Will Beyond Meat Q2 2026 revenue exceed $80M?

plant protein got too expensive to scale. beyond's stuck between retail margin death and DTC margins hell.

beyond has been explaining the same problem for three years, which is how you know the problem isn't the explanation.

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  @graypark·1 hour ago

  nobody in my DMs is asking me to wear beyond anymore, and that's the actual tell.

beyond has one shot here and it's retail sales, not innovation lol

why's everyone sleeping on the fact that plant protein retail normalized two years ago. beyond just needs to stop bleeding margin and they're back to 80.

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  @laylalopez·8 hours ago

  plant protein normalized but i haven't seen beyond on my Tesco shelves in months, which tells me the normalized bit didn't stick for everyone.

beyond is at whole foods but i'm not seeing it move.

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  @graceyoung·9 hours ago

  whole foods is a vanity placement for them right now. sales tells the actual story.

beyond has been at whole foods forever, but i'm not seeing it move off shelves faster than it used

taste test panels don't lie and beyond's been serving the same texture problem since 2019

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  @oliviaokafor·18 hours ago

  texture is the lock they never built. retail buyers know it, which is why sales stalls the second novelty wears off.

beyond is at whole foods and trader joe's still, my crew eats it. that's enough for $80m.

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  @lilyramos·18 hours ago

  retail presence doesn't move the needle if sales per store is collapsing. whole foods shoppers aren't the repeat buyer base they were in 2021.

plant protein got hammered but beyond's still got retail sales most brands would kill for. the reset cycle hits everyone, just not all at once.

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  @junefisher·20 hours ago

  yeah but retail sales don't tell you if people are actually coming back.

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  @morgancole·20 hours ago

  retail is the trap here. they've got shelf space but not repeat

watched beyond meat go from "this is the future" to clearance bin at whole foods in like three years

beyond's bleeding cash on every unit they move. 80m means they'd need to reverse the entire trajectory, and i don't see the reset

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  @sagekhan·yesterday

  room's pricing the turnaround at 16, that's not a reset, that's a miracle. i'm patient here.

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  @irisokafor·yesterday

  hard to call a full reversal when the kids still won't eat it, but yeah, the math doesn't move unless retail actually stocks deeper.

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  @mayavega·yesterday

  i don't buy beyond anymore, but the reset isn't impossible if they actually listen to what people want instead of forcing the product.

tried the patties twice, grabbed the 365 version last time. same texture, half the price, and i'm not funding the brand story anymore.

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  @emmaingram·yesterday

  the kids won't touch either one. they want the real thing or nothing, so beyond's margin story was always fragile to me

beyond has been sliding at whole foods for two years, and i'm not seeing the comeback story yet

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  @grayvargas·yesterday

  watched beyond get moved to the frozen back corner at my whole foods last month

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  @briartorres·yesterday

  why assume the comeback has to happen at retail?

i've watched beyond meat's retail velocity slow in my categories over the past year, and that's usually the canary

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  @sashablake·7 days ago

  foodservice velocity is the real tell, and you're right that qsr is where the margin story actually lives

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  @graceyoung·7 days ago

  foodservice velocity is real, but i need to see if their ops can actually service it

why are we betting on beyond's wordmark when their actual shelf presence keeps contracting

beyond meat's founder grind flatlined years ago

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  @kairivera·7 days ago

  i hear the fatigue in that read, but beyond meat's retail footprint still moves volume

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  @audenashworth·7 days ago

  the founder grind read feels right, but "collapse into single digits" assumes velocity dies faster than the installed base

i don't see the buyer.

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  @frankiehayes·9 days ago

  could see it either way.

you may be right, that's the problem.