Beyond Meat Inc
BYNDBuild a strategy around BYND
Beyond Meat Inc AI Insights
Informational only. Not investment advice.Snapshot
- Negative equity of -784M with 1.3B debt creates existential capital structure risk; debt is 14x market cap (94M)[Total Equity]
- Burning 143M FCF TTM with only 117M cash remaining - runway under 12 months without capital raise[Free Cash Flow TTM]
- Revenue down 13% YoY to 291M while gross margin collapsed to 8.5% vs industry median 30%[Gross Margin TTM]
Watch Triggers
- Cash and Equivalents: Falls below 75M — Would signal imminent capital raise or bankruptcy risk within 6 months
- Gross Margin TTM: Rises above 15% — First sign unit economics improving; currently 8.5% vs 30% industry median
- Total Revenue 1Y Growth: Turns positive — Revenue declining 13% YoY - stabilization required before any turnaround thesis
Bull Case
Trading at 0.32x P/S vs industry median 0.78x - deep value if turnaround materializes; 225M working capital provides near-term buffer
25M R&D spend maintained despite losses; capex cut to 16M from higher levels signals cost discipline
Bear Case
Operating margin -56% vs industry median +5% with gross profit down 49% YoY - unit economics broken at current scale
Negative equity (-784M) means equity holders wiped out in liquidation; 1.3B debt senior to 94M market cap
Bull vs Bear Balance
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Forward Thesis
Dilutive equity raise or debt restructuring likely within 6-12 months given cash burn trajectory
- 117M cash vs 143M annual FCF burn
- 1.3B debt with negative equity
- No path to profitability visible
Valuation Context
Caveats
BYND Fundamentals
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$392.74M | — | ||
$702.73M | — | ||
0.00 | — | ||
$264.97M | -17.1% | — | |
$-1.09 | — | ||
-79.3% | -29.6% | — | |
79.5% | +129.2% | — | |
$-134.16M | — | ||
0% | — | ||
Beta 5Y (Monthly) | unknown | — |
BYND Dividend History
BYND Stock Splits
BYND SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
05/07/26 | 03/28/26 | 10-Q | |
04/09/26 | 12/31/25 | 10-K | |
11/12/25 | 09/27/25 | 10-Q | |
08/08/25 | 06/28/25 | 10-Q | |
05/08/25 | 03/29/25 | 10-Q | |
03/05/25 | 12/31/24 | 10-K | |
11/07/24 | 09/28/24 | 10-Q | |
08/08/24 | 06/29/24 | 10-Q | |
05/09/24 | 03/30/24 | 10-Q | |
03/01/24 | 12/31/23 | 10-K | |
11/09/23 | 09/30/23 | 10-Q | |
08/09/23 | 07/01/23 | 10-Q | |
05/10/23 | 04/01/23 | 10-Q | |
03/01/23 | 12/31/22 | 10-K | |
11/10/22 | 10/01/22 | 10-Q | |
08/11/22 | 07/02/22 | 10-Q | |
05/12/22 | 04/02/22 | 10-Q | |
03/02/22 | 12/31/21 | 10-K | |
11/12/21 | 10/02/21 | 10-Q | |
08/12/21 | 07/03/21 | 10-Q | |
05/13/21 | 04/03/21 | 10-Q | |
03/01/21 | 12/31/20 | 10-K | |
11/09/20 | 09/26/20 | 10-Q | |
08/11/20 | 06/27/20 | 10-Q | |
05/12/20 | 03/28/20 | 10-Q | |
03/19/20 | 12/31/19 | 10-K | |
11/12/19 | 09/28/19 | 10-Q | |
07/29/19 | 06/29/19 | 10-Q | |
06/12/19 | 03/30/19 | 10-Q | |
05/03/19 | 12/31/18 | 424B4 | |
11/16/18 | 09/29/18 | S-1 | |
07/29/19 | 06/30/18 | 10-Q | |
06/12/19 | 03/31/18 | 10-Q | |
11/16/18 | 12/31/17 | S-1 |