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Beyond Meat S-1

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21–30 of 439 posts

Re: Beyond Meat S-1

#21

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…

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Re: Beyond Meat S-1

#22

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.

We'd be eating less tasty burgers for no real reason. Even eliminating meat farming entirely would only reduce the average American's GHG emissions by about 3%: https://www.nytimes.com/2018/01/25/climate/cows-global-warmi....

Re: Beyond Meat S-1

#24
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.

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Re: Beyond Meat S-1

#25
post #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.

A&W in Canada has a Beyond meat burger and a Beyond meat breakfast sausage sandwich. I go there semi-regularly (being the best fast food restaurant in Canada in my opinion) and I am astonished - almost every second person in line is ordering the Beyond meat option.

Edit: Important to note that A&W Canada is completely independent from A&W in the U.S.

Re: Beyond Meat S-1

#26
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.

Bareburger has both, if you're ever around one. You could go with someone, order both and cut them in half.

Re: Beyond Meat S-1

#27
I've been vegan for 15 years, and I've tried all sorts of veggie burgers and mock meats available. Some of them are good, but pretty easy to tell they are not meat. When I first had the Beyond Burger last year (just plain with 2 thin slices of bread) it brought back a very strong memory of how meat used to taste. I wonder if most meat eaters would be able to tell it's not meat on a blind test.

I'm curious to try the Impossible Burger, but I haven't seen it in my area yet.

Re: Beyond Meat S-1

#28
I think the whole sector of meat-substitutions would be very successful, can't speak about this specific IPO, because of the state of the entire market right now.

But if many big companies, highly invested in meat are investing in substitutes as well, they are not doing it from moral/humane/environmental reasons, they are just doing it for the money, so for those that are dedicated to this, it seems promising (if they can just survive the punches that "big meat" will send their way)

Re: Beyond Meat S-1

#29
post #22

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. We'd be eating less tasty burgers for no real reason. Even eliminating meat farming entirely would only reduce the average American's GHG emissions by about 3%: https://www.nytimes.com/2018/01/25/climate/cows-global-warmi... .

That’s a fairly strange reading of the US data. It’s only true because of the USA’s massive use of emissions in other parts of their lives. In non-relative terms it’s still a huge reduction & if we can get in front of developing nations eating of ruminants it would pay large dividends.
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