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The 5 Most Interesting Analyst Questions From Beyond Meat’s Q1 Earnings Call

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Beyond Meat’s first quarter was marked by a sharper-than-expected sales decline and a wider loss than anticipated, with management citing several setbacks. CEO Ethan Brown called the quarter “disappointing,” attributing much of the underperformance to disruptions in retail distribution as major U.S. customers moved products from refrigerated to frozen aisles, causing temporary gaps on shelves. Brown also pointed to broader category weakness and macroeconomic headwinds, noting that these factors made it difficult to offset volume shortfalls. The company highlighted extraordinary, non-recurring expenses, including legal costs and the suspension of operations in China, as additional drags on profitability.

Is now the time to buy BYND? Find out in our full research report (it’s free).

Beyond Meat (BYND) Q1 CY2025 Highlights:

  • Revenue: $68.73 million vs analyst estimates of $74.92 million (9.1% year-on-year decline, 8.3% miss)
  • Adjusted EPS: -$0.67 vs analyst expectations of -$0.47 (41.3% miss)
  • Adjusted EBITDA: -$42.33 million vs analyst estimates of -$22.13 million (-61.6% margin, 91.3% miss)
  • Operating Margin: -81.8%, down from -70.7% in the same quarter last year
  • Sales Volumes fell 11.2% year on year (-16.1% in the same quarter last year)
  • Market Capitalization: $273.8 million

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions Beyond Meat’s Q1 Earnings Call

  • Ben Theurer (Barclays) asked how Beyond Meat planned to halt volume declines in the U.S., and CEO Ethan Brown detailed distribution recovery efforts and brand messaging initiatives, emphasizing that regaining shelf space and consumer trust are top priorities.
  • Ben Theurer (Barclays) followed up on the new $100 million financing, to which CFO Lubi Kutua provided details on interest rates, maturity, and the strategic need for financial flexibility without altering cost control priorities.
  • Peter Saleh (BTIG) requested details on the U.S. food service strategy. Kutua explained that improvements are expected as the team builds out, with a focus on smaller national accounts rather than large quick-service restaurant wins.
  • Robert Moskow (TD Cowen) probed the withdrawal of full-year guidance. Brown and Kutua cited unpredictable consumer demand and macroeconomic risks as key reasons, noting that stabilizing margins and achieving EBITDA targets take precedence over chasing arbitrary top-line goals.
  • Kaumil Gajrawala (Jefferies) asked about industry de-stocking trends and potential future one-time charges. Management acknowledged some evidence of de-stocking but saw general consumer slowdown as a bigger factor, and indicated that costs from China’s exit would recur but diminish over time.

Catalysts in Upcoming Quarters

In the coming quarters, the StockStory team will monitor (1) the pace and effectiveness of regained retail distribution, (2) margin improvements as operational changes take hold at the Pennsylvania facility, and (3) the impact of new marketing campaigns on consumer perceptions and demand. The trajectory of U.S. food service recovery and any further extraordinary costs will also be important indicators for Beyond Meat’s path to profitability.

Beyond Meat currently trades at $3.56, up from $2.55 just before the earnings. In the wake of this quarter, is it a buy or sell? The answer lies in our full research report (it’s free).

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