近期股价表现与驱动因素 - Beyond Meat 近期股价出现剧烈波动，主要驱动因素是公司通过票据交换改善了资产负债表结构，引发了空头回补 [3] - 股价的上涨并未改变公司的基本面，行业面临的挑战依然存在 [3] 行业基本面与挑战 - 植物基肉类零售额已连续五年下滑，新家庭用户未能进入该品类，现有消费者的购买量也在减少 [4] - 行业基本面挑战与6至12个月前相比没有实质性改变 [5] - 新冠疫情初期（2020年）植物基牛肉品类销售额曾增长20%，加速了家庭渗透预期，但过去五六年该品类发展艰难 [7] 行业增长预期与战略问题 - 市场对植物基肉类的长期增长预期已下调，不再像五六年前那样乐观 [8] - 行业战略存在偏差：过度聚焦于动物福利和环境问题，而消费者购买的主因是健康；过度聚焦于牛肉替代，但约三分之二的消费者购买该品类是用于非牛肉消费场景；在餐饮服务渠道渗透不足 [7][8] 市场需求与竞争态势 - 当前美国市场出现强劲的蛋白质趋势，但该趋势有利于传统动物肉消费，对植物基肉类构成新的阻力 [10] - 尽管植物基肉类价格下降且碎牛肉价格处于历史高位，两者已出现价格平价，但并未带来增量销量，消费者对动物肉（牛肉）的需求创下历史新高 [10] 公司财务状况与估值 - 公司预计将出现重大的非现金减值支出，这主要反映了市场对该品类长期预期的会计调整 [6] - 公司的基本情形目标股价为每股1.50美元，基于未来10年的贴现现金流估值 [12] - 参照同行Oatly（以2026年数据计算的企业价值/销售额倍数约为2倍），对Beyond Meat应用类似估值倍数可能使股价跌至1美元或更低 [13] - 公司自由现金流预计至少要到2028年才能转正 [15] 市场交易动态与短期风险 - 公司股票历来空头兴趣较高，这在过去五六年中多次引发空头挤压 [16] - 近期股价上涨不改变基本面，且可转换债券交换增加了流通股，可能使得未来做空Beyond Meat更容易且成本更低，从而对股价构成新的下行压力 [17]

公司动态 - 公司Beyond Meat Inc成为最新加入不断扩大的网红股行列的公司 [1]

It's time to spotlight Beyond Meat and the state of the meme trade. Joining us now to discuss is Dave Maza, the CEO of Roundill Investments. Dave, thank you for being with us today.You know, a a very exciting time to talk meme trade in in recent days. Uh let's focus on the meme ETF. This was one of the big drivers behind this crazy action we've seen in Beyond Meat.How do you decide which stocks make the cut into the meme ETF. Yeah, the recently launched round meme ETF focuses on two components primarily to ...

Action in shares of Beyond Meat has been beyond belief this week. Just today, it was up as much as 112% and down nearly 30%, closing at basically the flatline. Still, the stock has more than quintupled since Monday, sparked by the inclusion in the new meme ETF. The ETF is down more than 9% since it started trading on October 8th under the ticker Meme.Top holdings besides Beyond Meat include Navatas Semiconductor, Critical Metals Corp., Open Door, QuantumCape, and Plug Power. But it's some other names that a ...

Why Beyond Meat shares have surged 1,000% in four days1 hour agoDanielle KayeBusiness reporterReutersProducts from Beyond Meat Inc, the vegan burger maker, are shown for sale at a market in Encinitas, California, US, June 5, 2019.Appetite for Beyond Meat's plant-based burgers is shaky. But traders sure seem to developed a taste for its stock.Shares in the company have soared about 1,000% over four days - a stunning rally for a company that had seen its share price all but wiped out since it debuted on the s ...

The eyewatering spike in shares of Beyond Meat has drawn comparisons with GameStop, AMC and other meme stocks ...

Beyond Meat rallied for a third straight day Wednesday as meme traders jump on the stock.The food company known for its plant-based burgers and sausages surged 111% at one point in the premarket Wednesday. It last traded above $6.43 per share in extended trading, up 77%, after closing Tuesday at $3.62.It's the latest in an extraordinary week for the stock. On Monday, the stock rallied more than 127% after Roundhill Investments, which develops thematic ETFs, added the name to its Roundhill Meme Stock ETF (ME ...

| FastCo Works LOGIN SUBSCRIBE IBM Texas A&M University advertisement BYÂ Michael Grothaus Listen to this ArticleMore info 0:00 / 0:00 Don't look now, but meme stock mania appears to be back with a vengeance this week. This time around, Beyond Meat, Inc. (Nasdaq: BYND) and Krispy Kreme, Inc. (Nasdaq: DNUT) are the two main stocks getting all the attention from meme investors. Here's what you need to know. Beyond Meat shares skyrocket again Premium Tech Design News Leadership Work Life Games Podcasts Video I ...

Key Points Favorable government policies and market conditions have helped Bitcoin rise in value, but not Shiba Inu. There's been a flurry of new investment options for crypto enthusiasts this year. Shiba Inu has now fallen out of the top 20 coins, in terms of market cap. 10 stocks we like better than Shiba Inu › When meme stocks were taking off back in 2021, Shiba Inu (CRYPTO: SHIB) hit record levels. The highly speculative stocks are hot again this year, but the meme coin hasn't been rallying a ...

公司股价表现 - Beyond Meat公司股价本周大幅飙升[1] - 股价飙升源于市场猜测该公司可能成为最新的迷因股[1] 公司业务与现状 - 公司业务为生产以豌豆为基础的肉类替代品[1] - 公司目前处于困境中[1]