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
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 2026-11-04.
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 is a smaller-cap name (higher miss base rate). A fundamental tilt, not a price call.
Model as of 2026-11-04 · Compared with 11 industry peers · Company calendar date is not available
BYND — officer change
Dated 2026-10-01
Chief Operating Officer — Brijesh Krishnaswamy: The filing reports the transition of the COO role from an interim officer to a newly hired full-time executive, which is a succession event rather than a loss of a sitting senior executive.
Why it matters: Q2 gross margin was 8.5%, down from 10.6% a year earlier. A higher margin would show progress on a key management goal.
Supportive ifQ3 gross margin is above 8.5%, without a larger one-time gain or credit lifting the result.
Worry ifQ3 gross margin is 8.5% or lower.
Why it matters: Q2 sales fell 8.2% year over year. Another drop would show that the core business remains under pressure.
Worry ifQ3 net revenue falls year over year, or declines more than 8.2%.
Less concerning ifQ3 net revenue is flat or higher year over year.
Why it matters: The September exchange covered about $15 million of notes and included common shares. The final terms can show how much debt relief came with share issuance.
Watch forA filing confirms the exchange lowered note principal. It shows no extra shares beyond the disclosed exchange.
Also watch forA filing shows extra shares or debt terms that leave most of the exchanged principal unpaid.
Why it matters: A ruling against Beyond Meat could limit product names or lead to other relief. A ruling for the company would remove that case risk.
Watch forThe court rules for Beyond Meat or dismisses the complaint.
Also watch forThe court rules against Beyond Meat or orders limits or other relief.
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 | ±$315 on $10,000 · ±3.2% | How much price usually moves either way. |
| Bad day | $948 loss on $10,000 · 9.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $8,424 loss on $10,000 · 84.2% | 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: U.S. foodservice revenue fell 27.6% in Q2, as sales volume dropped. A further fall would add to the core business strain.
Worry ifQ3 U.S. foodservice revenue falls more than 27.6% year over year.
Less concerning ifQ3 U.S. foodservice revenue falls less than 27.6%, stays flat, or grows year over year.