Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

Beyond Meat signs global supply deals with McDonald’s, KFC and Pizza Hut

agfundernews.com

Post reply on HN
Print view View original

21–30 of 947 posts

Re: Beyond Meat signs global supply deals with McDonald’s, KFC and Pizza Hut

#21

Post by dataflow »

headmelted wrote: post #7
grecy wrote: post #5

and yet their stock price is down..... this market is hard to read!

I would think this was less correlated as it’s only a contract for supply. In any case McDonalds isn’t selling a co-branded Beyond Meat product, they’re selling the McPlant. Beyond Meat’s moat looks very shaky here. It seems likely that Beyond Meat is only getting these contracts as it’s a relatively cheap way for McDonalds to test the substitute market before producing their own alternatives. It makes no business se…

Okay but Pizza Hut literally brands it as Beyond: https://www.pizzahut.com/c/content/beyond-meat-pizzas/index....

and so does KFC? https://global.kfc.com/press-releases/kfc-beyond-fried-chick...

so I think this doesn't fully explain it?

Re: Beyond Meat signs global supply deals with McDonald’s, KFC and Pizza Hut

#22

Post by lolbrels »

Tried it a single time just to entertain a co-worker. The smell was putrid and overwhelming - like a mix between ammonia and raw intestines from a gutted fish. All got thrown away but the smell lingered in the kitchen for a day or two.

Just terrible lol. I don't eat at any of these places, but I'd be interested to see how much is sold.

Just one of those products where everyone raves about it online yet I've never heard someone actually talk about it, seen anyone actually eat it and in my own test it was just awful for even the least picky eater. Think the hype surrounding this product is all fabricated.

Re: Beyond Meat signs global supply deals with McDonald’s, KFC and Pizza Hut

#23

Post by jandrese »

marrone12 wrote: post #3

I prefer the taste of impossible but this is great news for the category.

I agree, Beyond overdoes the fake smoke flavor. But they seem to be better equipped to scale up than Impossible, they've beaten them to mass market in almost every location I've seen.

Re: Beyond Meat signs global supply deals with McDonald’s, KFC and Pizza Hut

#24

Post by space_fountain »

partiallypro wrote: post #11
drewg123 wrote: post #2

This is the best news I've heard all week. The more widely vegan "meat" is available, the more likely it is to be adopted by average people and not just dedicated vegans. Reducing the demand for real beef is probably one of the best things we can do in the short term for the environment, due to the amount of land required for cattle farming, and due to the surprising amount of methane emitted by cattle. (see the docu…

Are there stats to back up that non-vegans begin consuming more vegan based meals if they have the option? And I mean more than once. A consumer might try it but then go back to normal. At there good stats on repeat buying on a large scale?

I'm also interested in any stats people can bring up, but the proliferation of realistic fake meat has absolutely led to me eating less meat

Re: Beyond Meat signs global supply deals with McDonald’s, KFC and Pizza Hut

#25

Post by 8ytecoder »

partiallypro wrote: post #11
drewg123 wrote: post #2

This is the best news I've heard all week. The more widely vegan "meat" is available, the more likely it is to be adopted by average people and not just dedicated vegans. Reducing the demand for real beef is probably one of the best things we can do in the short term for the environment, due to the amount of land required for cattle farming, and due to the surprising amount of methane emitted by cattle. (see the docu…

Are there stats to back up that non-vegans begin consuming more vegan based meals if they have the option? And I mean more than once. A consumer might try it but then go back to normal. At there good stats on repeat buying on a large scale?

Every meal without meat is a win in my book. I could be wrong - I assume most Americans have meat at least twice a day if not all three meals and also snack on jerky and other meat/dairy products. So any change will be a win.

Re: Beyond Meat signs global supply deals with McDonald’s, KFC and Pizza Hut

#26

Post by JoshTriplett »

marrone12 wrote: post #3

I prefer the taste of impossible but this is great news for the category.

I prefer Impossible Burger as a substitute for grounds, but Beyond Meat also makes things like hot dogs and breakfast sausage, which Impossible doesn't.

Re: Beyond Meat signs global supply deals with McDonald’s, KFC and Pizza Hut

#27

Post by DamnYuppie »

drewg123 wrote: post #2

This is the best news I've heard all week. The more widely vegan "meat" is available, the more likely it is to be adopted by average people and not just dedicated vegans. Reducing the demand for real beef is probably one of the best things we can do in the short term for the environment, due to the amount of land required for cattle farming, and due to the surprising amount of methane emitted by cattle. (see the docu…

I truly don't understand the methane issue. Historically worldwide the # of ungulates is probably well below historical averages. It looks like today we have around 98 million head of cattle in the US. Historically we had bison in excess of conservatively 60 million. This doesn't even begin to count all the animals in Africa. Overall wide life is declining.

https://www.statista.com/statistics/194297/total-number-of-c... https://en.wikipedia.org/wiki/American_bison

The point is the amount of large mammal farts, it appears to be burps, going on now is probably not that much higher than it always has been. We have merely swapped out one large untamed mammal for a more domesticated one.

EDIT: I should point out I am not advocating for more cows. I don't think we should be clear cutting forests to raise more of them. Yet I don't think we should be running to get rid of all of them either. Historically beef was quite expensive and was usually reserved for rare occasions or the very wealthy. I can see a path forward where we keep the herd size constant and let prices rise. This would obviously drive people to look for cheaper substitutes.

Re: Beyond Meat signs global supply deals with McDonald’s, KFC and Pizza Hut

#28

Post by macintux »

drewg123 wrote: post #2

This is the best news I've heard all week. The more widely vegan "meat" is available, the more likely it is to be adopted by average people and not just dedicated vegans. Reducing the demand for real beef is probably one of the best things we can do in the short term for the environment, due to the amount of land required for cattle farming, and due to the surprising amount of methane emitted by cattle. (see the docu…

I always assumed the inefficient grain and water requirements alone would make it worthwhile.

Re: Beyond Meat signs global supply deals with McDonald’s, KFC and Pizza Hut

#29

Post by ngngngng »

drewg123 wrote: post #2

This is the best news I've heard all week. The more widely vegan "meat" is available, the more likely it is to be adopted by average people and not just dedicated vegans. Reducing the demand for real beef is probably one of the best things we can do in the short term for the environment, due to the amount of land required for cattle farming, and due to the surprising amount of methane emitted by cattle. (see the docu…

Raising cattle can easily become a net negative to carbon emissions if cows are given slightly more space to graze and moved around more often. If all cattle were raised in this way there would be slightly less cattle production but a far more positive environmental impact than if we all switched to vegan "meat".

https://blog.whiteoakpastures.com/blog/carbon-negative-grass...

Re: Beyond Meat signs global supply deals with McDonald’s, KFC and Pizza Hut

#30

Post by [deleted] »

headmelted wrote: post #7
grecy wrote: post #5

and yet their stock price is down..... this market is hard to read!

I would think this was less correlated as it’s only a contract for supply. In any case McDonalds isn’t selling a co-branded Beyond Meat product, they’re selling the McPlant. Beyond Meat’s moat looks very shaky here. It seems likely that Beyond Meat is only getting these contracts as it’s a relatively cheap way for McDonalds to test the substitute market before producing their own alternatives. It makes no business se…

[deleted]
Post reply on HN