Beyond Meat Inc Dossier
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SectorConsumer Staples IndustryPackaged Foods & Meats Beta (adjusted)2.18 Intrinsic Value Insufficient data for a value estimateNot enough reliable inputs to publish a fair value for this company yet. Market Price $8.26Price as of 30 Sep 2026 Data confidence Sign in to view data confidence Market Cap $142M Enterprise Value $294.4M Shares Outstanding 17.2M diluted Moat Rating None Next Earnings Date4 Nov 2026 All prices and values are periodic snapshots, not live quotes. Source dates are shown for reference. ThesisStreet consensus, scenarios, merits, risks, and invalidation triggers Thesis Summary Beyond Meat (rebranding its consumer-facing identity to "Beyond") is facing a severe secular decline in its core plant-based meat analog category. Despite a massive debt-for-equity restructuring in late 2025 that cosmetically improved the balance sheet, the underlying business remains highly unprofitable with double-digit revenue declines. The company is attempting a high-risk pivot into functional plant-based beverages (Beyond Immerse) to offset the collapse of its core burger and chicken lines, but faces intense competition, weak category demand, and a looming Nasdaq delisting deadline in August 2026. This section is the 12-month view: analyst targets and the probability-weighted scenarios built from them. The intrinsic value at the top of this page answers a different question: what the business is worth today. Street view · analyst 12-month targets Low · most bearish analyst$0.50 Mean target$0.70 High · most bullish analyst$1.00 Our research · scenarios, merits, risks, and invalidation triggersResearch as of 19 Jun 2026 Scenarios · 12-month scenario targets Bear CaseDownside scenario $0.5025% The beverage pivot fails to gain traction, and core retail and foodservice channels deteriorate further. Severe material weaknesses in inventory accounting lead to restatements, and the company fails to regain Nasdaq compliance, leading to delisting or further massive equity dilution. Base CaseCentral scenario $0.6560% Core revenues continue to contract at a double-digit rate due to weak category demand and distribution losses. Gross margins remain thin, and cash burn, though reduced, continues to deplete reserves. The company is forced to execute a reverse stock split to maintain its Nasdaq listing before the August 31, 2026 deadline. Bull CaseUpside scenario $1.0015% The plant-based meat category stabilizes, and the new Beyond Immerse functional beverage line achieves rapid, high-margin retail adoption. Operational cost-cutting measures continue to improve gross margins, and the company successfully regains Nasdaq compliance without a dilutive reverse split. Scenarios are anchored to street consensus at the research date, with our probabilities and rationale. Key Investment Merits
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All scenarios are estimates and subject to change. Past performance is not indicative of future results. Quality Pillars MembersThis section is available to registered members. Create a free account or sign in to unlock the full breakdown. Explore this dossierValuationIntrinsic value, the six-method breakdown, peer medians, and your assumptions sandbox.Financial SnapshotRevenue, profitability, returns, balance sheet, dividends, and the filing-level detail.Qualitative AnalysisBusiness overview, strategic initiatives, and mergers, acquisitions & partnerships.Outlook & Key DatesForward estimates, reporting calendar, and the monitoring framework. |