A Reddit Community and Surface-Level-Internet Sourced Reference for Current Mid-to-Long Range Sentiment of BYND, Beyond Meat. (last update: 0100CST, 5/26/19),
~or~ The tale of how many happy motherfuckin' mothers will pay more for a happy meal while select Gentlemen prefer sticking with hamburger helper's tried and true flavor of home.
I'm trying to be a bit sarcastic and jovial in my responses and updates, while still maintaining an investor sentiment. I apologize if I get off track but this is a new one for me!
Pros: Positive outlook over extended period based on consumer considerations, atypical-consumer feedback and continued company progressiveness.
- Good Running Company (Recent management trends show positively on Backdoor)
- Working Product Concept (Positively critiqued product with constant R&D, International flex)
- Strong Branding / Marketing(They're trying to be everywhere and the hype precedes it for good reason)
- Consumers willing to shoulder additional burden to compensate the Environment (straight up Earth lovin')
- Optimism that global trends will push fake meat beyond real meats. (cheap protein for 3rd world everywhere I feel is a huge impact)
- Aligns with other progressive and sustainable markets (robotic and pesticide free farming, indoor hydroponics, autonomous supply chains)
- Protein materials production has already started to scale with demand in Northern climates.
- Three products to current market: Patties, Sausages, Crumbles
- Potential MEAT industry diddler (according to the multitudes of afleshionados that are being converted by the delicious goodness of the... alright, I'll quit)
Cons: Negative outlook in the short and long term based strongly on current material processing, established market competition, and gambler spread.
- Straight up shenanigans: "People are buying this without any regard for fundamentals, basing their decision solely on familiarity with the product and the idea that there is almost an infinite amount of demand for meat substitute products. " (compliments of u/ahminus and their educational thread here, #pleasetipyourbartender)
- Future competitors estimated to cut severely into market potential (More competition equals not only price wars but manufacturer resource battling)
- Severe investor doubts concerning valuation versus actual worth (Potential investors want profitable returns and not promises of future market domination)
- Currently has not pulled profit as company since 2009 (this is due to many issue typical of qqnew product and only reflects negatively due to monetary concerns)
- Too trendy (initial rush to grab a fidget spinner will leave investors with crates of useless stock)
- Currently not the healthiest food option, stat per stat compared to beef (but that's not coming from Cow Scientists)
- Geographical and technological/manpower hurdles not being addressed for increased materials demand (processing of Proteins is very specific to current product, running risks of shortage)
- Specific protein demand (can company survive without Yellow Pea [currently staple of product] if climate change, comp. farming, or other interference occurs?)
- Potential VEGAN industry joke (as nothing is ever as good as it seems, there are humane ways to husbandry, and our brains are bedazzled with bacon receptors.)q
Mixed: Let's just play games with money
- Timing of political and geological events could swing immediate company valuations and stock pricing based on the luck of the O'Irish and then it's anyone's gain'rloss. (everyone loves a gamble, except the addict)
- They're not Impossible Burger with "all the contracts" but they are Beyond Meat with "all the recognition". (Will BYND stand above current saturation?)
Submitted May 25, 2019 at 10:10PM by iMadejoolaff http://bit.ly/2wqLmbz
