Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Beyond Meat, Inc. (BYND)
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-11-04
$6.06-15.24%
Close 2026-11-05 · 1-day change
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for BYND yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Stabilize management team and reduce turnover | A supporting condition in Beyond Meat, Inc.'s published investment case. The stated target is No further key executive departures in next 4 quarters. | Intact | Additional key executive departures occur | 0 key departures vs 0 allowed COO role transitioned from interim to full-time hire (Brijesh Krishnaswamy). No other executive departures noted. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earningsObserved price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a high-risk turnaround story, not yet a proven durable growth business. The long-term thesis is on watch: recent momentum improved, but financial performance remains well below its industry cohort.
The valuation is stretched, at a premium to peers, while the expectations gap is modest and the valuation model has medium confidence. This suggests some optimism is reflected, but the evidence does not point to the full combination of weak execution, expensive valuation, and turbulent conditions.
Near term, results may remain uneven: revenue rose from the first to the second quarter of 2026 after a year-over-year decline in the first quarter, while gross profit improved to positive levels. Management is making progress on margins, but the new functional food and beverage initiative has no reported financial contribution yet, and the company remains loss-making with volatile execution.
Over the next few quarters, the thesis hinges on whether BYND can sustain core-business revenue and margin improvement without cutting guidance. Weakening employment could add pressure through recession fears, while continued strength from large food-sector peers could support the sector backdrop.
For the next 1 to 3 years, BYND remains a watch-state turnaround with signs of operating progress but unresolved execution and financial risks. The thesis depends on sustained improvement in the core business and margins. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A primary condition in Beyond Meat, Inc.'s published investment case. The stated target is Reduce net loss per share towards zero. |
| Improving |
| EPS remains below -$0.30 in FY26 |
Diluted EPS: $-0.06 per share FY2026-Q2; GAAP. Published target: Reduce net loss per share towards zero. Annual target cannot be compared with a quarterly or TTM observation. Aug 6, 2026-0.06 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue reaches at least $60 million in Q2 2026 | A primary condition in Beyond Meat, Inc.'s published investment case. The stated target is >=60 USD_MILLIONS. | Intact | Revenue falls below $58 million in Q2 2026 | Revenue: $68.832M FY2026-Q2; GAAP. Published target: >=60 USD_MILLIONS. Target period ends 2026-06-30; this observation covers 2026-Q2. Aug 6, 202668,832,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$-0.30 → $-9.36 · observed estimates
$0.25B → $0.24B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $-0.30 | $245,416,470 | 2 / 4 |
| 2026-07-25 | $-0.30 | $245,416,470 | 2 / 4 |
| 2026-07-26 | $-0.30 | $245,416,470 | 2 / 4 |
| 2026-07-27 | $-0.30 | $245,416,470 | 2 / 4 |
| 2026-07-28 | $-0.30 | $245,416,470 | 2 / 4 |
| 2026-07-29 | $-0.30 | $245,416,470 | 2 / 4 |
| 2026-07-30 | $-0.30 | $245,416,470 | 2 / 4 |
| 2026-07-31 | $-0.30 | $245,416,470 | 2 / 4 |
| 2026-08-01 | $-0.30 | $245,416,470 | 2 / 4 |
| 2026-08-02 | $-0.30 | $245,416,470 | 2 / 4 |
| 2026-08-03 | $-0.30 | $245,416,470 | 2 / 4 |
| 2026-08-04 | $-0.30 | $245,416,470 | 2 / 4 |
| 2026-08-05 | $-0.30 | $245,416,470 | 2 / 4 |
| 2026-08-06 | $-0.30 | $245,416,470 | 2 / 4 |
| 2026-08-07 | $-0.32 | $239,150,000 | 2 / 3 |
| 2026-08-08 | $-0.32 | $239,150,000 | 2 / 3 |
| 2026-08-09 | $-0.35 | $251,810,680 | 2 / 3 |
| 2026-08-10 | $-0.32 | $239,150,000 | 2 / 3 |
| 2026-08-11 | $-0.32 | $239,150,000 | 2 / 3 |
| 2026-08-12 | $-0.32 | $239,150,000 | 2 / 3 |
| 2026-08-13 | $-0.32 | $239,150,000 | 2 / 3 |
| 2026-08-14 | $-0.32 | $239,150,000 | 2 / 3 |
| 2026-08-15 | $-0.32 | $239,150,000 | 2 / 3 |
| 2026-08-16 | $-0.32 | $239,150,000 | 2 / 3 |
| 2026-08-17 | $-0.32 | $239,150,000 | 2 / 3 |
| 2026-08-18 | $-0.32 | $239,150,000 | 2 / 3 |
| 2026-08-19 | $-0.32 | $239,150,000 | 2 / 3 |
| 2026-08-20 | $-9.49 | $241,886,367 | 2 / 3 |
| 2026-08-21 | $-9.49 | $241,886,367 | 2 / 3 |
| 2026-08-22 | $-9.49 | $241,886,367 | 2 / 3 |
| 2026-08-23 | $-9.49 | $241,886,367 | 2 / 3 |
| 2026-08-24 | $-9.49 | $241,886,367 | 2 / 3 |
| 2026-08-25 | $-9.49 | $241,886,367 | 2 / 3 |
| 2026-08-26 | $-9.49 | $241,886,367 | 2 / 3 |
| 2026-08-27 | $-9.49 | $241,886,367 | 2 / 3 |
| 2026-08-28 | $-9.49 | $241,886,367 | 2 / 3 |
| 2026-08-29 | $-9.49 | $241,886,367 | 2 / 3 |
| 2026-08-30 | $-9.49 | $241,886,367 | 2 / 3 |
| 2026-08-31 | $-9.49 | $241,886,367 | 2 / 3 |
| 2026-09-01 | $-9.49 | $241,886,367 | 2 / 3 |
| 2026-09-02 | $-9.49 | $241,886,367 | 2 / 3 |
| 2026-09-03 | $-9.49 | $241,886,367 | 2 / 3 |
| 2026-09-04 | $-9.49 | $241,886,367 | 2 / 3 |
| 2026-09-05 | $-9.49 | $241,886,367 | 2 / 3 |
| 2026-09-06 | $-9.49 | $241,886,367 | 2 / 2 |
| 2026-09-07 | $-9.49 | $241,886,367 | 2 / 2 |
| 2026-09-08 | $-9.49 | $241,886,367 | 2 / 2 |
| 2026-09-09 | $-9.49 | $241,886,367 | 2 / 2 |
| 2026-09-10 | $-9.49 | $241,886,367 | 2 / 2 |
| 2026-09-11 | $-9.49 | $241,886,367 | 2 / 2 |
| 2026-09-12 | $-9.49 | $241,886,367 | 2 / 2 |
| 2026-09-13 | $-9.89 | $242,604,550 | 2 / 2 |
| 2026-09-14 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-09-15 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-09-16 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-09-17 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-09-18 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-09-19 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-09-20 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-09-21 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-09-22 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-09-23 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-09-24 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-09-25 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-09-26 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-09-27 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-09-28 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-09-29 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-09-30 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-10-01 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-10-02 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-10-03 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-10-04 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-10-05 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-10-06 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-10-07 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-10-08 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-10-09 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-10-10 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-10-11 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-10-12 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-10-13 | $-9.89 | $242,604,550 | 1 / 1 |
| 2026-10-14 | $-9.36 | $242,604,550 | 1 / 1 |
| 2026-10-15 | $-9.36 | $242,604,550 | 1 / 1 |
| 2026-10-16 | $-9.36 | $242,604,550 | 1 / 1 |
| 2026-10-17 | $-9.36 | $242,604,550 | 1 / 1 |
| 2026-10-18 | $-9.36 | $242,604,550 | 1 / 1 |
| 2026-10-19 | $-9.36 | $242,604,550 | 1 / 1 |
| 2026-10-20 | $-9.36 | $242,604,550 | 1 / 1 |
| 2026-10-21 | $-9.36 | $242,604,550 | 1 / 1 |
| 2026-10-22 | $-9.36 | $242,604,550 | 1 / 1 |
| 2026-10-23 | $-9.36 | $242,604,550 | 1 / 1 |
| 2026-10-24 | $-9.36 | $242,604,550 | 1 / 1 |
| 2026-10-25 | $-9.36 | $242,604,550 | 1 / 1 |
| 2026-10-26 | $-9.36 | $242,604,550 | 1 / 1 |
| 2026-10-27 | $-9.36 | $242,604,550 | 1 / 1 |
| 2026-10-28 | $-9.36 | $242,604,550 | 1 / 1 |
| 2026-10-29 | $-9.36 | $242,604,550 | 1 / 1 |
| 2026-10-30 | $-9.36 | $242,604,550 | 1 / 1 |
| 2026-10-31 | $-9.36 | $242,604,550 | 1 / 1 |
| 2026-11-01 | $-9.36 | $242,604,550 | 1 / 1 |
| 2026-11-02 | $-9.36 | $242,604,550 | 1 / 1 |
| 2026-11-03 | $-9.36 | $242,604,550 | 1 / 1 |
| 2026-11-04 | $-9.36 | $242,604,550 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 0 Buy / Strong Buy · 0 Hold · 3 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
2 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.