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

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

#41

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.

YES, Beyond has some incredible sausage products! I go with them for sausage and Impossible for burgers.

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

#42
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...

There needs to be a proper discussion, debate, to break apart ideologies that are perpetuating misinformation or just simply not taking into account the whole ecosystem; the documentary Sacred Cow seemed to do a good job to explain it.

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

#43
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…

This would only be relevant if all other things were equal. If we can cut methane emissions to below "historical averages" it will at least buy us some time to get CO2 emissions in check.

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

#44
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?

Anecdotally, environmental concerns led me to consume less beef and to try the Impossible burger. I liked it better than beef and now I'll order it rather than a burger.

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

#45
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…

Every greenhouse gas counts, whether it's part of the preexisting baseline or something recent we started emitting. The goal isn't a return to how things were, the goal is to keep the temperature from climbing too high too quickly.

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

#46
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?

"Conversions" and other voluntary consumption where people specifically pick the beef they want doesn't really matter to the bigger picture.

Plant based meat is a rounding error until it gets good enough (at an equivalent or better price to ground beef) that McDonalds and Walmart can cut their low end products without anyone noticing or caring. People don't understand just much low end beef sells compared to the mid range products people might replace with plants (at present). In my experience at the foodservice level it's easily 50:1, maybe even 100:1.

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

#47
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?

There's an assumption here that, at scale, non-meat options will be cheaper than raising cows. If the vegan option is $1 and the meat option is $2, many consumers will choose vegan. These are big ifs, of course, but it seems possible to me.

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

#48
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…

Burps, not farts, are the primary source of methane: https://climate.nasa.gov/faq/33/which-is-a-bigger-methane-so...

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

#49
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…

It’s not just cow farts. Raising and killing a whole cow is an inefficient way to extract calories from plants. Even chicken would be more efficient.

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

#50
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…

Can they create something similar in-house? Beyond and particularly Impossible appear to be far ahead of the competition in meat substitutes, and presumably they each have close to 20yr left on their patents. It doesn't look so easy to rival the leaders in this space.
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