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Beyond Meat S-1

sec.gov

11–20 of 439 posts

Re: Beyond Meat S-1

#11
I've always thought two things:

- Subway should have leaned into their use of soy in their deli meat [1] and came in from the high end with it being the more expensive, high end, healthier, better for the environment product

- There should be high end burger chain which give you an eighth of a pound real meat burger patty for taste reasons and an eighth of a pound vegetarian patty for health and environment reasons. If everyone switched to such a solution, we could could our greenhouse gas emissions from burger production in half. In all honesty, this comment is based on superficial skimming of the following article/Beyond Meat press release [2].

In fact, the Asian means of eating tofu is fundamentally different from the vegitarian way of eating tofu. The Asian means of preparation is typically 75% tofu and 25% is meat for taste. When you go 100% tofu, its no wonder most people won't touch it.

[1] https://www.npr.org/sections/thetwo-way/2017/03/01/517920680...

[2] https://www.cnbc.com/2019/01/21/how-bill-gates-backed-vegan-...

"Producing Beyond Burgers uses 99 percent less water, 93 percent less land, creates 90 percent fewer greenhouse gas emissions and requires 46 percent less energy than producing beef burgers, according to a September report commissioned by Beyond Meat."

Re: Beyond Meat S-1

#12
post #7

So 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.

I haven't found Impossible in my area yet, but this is a big concern for me - trying it out and not knowing if I screwed it up or if it's just not my thing regardless of preparation.

Re: Beyond Meat S-1

#13
post #7

So 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.

I believe Carl's Jr. (or 'Hardees', depending on locale) sell a Beyond Meat burger at most locations, now. I'm not sure where you can find an Impossible burger nationally, though.

Re: Beyond Meat S-1

#15
Cannot wait.

A+ product that stores struggle to keep stocked.

It's been a long time time since I've admired a company as much as this one.

Re: Beyond Meat S-1

#16
post #7

So 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.

This bothers me a lot. I too have had over cooked cafeteria impossible burgers. They pre cooked them with the regular burgers, but these just don’t work like that...

Re: Beyond Meat S-1

#17
post #2

I 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?

Rats fleeing the ship before it sinks

Re: Beyond Meat S-1

#18

The 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…

Thanks! We've updated the link from https://sec.report/Document/1655210/000162828018014471/beyon....

Re: Beyond Meat S-1

#19
post #7

So 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.

I haven't found Impossible in my area yet, but this is a big concern for me - trying it out and not knowing if I screwed it up or if it's just not my thing regardless of preparation.

I think it depends on how you view meat. If you look at both of them as benign foods where taste is the only important aspect, you may like beef more. But if other factors like ethical treatment of animals or greenhouse gas emissions matter to you, these burger substitutes offer a lot without the same negatives.

Re: Beyond Meat S-1

#20
All well and good and as someone who doesn't eat meat it's nice to have more options when getting fast food, but at home I prefer the frozen vegetarian burger patties that have been available from Morningstar or Boca as they tend to be much more affordable and have more protein/calorie.
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