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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

#111
post #88

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.

Do your beliefs forbid you from having more than 250g of food in your plate at a given time? If not that's not quite relevant.

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

#112
post #5

and 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.

But those factors would have been priced in prior to this announcement.

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

#113
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…

The best I can figure out there has been a massive increase in global methane levels in the last millenia or so.

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

#114
post #88

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.

This is like saying pound for pound lead is more dense than iron. It's a useless comparison. Meats have some nutritional content that plants have less of, and plants have some nutritional content that meats have less of. Look up comparisons between beef and broccoli, for example.

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

#115

Rather 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.

You don’t think less factory-farming is a good thing?

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

#116
post #90
post #59

Earlier 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.

Once we remove that 2.6% though, we'll have a whole new 100% to fight against.

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

#117

Earlier quoted context omitted.

> Meat provides far more nutritional value than any plant Completely wrong

You can't just say "completely wrong" when it's clearly not.

You literally just did the exact same thing

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

#119
post #9

Earlier 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.

Not sure what you mean by "vertically integrated" they do not own cattle ranches or potato farms. They buy Heinz or Hunts catsup, etc. They do have a lot of proprietary recipes and process, but the ingredients are mostly sourced from other wholesale producers.

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

#120
post #59

Earlier 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.

I'm comparing it by ... comparing the nutrients in each. There are lots of examples of nutrients in meat that aren't found in plants (carnitine, b12 etc) and even more where the type found in plants must be consumed in far greater quantities and converted to a form we can use (retinol vs beta-carotene, DHA vs EPA/ALA etc)

Millions of vegetarians doesn't mean meat is suddenly less nutritious.

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