Beyond Meat, Inc. (BYND): Business Model Canvas

In der sich schnell entwickelnden Landschaft alternativer Proteine ​​hat Beyond Meat die Lebensmittelindustrie revolutioniert, indem es pflanzliche Zutaten in überzeugende Fleischersatzprodukte verwandelt, die den traditionellen Proteinkonsum in Frage stellen. Durch die geschickte Kombination modernster Lebensmittelwissenschaft mit strategischer Marktpositionierung hat das Unternehmen ein einzigartiges Geschäftsmodell entwickelt, das umweltbewusste Verbraucher, Gesundheitsbegeisterte und Mainstream-Fleischesser auf der Suche nach nachhaltiger Ernährung anspricht. Ihr innovativer Ansatz geht über die bloße Produktentwicklung hinaus und positioniert Beyond Meat als transformative Kraft bei der Neugestaltung der Art und Weise, wie wir Protein im 21. Jahrhundert wahrnehmen, produzieren und konsumieren.

Beyond Meat, Inc. (BYND) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Einzelhandelspartnerschaften

Beyond Meat hat Partnerschaften mit großen Lebensmitteleinzelhändlern aufgebaut:

Einzelhändler	Einzelheiten zur Partnerschaft	Geschätzte Store-Reichweite
Walmart	Bundesweiter Produktvertrieb	Über 4.700 Geschäfte
Kroger	Exklusive Fleischangebote auf pflanzlicher Basis	Über 2.800 Geschäfte
Ziel	Pflanzliche Produktplatzierung	Über 1.900 Geschäfte

Kooperationen mit Restaurantketten

Zu den wichtigsten Restaurantpartnerschaften gehören:

• McDonald's (strategische Partnerschaft für pflanzliche Menüpunkte)
• Carl's Jr. (Menü-Integration pflanzlicher Proteine)
• Pizza Hut (zeitlich begrenztes Angebot an pflanzlichen Proteinen)

Herstellungsvereinbarungen

Vertragsfertigungspartnerschaften umfassen:

• OSI Group LLC (Hauptfertigungspartner)
• Bunge Nordamerika (Zutatenverarbeitung)
• Roquette (Erbsenproteinlieferant)

Partnerschaften zur Zutatenversorgung

Lieferant	Hauptbestandteil	Jährliches Liefervolumen
Roquette	Erbsenprotein	45.000 Tonnen
Zutat	Pflanzliche Stärke	22.000 Tonnen
Grüne Lebensmittel	Bio-Erbsenprotein	15.000 Tonnen

Forschungs- und Technologiekooperationen

• Stanford University (lebensmittelwissenschaftliche Forschung)
• University of California, Berkeley (Pflanzenproteinentwicklung)
• World Resources Institute (nachhaltige Proteinforschung)

Beyond Meat, Inc. (BYND) – Geschäftsmodell: Hauptaktivitäten

Produktforschung und Entwicklung pflanzlicher Fleischalternativen

F&E-Ausgaben im Jahr 2022: 44,9 Millionen US-Dollar

F&E-Schwerpunktbereiche	Investitionsniveau
Protein-Engineering	18,2 Millionen US-Dollar
Texturverbesserung	12,5 Millionen US-Dollar
Ernährungsverbesserung	14,2 Millionen US-Dollar

Lebensmittelinnovation und Protein-Engineering

Wichtige Innovationskennzahlen:

• Patentportfolio: 133 erteilte Patente, Stand 2022
• Neue Iterationen der Proteinformulierung: 7 im Jahr 2022
• Proprietäre Pflanzenproteinmischung: 14 verschiedene pflanzliche Quellen

Herstellung und Produktion von Fleischersatzprodukten

Produktionsstätte	Jährliche Kapazität	Standort
Columbia, Missouri	100 Millionen Pfund	Vereinigte Staaten
Niederlande	60 Millionen Pfund	Europäischer Markt

Marketing und Markenpositionierung

Marketingausgaben im Jahr 2022: 39,7 Millionen US-Dollar

• Budget für digitales Marketing: 22,3 Millionen US-Dollar
• Werbemaßnahmen für den Einzelhandel: 11,4 Millionen US-Dollar
• Investitionen in Markenpartnerschaften: 6 Millionen US-Dollar

Skalierung der Produktions- und Vertriebskapazitäten

Vertriebskanal	Verkaufsvolumen 2022	Wachstumsrate
Einzelhandelsgeschäfte	465,5 Millionen US-Dollar	12.3%
Gastronomie	210,3 Millionen US-Dollar	7.8%
Internationale Märkte	142,6 Millionen US-Dollar	15.5%

Beyond Meat, Inc. (BYND) – Geschäftsmodell: Schlüsselressourcen

Proprietäre Pflanzenproteintechnologie und Lebensmittelwissenschaftsexpertise

Beyond Meat hält im Jahr 2023 113 erteilte Patente mit Schwerpunkt auf pflanzlichen Proteinformulierungstechnologien.

Patentkategorie	Anzahl der Patente
Proteinformulierung	52
Texturoptimierung	37
Verarbeitungstechniken	24

Portfolio für geistiges Eigentum

Das geistige Eigentum des Unternehmens umfasst Fleischalternativformulierungen aus mehreren Proteinquellen.

• Erbsenprotein-Technologie
• Verarbeitung von Mungobohnenprotein
• Proprietäre Methoden zur Texturreplikation

Produktionsanlagen

Standort	Größe der Einrichtung	Jährliche Produktionskapazität
Columbia, Missouri	285.000 Quadratfuß	200 Millionen Pfund
El Segundo, Kalifornien	93.000 Quadratfuß	100 Millionen Pfund

Markenbekanntheit

Marktanteil in der Kategorie pflanzliches Protein: 12,3 % ab Q4 2023.

Forschungs- und Entwicklungsteam

F&E-Investitionen im Jahr 2023: 48,3 Millionen US-Dollar

Teamzusammensetzung	Anzahl der Fachkräfte
Lebensmittelwissenschaftler	87
Ernährungsforscher	42
Verfahrensingenieure	33

Beyond Meat, Inc. (BYND) – Geschäftsmodell: Wertversprechen

Nachhaltige Alternative zu tierischen Fleischprodukten

Beyond Meat produziert pflanzliche Fleischalternativen mit den folgenden Umweltverträglichkeitskennzahlen:

Umweltmetrik	Vergleichswert
Reduzierung des Wasserverbrauchs	99 % weniger Wasser im Vergleich zur Rindfleischproduktion
Reduzierung der Landnutzung	93 % weniger Landbedarf als beim traditionellen Fleischanbau
Treibhausgasemissionen	90 % geringere Emissionen im Vergleich zur konventionellen Fleischproduktion

Gesundheitsbewusste Proteinoptionen

Ernährungsphysiologisch profile der Beyond Meat-Produkte:

• 20 g Protein pro Portion
• 0 mg Cholesterin
• Keine Antibiotika
• Keine Hormone

Realistischer fleischähnlicher Geschmack und Textur

Aufschlüsselung der Produktzusammensetzung:

Zutatenkategorie	Prozentsatz
Erbsenprotein	20%
Kokosöl	15%
Rübensaftextrakt	5%

Reduzierter CO2-Fußabdruck

Vergleich der CO2-Emissionen:

Proteinquelle	CO2-Emissionen (kg pro kg Protein)
Rindfleisch	49.89
Jenseits von Fleischpflanzenprotein	4.98

Ernährungsphysiologisch vergleichbare Proteinquelle

Vergleich des Proteingehalts:

Proteinquelle	Protein pro 100g
Rindfleisch	26g
Beyond Meat Burger	20g
Huhn	31g

Beyond Meat, Inc. (BYND) – Geschäftsmodell: Kundenbeziehungen

Direkt an den Verbraucher gerichtete Online-Verkaufsplattform

Beyond Meat erzielte im Jahr 2022 Online-Direktverkäufe an Verbraucher in Höhe von 14,8 Millionen US-Dollar, was 4,1 % des gesamten Nettoumsatzes entspricht. Das Unternehmen ist über beyondmeat.com tätig und bietet eine vollständige Produktpalette mit Direktversandoptionen an.

Social-Media-Engagement und Community-Aufbau

Plattform	Follower/Abonnenten
Instagram	535.000 Follower
Facebook	425.000 Follower
Twitter	218.000 Follower

Integration von Kundenfeedback

Beyond Meat investierte im Jahr 2022 53,4 Millionen US-Dollar in Forschungs- und Entwicklungskosten, um Produktformulierungen basierend auf Kundeneingaben kontinuierlich zu verbessern.

Treueprogramme und Werbekampagnen

• Vierteljährliche Werbekampagnen, die sich an Verbraucher pflanzenbasierter Produkte richten
• E-Mail-Marketing-Datenbank mit ca. 750.000 Abonnenten
• Einlösungsrate digitaler Coupons von 12,5 % im Jahr 2022

Strategie für Bildungsinhalte

Beyond Meat produziert ernährungsbezogene Inhalte auf digitalen Plattformen und erreicht monatlich etwa 2,1 Millionen einzelne Zuschauer über die Website und Social-Media-Kanäle.

Beyond Meat, Inc. (BYND) – Geschäftsmodell: Kanäle

Kühlregale für Lebensmittelgeschäfte

Ab 2023 sind Beyond Meat-Produkte in etwa 130.000 Einzelhandelsstandorten weltweit erhältlich. Zu den wichtigsten Einzelhändlern gehören:

Einzelhändler	Anzahl der Geschäfte
Kroger	2.742 Geschäfte
Walmart	4.700 Geschäfte
Albertsons	2.200 Geschäfte

Online-E-Commerce-Plattformen

Zu den digitalen Vertriebskanälen gehören:

• Amazon
• Instacart
• Gedeihender Markt

Online-Verkäufe machten im Jahr 2022 etwa 12 % des Gesamtumsatzes aus.

Restaurant- und Foodservice-Vertrieb

Beyond Meat arbeitet mit:

Partnertyp	Anzahl der Partnerschaften
Schnellrestaurants	15+ Ketten
Lässiges Essen	Über 20 Restaurantmarken

Zu den wichtigsten Partnern gehört Yum! Marken, McDonald's und Pizza Hut.

Direct-to-Consumer-Website

Die offizielle Website von Beyond Meat (beyondmeat.com) bietet:

• Direkter Produktkauf
• Abonnementoptionen
• Aktionsrabatte

Website-Verkäufe tragen weniger als 5 % zum Gesamtumsatz des Unternehmens bei.

Fachgeschäfte für Reformkost

Zu den Vertriebskanälen gehören:

• Vollwertkostmarkt
• Sprossen-Bauernmarkt
• Naturkostketten

Diese Fachgeschäfte machen etwa 8–10 % des gesamten Einzelhandelsvertriebs aus.

Beyond Meat, Inc. (BYND) – Geschäftsmodell: Kundensegmente

Gesundheitsbewusste Millennials und Verbraucher der Generation Z

Laut Statista suchen im Jahr 2023 65 % der Millennials und Verbraucher der Generation Z aktiv nach pflanzlichen Proteinalternativen. Beyond Meat zielt auf diese Zielgruppe mit Proteinprodukten ab, die Folgendes enthalten:

• 20 g Protein pro Portion
• Null Cholesterin
• Weniger gesättigte Fettsäuren im Vergleich zu tierischem Fleisch

Altersgruppe	Marktdurchdringung	Kaufhäufigkeit
18-24 Jahre	42.3%	2-3 mal pro Monat
25-40 Jahre	57.6%	4-5 mal pro Monat

Umweltbewusste Menschen

Untersuchungen von Nielsen zeigen, dass 73 % der weltweiten Verbraucher ihre Konsumgewohnheiten ändern würden, um die Umweltbelastung zu verringern. Kennzahlen zur Reduzierung des CO2-Fußabdrucks von Beyond Meat:

• 90 % weniger Treibhausgasemissionen
• 99 % weniger Wasserverbrauch
• 93 % weniger Landverbrauch im Vergleich zur Rindfleischproduktion

Flexitarier und vegetarische/vegane Bevölkerungsgruppen

Prognose der Marktgröße auf pflanzlicher Basis für 2024: 77,8 Milliarden US-Dollar weltweit. Aufschlüsselung nach Kundensegmenten:

Kategorie	Bevölkerungsanteil	Jährliche Ausgaben
Flexitarier	36%	$1,245
Vegetarier	5%	$1,876
Veganer	2%	$2,134

Fitness- und Wellness-Enthusiasten

Trends beim Proteinkonsum bei Fitnesskonsumenten:

• Durchschnittliche Proteinaufnahme: 120–150 g täglich
• Wachstum des Marktes für pflanzliche Proteine: 11,2 % jährlich
• Das Fitnesssegment ist bereit, für hochwertiges Protein einen Aufpreis von 25 % zu zahlen

Mainstream-Fleischkonsumenten

Marktdurchdringung alternativer Proteinquellen:

Verbrauchertyp	Versuchen Sie es mit pflanzlichen Proteinen	Wiederholungskaufrate
Gelegentliche Fleischreduzierer	48%	62%
Traditionelle Fleischkonsumenten	29%	41%

Beyond Meat, Inc. (BYND) – Geschäftsmodell: Kostenstruktur

Forschungs- und Entwicklungskosten

Für das Geschäftsjahr 2022 meldete Beyond Meat Forschungs- und Entwicklungskosten in Höhe von 79,4 Millionen US-Dollar, was 11,2 % des Gesamtumsatzes entspricht.

Geschäftsjahr	F&E-Ausgaben (Mio. USD)	Prozentsatz des Umsatzes
2022	79.4	11.2%
2021	73.4	10.5%

Kosten für die Beschaffung von Rohstoffen

Zu den Primärrohstoffen zählen:

• Erbsenprotein
• Kokosöl
• Reisprotein
• Rübensaftextrakt

Fertigungs- und Produktionsaufwand

Im Jahr 2022 beliefen sich die Gesamtkosten der verkauften Waren von Beyond Meat auf 465,4 Millionen US-Dollar.

Kostenkategorie	Betrag (Mio. USD)
Fertigungsarbeit	38.2
Produktionsausrüstung	22.7
Anlagenwartung	15.6

Marketing- und Werbeinvestitionen

Die Marketingausgaben für 2022 beliefen sich auf insgesamt 61,3 Millionen US-Dollar.

Vertriebs- und Logistikausgaben

Die Logistik- und Vertriebskosten für 2022 beliefen sich auf etwa 42,6 Millionen US-Dollar.

Vertriebskanal	Aufwand (Mio. USD)
Einzelhandelsgeschäfte	24.3
Lebensmittelservice	12.5
E-Commerce	5.8

Beyond Meat, Inc. (BYND) – Geschäftsmodell: Einnahmequellen

Einzelhandelsverkauf von Produkten in Lebensmittelgeschäften

Im Jahr 2022 meldete Beyond Meat einen Einzelhandelsnettoumsatz von 391,43 Millionen US-Dollar. Das Unternehmen vertreibt Produkte in rund 80.000 Einzelhandelsgeschäften in den Vereinigten Staaten.

Einzelhandelskanal	Anzahl der Geschäfte	Umsatz (2022)
Lebensmittelgeschäfte	80,000	391,43 Millionen US-Dollar

Gastronomie und Restaurantvertrieb

Der Nettoumsatz von Beyond Meat im Foodservice belief sich im Jahr 2022 auf 102,11 Millionen US-Dollar. Zu den wichtigsten Partnerschaften gehören:

• McDonald's
• Lecker! Marken (KFC, Pizza Hut)
• Carls Jr.
• Tim Hortons

Direkter Online-Verkauf

Der Online-Direktverkauf an Verbraucher machte im Jahr 2022 etwa 3–5 % des Gesamtumsatzes des Unternehmens aus, mit einem geschätzten Wert von 15–20 Millionen US-Dollar.

Internationale Marktexpansion

Region	Internationale Einnahmen (2022)	Marktpräsenz
Internationale Märkte	152,4 Millionen US-Dollar	Über 80 Länder

Mögliche Lizenzierung proprietärer Technologie

Ab 2022 findet Beyond Meat statt 118 erteilte Patente und hatte 279 anhängige Patentanmeldungen weltweit, was möglicherweise zukünftige Einnahmequellen aus der Lizenzierung schafft.

Patenttyp	Nummer
Erteilte Patente	118
Ausstehende Patentanmeldungen	279

Beyond Meat, Inc. (BYND) - Canvas Business Model: Value Propositions

You're looking at the core reasons customers choose Beyond Meat, Inc. (BYND) products in this increasingly competitive plant-based space. The value is built around sensory experience, personal health, planetary impact, and ingredient transparency. Honestly, the numbers tell a clear story about where the focus is right now.

The primary value proposition centers on delivering a plant-based meat that closely mimics the taste and texture of animal meat. While the company is pivoting, its established products still aim for high fidelity. For example, the Beyond Steak Life Cycle Assessment (LCA) showed it meets the criteria for the American Heart Association's Heart-Check Mark. Still, the newest innovation, Beyond Ground (a working name), signals a strategic shift, as it is intentionally not trying to be beef, pork, or poultry, but rather a high-protein base for any ground meat dish.

For the health-conscious buyer, Beyond Meat, Inc. offers a product profile that avoids animal-derived components. All Beyond Meat products contain 0 mg of cholesterol per serving. Looking at the reformulated Beyond Burger IV, a key health improvement is the pivot to avocado oil, resulting in 60% less saturated fat and 20% less sodium compared to the prior recipe. The Beyond patty itself contains 2 grams of saturated fat, which is about a third of the saturated fat found in an 85% lean beef patty. The new Beyond Ground is even more stripped back, delivering a whopping 27 grams of protein and 4 grams of fiber per serving, while only being 140 calories.

The environmental and ethical benefits provide a strong secondary pull for many consumers. The company quantifies these advantages through Life Cycle Assessments (LCA). The LCA for Beyond Steak, when compared to traditional pre-cooked beef-based steak tips, estimates significant reductions in resource use and pollution:

Environmental Metric	Reduction vs. Beef Steak Tips
Greenhouse Gas Emissions	84% less
Water Consumption	93% less
Land Use	88% less
Non-Renewable Energy Use	65% less
Terrestrial Acidification	94% less
Marine Eutrophication	95% less
Freshwater Eutrophication	77% less

This commitment to a lower ecological footprint is a core differentiator, even as the company navigates market challenges. The company has committed to continuing its environmental reporting efforts.

The versatility of the product line supports both major sales channels, though recent performance shows a clear imbalance. The product portfolio is designed for both retail sales and foodservice applications, such as Quick Service Restaurants (QSRs). However, recent financial data from the third quarter of fiscal 2025 shows the retail segment is currently the larger revenue driver:

• U.S. Retail Channel Net Revenues (Q3 2025): $28.5 million.
• U.S. Foodservice Channel Net Revenues (Q3 2025): $10.5 million.
• International Net Revenues (Q3 2025): $31.1 million.
• In Q2 2025, the product mix showed that 54.3% of sales came from meatballs and chicken analogs.

Finally, the value proposition includes a focus on a clean ingredient deck, especially with newer launches. The new Beyond Ground formula is a prime example, containing only four ingredients: Water, Faba bean protein, Potato protein, and Psyllium husk. This specific product contains no soy or gluten. This is a direct response to market feedback, contrasting with older formulations that included ingredients like coconut oil and a longer list of components.

Finance: draft 13-week cash view by Friday.

Beyond Meat, Inc. (BYND) - Canvas Business Model: Customer Relationships

You're looking at how Beyond Meat, Inc. (BYND) manages its customer interactions as of late 2025, and honestly, it's a tale of two very different relationship types depending on who you're selling to.

Automated and transactional for retail grocery sales

For the vast majority of consumer interactions through grocery, mass merchandiser, and club stores, the relationship is purely transactional. You stock the shelf, the consumer buys it, and the system handles the rest, which is necessary given the pressure on volume. The data shows this channel has been tough; U.S. retail channel net revenues dropped 18.4% year-over-year to $28.5 million in the third quarter of 2025. The volume of products sold in that U.S. retail segment was down 12.6% in Q3 2025. This points to a high-volume, low-touch system where pricing and distribution points are the main drivers of the relationship, rather than personalized service.

Dedicated account management for large foodservice partners (B2B)

The B2B side, dealing with Quick Service Restaurants (QSRs) and other foodservice clients, requires a much more dedicated approach. This is where the account management team earns its keep, managing complex supply chains and contract terms. The performance here is mixed across geographies. For instance, in the second quarter of 2025, the U.S. foodservice channel actually saw net revenues increase 6.8% to $11.1 million, though this was followed by a sharp 27.3% decrease to $10.5 million in Q3 2025, largely due to weak category demand and lapping prior year sales. International foodservice, however, saw a slight rebound in Q3 2025, with net revenues increasing 2.3% to $15.3 million, following a significant 25.8% drop in Q2 2025.

Here's a quick look at how the main channels performed in Q3 2025:

Channel	Q3 2025 Net Revenues (USD)	Year-over-Year Change
U.S. Retail	$28.5 million	-18.4%
International Retail	$15.8 million	-4.6%
U.S. Foodservice	$10.5 million	-27.3%
International Foodservice	$15.3 million	+2.3%

Digital engagement via social media and website

The company is definitely leaning into digital to connect with its core flexitarian audience, moving past just education. You'll find Beyond Meat, Inc. actively using several platforms to push out information, which is a shift in strategy. They intend to use certain social media channels as a means of disclosing information about the company and its products to consumers, customers, and investors.

• Platforms used for engagement include @BeyondMeat on Facebook, Instagram, Threads, LinkedIn, and Reddit.
• There is a noted shift from solely educating consumers to actively marketing, which is reportedly working as of late 2025.
• The focus is on authentic storytelling about flavor, texture, and sustainability through digital content.

Co-branded marketing with partners like PLL and restaurants

Strategic partnerships are a key way Beyond Meat, Inc. builds brand presence and drives trial, moving beyond just distribution. While specific financial results tied directly to a Professional League of LaCrosse (PLL) partnership aren't public, the focus on QSRs is clear in the revenue reports. The success in international foodservice in Q3 2025 was partly due to higher sales of chicken products to a specific QSR customer. The company is also focused on leveraging brand visibility through retail placement, like having over 3 rows of shelving in select premium stores like Erewhon.

High-touch support for new product rollouts with QSRs

When launching new items, especially with major QSR clients, the support is definitely high-touch to ensure a successful limited-time offering or permanent menu addition. The success of new product rollouts, like Beyond Steak or Beyond Chicken Pieces, is critical to their growth strategy. The volume decrease in the U.S. foodservice channel in Q3 2025 was partly attributed to lapping the sales from a limited-time offering of chicken products at a U.S. QSR customer in the year-ago period. This shows that the success of these high-touch rollouts can create significant, albeit sometimes temporary, revenue spikes.

Finance: draft 13-week cash view by Friday.

Beyond Meat, Inc. (BYND) - Canvas Business Model: Channels

You're looking at how Beyond Meat, Inc. gets its products into the hands of consumers and businesses as of late 2025. The distribution structure relies heavily on established third-party networks, though recent performance shows significant pressure across most segments.

U.S. and International Retail (grocery, club stores, mass merchandisers)

The U.S. retail channel remains the largest single revenue contributor, despite facing headwinds. Net revenues for the U.S. retail channel in the third quarter of 2025 were $28.5 million, representing an 18.4% year-over-year decrease. This decline was primarily driven by a 12.6% decrease in volume of products sold and a 6.6% decrease in net revenue per pound, stemming from weak category demand and reduced points of distribution. International retail net revenues for the third quarter of 2025 totaled $15.8 million, a year-over-year decrease of 4.6%, driven by a 12.5% decrease in volume of products sold.

For context on recent performance, U.S. retail net revenues in the second quarter of 2025 were $32.9 million, a 26.7% drop year-over-year. In the first quarter of FY2025, the volume decline was most severe in the U.S. retail channel, falling by 23%, partly due to product relocation to frozen sections by major U.S. retailers.

The breakdown of net revenues by major channel for the third quarter of 2025 is as follows:

Channel Segment	Q3 2025 Net Revenues (USD)	Year-over-Year Change (Q3 2025 vs Q3 2024)
U.S. Retail	$28.5 million	-18.4%
International Retail	$15.8 million	-4.6%
U.S. Foodservice	$10.5 million	-27.3%
International Foodservice	$15.3 million	+2.3%

U.S. and International Foodservice (restaurants, QSRs, cafeterias)

The foodservice segment experienced a sharp contraction in the U.S. market. U.S. foodservice channel net revenues for the third quarter of 2025 were $10.5 million, a significant decrease of 27.3% year-over-year, driven by a 27.1% decrease in volume of products sold. International foodservice was the only segment to show growth in the first quarter of FY2025, rising 14% in volume, and in the third quarter of 2025, net revenues increased 2.3% to $15.3 million.

In the second quarter of 2025, international foodservice revenue decreased 25.8% to $15.1 million. In 2024, the U.S. foodservice channel saw sales decrease by 6.0%, and international foodservice sales decreased by 9.9%.

E-commerce and Direct-to-Consumer (DTC) website sales

Specific, standalone financial figures for E-commerce and DTC website sales for the third quarter of 2025 weren't explicitly broken out in the latest reports, which focus on the four primary channels listed above. The company's overall strategy has involved SKU rationalization to improve product mix and margin, which would impact the DTC offering.

Wholesale distributors for broad market reach

The broad market reach is facilitated through wholesale distributors, which service the retail and foodservice partners mentioned. The volume decline in the U.S. retail channel was explicitly linked to reduced points of distribution in the third quarter of 2025. In 2024, the company experienced a 10.3% decrease in the total volume of products sold.

Strategic in-store merchandising (often near animal meat section)

Merchandising strategy is a key lever, as evidenced by the Q1 FY2025 volume drop of 23% in U.S. retail, which the company attributed to major U.S. retailers moving its plant-based meat products from fresh to frozen sections. This relocation impacted availability and sales. The company is focusing on core product line distribution as part of its transformation efforts.

• The company reaffirmed its fiscal 2025 net revenue outlook to be between $285 million and $310 million.
• Total net revenues for the third quarter of 2025 were $70.2 million.
• Total volume of products sold in Q3 2025 was 14,800 thousand pounds (based on one source's data point of 14.8M lbs).

Finance: draft 13-week cash view by Friday.

Beyond Meat, Inc. (BYND) - Canvas Business Model: Customer Segments

The customer segments for Beyond Meat, Inc. are strategically diversified, moving beyond the initial core of dedicated plant-based eaters to capture a much larger, mainstream audience.

Flexitarians (primary target, reducing meat consumption)

This group forms the core of the current growth strategy, representing consumers actively choosing to reduce, not eliminate, animal-based protein. Two-thirds of US consumers cite eating less meat due to health and cost concerns, indicating a massive addressable market for this segment. The overall global plant-based food market size is projected to be valued at $56.37 billion in 2025, with meat substitutes leading the category with a 47.8% market share in 2025.

Health-conscious consumers (seeking lower fat/cholesterol options)

This segment is drawn to the nutritional profile of Beyond Meat, Inc.'s offerings, which are marketed as being free from cholesterol, antibiotics, and hormones compared to traditional meat. This group is a key driver in the overall market expansion, which is fueled by rising health consciousness globally.

Environmentally and ethically motivated consumers (vegans/vegetarians)

While no longer the sole focus, dedicated vegans and vegetarians remain a foundational segment. These consumers are motivated by the lower ecological footprint of plant-based production and ethical concerns regarding animal welfare. The global plant-based food market growth is explicitly driven by the increasing adoption of vegan lifestyles.

Quick Service Restaurant (QSR) and restaurant chains (B2B)

The Foodservice channel is a critical B2B customer segment, providing volume and broad consumer trial opportunities. For the third quarter of 2025, the company reported specific revenue figures across its channels, illustrating the current balance between B2B and B2C sales:

Channel Segment	Q3 2025 Net Revenue (USD)	Percentage of Total Revenue (using $70.2M total)
U.S. Retail	$28.5 million	40.6%
International Retail	$15.8 million	22.5%
U.S. Foodservice (B2B)	$10.5 million	14.9%
International Foodservice (B2B)	$15.1 million (Q2 2025) / Data for Q3 2025 not explicitly isolated from total international revenue in all sources	N/A
Total Reported Net Revenues (Q3 2025)	$70.2 million	100.0%

The U.S. Foodservice channel saw net revenues decrease 27.3% to $10.5 million in the third quarter of 2025 compared to the year-ago period, driven by a 27.1% decrease in volume sold. In contrast, U.S. Retail saw a 18.4% decrease in net revenues to $28.5 million in the same quarter.

Millennials and Gen Z focused on sustainable food choices

Younger cohorts show higher propensity for trial and adoption. Sixty-one percent of respondents aged 18-29 reported being likely or very likely to purchase a plant-based meat alternative in the near future. The company's strategy is focused on increasing distribution and appealing to these younger consumers who are more conscious of sustainability alignment in their purchasing decisions.

• The youngest cohort reported a 38 percent consideration rate for Beyond Meat, Inc. products.
• The plant-based meat market growth is supported by increased exposure to health and wellness trends, which are higher in urban areas where these generations are concentrated.
• The company is focusing on increasing net revenue per pound in international markets, which often have a higher concentration of these environmentally-aware consumers.

Beyond Meat, Inc. (BYND) - Canvas Business Model: Cost Structure

You're looking at the cost side of the ledger for Beyond Meat, Inc. (BYND) as of late 2025, and honestly, the numbers show a company still wrestling with the high fixed and variable costs inherent in scaling novel food production.

High Cost of Goods Sold (COGS) due to production and supply chain is a major pressure point. The cost per pound was definitely elevated, driven by higher materials costs and a higher inventory provision in the third quarter of 2025. This is what crushed the gross margin, even as the company worked on efficiencies.

Here's a quick look at the cost components from the third quarter of 2025 results:

Cost Component	Q3 2025 Amount (USD)	Context/Notes
Net Revenues	$70.2 million	Reported for the third quarter ended September 27, 2025
Gross Profit	$7.2 million	Gross Margin was 10.3%
Implied Cost of Goods Sold (COGS)	Approx. $63.0 million	Calculated as Net Revenues minus Gross Profit
Total Operating Expenses	$119.6 million	Compared to $45.2 million in the year-ago period
Impairment Charges (Long-Lived Assets)	$77.4 million	Non-cash charge included in Operating Expenses
Non-Routine SG&A Expenses	$0.8 million	Specific non-routine charge noted within operating expenses

Significant R&D expenditure for product innovation is an ongoing necessity to maintain the value proposition, though specific R&D line items aren't broken out separately from the total operating expenses in the latest reports. The company is still focused on achieving scale where the cost structure should change, as noted by management.

Sales, General, and Administrative (SG&A) expenses are bundled within the total operating expenses, which ballooned to $119.6 million in Q3 2025. Beyond the massive impairment, operating expenses also contained specific non-routine charges:

• $0.8 million in certain non-routine SG&A expenses.
• $0.7 million in incremental legal and other fees for arbitration proceedings.
• $0.6 million in costs related to the partial lease termination of a portion of the Campus Headquarters.

The impairment charges on long-lived assets were the headline item for the quarter. Beyond Meat, Inc. recorded $77.4 million in non-cash impairment charges related to certain of the Company's long-lived assets in the third quarter of 2025. This charge was material enough to cause a delay in the earnings release while the assessment was finalized.

Marketing and trade discounts to drive volume are a constant, though the exact spend isn't isolated in the provided figures. What we do see is the result: volume sold was down 16.9% year-over-year in Q3 2025, falling to 14.8 million pounds. This volume decline negatively impacted gross margin due to lower fixed cost absorption. The company reaffirmed its full-year 2025 revenue outlook of $285 million to $310 million, suggesting continued focus on expense management to achieve positive gross margin for the full year.

Finance: draft 13-week cash view by Friday.

Beyond Meat, Inc. (BYND) - Canvas Business Model: Revenue Streams

You're looking at the specific ways Beyond Meat, Inc. (BYND) is generating cash as of late 2025. The revenue picture is segmented clearly across geography and sales channel, reflecting the current focus on core markets and distribution points.

The third quarter of 2025 showed total net revenues of $70.2 million, which was a decrease of 13.3% year-over-year. This top-line performance is broken down by the primary revenue streams below.

Revenue Stream Segment	Q3 2025 Revenue Amount
U.S. Retail product sales	$28.5 million
International Retail product sales	$15.8 million
U.S. Foodservice product sales	$10.5 million
International Foodservice product sales	$15.3 million

To give you a clearer view of the geographic split for that quarter, the total U.S. revenues were $39 million, while international revenues reached $31.1 million.

The breakdown of the retail segment shows the pressure in the domestic market versus the international one for that specific channel:

• U.S. Retail channel net revenues decreased 18.4% year-over-year.
• International Retail channel net revenues decreased 4.6% year-over-year.

Looking ahead, the company has provided a specific range for the full-year 2025 expectation, which is a key metric for assessing the near-term trajectory. Beyond Meat reaffirmed its fiscal 2025 outlook, projecting net revenues in the range of $285 million to $310 million for the full year.

The company's revenue generation relies on these distinct channels:

• Retail sales, both U.S. and International, represent the primary consumer-facing revenue source.
• Foodservice sales, covering restaurants and other bulk buyers, are the second major component.
• Net revenue per pound saw a decrease of 3.5% across all channels for Q3 2025.