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Beyond Meat S-1

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Re: Beyond Meat S-1

#291

Post by goldenkey »

phonypc wrote: post #273
martythemaniak wrote: post #8

Not a vegetarian here, but I'm really excited about companies and products in this space. There's a lot of very poor quality meat out there that can easily be substituted by these products for cost, nutrition and environmental reasons. The way I describe the Impossible Burger to friends that haven't tried it is "If I invited you to a BBQ with decent store-brand frozen patties and randomly inserted Impossible patties,…

> If I invited you to a BBQ with decent store-brand frozen patties and randomly inserted Impossible patties, you probably wouldn't notice They're usually compared to fast-food burgers. Supermarket frozen patties might as well be legacy veggie burgers, considering they're full of soy protein and have a completely un-meatlike texture.

I actually prefer the Griller Prime[1] by Morningstar to every veggie burger, even including the Impossible Burger.

The key, which my mom used to yell at me for, is to put the burgers in an actual toaster(not a toaster oven) on high until they are crispy and sizzling.

It is divine!! (Saying this as a vegetarian whose tried hundreds of burgers.)

Prime grillers have egg whites in them though. But normal Morningstar grillers do not. But normal grillers are no where near on the taste charts..

[1] https://www.morningstarfarms.com/products/morningstar-farms-...

Re: Beyond Meat S-1

#292

Post by redisman »

Slippery_John wrote: post #159
redisman wrote: post #116

Earlier quoted context omitted.

> There's definitely a bit of an arms race going on, and it's unfortunate. I don't follow, how is competition bad in this case? Sounds like the opposite to me.

I think they're afraid that one brand will be so much more successful that the other goes away. Each brand has different flavor, texture, and nutritional profiles so if any of those are particularly important to you then it's hard to make do with one of the other options. For example, both Beyond Meat and Quorn sell meatless "beef" crumbles. Each has a noticeably different flavor and fairly different nutrition (The Q…

It's still such a niche market that expanding it right now is the best thing for all the players. Beyond Meat revenue is $33m compared to say Tyson at $33b. The veggie meat market is also a lot less homogenic than meats since everyone makes their own proprietary blends from thousands of possible ingredients. Compared to say cheap chicken where it's impossible to tell brands apart.

Re: Beyond Meat S-1

#293

Post by leekyle333 »

For people that like to eat healthy, how do you feel about eating something as processed as the "beyond burger?" I get that it's nice to have another option but to me it's hard for me to stomach the ingredients especially with canola being the third ingredient.

Re: Beyond Meat S-1

#294

Post by nvr219 »

leekyle333 wrote: post #293

For people that like to eat healthy, how do you feel about eating something as processed as the "beyond burger?" I get that it's nice to have another option but to me it's hard for me to stomach the ingredients especially with canola being the third ingredient.

I mean I feel about it like any other processed food.... consume rarely

Re: Beyond Meat S-1

#295

Post by gdsdfe »

evanriley wrote: post #272
gdsdfe wrote: post #216

Earlier quoted context omitted.

So you think it will be an indefinite bull market or that the recession won't happen next year?

There obviously won't be an indefinite bull market, but why are you so confident it will happen next year?

I am not, nobody is ... But a lot of people more knowledgeable than me in this area say it's highly probable we'll have one next year or early 2021. The 'when' don't matter much in this context, alot of people are expecting one and it's coming which makes it an ideal time to IPO

Re: Beyond Meat S-1

#296

Post by JohnFen »

Pfhreak wrote: post #3

I've gone vegetarian, except for a single grass fed animal I bought from a local farmer. (I live in a city, it was easier than I thought it would be to connect with a farmer out in the rural part of my state.) The transition was way, way easier than I thought it was going to be. I didn't guilt myself when I made mistakes, just stopped eating meat unless I was sure the provenance of it was sustainable and free from cr…

> (I live in a city, it was easier than I thought it would be to connect with a farmer out in the rural part of my state.)

I wish that more people would realize how easy this is! Plus, the quality of the meat you'll get (even if you aren't overtly buying the best possible) simply blows anything you find in the supermarket away.

Here's what I've been doing with 4 friends for years now: every year, we go in on buying an entire cow from a local rancher. We have it butchered and packaged, then we each get a quarter. That's a huge amount of meat (a single cow gives us in the neighborhood of 600 lbs of butchered beef) -- enough to last for a year, including giving some away as gifts. I swear, even the hamburger from that is far superior to the best cuts I've had elsewhere.

To do it our way requires buying a large freezer, of course.

Re: Beyond Meat S-1

#297

Post by jakevn »

leekyle333 wrote: post #293

For people that like to eat healthy, how do you feel about eating something as processed as the "beyond burger?" I get that it's nice to have another option but to me it's hard for me to stomach the ingredients especially with canola being the third ingredient.

Processed is not a bad word when it comes to health. What matters are the ingredients. I'm not aware of any consensus on canola being anything but healthy, but am interested in learning more as canola oil is what I use for cooking.

That being said, like any meat or meat-substitute, I wouldn't consider it a "health food".

Re: Beyond Meat S-1

#298

Post by nickpsecurity »

youeseh wrote: post #245
telesilla wrote: post #199

Earlier quoted context omitted.

Long-term pescatarian here: the beyond burger is to me the most delicious of all "i'm not meat and never will be" fake meat products. The impossible burger on the other hand disturbed me: I tried it twice at 2 different locations in NYC to make sure, and both times I felt like I had meat. I still remember the smell of the blood-like heme. I did not enjoy it. I'm not sure the impossible burger is a good idea for vegan…

This was also my experience with the Impossible Burger. It is so good at tasting like meat that it is crazy. I look forward to trying a Beyond Meat burger / sandwich sometime.

I'm a burger lover who tolerated the soy burgers better than a lot of folks in school. They tasted like crap, though. Unlike meat in many ways. It was all these HN comments that made me try the Beyond Burger. It was different.

It looks more like meat, sizzles like meat, seemed to have texture of meat, and mostly taste like meat. Not quite meat, though! I'd say main difference, which could've been how it was cooked, was that it was soft and crumbly. It about fell apart vs how most burgers are solid. That's a drawback for most but better for a certain niche in my testing. I might try to sell them that finding, though, given it would expand their market.

Re: Beyond Meat S-1

#299

Post by sjy »

pembrook wrote: post #235
Accacin wrote: post #225

Earlier quoted context omitted.

Not going to downvote you as everyone has an opinion, but this argument is ridiculous. If you're saying everything dies so it doesn't matter, why is it wrong to kill another human? And dying isn't cruel (or the problem - once I'm dead I probably won't care exactly how I died), it's humans killing them that's the problem for people like me. The fact is it's completely unnecessary. We don't need meat and we waste far t…

Using your logic, everything we do can be considered an unnecessary waste of resources. We don't need the internet and cars and air conditioning and plane travel and television and houses and land ownership and governments and militaries, etc. etc. To continue down your slippery slope, you'll find the only proper way to live is to revert to the woods and live as a hunter-gatherer society. Where you chose to draw the…

It's not 'arbitrary' to weigh the cost of an activity against its benefit just because it's hard to quantify them. Most vegetarians would eat meat if their lives depended on it, and most people today consider it unacceptable to euthanise profoundly disabled humans. But different attitudes prevailed in the past. Perhaps the slope is not that slippery.

Re: Beyond Meat S-1

#300

Post by rayiner »

turtlesdown wrote: post #226
rayiner wrote: post #221

Earlier quoted context omitted.

Studies show that children who don't drink animal milk are shorter: https://www.cbc.ca/news/health/milk-children-height-1.414983... ; https://www.ncbi.nlm.nih.gov/pubmed/15981182 ; https://academic.oup.com/ajcn/article/80/4/1088/4690374 Also, "properly nourished" is a weasel phrase here. You see the exact same phenomenon among the U.S.-raised kids of Bangladeshis/Indians/Pakistanis from very comfortable families. The…

First, you originally claimed meat as a factor (apparently still after an edit). Second, a vegetarian can eat dairy products. Finally, the only working link above is pretty much worthless (122 participants who were asked questions, measured, and checked again in 3 years) as it does not capture final adult height. >Also, "properly nourished" is a weasel phrase here. For sure, just like debating about meat consumption…

You need to remove the semi-colons from the link above. Three different studies showing that milk consumption results in taller children.

As to your second point--the issue under debate here is not meat consumption, but rather the CO2 emissions of animal agriculture. So we're talking about telling Bangladeshis to be vegans, not merely vegetarians.

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