Company profile
- Industry
- Plant-based food producer / manufacturing
- Founded
- 2009
- Headquarters
- El Segundo, United States
- Ownership
- Publicly traded (NASDAQ: BYND)
Profiles are auto-generated and infrequently updated.
Decisions on record
2 verified Decision Records on Beyond Meat, and the casebook each one belongs to.
| Fork date | Decision type | The story | Casebook |
|---|---|---|---|
| 2021 | Bet-the-Company | Read the story → | Bet-the-Company Casebook → |
| 2022 | The Counterfactual | Read the story → | The Counterfactual Casebook → |
Run one of these yourself
The decisions Beyond Meat faced, as kits you can run.
Each pack takes one of these decisions and gives you the framework, a deck for the room, a model that resolves to one number, and the sourced cases behind it. $499, one-time.
Decision ForksThe Road Not TakenWhat did the decision you did not take actually cost?See the pack →Decision ForksThe All-In BetHow much does this bet commit before anybody outside the company acts on it?See the pack →Decision ForksThe ResidualHow much of your decline can the agreed explanation actually account for?See the pack →
The analyses
The Counterfactual · Decision Forks
The McPlant Test Was Designed to Say No. The Numbers Just Confirmed It.
Everyone read the McPlant's quiet exit as a marketing miss or a Beyond Meat stumble. It was neither. At roughly 20 sandwiches a day in San Francisco and 3-5 a day in rural Texas, the test wasn't a failure - it was a demand signal working exactly as the franchisees intended.
8 min
The Category Creator · Decision Forks
Beyond Meat Won the Race and Lost the War. It Created a Category for Someone Else to Own.
Beyond Meat's 163% first-day pop in 2019 looked like proof of demand. It was proof of sentiment. Revenue peaked at $464.7M in 2021, fell more than 40% to $275.5M by 2025, and the losses topped $1 billion - because the company built a category, not a customer.
8 min
The Fall · Crisis & Reinvention
Beyond Meat Earned a 33.5% Gross Margin in 2019, Then Built for Demand That Stayed Away
In 2019 Beyond Meat earned a 33.5% gross margin and $25.3M of positive Adjusted EBITDA on $297.9M of revenue. By 2022 the gross margin had gone negative. The collapse wasn't a hollow company - it was a company that built for a demand curve that never arrived.
8 min