Beyond Meat, Inc. (BYND)

NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-10-23

$7.15-1.65%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Beyond Meat, Inc.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
FY 2026 · Q3
Revenue	$60M–$65M	—
FY 2026 · Q4
Revenue	—	56.72M
EPS	—	-3.304
FY 2026 · Annual
Revenue	—	245.24M
EPS	—	-9.466
FY 2027 · Annual
Revenue	—	242.6M
EPS	—	-9.355

What the Thesis Depends On

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 transitioned from interim to full-time; no other senior executive departures identified in recent news or filings. Context reviewed through Oct 23, 2026Last status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Improvement in profit margins and reduction in losses	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. Target period is not explicitly aligned with this observation. Source published Aug 6, 2026-0.06 USD/share · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 27, 2026 Source: company_financial_results. Reference: b7aeec19-3d80-4d9d-8331-40f04804936a. Source status: eligible. Compare required operating outcomes Compare 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. Source published Aug 6, 202668,832,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 27, 2026 Source: company_financial_results. Reference: b7aeec19-3d80-4d9d-8331-40f04804936a. Source status: eligible. Compare required operating outcomes Compare 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.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS: comparable history unavailable.

FY2027 revenue: comparable history unavailable.

Exact estimates & source dates

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.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	Unavailable	Unavailable	2 / 4
2026-07-25	Unavailable	Unavailable	2 / 4
2026-07-26	Unavailable	Unavailable	2 / 4
2026-07-27	Unavailable	Unavailable	2 / 4
2026-07-28	Unavailable	Unavailable	2 / 4
2026-07-29	Unavailable	Unavailable	2 / 4
2026-07-30	Unavailable	Unavailable	2 / 4
2026-07-31	Unavailable	Unavailable	2 / 4
2026-08-01	Unavailable	Unavailable	2 / 4
2026-08-02	Unavailable	Unavailable	2 / 4
2026-08-03	Unavailable	Unavailable	2 / 4
2026-08-04	Unavailable	Unavailable	2 / 4
2026-08-05	Unavailable	Unavailable	2 / 4
2026-08-06	Unavailable	Unavailable	2 / 4
2026-08-07	Unavailable	Unavailable	2 / 3
2026-08-08	Unavailable	Unavailable	2 / 3
2026-08-09	Unavailable	Unavailable	2 / 3
2026-08-10	Unavailable	Unavailable	2 / 3
2026-08-11	Unavailable	Unavailable	2 / 3
2026-08-12	Unavailable	Unavailable	2 / 3
2026-08-13	Unavailable	Unavailable	2 / 3
2026-08-14	Unavailable	Unavailable	2 / 3
2026-08-15	Unavailable	Unavailable	2 / 3
2026-08-16	Unavailable	Unavailable	2 / 3
2026-08-17	Unavailable	Unavailable	2 / 3
2026-08-18	Unavailable	Unavailable	2 / 3
2026-08-19	Unavailable	Unavailable	2 / 3
2026-08-20	Unavailable	Unavailable	2 / 3
2026-08-21	Unavailable	Unavailable	2 / 3
2026-08-22	Unavailable	Unavailable	2 / 3
2026-08-23	Unavailable	Unavailable	2 / 3
2026-08-24	Unavailable	Unavailable	2 / 3
2026-08-25	Unavailable	Unavailable	2 / 3
2026-08-26	Unavailable	Unavailable	2 / 3
2026-08-27	Unavailable	Unavailable	2 / 3
2026-08-28	Unavailable	Unavailable	2 / 3
2026-08-29	Unavailable	Unavailable	2 / 3
2026-08-30	Unavailable	Unavailable	2 / 3
2026-08-31	Unavailable	Unavailable	2 / 3
2026-09-01	Unavailable	Unavailable	2 / 3
2026-09-02	Unavailable	Unavailable	2 / 3
2026-09-03	Unavailable	Unavailable	2 / 3
2026-09-04	Unavailable	Unavailable	2 / 3
2026-09-05	Unavailable	Unavailable	2 / 3
2026-09-06	Unavailable	Unavailable	2 / 2
2026-09-07	Unavailable	Unavailable	2 / 2
2026-09-08	Unavailable	Unavailable	2 / 2
2026-09-09	Unavailable	Unavailable	2 / 2
2026-09-10	Unavailable	Unavailable	2 / 2
2026-09-11	Unavailable	Unavailable	2 / 2
2026-09-12	Unavailable	Unavailable	2 / 2
2026-09-13	Unavailable	Unavailable	2 / 2
2026-09-14	Unavailable	Unavailable	1 / 1
2026-09-15	Unavailable	Unavailable	1 / 1
2026-09-16	Unavailable	Unavailable	1 / 1
2026-09-17	Unavailable	Unavailable	1 / 1
2026-09-18	Unavailable	Unavailable	1 / 1
2026-09-19	Unavailable	Unavailable	1 / 1
2026-09-20	Unavailable	Unavailable	1 / 1
2026-09-21	Unavailable	Unavailable	1 / 1
2026-09-22	Unavailable	Unavailable	1 / 1
2026-09-23	Unavailable	Unavailable	1 / 1
2026-09-24	Unavailable	Unavailable	1 / 1
2026-09-25	Unavailable	Unavailable	1 / 1
2026-09-26	Unavailable	Unavailable	1 / 1
2026-09-27	Unavailable	Unavailable	1 / 1
2026-09-28	Unavailable	Unavailable	1 / 1
2026-09-29	Unavailable	Unavailable	1 / 1
2026-09-30	Unavailable	Unavailable	1 / 1
2026-10-01	Unavailable	Unavailable	1 / 1
2026-10-02	Unavailable	Unavailable	1 / 1
2026-10-03	Unavailable	Unavailable	1 / 1
2026-10-04	Unavailable	Unavailable	1 / 1
2026-10-05	Unavailable	Unavailable	1 / 1
2026-10-06	Unavailable	Unavailable	1 / 1
2026-10-07	Unavailable	Unavailable	1 / 1
2026-10-08	Unavailable	Unavailable	1 / 1
2026-10-09	Unavailable	Unavailable	1 / 1
2026-10-10	Unavailable	Unavailable	1 / 1
2026-10-11	Unavailable	Unavailable	1 / 1
2026-10-12	Unavailable	Unavailable	1 / 1
2026-10-13	Unavailable	Unavailable	1 / 1
2026-10-14	Unavailable	Unavailable	1 / 1
2026-10-15	Unavailable	Unavailable	1 / 1
2026-10-16	Unavailable	Unavailable	1 / 1
2026-10-17	Unavailable	Unavailable	1 / 1
2026-10-18	Unavailable	Unavailable	1 / 1
2026-10-19	Unavailable	Unavailable	1 / 1
2026-10-20	Unavailable	Unavailable	1 / 1
2026-10-21	Unavailable	Unavailable	1 / 1
2026-10-22	Unavailable	Unavailable	1 / 1
2026-10-23	Unavailable	Unavailable	1 / 1
2026-10-24	Unavailable	Unavailable	1 / 1

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Hold	Sell*
2026-05-01	3	4
2026-06-01	3	3
2026-07-01	3	3
2026-08-01	2	3
2026-09-01	2	3
2026-10-01	0	3

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 0 Buy / Strong Buy · 0 Hold · 3 Sell / Strong Sell

0 upgrades0 downgrades0 maintains

Recent actions · Sep 25–Oct 24 · 0 recorded

Price-target changes

30 days

Individual price-target observations are unavailable.

0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 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.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Improvement in profit margins and reduction in lossesDiluted EPS: $-0.06 per share
Revenue reaches at least $60 million in Q2 2026Revenue: $68.832M

Next proof point

Nov 9, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

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.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

3.2%Typical daily move · historical

Downside history

-92.3%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Beyond Meat, Inc. outlook in detail

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.

Updated Oct 24, 2026

What kind of bet this is

This is a speculative turnaround in plant-based foods, not a proven durable compounder: the company is loss-making, execution has been volatile, and risk is high. The multi-year view is still on watch, with recent momentum improving but results remaining well below the industry cohort.

What's priced into Beyond Meat, Inc.

The valuation is stretched and carries a 1.14 premium versus peers, while the expectations gap is modestly positive at 0.2. The evidence suggests some optimism is reflected, but does not show a severe combination of expensive valuation, weak execution, and turbulent conditions already priced in.

What the fundamentals likely do

Near term, revenue has shown mixed progress: it rose from $58.2 million in 2026-Q1 to $68.8 million in Q2, after Q1 revenue fell 15.3% year over year. Gross profit improved from a loss in 2025-Q1 to positive results in 2026-Q1 and Q2, but recent performance is still weak and the company remains loss-making. A guidance cut is a key near-term risk, while the new functional food and beverage initiative has no reported financial contribution yet.

What Beyond Meat, Inc. hinges on

The multi-year thesis depends on whether the core plant-based meat business can sustain revenue improvement while margins continue to recover. A guidance cut or further weakening in jobs data would add pressure; continued earnings strength and higher guidance from sector peers could support the broader sector backdrop. Recent debt issuance and an equity securities filing are also relevant events, but the snapshot gives limited detail on their implications.