Beyond Meat, Inc. (BYND)
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-09-04
$11.79+4.61%
Close 2026-09-04 · 1-day change
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-09-04
QuarterlyIQ Insights · BYND
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on improving performance and expanding the core plant-based meat product sales across retail and foodservice channels.
Stated as a priority in 2 of last 2 quarters. Net revenues were $58.2 million in 2026-Q1 and increased to $68.8 million in 2026-Q2. However, 2026-Q1 revenue declined 15.3% year-over-year from $68.7 million in 2025-Q1. Management has reiterated focus on core business performance, but revenue trajectory shows mixed results with recent growth after prior declines.
“We remain highly focused on the performance of our core business, which we believe will deliver substantial long-term value.”
“We remain highly focused on the performance of our core business, which we believe will deliver substantial long-term value.”
Broaden Beyond Meat's offerings beyond plant-based meat into adjacent functional food and beverage markets.
Newly stated in 2026-Q1. Management announced expansion into the functional food and beverage category as a strategic growth initiative. No specific financial metrics or revenue contributions from this category are reported yet, indicating early stage progress.
“This quarter marked a decisive broadening of our Company aperture to include the rapidly growing functional food and beverage category.”
Focus on increasing gross profit and gross margin through cost reductions and improved product mix.
Stated as a priority in 2 of last 2 quarters. Gross profit improved from a loss of $6.9 million in 2025-Q1 to a positive $2.0 million in 2026-Q1 and further to $5.9 million in 2026-Q2. Gross margin improved from -10.1% to 3.4% in 2026-Q1. Management focus on margin improvement is reflected in these positive trends, indicating delivering progress.
“Gross profit was $5.9 million in 2026-Q2, showing improvement over prior quarters.”
“Gross profit was $2.0 million, or gross margin of 3.4%, compared to gross loss of $6.9 million, or -10.1%, in the year-ago period.”
Continue efforts to lower operating expenses and reduce negative cash flow from operations.
Stated as a priority in 2 of last 2 quarters. Operating expenses decreased from approximately $57.4 million in 2025-Q1 to $43.1 million in 2026-Q1. Net cash used in operating activities improved from -$26.1 million in 2025-Q1 to -$5.0 million in 2026-Q1. Management's statements and financials indicate delivering progress on expense reduction and cash use.
“Lowest quarterly cash use in over two years reported.”
“Significant operating expense improvement and lowest quarterly cash use in over two years.”
Maintain compliance with Nasdaq listing requirements and manage debt through reverse stock split and convertible note adjustments.
Stated as a priority in 2 of last 2 quarters. The company executed a 1-for-30 reverse stock split effective August 13, 2026, reducing authorized shares from 3 billion to 100 million to regain Nasdaq compliance. Convertible notes and equity awards were proportionally adjusted. This shows delivering action on capital structure management.
“Board approved 1-for-30 reverse stock split to regain Nasdaq compliance.”
“Reverse stock split effective August 13, 2026, with proportional adjustments to convertible notes and equity awards.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Staples names rated weak grew net income 58% of the time over the next year (vs 56% for the rest of the cohort, n=2094).
Over the trailing year it converted 0.31x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
40 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Staples names rated volatile grew net income 53% of the time over the next year (vs 51% for the rest of the cohort, n=947).
Not investment advice. As of 2026-09-04.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.