Beyond Meat 2025 Q3 Earnings Widened Losses and Revenue Decline

Beyond Meat (BYND) reported its fiscal 2025 Q3 earnings on Nov 10, 2025, with results falling short of expectations. The company’s revenue dropped 13.3% year-over-year to $70.22 million, while its net loss widened significantly. Guidance for Q4 2025 was also below analyst estimates, reflecting ongoing challenges in the plant-based meat market.

Revenue

The total revenue of Beyond Meat decreased by 13.3% to $70.22 million in 2025 Q3, down from $81.01 million in 2024 Q3. Retail sales accounted for the largest portion at $44.35 million, while foodservice revenue totaled $25.87 million. The decline was driven by reduced product volume and pricing pressures across both segments.

Earnings/Net Income

Beyond Meat's losses deepened to $1.44 per share in 2025 Q3 from a loss of $0.41 per share in 2024 Q3 (251.2% wider loss). Meanwhile, the company's net loss widened to $-110.69 million in 2025 Q3, representing a 316.5% increase from the $-26.58 million loss recorded in 2024 Q3. The company’s losses deepened significantly, with a 316.5% increase in the net loss year-over-year.

Price Action

The stock price of Beyond Meat has dropped 4.96% during the latest trading day, has dropped 3.60% during the most recent full trading week, and has plummeted 31.98% month-to-date.

CEO Commentary

Beyond Meat President and CEO Ethan Brown highlighted three strategic achievements: reducing leverage via the 2027 convertible note exchange, extending debt maturity, and securing liquidity. He emphasized cost reductions, gross margin expansion, and targeted growth initiatives to accelerate sustainable operations. Despite category headwinds and softer top-line performance, Brown expressed optimism about the improved balance sheet and ongoing transformation efforts, stating, “we are closing out the year with a much improved balance sheet and genuine optimism regarding our future.”

Guidance

The company provided fourth-quarter 2025 net revenue guidance of $60 million to $65 million, reflecting continued uncertainty in the operating environment. No additional financial or operational targets were disclosed beyond this range, as management prioritizes navigating macroeconomic and category-specific challenges.

Post-Earnings Price Action Review

The stock’s post-earnings performance has been volatile, with a 31.98% monthly decline and a 4.96% drop in the latest trading day. Analysts and investors remain cautious, citing the company’s widening losses, declining gross margins, and uncertain guidance. The market’s reaction underscores concerns about Beyond Meat’s ability to stabilize its financial position and regain growth momentum in a competitive plant-based meat sector.

Additional News

Three non-earnings-related developments have drawn attention:

1. Legal Scrutiny: Beyond Meat faces potential fraud allegations, with law firm Levi & Korsinsky investigating claims of securities law violations following a material impairment charge announcement.

2. Filing Delays: The company delayed its Q3 10-Q filing, citing the need to record a non-cash impairment charge related to long-lived assets.

3. Analyst Target Volatility: Analysts have adjusted price targets downward, with the average target at $2.23, reflecting skepticism about near-term recovery despite recent stock price rallies.

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