by Grimblewald
46 subcomments
- I always wondered who their demographic was. The core early adopters, the ethical vegans, who actually like the taste of plants are never going to make a lab made ultra processed salt bomb their daily driver (never mind issues surrounding industrial agriculture). Health-conscious folks would take one look at the ingredient list and bail because of the heavy processing and industrial fillers. You've got bodybuilders and athletes skipping it because it lacks the micronutrient density and bioavailability of real animal protein. Everyday folks aren't exactly lining up to pay a "green premium" for something that tastes almost like a burger but costs more and offers less. It feels like they built a product for a tiny, hyper-specific niche: people who desperately crave the experience of a fast-food patty but have an ideological dealbreaker with meat, while being well off enough that finances aren't carefully managed and loose enough in their convictions that a burger-joint is still ok. It always seemed like an odd propsition to me, even if cool in some ways.
- That's too bad. I don't expect fake-meats to be healthy, or cheap, but I like that they can be made without killing animals and without raising them in inhumane conditions.
I had really hoped that people would say, "Well, if it tastes close enough, then how about I go for the cruelty-free version." And it is close-enough -- it's at least as good as a fast-food hamburger.
Perhaps the cognitive dissonance is just too much. The world would be a better place if we ate less meat, even if we don't eliminate it entirely. But to acknowledge the cruelty by avoiding it sometimes means facing it when you do choose animal protein.
- I think beyond nailed the texture of their burger patties. When you fry one up it has the same texture as a cheap frozen hamburger patty. Their sausage links also have a similar texture to a cheap frozen bratwurst. I think beyond nailed the taste a bit better than impossible. Also beyond seems to use better ingredients than impossible. All these products are high in sodium like all processed food and you definitely shouldn't live off them, just like you shouldn't live off cheap frozen burgers and sausages. Price-wise they cost more per pound than good quality beef in my area. For any meat eater you should definitely amuse yourself and fry up some of this "Internet Meat" and try it out.
- Vegetarian here. I like Beyond products, such as their chorizo, and eat them all the time. I don’t eat animals not because I’m trying to “eat healthy”, but because I’m trying to opt out participating in a system that is brutally cruel to sentient beings.
by 3rodents
12 subcomments
- I disagree with the idea that it's "not the moment for plant-based meat". Beyond Meat has a fantastic product that does very well in lots of markets. The problem is that Beyond Meat the company was valued as some sort of once in a generation radical reimagining of the way we eat. Beyond Meat's product is not going to change the world, it's just a good product.
If Beyond Meat had grown organically, instead of raising hundreds of millions of dollars, it would be a great company doing great things today. Instead, it has failed to live up to the unrealistic expectations that were set for it. Beyond Meat is no different than any of the other zirpicorns.
by chadcmulligan
1 subcomments
- Haven't these guys been to a Taiwanese restaurant, they have great mock meats, and of course vegetarians have great mock meats too, love a good black bean pattie. The hubris this company shows is amazing.
- Judging by other comments I guess I'm in the minority here: I'm a meat-eater that just enjoys the flavor of the Beyond Meat products. They taste absolutely delicious to me. I don't view it as a meat alternative, so I couldn't care less about that side of the debate. I enjoy it like I enjoy a good falafel.
by billynomates
3 subcomments
- >Beyond Meat CEO Says ‘It’s Just Not The Moment For Plant-Based Meat’ After Rebrand
It absolutely is the time for plant-based meat. It has never been more crucial. It's just that their business model was easily replicable.
by penguin_booze
1 subcomments
- I badly wanted no other market to develop but synthesised meat, to produce something at par with natural one.
The industry has successfully marketed and packaged meat as "that thing you buy", hiding the immense and unconscionable cruelty which sentient beings are subjected to.
- > high-protein fizzy drink line
That is the plan?
- My first thought for this name change would be the European meat lobby prohibiting meat related names for non-animal products.
- Maybe I've missed it but I see a much more palatable market in "light" meats. It has great flavor and texture but it needs to be part of a composition even if it is just salt and pepper. I've seen really great tasting meatballs in the wild that had less than 4% meat in them, say 5% for lazy calculations. You can feed it to 20 people and get the same results as 19 vegetarians + one meat eater.
Some are so much into meat the vegetarian evangelism has about as much chance as trying to convince them cannibalism is the solution to all world problems.
If you sell them something cheap that tastes great and tell them it has meat in it there is no need for all that tiresome talking about saving the world on an empty stomach. They become easy to catch and kill.
by midnitewarrior
2 subcomments
- This is the moment, but they refuse to market the product in a way that is acceptable, (and adds affordability) to consumers.
If they would do a 55/45 beef/plant-based meat blend and burgers, I think adoption rate would pick up significantly. Anybody who questions the taste is going to see that beef is the main ingredient. If the product comes in significantly cheaper than beef alone, more consumers will try it and look to it as an affordable way of eating beef.
For the bigger picture, 65 cows will stretch as far as 100 cows previously did, lowering suffering, environmental damage, inputs, etc.
For the people who like the 55/45 blend, it would open the door to an 80/20 blend plant vs. beef, and a 100% plant-based product.
by rambrrest
1 subcomments
- Somehow I liked the goal of Beyond meat, but could never get past the fact that it is too "processed". My rule of thumb regarding food is that the less the processing, the better. I think I was the ideal demographic - meat eater, who doesnt want to kill animals. Id rather have vegetarian alternatives rather than beyond meat.
I think this is an example of an idea which looks great in the hype phase, but doesnt translate to real world traction.
- For the whole industry is trying to solve a problem that never really existed.
Folks can not like meat for ethical issues but it is a good source of protein and our bodies are designed to eat it. If you don’t want to eat meat there are other good sources of nutrients from a carefully designed vegetarian diet. The whole “fake meat” thing was always just a silly gimmick.
More broadly, as others have highlighted, the result is mostly over-processed lab goo that most health conscious people would avoid. There are plenty of good sources of protein without the need for magic shakes either.
Net here is a business trying to solve problems that aren’t really problems. The stock being down 98.9% is a reflection of that cold reality.
- A protein soda pop, as they're pivoting to, sounds like a gross version of Coca Cola.
The protein bar could work. I personally don't like them, because most of them are just candy bars with added protein.
Meat substitutes (e.g. fake turkey made of tofu) are generally an inferior good, in both the economic sense and the sense of taste. It's not surprising to me that they don't work. Maybe if they're made much cheaper.
by petterroea
0 subcomment
- The problem with the value prop for beyond meat is that good vegan food exists. There's no reason why you need to pretend to eat meat, and every meat product they made was clearly inferior to real meat.
Or, in other words, why would you eat mediocre fake meat when good vegan food that doesn't pretend to be meat exists, if your goal is to eat vegan.
by hbcondo714
0 subcomment
- $BYND is also filing their 10-K Annual Report late[1]:
the Company requires additional time to complete a review and analysis related to its inventory balances, including amounts recorded for the provision of excess and obsolete inventory
[1] https://www.sec.gov/Archives/edgar/data/1655210/000165521026...
by ph4rsikal
1 subcomments
- I bought shares after the IPO but sold them all after trying their patty and then forgetting the rest in the freezer for 6 months.
- I never understood these engineered ultra processed meat imitation products, they are not healthy - period. There's already healthy and delicious cuisines that have developed over thousands of years (Indian, Nepalese, I'm sure many others). This desire to just recreate the SAD (standard American diet) with goo is beyond strange...
- Beyond (Meat) already generated bad reps already. The tainted brand won't do well no matter how much they pivot.
If I were vegan, I'd cook my own meals because then I'd really know what's in the food I eat.
by globular-toast
1 subcomments
- In a world without animal rights, this is sadly inevitable. It would be like doing work without slaves in a world without human rights. Like, yeah, well done, mate, but I'll still be using my slaves, thanks, it's much cheaper.
by deterministic
0 subcomment
- > not the moment for plant-based meat
It will never be the right moment for plant-based meat. It is ultra processed unhealthy garbage.
The length of the ingredient list tells you everything you need to know. The longer it is, the more processed and unhealthy the "food" is.
- Obviously Americans have no qualms about artificial foods or "inferior" substitutes, but it has to be cheaper. Paying a premium price for something that's even a decent facsimile guarantees that the product will remain niche.
I also am disappointed there was no iteration or improvement of the product over time. There was clearly room to innovate or make it taste better - it feels like the product hit, there was some excitement about the novelty... and then they didn't capitalize on it by pushing new variations and updates.
by MarceliusK
0 subcomment
- The irony is that a lot of people who were interested in plant-based eating didn't actually want hyper-engineered meat replacements in the first place
- Lets be real: unless fake-meat products become at least the same price as equivalent meat options whats the point?
How big is the market for non-ideological vegans/vegetarians that are shopping for meat alternatives?
Most people are not ideological with their food. Most people will only stop eating meat when it becomes too expensive to afford. Simple as that.
What is the status you gain for being seen eating a beyond burger in 2026?
by mckennameyer
0 subcomment
- It seems like a marketing play to seize on the protein movement. What will they do when fiber becomes the next craze?
by Simulacra
1 subcomments
- I don't think it was ever the moment, even though there has always been a market for plant-based foods, the company assumed that market was far larger than it ever was or will be.
- The beyond patties at Costco are a decent price. Standard retail prices are not so great.
I like em but I think the idea of them being somehow premium doesn’t translate.
- One of the underrated ways of reducing meat consumption, imo, would be to mix a certain percentage of plant-based meat to regular meat products. Imagine a world in which McDonald's would just mix 20% plant-based meet to their patties. I can see some risk for them, but honestly, long-term, I don't think people would actually mind much.
- 100% a better move for the company. expansion into more sectors isn't always a good idea but totally works in this case
- We bought and tried their products several times only to find they were no different than a basic veggie burger or whatever. We couldn’t figure out what the hype was even about. And then I started reading about how their ingredient list wasn’t the healthiest.
Just seemed like just another weird Silicon Valley money bubble built on hype and vc cash instead of any kind of meaningful product differentiation.
Maybe I’m wrong, but that’s our genuine experience.
- Beyond, "I can't believe it's not meat" ... it's not. I'm sure all their 5 vegan customers will keep them afloat.
by _spduchamp
0 subcomment
- Well that's just beyond.
- It was never going to work.
Proprietary food, that you can only buy from one company?
Of course it was doomed to fail. It’s not even about veganism, it’s a cancerous idea.
by khelavastr
0 subcomment
- They could have differentiated on quality instead of serving lower grade proteins and lipids
- High-protein fizzy drinks. Barf-o-Rama.
by matt_daemon
0 subcomment
- Curious if this has anything to do with Silicon Valley types getting into carnivore diets (though it's been happening for years so maybe not)
- I always though Beyond Meat was pretty meh. I've enjoyed Impossible Burgers. I've never enjoyed a Beyond Meat burger.
- What a bs. It still grows. Beyond meet was just not unique enough to justify the valuation
by kalehosiery
0 subcomment
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by shablulman
0 subcomment
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by kgnhkldlsm
0 subcomment
- Junk food for vegans.
- Highly processed food should be avoided at all costs.
- beyond meat was a super cynical bet that ordinary non-vegetarian consumers would no longer be able to afford meat, so they would turn to meat substitutes even if they were more costly than meat had been in the psat
now they are publicly listed, and their cynical premise has not born fruit
time to pivot!
- I’m curious about how much money was taken out by insiders who must have known what their costs were internally and how little advancement was made on making the same product at a lower cost.
by bdcravens
1 subcomments
- I remember going to a grocery store for the first time during the pandemic: the meat aisle was completely bare, but there was plenty of Beyond products left on the shelf.
- Nowhere near real meat, full of ultra-processed junk and more expensive than the real thing. The solution some people here propose: "let's make real meat just as expensive". Yeah sorry, you're not getting my sympathy.
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