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
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 14.0% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| -5.6% |
Growth built into the price is above our model estimate.
The price assumes 19.6 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name has been missing across recent quarters and has erratic recent earnings surprises. A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 28 industry peers · Company calendar date is not available
BYND — earnings in line
Dated 2026-08-05
Results of Operations and Financial Condition. On August 5, 2026, Beyond Meat, Inc. (the “Company”) issued a press release announcing its financial results for the second quarter ended June 27, 2026. The full text of the press release is furnished herewith as Exhibit 99.1 and incorporated herein by reference. In accordance with General Instruction B.2 of Form 8-K, the information contained or incorporated by reference in this Item 2.02, including the press release furnished herewith as Exhibi…
Why it matters: Revenue growth is key for Beyond Meat's future. A rebound would show the company is gaining traction.
Watch forQ2 revenue grows year over year by more than 10%.
Also watch forQ2 revenue declines year over year again.
Why it matters: This deal could give Beyond Meat more money and resources for growth.
Supportive ifThere is news of more collaboration or investment from Big Geyser.
Worry ifThere are no new updates or bad news about the agreement.
Why it matters: A larger decline would signal worsening demand trends in the plant-based meat market.
Worry ifQ3 net revenues decline more than 10% year over year from $68.8 million.
Less concerning ifQ3 net revenues decline less than 10% year over year.
Why it matters: Stabilizing revenue growth is key to showing that the company can recover from recent declines. It reflects the health of the core business.
Supportive ifQ3 revenues show an increase from last year. This ends the recent decline.
Worry ifQ3 revenues keep declining from last year. This shows ongoing problems in the business.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$297 on $10,000 · ±3.0% | How much price usually moves either way. |
| Bad day | $1,458 loss on $10,000 · 14.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $8,962 loss on $10,000 · 89.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Regaining compliance is crucial for Beyond Meat to stay listed on Nasdaq. If it fails, that could hurt investor confidence.
Worry ifThe closing bid price of Beyond Meat's stock stays above $1.00 for 10 consecutive business days.
Less concerning ifThe closing bid price falls below $1.00 before August 31, 2026.
Why it matters: Stable leadership is key for strategic direction. More changes could signal deeper issues within the company.
Supportive ifNo more executive departures in the next quarter.
Worry ifAnother key executive leaves in the next quarter.
Why it matters: Positive cash flow is important for Beyond Meat's financial health and future.
Supportive ifOperating cash flow turns positive in Q2 results.
Worry ifOperating cash flow remains negative in Q2 results.
Why it matters: Updates on product expansion will show how well Beyond Meat is diversifying its offerings. This could impact future growth.
Watch forManagement shares news about new products in functional food and drinks.
Also watch forThere will be no new product news or updates on growth plans in the next call.
Why it matters: Growth in international retail is a bright spot and could offset declines in other areas. It shows market expansion potential.
Supportive ifInternational retail revenues rise by over 15% from last year in Q3 2026.
Worry ifInternational retail revenues fall or grow less than 5% from last year in Q3 2026.
Why it matters: Fixing the listing issue is important for keeping investor trust and market access.
Worry ifCompany files its Annual Report on Form 10-K by the deadline.
Less concerning ifThe company does not file its Annual Report and gets a delisting notice.
Why it matters: Continued revenue growth is key to stabilizing Beyond Meat's core business. It shows if the company can recover from past declines.
Supportive ifQ3 2026 net revenues increase year-over-year from $68.8 million in Q2 2026.
Worry ifNet revenues for Q3 2026 are down from last year.
Why it matters: If revenue stays steady or goes up, it shows recovery after a 15.3% drop in Q1.
Supportive ifQ2 net revenues show no decline or grow year over year compared to Q1.
Worry ifQ2 net revenues decline further year over year.
Why it matters: The company needs to maintain a stock price above $1.00 for 10 days to stay listed. This is crucial for investor confidence and market access.
Supportive ifThe stock price stays above $1.00 for 10 straight business days before August 31, 2026.
Worry ifThe stock price fails to close above $1.00 for 10 consecutive business days before August 31, 2026.
Why it matters: Compliance with Nasdaq rules is critical for maintaining the stock's listing. Non-compliance could hurt investor confidence.
Worry ifThe company confirms it follows Nasdaq listing rules.
Less concerning ifThe company receives a notice about being taken off Nasdaq.
Why it matters: Management wants to make this business stable and grow. Positive revenue growth shows recovery and trust from investors.
Supportive ifQ3 net revenues from the core plant-based meat business show growth over Q2 2026.
Worry ifQ3 net revenues from the core plant-based meat business decline compared to Q2 2026.
Why it matters: Better margins mean improved cost management and product pricing. This is key for long-term profit.
Supportive ifGross profit margin improves from 8.5% in Q2 2026 to above 10% in Q3 2026.
Worry ifGross profit margin falls below 8.5% in Q3 2026.
Why it matters: This is a new growth area for Beyond Meat. Success here could diversify revenue streams and enhance growth.
Watch forManagement shares news about a successful product launch or a new partnership in food and drink.
Also watch forNo news or product launches are reported in functional food and drink.