I’m curious about how much money was taken out by insiders who must have known what their costs were internally and how little advancement was made on making the same product at a lower cost.
I don't think it was ever the moment, even though there has always been a market for plant-based foods, the company assumed that market was far larger than it ever was or will be.
I disagree with the idea that it's "not the moment for plant-based meat". Beyond Meat has a fantastic product that does very well in lots of markets. The problem is that Beyond Meat the company was valued as some sort of once in a generation radical reimagining of the way we eat. Beyond Meat's product is not going to change the world, it's just a good product.
If Beyond Meat had grown organically, instead of raising hundreds of millions of dollars, it would be a great company doing great things today. Instead, it has failed to live up to the unrealistic expectations that were set for it. Beyond Meat is no different than any of the other zirpicorns.
I think there was a fallacy that suddenly the whole of the general public would rush to stop eating meat and would accept a meat-like substitute; and that vegetarians craved something that tasted like meat.
This of course was completely false, but far too many people let themselves get caught up in hype instead of reason.
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I remember having an excellent veggie burger at a bar, and then when I went back a year later, it was replaced by Beyond or Impossible, and the bar tender was pretty open about how it was gross but their distributor pushed it on them. That of course pissed off the vegetarians who didn't like meat and had no desire for a meat-like substitute.
I always wondered who their demographic was. The core early adopters, the ethical vegans, who actually like the taste of plants are never going to make a lab made ultra processed salt bomb their daily driver (never mind issues surrounding industrial agriculture). Health-conscious folks would take one look at the ingredient list and bail because of the heavy processing and industrial fillers. You've got bodybuilders and athletes skipping it because it lacks the micronutrient density and bioavailability of real animal protein. Everyday folks aren't exactly lining up to pay a "green premium" for something that tastes almost like a burger but costs more and offers less. It feels like they built a product for a tiny, hyper-specific niche: people who desperately crave the experience of a fast-food patty but have an ideological dealbreaker with meat, while being well off enough that finances aren't carefully managed and loose enough in their convictions that a burger-joint is still ok. It always seemed like an odd propsition to me, even if cool in some ways.
The way you say "ultra processed" just shows the agro lobby did it's thing. You have to realize processed in the case of beyond is mechanically separating whole pea to use the protein.
Ethical vegetarians are exactly the people who might like meat but refuse to eat it because of the impacts. Maybe you mean "natural" vegetarians - people who just don't like meat any way so don't eat it
The demographic is people who have tricked themselves into thinking there are "healthy options" at a hamburger restaurant and who are willing to pay $2 extra for that validation.
> The core early adopters, the ethical vegans, who actually like the taste of plants are never going to make a lab made ultra processed salt bomb their daily driver (never mind issues surrounding industrial agriculture).
I don't see why this follows. There are a lot of ethical vegans and vegetarians who like junk food. And these patties have higher protein than less processed plant based alternatives, which is important to a lot of people. It's just that vegetarians and vegans are a small portion of the overall "burger" market.
I suspect the "meat" branding helped early on, because it got some people to give it a try who otherwise never would have. There were other plant-based burgers on the market already but Beyond really exploded quickly.
It's just that it didn't really live up to the hype enough for meat eaters to go back for a second helping after the novelty wore off. So at this point the "meat" in the brand name isn't doing anything.
I haven’t been eating meat for 14 years, and I sometimes buy stuff like beyond meat patties or similar, but definitely not as a daily food, but like a fast food to eat with beer, or to take with me when grilling with friends. So I assume same way how other people eat meat burgers (am I correct to assume that people don’t eat McDonald’s or supermarket burgers everyday?).
And it’s not really about the taste, it’s more about form factor of a “protein fried patty” in a sandwich. Could easily be falafel.
Normal daily food is of course actual vegan/vegetarian food that doesn’t need to pretend to be meat.
As a vegetarian of 20 years, I like being able to go to restaurants and have something that is on par with what my friends and family are eating (although I do prefer Impossible to Beyond, by far). Even without friends and family, there's a social (and distinctively American) aspect to being able to have a realistic burger and beer at my local sports bar/grill and not just have a salad or some Sysco frozen black bean burger.
I'm the demographic. I became vegan a several years ago when I was in my late 40s for health reasons -- all males in my family my age or older have had multiple heart attacks except for me. I didn't become vegan because I like eating salads. I miss the taste of meat, and beyond does a decent job of it (Impossible is far better).
If animal agriculture was not subsidized, I expect plant based "meats" would be on par or cheaper than real meat.
"Ethical vegans" are just as capable of wanting a salty, oily piece of junk food to slither down their gullet. I'd wager practically every vegan that exists in the US spent at least a decade of their formative years eating burgers at least a few times a year.
I'm not a vegan but I eat Beyond. The stuff is perfectly good on its own merits. The steak tips have great protein numbers, take hot sauce well, and therefore makes a great breakfast.
The large Beyond patty has 260mg of salt. The American Heart Association recommends a daily limit of 2300mg, with an ideal limit of 1500mg for most adults, including those with high blood pressure. How is this a salt bomb? You can eat 4 of them a day and still have salt to spare in your diet.
People like me: who prefer not to kill animals to live but enjoy the taste of some type of meat in moderation. I am absolutely happy to pay for a premium meat alternative for the occasional visit to a burger joint. There are lots of them where I live alongside the Beyond patties and they're quite popular. I'm not quite sure what desperation has to do with it - you just eat things you enjoy that fit your dietary preferences.
There is a huge thread basically refuting the parent's "nobody wants this" claim.
The fact that the Beyond Burger sells in mainstream grocery stores tells you all that you need to know: it's popular (enough). There are muliple products in this niche in my not-very-large grocery store.
Grocery stores don't stock products that don't sell. No matter how you personally think it doesn't have a niche.
I’m their market. I don’t eat processed food all the time, but I’m looking for ways to reduce my animal consumption. I’ll pick it over animal usually, though I’ll pick good quality animal or less processed plant based.
I think the part that’s accurate is that it’s hard to get past the highly processed hurdle for the kind of people that think critically about food.
Just because someone is vegetarian or vegan doesn't mean they don't like the taste of meat.
I'm a strict vegetarian myself and have been for about ten years. But as much as I love plant foods, I absolutely miss meat — I was never a big meat eater, but I would enjoy burgers, salami, pepperoni, bacon, Italian meatballs, prosciutto, things like that.
I dislike Beyond products, which taste a bit weird and metallic to me. The only imitation meat product I've remotely enjoyed is Impossible Burger. Nobody has managed to make anything else — if someone would nail plant-based pepperoni or bacon I would be all over it.
That's too bad. I don't expect fake-meats to be healthy, or cheap, but I like that they can be made without killing animals and without raising them in inhumane conditions.
I had really hoped that people would say, "Well, if it tastes close enough, then how about I go for the cruelty-free version." And it is close-enough -- it's at least as good as a fast-food hamburger.
Perhaps the cognitive dissonance is just too much. The world would be a better place if we ate less meat, even if we don't eliminate it entirely. But to acknowledge the cruelty by avoiding it sometimes means facing it when you do choose animal protein.
I’m completely against factory farming, confinement barns, etc and always avoid meat produced this way.
But I do wonder what you mean when you say “cruelty” in the context of cattle.
Having lived in/around rural livestock production most of my life, I can tell you that most cattle operations I am familiar with take excellent care of the their animals. Minimizing stress is absolutely a top goal for them.
Pork, on the other hand, is almost always produced in a horrifying, cruel way. Confinement barns are terrible in every sense of the word. Pigs are treated without respect from cradle to grave.
lol Way to jump to a conclusion and then use it as your basis for your entire comment. Most people don't want some expensive fake ass meat that is so packed with chemicals and additives that they would rather just buy meat instead and eat it, even if it isnt as healthy as it could be if it were raised more sustainably and naturally than most of it is nowadays.
I never understood these engineered ultra processed meat imitation products, they are not healthy - period. There's already healthy and delicious cuisines that have developed over thousands of years (Indian, Nepalese, I'm sure many others). This desire to just recreate the SAD (standard American diet) with goo is beyond strange...
Maybe I've missed it but I see a much more palatable market in "light" meats. It has great flavor and texture but it needs to be part of a composition even if it is just salt and pepper. I've seen really great tasting meatballs in the wild that had less than 4% meat in them, say 5% for lazy calculations. You can feed it to 20 people and get the same results as 19 vegetarians + one meat eater.
Some are so much into meat the vegetarian evangelism has about as much chance as trying to convince them cannibalism is the solution to all world problems.
If you sell them something cheap that tastes great and tell them it has meat in it there is no need for all that tiresome talking about saving the world on an empty stomach. They become easy to catch and kill.
This is the moment, but they refuse to market the product in a way that is acceptable, (and adds affordability) to consumers.
If they would do a 55/45 beef/plant-based meat blend and burgers, I think adoption rate would pick up significantly. Anybody who questions the taste is going to see that beef is the main ingredient. If the product comes in significantly cheaper than beef alone, more consumers will try it and look to it as an affordable way of eating beef.
For the bigger picture, 65 cows will stretch as far as 100 cows previously did, lowering suffering, environmental damage, inputs, etc.
For the people who like the 55/45 blend, it would open the door to an 80/20 blend plant vs. beef, and a 100% plant-based product.
A protein soda pop, as they're pivoting to, sounds like a gross version of Coca Cola.
The protein bar could work. I personally don't like them, because most of them are just candy bars with added protein.
Meat substitutes (e.g. fake turkey made of tofu) are generally an inferior good, in both the economic sense and the sense of taste. It's not surprising to me that they don't work. Maybe if they're made much cheaper.
We bought and tried their products several times only to find they were no different than a basic veggie burger or whatever. We couldn’t figure out what the hype was even about. And then I started reading about how their ingredient list wasn’t the healthiest.
Just seemed like just another weird Silicon Valley money bubble built on hype and vc cash instead of any kind of meaningful product differentiation.
Maybe I’m wrong, but that’s our genuine experience.
Obviously Americans have no qualms about artificial foods or "inferior" substitutes, but it has to be cheaper. Paying a premium price for something that's even a decent facsimile guarantees that the product will remain niche.
I also am disappointed there was no iteration or improvement of the product over time. There was clearly room to innovate or make it taste better - it feels like the product hit, there was some excitement about the novelty... and then they didn't capitalize on it by pushing new variations and updates.
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[ 1.2 ms ] story [ 74.9 ms ] threadThat is the plan?
If Beyond Meat had grown organically, instead of raising hundreds of millions of dollars, it would be a great company doing great things today. Instead, it has failed to live up to the unrealistic expectations that were set for it. Beyond Meat is no different than any of the other zirpicorns.
This of course was completely false, but far too many people let themselves get caught up in hype instead of reason.
---
I remember having an excellent veggie burger at a bar, and then when I went back a year later, it was replaced by Beyond or Impossible, and the bar tender was pretty open about how it was gross but their distributor pushed it on them. That of course pissed off the vegetarians who didn't like meat and had no desire for a meat-like substitute.
Proprietary food, that you can only buy from one company?
Of course it was doomed to fail. It’s not even about veganism, it’s a cancerous idea.
They're both doing fine.
And Huel.
Likewise beyond just substitutes, all specific sodas, sweets, biscuits*, most breakfast cereals, etc.
* I'm British by birth, I don't mean those scones Americans have with "gravy".
Yes it was generally more expensive, for the worst quality meat but otherwise I think it was at a reasonable medium price point.
I don't see why this follows. There are a lot of ethical vegans and vegetarians who like junk food. And these patties have higher protein than less processed plant based alternatives, which is important to a lot of people. It's just that vegetarians and vegans are a small portion of the overall "burger" market.
I suspect the "meat" branding helped early on, because it got some people to give it a try who otherwise never would have. There were other plant-based burgers on the market already but Beyond really exploded quickly.
It's just that it didn't really live up to the hype enough for meat eaters to go back for a second helping after the novelty wore off. So at this point the "meat" in the brand name isn't doing anything.
And it’s not really about the taste, it’s more about form factor of a “protein fried patty” in a sandwich. Could easily be falafel.
Normal daily food is of course actual vegan/vegetarian food that doesn’t need to pretend to be meat.
If animal agriculture was not subsidized, I expect plant based "meats" would be on par or cheaper than real meat.
Beyond sausage links are damn good.
The fact that the Beyond Burger sells in mainstream grocery stores tells you all that you need to know: it's popular (enough). There are muliple products in this niche in my not-very-large grocery store.
Grocery stores don't stock products that don't sell. No matter how you personally think it doesn't have a niche.
I think the part that’s accurate is that it’s hard to get past the highly processed hurdle for the kind of people that think critically about food.
But vegans aren’t the target market.
I'm a strict vegetarian myself and have been for about ten years. But as much as I love plant foods, I absolutely miss meat — I was never a big meat eater, but I would enjoy burgers, salami, pepperoni, bacon, Italian meatballs, prosciutto, things like that.
I dislike Beyond products, which taste a bit weird and metallic to me. The only imitation meat product I've remotely enjoyed is Impossible Burger. Nobody has managed to make anything else — if someone would nail plant-based pepperoni or bacon I would be all over it.
I had really hoped that people would say, "Well, if it tastes close enough, then how about I go for the cruelty-free version." And it is close-enough -- it's at least as good as a fast-food hamburger.
Perhaps the cognitive dissonance is just too much. The world would be a better place if we ate less meat, even if we don't eliminate it entirely. But to acknowledge the cruelty by avoiding it sometimes means facing it when you do choose animal protein.
But I do wonder what you mean when you say “cruelty” in the context of cattle.
Having lived in/around rural livestock production most of my life, I can tell you that most cattle operations I am familiar with take excellent care of the their animals. Minimizing stress is absolutely a top goal for them.
Pork, on the other hand, is almost always produced in a horrifying, cruel way. Confinement barns are terrible in every sense of the word. Pigs are treated without respect from cradle to grave.
Some are so much into meat the vegetarian evangelism has about as much chance as trying to convince them cannibalism is the solution to all world problems.
If you sell them something cheap that tastes great and tell them it has meat in it there is no need for all that tiresome talking about saving the world on an empty stomach. They become easy to catch and kill.
If they would do a 55/45 beef/plant-based meat blend and burgers, I think adoption rate would pick up significantly. Anybody who questions the taste is going to see that beef is the main ingredient. If the product comes in significantly cheaper than beef alone, more consumers will try it and look to it as an affordable way of eating beef.
For the bigger picture, 65 cows will stretch as far as 100 cows previously did, lowering suffering, environmental damage, inputs, etc.
For the people who like the 55/45 blend, it would open the door to an 80/20 blend plant vs. beef, and a 100% plant-based product.
The protein bar could work. I personally don't like them, because most of them are just candy bars with added protein.
Meat substitutes (e.g. fake turkey made of tofu) are generally an inferior good, in both the economic sense and the sense of taste. It's not surprising to me that they don't work. Maybe if they're made much cheaper.
Just seemed like just another weird Silicon Valley money bubble built on hype and vc cash instead of any kind of meaningful product differentiation.
Maybe I’m wrong, but that’s our genuine experience.
I also am disappointed there was no iteration or improvement of the product over time. There was clearly room to innovate or make it taste better - it feels like the product hit, there was some excitement about the novelty... and then they didn't capitalize on it by pushing new variations and updates.
It will never be the right moment for plant-based meat. It is ultra processed unhealthy garbage.
The length of the ingredient list tells you everything you need to know. The longer it is, the more processed and unhealthy the "food" is.
I like em but I think the idea of them being somehow premium doesn’t translate.
How big is the market for non-ideological vegans/vegetarians that are shopping for meat alternatives?
Most people are not ideological with their food. Most people will only stop eating meat when it becomes too expensive to afford. Simple as that.
What is the status you gain for being seen eating a beyond burger in 2026?