BEYOND MEAT, INC.
In the published model solve dated 2026-Q2, anchored at $0.53, BEYOND MEAT, INC. (BYND) is priced for today's economics sustained for ~9.3 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• The October 2025 exchange offer took out ⟦97.44 % of the previously outstanding 2027 Notes⟧ and replaced them with 7.00% second lien notes due 2030 that carry a payment-in-kind toggle, which means interest can be settled in more notes rather than in cash the company does not generate. • Gross margin runs at about 12.8%, and the price is asking the business to eventually convert that into roughly a 5.1% operating margin, which leaves under eight cents of every revenue dollar to cover marketing,
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235 institutional managers reported holding BYND in 13F filings for the quarter ended 2026-03-31. Together they hold about 27% of the company; the top 10 hold 20%. 62 opened new positions that quarter. Held by BlackRock, UBS, Geode Capital, among others. On the short side, 147.1M shares were sold short as of the 2026-06-15 count, about 32% of shares outstanding (3.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
No open-market insider buys on file at BYND over the trailing three years. Absence is a fact about the company, not a signal. 9 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
BYND's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-10 | -16.8% | -36.3% |
| 2023-11-10 | -2.5% | +9.7% |
| 2024-03-02 | +32.4% | -15.6% |
| 2024-05-10 | -14.9% | -3.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
BYND's latest 8-K filings: 2026-08-11 (items 8.01, 9.01); 2026-08-10 (items 1.01, 9.01); 2026-08-05 (items 2.02, 9.01); 2026-07-30 (items 5.02, 9.01); 2026-07-17 (items 7.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.