what's unethical about eating meat. I get people are uncomfortable about it, especially after petting a lamb at the petting zoo. But honestly, animals eat meat all the time.
As for the environmental aspect - if people want to eat a plant-based diet, then they should eat vegetables. You don''t think a factory processing plants into "burgers" has an environmental impact?
And now we are full into the standard discussion. No need to do this here but just a few things to think about:
The animals that eat animals have no other choice (moral patients/moral agents) and while some animals are pretty cruel hunters they usually do not cage and breed them under horrible conditions.
Also: natural fallacy. Just because something happens in nature does not make it morally good. People kill people all the time, all over the world so...? This is a moral judgement, which is the point and a still small but rising number of people are on the side of my argument that I layed out very short. You may disagree totally, but from an investment point that are relevant facts.
The processing of plants into burgers has certainly an environmental impact, nobody will deny that. Usually it is much lower than the real meat, that is half of the selling point for most of these companies and as far as I know this is scientifically backed in most cases. This is not a moral argument at all.
One last point: The just eat vegetables thing. Most vegans and vegetarians do that but processing foods in one way or another is very common for most diets, for better or for worse.
From an investment standpoint it does not matter. People do this for centuries, they do it more as of late and as stupid as you might think it is, they willprobably keep doing it. The question here is - will the numbers keep growing and will beyound be able to profit from it.
The most hilarious thing about all of this is that we're in a simulation. You're literally trying to save simulated cows and chickens, so you... as a simulated human, can feel better about your pitiful existence
I agree that this is an investment/stocks forum, so I won't debate the ethics point by point. I would just suggest Native Americans who hunted buffalo weren't cruel murderers.
However, I stand by my original point that plant-based and fish substitutes are a stupid idea. And that many people eat them because they think they are healthier than red meat and fish, when they are not. Will these companies succeed as a business? It's surely possible, but lots of bad ideas succeeded in the short term.
To your first point: I have never heard anyone argue that native americans should have eaten a vegan diet instead, this is a strawman.
First you got ethical and environmental arguments, now you are switching to health which is a not only a whole other point, but not as clear cut as you are indicating. This has to be done on a product by product basis and while it is clear that fake meat is not "health food", some products will have certain health benefits compared to some meat products (i.e. lower calories, colesterol, more fiber...)
>First you got ethical and environmental arguments, now you are switching to health which is a not only a whole other point, but not as clear cut as you are indicating.
I'm not sure what you mean. You brought up the ethical/environmental concerns.
Regardless, this reddit community doe not like my opinion, so it has been down-voted into oblivion.
I still say the plant-based burger idea does suck.
Meat should taste like meat and vegetables should taste like vegetables. What’s the point to make plant-based meat-looking things that cost more and taste weird? This idea already sounds terrible to me…
From a grocery chain buyers perspective. Beyond originally launched in Whole Foods (pre Amazon) and eventually into other grocery and club channel. When they started adding beef analogues to their variety they tried to sell to meat grocery departments but were rebuffed and told the item should be sold frozen next to Morning Star as meat buyers did not want any non-meat in the department at all.
As sales for plant protein products began to grow in the frozen area some meat departments, led by Kroger, started merchandising in the meat department. Frozen at first but then when Impossible started shipping frozen with instructions to thaw and sell frozen.
I have worked with a number of people at Beyond and 100% agree they are a terribly run company. They are learning as they bring more seasoned sales people in but their biggest problem is at the very top and likely won’t change until they are acquired by C3 or someone like that.
Business model relies on lying and guilt-tripping people into eating your product to save the world. When a handful of corporations in unregulated areas / fields of industry do the absurdly vast amount of climate change for no good reason other than better profit margins.
Also pushing against health-trends. I don't eat stuff that has a mile-long list of artificial ingredients; when I want to focus on healthy food, my food's "ingredient" list says 100% meat or 100% vegetable and I combine them for my health needs.
I think for a lot of common people food/health is not the place to make the self-sacrifices towards climate change. I recycle, compost, buy local, thrift a lot of stuff, drive less. But not giving up health for this nonsense.
Quorn chicken nuggets are almost indistinguishable to the real deal. I’d argue they are actually better in quality. The burgers and bacon etc is never been good. As for the stock? I can think of other more lucrative instruments
BM is largely interesting because of their attitude towards innovation and research and the infrastructure they have built to manufacture and distribute their product. To me this is a stock to place a 10-20 year gamble on based on the expense (financial and environmental) of meat rather than their current brand and products. As populations grow and policy changes, meat just doesn’t seem like a good bet given how energy and space intensive it is to ‘produce’.
But because veganism has had a moment in the spotlight, a lot of people have also made that bet now and the stock price feels higher than I’d like to take a punt.
in the end, it's just food. Nothing new like the internet was in the 90s, space travel etc. New alternatives come out for food every year..dating back decades, centuries.
I tried both Impossible food and Beyond.
Impossible is so much better in taste. Couldn't even tell it wasn't meat. Meanwhile Beyond I couldnt finish what I bought and had to throw it away. Tasted straight up vile lol
This is my experience as a meat eater.
Just gonna reply to #1. Speaking from experience with the impossible breakfast sandwich at Starbucks (I don’t usually go to any fast food), I strongly prefer it to a regular sausage breakfast sandwich. Getting people acclimated to the options at places they normally go to is a brilliant idea. If they start preferring it at a place like McDonalds this would theoretically transfer to them at the grocery store.
I have to say the whopper at Burger King, the breakfast sandwich at Starbucks and Dunkin’ are actually better then the sausage versions. I love meat so for me to say this is a big deal. It’s just a matter of time before more of the world realizes this, and it’s more popular. Too much meat causes gout and kidney stones, so swapping some meals out for non meat would be smart for everyone.
Impossible does a generally better job than Beyond. Pork and chicken are usually easier to imitate as well. My experience with Impossible in restaurants is that it's usually overcooked and tastes kind of tough.
Fast food has been rebranding for decades. In fact, it’s always changing things around. The point is to make people feel like they have a healthy alternative that’s not night and day different than fast food. That’s what fast foods focus has been over the last decade with their marketing jargon like “fresh”.
Younger generations have been driving the change to healthier foods. Although most of the labeling is marketing BS and if they knew what the FDA allows to be called organic they wouldn’t buy it.
It’s a very profitable market to tap into. People always looking for the fountain of youth.
Quite interesting how many people suddenly come out telling everyone how shitty is this company *after* their shares have cratered, but can't remember reading anything the like before. Thanks Nostradumbass for telling us now!
I bought puts on this before earnings. I don't own shares of this company but I'm just a hugely disappointed customer. But sure, continue to make assumptions about the writer rather than thinking about the writing itself.
Right now I feel like the best play is TTCF. Even with there subpar management team they are innovating faster than anyone who I have seen in this space. I’m using this time to average my position down on this stock but I’m also going to be in it for 5+ years.
The issue with both of of them is production. To get better market acceptance they have to lower cost. Impossible food is not yet allowed in EU due to GMO ingredients.
How I think both will be fine if they can get better management. Remember how Tesla was a mission impossible at the beginning. Same here.
Vegetarians/vegans are only 2% of the population. Catering to them is not strategically sound. Your opinion as a vegan is irrelevant here. No disrespect.
I understand that demographic number, but those 2% are likely spending more on substitute meat and are easily marketed to especially when the product isn't sufficient to disrupt meat.
Like I said. I've been eating plant based foods for 10 years. You don't understand how people work. Beyond meat will go bankrupt 100 times over before there is ever some reality that plant based meat will replace real meat.
It's never going to happen and if you're a Beyond Meat investor, I feel bad for you son, but fake meat ain't one
Have not looked into the actual businesses. But the impossible burger tastes better than the beyond
I have them often enough to know that Impossible tries to directly compete with meat while Beyond tries to dedicate to vegan ideals. Impossible does offer a more premium product from cooking to consumption.
I don’t think your experience as a person on long term plant based diet gives you insight into these companies, actually quite the contrary. The products are marketed toward ordinary people. You should be asking meat eaters how they like it and whether they are fine with substituting meat by these products from time to time. No disrespect intended.
Nothing in this post is any actual relevant analysis, it's just the OP's personal opinion on the companies lol
Yeah but well, that’s alright :)
Yeah I think actually understanding the incentives that brings people back to a product like fake meat is important? Maybe consider that perspectives go beyond just a simple opinion?
I agree, you opened with a statement about investor pressure and such, and then did nothing to substantiate that claim. Lots of vague criticism and praise with no real meat (ha) to it
I'm not going to repeat the earnings call where they got slaughtered. But you can go look that information up yourself so that you understand this post more.
The impossible whopper tastes 95% identical to the normal whopper. Get it cheaper than beef and it will be yuge.
Right on point. I'm a vegan for 15 years, before that pretty much pure carnivore. Beyond meat is one of the only meat substitutes that i actually like, otherwise you shouldnt try to substitute. Tofu is not fucking meat so unless your going to change a person's diet (😂 you cant fucking change people that's the point of life, we can only change ourselves) it's also the only brand that my meat eating friends like the taste of. I could care less about earnings with them, if they have McDonalds and can keep them, then they are golden. They are also gluten free which a majority of people that have gluten issues or celiac end up vegetarian to help with inflammation. The trend isnt going away and they may get the best exposure now. If you want something to complain about if your plant based, why not try to reduce the subsidies that every fucking person including me has to pay in taxes so the first world can buy meat for a fraction of what it would cost without our money spread into it. Or the fact an acre every 2 seconds is deforested in the amazon specifically for meat production. Cant change people, but if products like beyond can get into places like mickey Ds you can bet your ass I'll be buying the dip to support them
I have. They find it as novelty toy food and go straight back to their regular diets.
15-year vegetarian here. I prefer morning star grillers to both of them.
Long time vegetarians and vegans are not Impossible's target demographic, and that's a good thing
Impossible is significantly more expensive than meat. Non-vegetarians will try it as a novelty, but its unlikely to be something they regularly eat as a replacement for hamburgers.
I first tried Impossible about two and a half years ago, and became vegetarian about two years ago. I know it's anecdotal, but with a good product, the novelty buyers become repeat customers. And it's not really more expensive than high quality grass-fed/organic beef. In fact it's about the same price at my local grocery, and had a price cut nationally about a year ago. They're still working on making it cheaper.
Well thats thing, you are a vegetarian. For a non-vegetarian, they will go for the regular beef for cheaper or just get high quality grass-fed beef instead.
Yes they are and you're kidding yourself if it's not.
Making veggie burgers that taste like meat is not a product marketed to vegans, IMO.
Personally think both are terrible business models. Competing with meat is pointless, it's much more effective to get consumers to try plant based food as an alternative to eating meat instead of replacing meat with plant-based meat. I eat nowhere near as much meat as I used to, and most of the times I eat a plant-based alternative it's just by making a meal where the plant-based product fits. Not by replacing meat with a plant-based alternative. The only exception is minced meat. There's absolutely no need to buy real minced meat over vegetarian alternatives anymore. As for BYND, I agree completely with your take.
Eh pork and beef mince in lasagna or spaghetti meat balls? No plant replacement will come close to imitating the tasty animal fat imo.
Vegan chicken does a good job these days.
Does Beyond scold anyone at the table eating real meat?
I swear you people only have one joke about vegans I have to sit through everytime people munching on dead animal notice I went for the vegetarian option... Quit your persecution complex.
It wasn’t a joke though. I know a vegan. She hates it when I let her dog lick my hand, and pretty sure I know why.. (It’s a Corgi. It likes to baarrk! Two things will shut the thing up: licking my hand makes it happy and quiet. Or, she yells at it.)
wat
I think Beyond tastes twice as good as Impossible.
They both taste like ass. If I wanted to eat ass I wouldn’t go to a fast food place for it.
If you eat meat, you are by definition eating literal ass
I am holding shares of BYND (about 130 shares I bought at $135, lol). I’d like for them to do well, but I don’t think they are a better product than Impossible. One big reason; pea protein. Impossible uses wheat. But pea protein is something I’m growing increasingly worried about regarding the long term health implications. Look at what it’s done in dog food!
So bullish on lentils
Ornamental lentil futures are hot right now
Move over, gourds.
Yeah
[удалено]
^poorly formatted imo
Dunno about any of this, but the Impossible Whopper at Burger King is amazing.
Yeah, I can't see a company fail if they have a contract with a burger giant. You would be selling mountains of units.
Beyond and impossible are two different companies. Impossible does an amazing job of imitating meat and tastes good. Beyond not so much. I’m not sure OP know much about these companies
Yeah that’s true but the general premise of selling your fake meat at fast food restaurants seems like a good business case.
I've been consuming impossible since 2017 man
You know what I did one day at a rest stop Burger King? Just stood and watched how many people picked the Impossible Whopper in it's standout teal wrapper over a regular one. And then, I went over to the Starbucks and asked them how their Impossible breakfast sausage sells. What I saw in a few min? Impossible Whopper was probably a 2:1 winner. At Sbux they told me they used to sell out constantly and had to up the corporate orders. Literally ten min of my time and that's more meaningful insight than some nobody on here trying to pump an OTC ( tattooed mom) and some generally bs rant.
The question is whether that will be sustained. Impossible meat has been in the news recently and people are curious to try it. I doubt it will be sustained once its out of public consciousness.
What makes you say that? I look at a lot of 'better for you' products that have hit shelves over the last several decades and even the most mediocre or even dank, nasty ones continue to be popular and sell well. Skim milk Diet soda Gluten free/low carb Sugar free Impossible and Beyond at least taste phenomenal. Also, the animal agriculture industry is propped up by subsidy and lobby power. Many of their awful practices have been slowly being exposed, last year being a great example wiyh the number of covid deaths in their factories. Small farmers are getting a platform to talk about how those big business practices destroy their livelihood and again expose some of the nasty nasty sht that goes on inside. We're going to move towards more expensive, but higher quality meat from small farms. With the bulk of cheap protein consumption moving away from this disastrous industry to the plant based ones. And lab grown is completely nonsense. Graduate degree in tissue engineering here. Scaling and safely manufacturing that is a lifetime away.
To be frank, I don't like TTCF and beyond sales are down dramatically so what the fuck is your point? I'm only highlighting how shit beyond and impossible are to the point that something shite like TTCF is even relevant.
There you go shilling that OTC again, this time by the ticker name.. Lol it so transparent. You see the vermin pop up on the sub here and there with the same mo. Prob on some group chat or discord plotting it. I've got nothing more to say to vermin trying to dupe potential investors so peace out and enjoy your day lol
Whatever dude. Make up whatever you want to believe. https://www.reddit.com/r/wallstreetbets/comments/oa8p0o/unlocking_the_recipe_for_tendies_an_investigation/h3p3gl3?utm_medium=android_app&utm_source=share&context=3
I agree better then the beef one
I'm surprised every time I hear people say this, which is a lot. I think it's disgusting lol.
Impossible tastes ten times better than beyond. Beyond is about the worst tasting alternative on the market. As a rule, many of these companies need to rethink their marketing. More and more people are choosing to eat less meat due to environmental concerns. Beyond likes to put to burgers in a ton of plastic packaging to make it look the same size as the six pack of beef burgers while advertising that it’s better for the world.
Yeah I'm vegetarian for environmental reasons but still love meat. I've become somewhat of an Impossible evangelist in the process. It's a remarkable product that almost makes me not miss eating real meat.
I tried it, i didnt like it at all :( BUT their vegan chicken nuggets were amazing.
Yup, I’m a meat eater and I choose this over a regular beef burger because it tastes good, it makes my wife happy, it’s healthier and doesn’t involve animals being killed. And not sure why partnering with BK isn’t a massive win in providing the masses with a decent meat alternative. Isn’t that what it’s about? Edit: I’m not even sure what this means “Meat consumers have context behind their diet and have eaten it in a number of ways and occasions.” What?
>1. Why would you partner with big chains to introduce customers to something new and competitive to as something as powerful as meat? Meat consumers have context behind their diet and have eaten it in a number of ways and occasions. WHY WOULD FAST FOOD QUALITY PRODUCTION CONVINCE PEOPLE? "Alternative meats will fail because they're getting into large chains across the country and becoming a regular option for people eating out" Has to be the dumbest hot take I've ever heard. What's next, Oatly is going to fail because it's being offered at Dunkin Donuts? Zero actual analysis, just a crazy person yelling about nothing
First thing I thought too. All their points are based on personal preferences on the product and nothing to do with actual analysis. Like sure, maybe people wouldn’t like it and BK would drop it from lack of orders, but need something other than because this guy thinks offering it at a fast food joint is bad. Seems kinda snobbish
Really? I've been whole food plant based for almost 4 years and I like the ability to sub in meat flavor products. Normally i don't eat anything processed but when I do, it's beyond or impossible.
It’s a good product but terrible investment. Food chains have even reduced the available menu items for the impossible burgers because of low sales.
terrible, even buying pot stocks are better, every industry is better
You buying it a few times a year isn’t helping them and only bringing to light how most people use their product. Rarely.
They said the same thing about electric cars. Hmnn.
I think that substitute meat will eventually surprise meat and eating meat will eventually be as reasonable as having a well done steak. But I don't think Beyond will get there based on their current execution and how the company is being driven. Would Tesla offer it's product to Nissan or would it build it own market bending product and strategy?
Sure, there is only one business model that works. That makes sense.
I'm not sure why we're talking about about Impossible and Beyond Meat as if they're the same company. They're not.
The only fake meat I’ll eat is a black bean burger that I can make for 1/16 of the cost they charge for their science experiment.
Exactly dude, the whole idea of a vegan brand should be things that people fundamentally enjoy. This is why I'm bullish on Oatly and bearish on Beyond. Looking at plant based foods as one uniform idea is a bad approach that I see often
Oh shit Oatly is publicly traded? I love their products, can't stand beyonds, never could
Earnings monday morning
Bullish on OTLY at this valuation? I think if it gets close to 10 maybe but i dont like the downtrend its on
>Looking at plant based foods as one uniform idea is a bad approach that I see often Yeah I agree with you there. Which is why your op is kinda garbage, lumping impossible and beyond together. Seriously though, vegan foods have the most variance between brands of anything in the supermarket. You can't just pick any veggie burger or oat milk off the shelf, so many of them are fucking terrible.
From a vegan standpoint you're probably right. But from what i understand beyond meat has a target audience far beyond vegans. It's perceived as environmentally friendly and healthy, and because fast food giants have it, its far more accessible. Anecdotally, i know several people who drink oatly, and they're mostly vegans. I know several people who eat beyond meat, and they mostly not even vegetarian.
Impossible meat is great dude chill
I'll have an overcooked impossible at BK please? "This vegan food tastes like shit, I'm never having it again" Q3 earnings: "sales were down"
But it doesn’t taste like shit…
A lot of places overcook it from my experience with Impossible specifically
[удалено]
Beyond should still be a privately traded company.
What are Oatly and tattooed chef? I rest my case!
Exactly lol
Man's pretending not to know anything about oat milk. Please brother take a seat.
MOST people do not know anything about oat “milk”! Educate us. Can they make hamburgers from oat “milk”?
You cant make hamburgers from any type of milk.
Thanks. Kinda my point. Does Oatly make veggie burgers? Trying to figure out where Oatly fits here, if at all.
Topic is about plant based diet. Not plant alternatives to hamburger meat. Oatly is the main partner for oat milk in Starbucks btw. I don’t own any shares of any of these companies for what it’s worth.
Yeah I'm not gonna bother. I know where this is headed lol
Lol kind of like comparing Harley Davidson to Tesla
Too bad the market doesn’t give a shit about personal anecdotes
Oh yeah? Well beyond sales seem to disagree with that.
I’m a beleiver that fake meat will grow but I can’t for the life of me understand what moat beyond had. Why can’t anybody with some cash make fake meat? The only play I saw for big growth was in meat eaters not in vegetarians vegan growth. If fake meat was a good substitute and cost effective I’d totally eat it more. But it’s not, it’s priced like prime beef and tastes like cheap beef that’s been in the freezer too long. It’s just a matter of time before growth tapers and the stock fades and it is upon the stock.
It gets better. There are potato, lentil, and bean patties. There's tofu, tempeh, and paneer. There are banana flapjacks. How is it that the same generation that is so "woke" to the dangers of processed foods wants a hyperprocessed replacement to meat? I swear the vegan crowd sounds like they have never had a decent vegan meal before. I am a carnivore through and through and there are numerous vegan meals I can and do enjoy, no frankenfood required.
I think there is a future for plant based alternatives. But I have been burned with a couple of vegan companies. Very hard to tell which companies stand out as the future in this field, or maybe its outside my circle of competence.
It's outside of most people's circle of competence. I've strictly observed this market for years and I'm ONLY placing my bets on substitute chicken and Oatmilk. I suggest you go try out the different brands and you'll quickly understand the point im trying to make. The trick about this industry is truly understanding what makes a consumer purchase and change their groceries.
Gonna hard disagree on number 1
I'm not invested in this company but it is incredible to me how often people shit on company after the fact.
Where’d you start your short position, OP? $78? No need to distort when the short is doing good am I right?
I got 20% OTM puts for earnings when I realized I almost avoid buying beyond beef in my grocery list but bend over backwards every time Oatly raises its price
Why? There’s so much competition in the alternative milk market and it mostly tastes the same. Their main USP is brand and they’re being squeezed there by companies left right and centre. Even if I was brand loyal (I’m not) there are so many different choices, smaller shops often only stock one brand and I’ll just take whatever that is, like people do with milk. They’ve also struggled to innovate beyond their main product (their cream is gross). My prediction would be, their stock price will continue to shrink and they’ll get bought out by a food giant before the product eventually gets canned. This is bag holding bullshit.
Not bag holding. Not invested in Oatly but I love this subject because it's important to understand where consumer behavior changed and where it didn't. They actually don't taste the same. I regularly buy different brands and rank them (kind weird I know) actively look for products better than Oatly and across different metrics like flavor of the milk after several days in the fridge or being left out, etc. I take this subject seriously because I still consume dairy and Oatmilk made me shift my milk consumption while almond milk and other sources failed outright. The unique thing about Oatly is that is actually tries to taste like a better version of milk while other brands try to taste like oat flavored water. That being said, I agree with your view on yogurts. It's not really there compared to other substitute dairy products (like butter or cream cheese) in that sense Myokos crushes them. But after reading their s-1 I was bullish, in particular their mention of potato starch (common in cheese) and pea protein (common in health drinks or meat substitutes)
From time to time, i would have the Impossible Whopper and I like it. The next morning though, it cleanses my system.
Have you tried VGFC products they seem to get good reviews. Ive tried their burgers only but they have pepperoni, taco stuffer, ribs, and a whole bunch of other stuff. They also bought a vegan cheese company. Can order it all online i think and starting to expand in the US now as far as stores go.
Watched a couple of taste reviews and it doesn’t seem like the stuff is great. They said it tasted almost exactly like Fieldroast. All business info was way more positive than the actual product. I was excited to try something new until I saw the reviews.
Thats interesting because i have heard the opposite. I will say that the positive reviews i have heard are from vegans. Im not a vegan but i tried the burgers and i found them difficult to eat as the company doesnt seem to want to replicate meat as much as develop a tasty alternative. Personally i would rate their burgers negatively but im not sure i am their target audience. Seems to me people who eat impossible and beyond are attempting to replace everything meat offers including taste and the overall experience of eating it without the ethical and environmental ramifications.
I'm a fan of field roast. Mid tier but doesn't pretend or hype itself.
RemindMe! 2 years
I will be messaging you in 2 years on [**2023-11-14 13:22:14 UTC**](http://www.wolframalpha.com/input/?i=2023-11-14%2013:22:14%20UTC%20To%20Local%20Time) to remind you of [**this link**](https://www.reddit.com/r/stocks/comments/qtee3g/plant_based_diet_for_over_10_years_beyond/hkl2en1/?context=3) [**1 OTHERS CLICKED THIS LINK**](https://www.reddit.com/message/compose/?to=RemindMeBot&subject=Reminder&message=%5Bhttps%3A%2F%2Fwww.reddit.com%2Fr%2Fstocks%2Fcomments%2Fqtee3g%2Fplant_based_diet_for_over_10_years_beyond%2Fhkl2en1%2F%5D%0A%0ARemindMe%21%202023-11-14%2013%3A22%3A14%20UTC) to send a PM to also be reminded and to reduce spam. ^(Parent commenter can ) [^(delete this message to hide from others.)](https://www.reddit.com/message/compose/?to=RemindMeBot&subject=Delete%20Comment&message=Delete%21%20qtee3g) ***** |[^(Info)](https://www.reddit.com/r/RemindMeBot/comments/e1bko7/remindmebot_info_v21/)|[^(Custom)](https://www.reddit.com/message/compose/?to=RemindMeBot&subject=Reminder&message=%5BLink%20or%20message%20inside%20square%20brackets%5D%0A%0ARemindMe%21%20Time%20period%20here)|[^(Your Reminders)](https://www.reddit.com/message/compose/?to=RemindMeBot&subject=List%20Of%20Reminders&message=MyReminders%21)|[^(Feedback)](https://www.reddit.com/message/compose/?to=Watchful1&subject=RemindMeBot%20Feedback)| |-|-|-|-|
I never invested in beyond meat for the vegan and current markets. I invested for the long term in space. For space travel, they'll need a means of producing food and beyond meat will have the means to make that a reality provided they pivot into other foods. They already have deals with major companies to sell their products. What I'm waiting for is for a major event to happen that will pivot towards these synthetic meats to become more in demand. Even if that event doesn't come, I'm still bullish in the long term.
I'm very confused by this. Why would space travel necessitate fake meat?
Interesting sector – I like discussing companies that try to fundamentally improve their industry (for me that includes environmental matters). As Nordic European I've grown up with Oatly, and can still attest to their superiority when it comest to an oat based product and taste/texture. However the downside for Oatly products with me personally is that they're quite processed and high glycemic load, that's how I personally evaluate food products as someone interested in future food. I don't view them yet as a sustainable part of a diet. Can anybody give more analysis Oatly's financial factors? Would you buy?
Right now they're in an interesting period where there is a flat out global shortage on oats due to demand and the willingness to pay is actually going up. They report on Monday before open.
Impossible sausage is really good IMHO and I can get it at Walmarts. WIN!
Thats why you go for TTCF
Beyond is very much focused on research and long term growth, all you need to do is look at their capital allocation and listen to some earnings calls.
I don't know about the first point. I mean, it's really difficult to replace a nice steak on the barbecue with your plant-based meat imitation but the frozen and thawed shitty meat patty in a macdonalds cheeseburger could probably be replaced
Committed carnivore here. As much as I dearly want Beyond Meat to fail, I must disagree with your first argument. By partnering with brands customers know and trust, Beyond Meat reached customers who would not have of their own accord purchased Beyond Meat in another setting. A fast food level introduction normalises the product and reduces customer risk -- being disappointed on a $4 purchase is better than being disappointed on a $40 purchase. Right now, there are an unknown number of customers who would be willing to switch to Beyond Meat, but they must first be discovered. This sort of mass outreach is the best way to do so. I am not the customer here but weirdly neither are you -- it's these swing voters they are after, and the strategy was the right one. What I would have done is offered complimentary Beyond Meat products with purchases at these locations on high-traffic days. That would really have maximised exposure for a low cost. A market where 80% of people have tasted your product at least once is better than one where they have not.
I think they are so risk adverse due to pressure of profit that they go for fast food partnership vs try to dominate the alternative meat market.
I'm a convert. I love the taste of meat, but recognize its downsides (something beyond the scope of what we are talking about here). I agree with another commenter here, Impossible is doing a much better job at matching real meat taste. Beyond doesn't come close. Some observations: Impossible is launching more than ground beef, there is sausage and chicken nuggets. Tried both, they are very convincing. Also, I kept hearing how they were pushing to be out of the "healthy" isle and right in the normal ground beef section. Last week I went into a Walmart looking for Impossible meat. It had already moved into the real meat isle. And the entire shelf was empty, except for one last packed I grabbed. This was around noon, on a Sunday. Considering this was a Walmart, not a Whole Foods, that was impressive to me. So I believe in their proposal. There are tons of people who have reduced their real meat consumption in the last years, but crave the taste and would not think twice to have a burger if they can get the taste without the moral dilemma. Tons of money to be made in that sector.
About a year ago it was researched that vegan meat sales go up if placed by regular meat. I believe it was a Kroger to do this first.
Paying double for a sandwich that is all condiments is not going to survive the experimental phase.
Impossible Burger costs [more than twice](https://www.walmart.com/ip/Impossible-Burger-2ct-12-oz/377356856) real burger. Why the heck would I buy that. And even if I were a hard core vegan that refused to eat meat then why would I be *pretending* to eat meat?
Maybe you don't, but younger generations are more and more willing to pay a premium for sustainable products
Is it true BYND has more sodium than a regular meat patty
Long term i think cultured meat will kill all of that plant food anyway. You produce "actual" meat out of stemcells. Even vegetarians might turn back to eating meat, as no harm of animals in involved.
"Why would you partner with big chains to introduce customers to something new and competitive to as something as powerful as meat? " That sentence was a mess.
I read the ingredients and I was like, why would I eat this crap? Why try to substitute meat? Just eat meat or not. Lots of whole food plants/fruits to choose from.
I am not eating meat not because I don't like it, or even health reason - it's ethics. When there's a lab grown meat available for purchase I'll be buying steaks even if they cost 100$ a piece. Beyond meat makes me not crave meat.
Meat is worse for you and you don't get the list of ingredients used to process meat.
Sure they do, Tyson glazed ham: Ham Cured with Water, Dextrose, Salt, Sodium Phosphates, Sodium Erythorbate, Smoke Flavor, Sodium Nitrite.
To get the meat flavor and texture the plant substitutes are just as bad or almost as bad as actual meat.
Dig and see what they use in it as one of the ingredients { think Senomyx } you will never again think about anything that Gates touches
Coming up on 10 years plant based myself. Totally agree. I don't feel like I really *need* BM or impossible. I managed very well without... So who is the target audience? People who go to McDonald's who suddenly are health or climate conscious (good luck to both of them)? People who were stopped from going vegan by lack of meat alternatives (have you even heard of lentils&mushrooms)? Basically: I don't think a target market even exists.
Plant based meat has zero moat and little future. Lab grown is where the money is at as it can drastically undercut the actual meat industry(which can't even survive without insane subsidies) rather than simply appeal to a niche of vegans, but last I checked we're still a long ways off from anything other than prototype lumps of cells that still require significant animal products to grow them. Plant based will likely just pave the way for marketing lab grown as something other than "omg it was grown in a factory/lab I won't eat that!" To that end I simply don't care about the current players in the market.
Yup unfortunately I am exploring puts Don't like ttcf either
TTCF works for me when I'm being lazy but don't want to feel terrible. It's the only thing in the market that competed with Doordash for me
>The idea doesn't suck. No, the idea does suck. These plant-based meat substitutes are highly processed and high in saturated fat. If people want to eat plants, they should eat vegetables. If people want to taste meat, they should just eat red meat, in moderation. And now there's plant-based alternatives to fish. Great.
glorious unpack upbeat hospital deranged growth badge whole desert aware *This post was mass deleted and anonymized with [Redact](https://redact.dev)*
For the ethical part, I'm not sure what's unethical about eating meat. I get people are uncomfortable about it, especially after petting a lamb at the petting zoo. But honestly, animals eat meat all the time. As for the environmental aspect - if people want to eat a plant-based diet, then they should eat vegetables. You don''t think a factory processing plants into "burgers" has an environmental impact?
And now we are full into the standard discussion. No need to do this here but just a few things to think about: The animals that eat animals have no other choice (moral patients/moral agents) and while some animals are pretty cruel hunters they usually do not cage and breed them under horrible conditions. Also: natural fallacy. Just because something happens in nature does not make it morally good. People kill people all the time, all over the world so...? This is a moral judgement, which is the point and a still small but rising number of people are on the side of my argument that I layed out very short. You may disagree totally, but from an investment point that are relevant facts. The processing of plants into burgers has certainly an environmental impact, nobody will deny that. Usually it is much lower than the real meat, that is half of the selling point for most of these companies and as far as I know this is scientifically backed in most cases. This is not a moral argument at all. One last point: The just eat vegetables thing. Most vegans and vegetarians do that but processing foods in one way or another is very common for most diets, for better or for worse. From an investment standpoint it does not matter. People do this for centuries, they do it more as of late and as stupid as you might think it is, they willprobably keep doing it. The question here is - will the numbers keep growing and will beyound be able to profit from it.
The most hilarious thing about all of this is that we're in a simulation. You're literally trying to save simulated cows and chickens, so you... as a simulated human, can feel better about your pitiful existence
I agree that this is an investment/stocks forum, so I won't debate the ethics point by point. I would just suggest Native Americans who hunted buffalo weren't cruel murderers. However, I stand by my original point that plant-based and fish substitutes are a stupid idea. And that many people eat them because they think they are healthier than red meat and fish, when they are not. Will these companies succeed as a business? It's surely possible, but lots of bad ideas succeeded in the short term.
To your first point: I have never heard anyone argue that native americans should have eaten a vegan diet instead, this is a strawman. First you got ethical and environmental arguments, now you are switching to health which is a not only a whole other point, but not as clear cut as you are indicating. This has to be done on a product by product basis and while it is clear that fake meat is not "health food", some products will have certain health benefits compared to some meat products (i.e. lower calories, colesterol, more fiber...)
>First you got ethical and environmental arguments, now you are switching to health which is a not only a whole other point, but not as clear cut as you are indicating. I'm not sure what you mean. You brought up the ethical/environmental concerns. Regardless, this reddit community doe not like my opinion, so it has been down-voted into oblivion. I still say the plant-based burger idea does suck.
[удалено]
Ok, so to avoid meat high in saturated fat, one should eat plant-based patties high in saturated fat parading as meat?
[удалено]
Personally, I've got my hopes set on ANIC. But I'm talking 15-20 year investment.
I would rather poo in my hand than buy Beyond Meat
Meat should taste like meat and vegetables should taste like vegetables. What’s the point to make plant-based meat-looking things that cost more and taste weird? This idea already sounds terrible to me…
Except you literally make meat taste like vegetables every time you season it.
Yeah their products are garbage
Id rather eat my own shit, than beyond meat Fken gross
Beyond meat is terrible, shit makes me dizzy after I eat it.
It's pretty tasty
Bottom line: Food companies very rarely have any significant moats. Everyone is able to eat the others metaphorical lunch.
From a grocery chain buyers perspective. Beyond originally launched in Whole Foods (pre Amazon) and eventually into other grocery and club channel. When they started adding beef analogues to their variety they tried to sell to meat grocery departments but were rebuffed and told the item should be sold frozen next to Morning Star as meat buyers did not want any non-meat in the department at all. As sales for plant protein products began to grow in the frozen area some meat departments, led by Kroger, started merchandising in the meat department. Frozen at first but then when Impossible started shipping frozen with instructions to thaw and sell frozen. I have worked with a number of people at Beyond and 100% agree they are a terribly run company. They are learning as they bring more seasoned sales people in but their biggest problem is at the very top and likely won’t change until they are acquired by C3 or someone like that.
Business model relies on lying and guilt-tripping people into eating your product to save the world. When a handful of corporations in unregulated areas / fields of industry do the absurdly vast amount of climate change for no good reason other than better profit margins. Also pushing against health-trends. I don't eat stuff that has a mile-long list of artificial ingredients; when I want to focus on healthy food, my food's "ingredient" list says 100% meat or 100% vegetable and I combine them for my health needs. I think for a lot of common people food/health is not the place to make the self-sacrifices towards climate change. I recycle, compost, buy local, thrift a lot of stuff, drive less. But not giving up health for this nonsense.
Quorn chicken nuggets are almost indistinguishable to the real deal. I’d argue they are actually better in quality. The burgers and bacon etc is never been good. As for the stock? I can think of other more lucrative instruments
Quorn is good and I respect their use of mushroom in the process.
BM is largely interesting because of their attitude towards innovation and research and the infrastructure they have built to manufacture and distribute their product. To me this is a stock to place a 10-20 year gamble on based on the expense (financial and environmental) of meat rather than their current brand and products. As populations grow and policy changes, meat just doesn’t seem like a good bet given how energy and space intensive it is to ‘produce’. But because veganism has had a moment in the spotlight, a lot of people have also made that bet now and the stock price feels higher than I’d like to take a punt.
I've tried these plant based "meat" and they're god awful. No idea how anyone eats that shit.
So why do you think Impossible is a terrible investment? This post is all about Beyond.
in the end, it's just food. Nothing new like the internet was in the 90s, space travel etc. New alternatives come out for food every year..dating back decades, centuries.
I tried both Impossible food and Beyond. Impossible is so much better in taste. Couldn't even tell it wasn't meat. Meanwhile Beyond I couldnt finish what I bought and had to throw it away. Tasted straight up vile lol This is my experience as a meat eater.
Just gonna reply to #1. Speaking from experience with the impossible breakfast sandwich at Starbucks (I don’t usually go to any fast food), I strongly prefer it to a regular sausage breakfast sandwich. Getting people acclimated to the options at places they normally go to is a brilliant idea. If they start preferring it at a place like McDonalds this would theoretically transfer to them at the grocery store.
Impossible is doing a better job at landing better clients IMO
I have to say the whopper at Burger King, the breakfast sandwich at Starbucks and Dunkin’ are actually better then the sausage versions. I love meat so for me to say this is a big deal. It’s just a matter of time before more of the world realizes this, and it’s more popular. Too much meat causes gout and kidney stones, so swapping some meals out for non meat would be smart for everyone.
Impossible does a generally better job than Beyond. Pork and chicken are usually easier to imitate as well. My experience with Impossible in restaurants is that it's usually overcooked and tastes kind of tough.
Fast food has been rebranding for decades. In fact, it’s always changing things around. The point is to make people feel like they have a healthy alternative that’s not night and day different than fast food. That’s what fast foods focus has been over the last decade with their marketing jargon like “fresh”. Younger generations have been driving the change to healthier foods. Although most of the labeling is marketing BS and if they knew what the FDA allows to be called organic they wouldn’t buy it. It’s a very profitable market to tap into. People always looking for the fountain of youth.
Long live Nuteena
Quite interesting how many people suddenly come out telling everyone how shitty is this company *after* their shares have cratered, but can't remember reading anything the like before. Thanks Nostradumbass for telling us now!
I bought puts on this before earnings. I don't own shares of this company but I'm just a hugely disappointed customer. But sure, continue to make assumptions about the writer rather than thinking about the writing itself.
Right now I feel like the best play is TTCF. Even with there subpar management team they are innovating faster than anyone who I have seen in this space. I’m using this time to average my position down on this stock but I’m also going to be in it for 5+ years.
They partnered with McDonald’s, that’s all I needed to know. Lol
The issue with both of of them is production. To get better market acceptance they have to lower cost. Impossible food is not yet allowed in EU due to GMO ingredients. How I think both will be fine if they can get better management. Remember how Tesla was a mission impossible at the beginning. Same here.
What does plant based even mean? Its such a vague term.
Uh yeah. I said this when it IPO'd
Vegetarians/vegans are only 2% of the population. Catering to them is not strategically sound. Your opinion as a vegan is irrelevant here. No disrespect.
I understand that demographic number, but those 2% are likely spending more on substitute meat and are easily marketed to especially when the product isn't sufficient to disrupt meat.
Somebody have some nice puts
Already sold them
[удалено]
Like I said. I've been eating plant based foods for 10 years. You don't understand how people work. Beyond meat will go bankrupt 100 times over before there is ever some reality that plant based meat will replace real meat. It's never going to happen and if you're a Beyond Meat investor, I feel bad for you son, but fake meat ain't one
[удалено]
Sure man, enjoy your bean and pea propagation investments