BYND - Beyond Meat Inc : US

แหล่งรวบรวมข้อมูลของหุ้นประเทศ All for one, one for global
(ช่วงทดลองเปิดตัว สมาชิกและทุกท่านสามารถเข้าได้ตลอด)
PK-TYW
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Re: BYND - Beyond Meat

Posts by PK-TYW » Tue Oct 20, 2020 8:14 pm

พึ่งยื่นfilling Beyond Chesse trademask

https://uspto.report/TM/90256631


ส่วนนี้Beyond Eggครับ
https://uspto.report/TM/90256624



พร้อมdisruptหลายๆวงการ :D



PK-TYW
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Re: BYND - Beyond Meat

Posts by PK-TYW » Mon Nov 09, 2020 11:11 pm

McDonald’s to test McPlant, which includes its own meat-free burger, next year; Beyond Meat shares fall
PUBLISHED MON, NOV 9 202010:45 AM ESTUPDATED 16 MIN AGO
Amelia Lucas
McDonalds new P.L.T. plant based burger is photographed outside of one of the company's test locations in London, Ontario on September 30, 2019.
McDonalds new P.L.T. plant based burger is photographed outside of one of the company’s test locations in London, Ontario on September 30, 2019.
GEOFF ROBINS | AFP | Getty Images
McDonald’s will test a meat-free burger in several markets next year as it adds plant-based menu offerings, which it has coined “McPlant.”

International President Ian Borden said that McPlant was created “by McDonald’s and for McDonald’s.” Borden said that the McPlant line could also include chicken substitutes.


Shares of Beyond Meat, which made the meat-free patties for McDonald’s Canadian test, fell 6% in morning trading on the news. The stock was briefly halted for volatility.

McDonald’s ended the Canadian test of its meatless burger in April and has since said that it has no plans to bring back its P.L.T. burger at this time.

Other international McDonald’s markets have found more success with meatless burgers. Restaurants in Germany, for example, have added veggie burgers made by Nestle to their menus.



PK-TYW
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Re: BYND - Beyond Meat

Posts by PK-TYW » Tue Nov 10, 2020 6:09 am

Q3รายได้ผิดคาด ได้รับผลกระทบจากcovidพอสมควร ข่าวดีเล็กๆคือmarket shareยังโตอยู่

https://investors.beyondmeat.com/static ... e2133ec1fb



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Jaikhom04
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Re: BYND - Beyond Meat

Posts by Jaikhom04 » Tue Nov 10, 2020 6:53 am

วันนี้ลงหนักเลย ท้ายตลาด



PK-TYW
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Re: BYND - Beyond Meat

Posts by PK-TYW » Tue Nov 10, 2020 7:00 am

Jaikhom04 wrote:
Tue Nov 10, 2020 6:53 am
วันนี้ลงหนักเลย ท้ายตลาด
ลุ้นดีลmcplantละกันครับ


On top of that, McDonald's raised questions earlier in the day about its relationship with Beyond Meat. During an investor day presentation, McDonald's said it's planning to test a plant-based burger, McPlant, that it's developing with a supplier. But it wouldn't say whether Beyond Meat is that supplier.

McDonald's tested a Beyond Meat burger in Canada earlier this year, and Beyond Meat President and CEO Ethan Brown insisted that his company continues to work with McDonald's on the McPlant.

“'We're working closely with them on a number of matters,” he said. “Folks will have to continue to be patient.”

But Brown also said Beyond Meat would resist any effort not to put its own brand name on menus, including those at McDonald's.

“The brand we have deserves to be up there on the menu," Brown said. “I really need to leave it to them to make further comments about how we plan to interact with McPlant.”

Losing a chain with the scale of McDonald's, which has more than 37,000 restaurants worldwide, would be a major blow to Beyond Meat.

Brown said U.S. retail sales of Beyond Meat slowed in the July-September period despite increased availability in stores. Brown said a surge in retail sales in the second quarter was likely the reason.

“Freezers were full in homes across the country,” he said.

When people did buy Beyond Meat, they paid less for it, as the company offered bigger packages and deals. Customers paid an average of $5.33 per pound for Beyond Meat products, down from $5.74 per pound in the same quarter a year ago, Chief Financial Officer Mark Nelson said.

At the same time, Beyond Meat said sales to restaurants and other venues continue to struggle. Beyond Meat said two-thirds of its food-service customers are independent restaurants, convention centers, universities and other places that have curtailed their buying. Only one-third are fast food restaurants, which have withstood the pandemic more easily thanks to drive thru windows.

Beyond Meat said its total food-service net revenue fell 41% in the third quarter.

Its revenue rose 2.7% to $94.4 million. That was far short of the $132 million that Wall Street forecast, according to analysts polled by FactSet.



PK-TYW
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Re: BYND - Beyond Meat

Posts by PK-TYW » Wed Nov 11, 2020 1:18 am

ดีลmc plantจะส่งผลกับbyndอย่างมีนัยยะสำคัญ


Beyond Meat (BYND) has more reasons in wanting to close a big deal with restaurant behemoth McDonald’s (MCD) than simply seeing its brand name plastered all over thousands of drive-thrus and indoor digital menu boards.

A tie-up between the two could simply be very financially rewarding to Beyond Meat.

“We estimate Beyond Meat could earn up to ~$300 million plus in annual sales from a U.S. McDonald's partnership. We apply a 50/50 probability that a U.S. McDonald's partnership would be single sourced vs. dual sourced in our model forecasts,” wrote UBS analyst Erika Jackson in a note Tuesday.

For perspective, analysts as measured by Yahoo Finance expect Beyond Meat’s 2020 sales to hit $477.8 million this year and then rise to $748 million in 2021. So the addition of McDonald’s as a major partner could be huge for Beyond Meat’s financials and probably, its stock price.

To that end, let the cranking on sell-side financial models begin.

The Golden Arches said Monday it has developed a plant-based patty it will dub the McPlant. A McDonald’s spokesperson tells Yahoo Finance the McPlant will be put to test in 2021 on a market-by-market basis.

“As we have worked to better understand customer demand, some markets around the world have tested plant-based products. Informed by those learnings, we have created a delicious burger that will be the first menu option in a plant-based platform we are calling McPlant. McPlant is crafted exclusively for McDonald’s, by McDonald’s,” said McDonald’s International President Ian Borden in a statement.

“Beyond Meat and McDonalds co-created the plant-based patty which will be available as part of their McPlant platform,” a Beyond Meat spokesperson told Yahoo Finance via email.

Beyond Meat shares have long reflected the expectation of a nationwide rollout with McDonald’s. Getting into McDonald’s has been a long-term goal of Beyond Meat founder Ethan Brown, per Yahoo Finance’s interviews with him this past year



PK-TYW
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Re: BYND - Beyond Meat

Posts by PK-TYW » Wed Nov 11, 2020 8:04 pm




PK-TYW
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Re: BYND - Beyond Meat

Posts by PK-TYW » Tue Nov 17, 2020 11:39 pm

ที่ขึ้นมาแรงๆช่วงq3 เป็นกองทุนBailie giffordซื้อเพิ่มเยอะมาก



PK-TYW
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Re: BYND - Beyond Meat Inc : US

Posts by PK-TYW » Wed Jan 06, 2021 8:12 pm

Beyond Meat (NASDAQ:BYND) cut to neutral from overweight at Piper Sandler as the current retail momentum appears to be lagging consensus expectations for 4Q and 2021 estimates may be at risk.
Data suggests there is potential for another quarter of ``under-shipments'' in 4Q, according to Piper analyst Michael Lavery
Sees a ``tough near-term'' outlook
PT cut to $125 from $144



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