Earlier quoted context omitted.
> Meat provides far more nutritional value than any plant Completely wrong
Pound for pound, it cannot be denied meat provides more nutrition than the same amount of plants.
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
#112and yet their stock price is down..... this market is hard to read!
>and yet their stock price is down..... this market is hard to read! Stocks don't just magically go up forever on good news. They've run a loss for the last 4 years in a row, and they've missed their last two earnings by more than half. They're already massively overvalued as it is.
Re: Beyond Meat signs global supply deals with McDonald’s, KFC and Pizza Hut
#113This 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…
I suppose we could argue about the source but livestock is the most obvious candidate.
Edit: Okay turns out fossil fuels are also responsible fro some non-negligible part of the methane emissions, and it's not just livestock but all agriculture and the resulting waste.
Re: Beyond Meat signs global supply deals with McDonald’s, KFC and Pizza Hut
#114Earlier quoted context omitted.
> Meat provides far more nutritional value than any plant Completely wrong
Pound for pound, it cannot be denied meat provides more nutrition than the same amount of plants.
Re: Beyond Meat signs global supply deals with McDonald’s, KFC and Pizza Hut
#115Rather than trying to encourage people to substitute the ingredients in their meals, I wish we'd encourage more healthy habits and work life balance. So many people are either pressed for time or incapable of preparing a decent meal. If they aren't ordering takeout, they're falling back on boxed or prepared options. Simply substituting fake meat for real meat isn't improving anyone's lives.
Re: Beyond Meat signs global supply deals with McDonald’s, KFC and Pizza Hut
#116Earlier quoted context omitted.
The popular crusade against meat is one of the more misguided. Meat provides far more nutritional value than any plant and the environmental impacts have been greatly exaggerated. See below: Regarding carbon: "removal of livestock in the US would only lead to a net GHG reduction of 2.6% in national emissions. Similarly, removing all dairy would lead to a reduction of just 0.7%. At the same time, both transitions woul…
> removal of livestock in the US would only lead to a net GHG reduction of 2.6% in national emissions. 100% can be split in so many small sums. Each percent is worth taking.
Re: Beyond Meat signs global supply deals with McDonald’s, KFC and Pizza Hut
#117Re: Beyond Meat signs global supply deals with McDonald’s, KFC and Pizza Hut
#118What’s everyone’s take?
Re: Beyond Meat signs global supply deals with McDonald’s, KFC and Pizza Hut
#119Earlier quoted context omitted.
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…
Agreed. The only food items that McDs have not vertically integrated are sodas, everything else is bound to end up part of their supply chain.
Re: Beyond Meat signs global supply deals with McDonald’s, KFC and Pizza Hut
#120Earlier quoted context omitted.
The popular crusade against meat is one of the more misguided. Meat provides far more nutritional value than any plant and the environmental impacts have been greatly exaggerated. See below: Regarding carbon: "removal of livestock in the US would only lead to a net GHG reduction of 2.6% in national emissions. Similarly, removing all dairy would lead to a reduction of just 0.7%. At the same time, both transitions woul…
How are you comparing nutritional value between meat and plant products? There are literally hundreds of millions (if not billions) of people that have been eating vegetarian diets for their entire lives, and these types of diets have been popular for millennia.
Millions of vegetarians doesn't mean meat is suddenly less nutritious.