Beyond Meat S-1
sec.gov
Beyond Meat S-1
1–10 of 439 posts
Re: Beyond Meat S-1
#2I have a stupid question: was there a regulatory change in the recent past that made it easier to file for IPOs? Or is this just a coincidence that all these S-1s were filed around the same time?
Re: Beyond Meat S-1
#3I've gone vegetarian, except for a single grass fed animal I bought from a local farmer. (I live in a city, it was easier than I thought it would be to connect with a farmer out in the rural part of my state.) The transition was way, way easier than I thought it was going to be. I didn't guilt myself when I made mistakes, just stopped eating meat unless I was sure the provenance of it was sustainable and free from cruelty.
There's so much amazing vegetarian cuisine, and things like the Beyond Burger and Impossible Burger both fill that 'gotta have a burger' feeling. I hope we see more like them, and I'm really looking forward to being able to try 'clean meat' from some of the labs who are exploring that.
Re: Beyond Meat S-1
#4The amended S-1 from March 27, 2019 can be found at:
https://www.nasdaq.com/markets/ipos/filing.ashx?filingid=133...
Re: Beyond Meat S-1
#5I have a stupid question: was there a regulatory change in the recent past that made it easier to file for IPOs? Or is this just a coincidence that all these S-1s were filed around the same time?
It's just a good time to file, the end of 10 year bull market right before next year's recession
Re: Beyond Meat S-1
#6I have a stupid question: was there a regulatory change in the recent past that made it easier to file for IPOs? Or is this just a coincidence that all these S-1s were filed around the same time?
winter is coming
Re: Beyond Meat S-1
#7So I've had an Impossible burger (from my company cafeteria), but it was probably over-cooked.
Does anyone know where I could taste-test a Beyond burger vs. Impossible burger?
Definitely interested in this space as it's one of the surefire ways we reduce both energy and water, and I have family who are veggie and this makes it easier for me to connect with them.
Re: Beyond Meat S-1
#8Not a vegetarian here, but I'm really excited about companies and products in this space. There's a lot of very poor quality meat out there that can easily be substituted by these products for cost, nutrition and environmental reasons. The way I describe the Impossible Burger to friends that haven't tried it is "If I invited you to a BBQ with decent store-brand frozen patties and randomly inserted Impossible patties, you probably wouldn't notice".
I have a general prediction about these products though: I think they'll follow the broad development of art and games. Initially they will work very very hard to produce something that is as close to meat as possible, just like gaming worked very hard at photo-realism for many many years. But once they reach close enough, people will actually get bored and new and more interesting meat-like products, which traditional meat could never produce, much the same way gaming gave up photo-realism and many hit games started taking on more artistic qualities.
Re: Beyond Meat S-1
#9The version linked to is from 2018. Here's the current version (April 22, 2019): https://www.sec.gov/Archives/edgar/data/1655210/000162828019...
Things that stood out:
They buy this pea protein: https://www.roquette.com/product-overview/proteins-and-deriv.... Have committed to $22MM of protein (from 2 vendors)
Founder owns 6%
Co-manufactured by https://www.clwfoods.com/ and http://www.fplfood.net/ (seemingly typo'ed in the S-1 as FLP)
The burger was 70% of 2018 revenue and 48% of 2017 revenue
Q4 gross margin: 25%, up from ~0% a year prior
R&D: 63 food engineers
Re: Beyond Meat S-1
#10So I've had an Impossible burger (from my company cafeteria), but it was probably over-cooked. Does anyone know where I could taste-test a Beyond burger vs. Impossible burger? Definitely interested in this space as it's one of the surefire ways we reduce both energy and water, and I have family who are veggie and this makes it easier for me to connect with them.
Yeah, I think I overcooked my Impossible burger as well. It did smell and taste like meat. However it didn't smell or taste like a burger. It smelled and tasted just like Spam. I love Spam, but it's not a hamburger. I'm hoping that this is just due to cooking improperly.