NASDAQ$BYND

Beyond Meat Inc. · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

Reported record net revenues with significant growth driven by retail channel amidst COVID-19 challenges.

Beyond Meat reported a 69% increase in net revenues to a record $113.3 million for the second quarter of 2020. The growth was primarily driven by increased retail channel sales, which offset a reduction in foodservice channel sales due to the COVID-19 pandemic. The company invested in expanded operations, innovation, and targeted pricing measures.

  • Net revenues increased by 69% year-over-year, reaching $113.3 million.
  • Retail channel net revenues surged by 192% year-over-year due to higher household penetration and increased average spending per household.
  • Gross profit was $33.7 million, with an adjusted gross profit of $39.6 million, excluding COVID-19 related expenses.
  • Net loss was $10.2 million, but adjusted net loss was $1.2 million after excluding expenses related to COVID-19 and early debt extinguishment.

Headline financials

Total Revenue

$113M

Previous: $67.3M+68.5%
EPS (adj)

-$0.02

Previous: $0.06-133.3%
Capital Expenditures

-$26M

Previous: -$7.5M-247.0%
Free Cash Flow

-$36.2M

Previous: -$16.9M-113.9%
Net Income

-$10.2M

Previous: -$9.44M-8.1%
Operating Income

-$8.17M

Previous: $2.17M-476.8%
Gross Profit

$33.7M

Previous: $22.7M+48.0%
Cash & Equivalents

$222M

Previous: $277M-19.7%
Total Assets

$518M

Previous: $397M+30.5%
Stock-Based Comp

$7.59M

Previous: $1.82M+316.1%

Revenue & EPS history

Beyond Meat · Revenue · Quarterly

$113M

Q2 2020+68.5%vs Q2 2019
Beat estimate in 6 of 10 quarters(60%)
ActualEstimate

Revenue by segment

Beyond Meat · $113M total across 4 segments · Q2 2020

  • U.S. Retail
    $90M+194.9%
  • International Retail
    $9.57M+166.7%
  • International Foodservice
    $7.24M-56.5%
  • U.S. Foodservice
    $6.49M-60.7%

Forward guidance

Due to the COVID-19 pandemic, management remains unable to predict the continuing impact of COVID-19 on its business for the balance of the year with reasonable certainty. As such, the Company’s 2020 outlook, previously provided on February 27, 2020, remains suspended until further notice.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2020

Historical avgQ2 2020

-2.0%

Avg return

Earnings day

-0.6%

Avg return

5 days after

-2.0%

Avg return

30 days after

38%

12 / 32 earnings

Positive

+35.1%

Q1 2019

Best reaction

-20.3%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-14.2%-23.7%-32.0%
Q4 2025+3.2%+25.2%+38.8%
Q3 2025-9.8%-19.4%-11.9%
Q1 2025-8.7%-1.2%+30.7%
Q4 2024-10.7%-9.3%-11.8%
Q3 2024-8.5%-17.4%-28.7%
Q2 2024+23.2%+11.3%+11.7%
Q1 2024-15.1%-3.9%-8.3%
Q4 2023+31.9%+31.1%+11.1%
Q3 2023-2.6%-8.3%+30.4%
Q2 2023-16.8%-17.5%-27.3%
Q1 2023-16.7%-12.7%-1.5%
Q4 2022+10.4%+4.3%-4.9%
Q3 2022+9.1%+19.4%+14.2%
Q2 2022+12.4%+8.8%-31.2%
Q1 2022-17.4%-10.3%-24.7%
Q4 2021-6.1%+0.0%+2.6%
Q3 2021-16.4%-14.5%-34.2%
Q2 2021+0.9%+3.1%-6.4%
Q1 2021-8.9%-9.8%+19.7%
Q4 2020-4.3%-8.1%-14.7%
Q3 2020-20.3%-20.5%-12.7%
Q2 2020-1.2%-2.1%-3.4%
Q1 2020+32.6%+40.3%+43.4%
Q4 2019-20.3%-15.2%-41.2%
Q3 2018+2.9%+5.2%-2.0%
Q3 2019-18.7%-18.7%-19.0%
Q2 2018-17.1%-24.6%-31.8%
Q2 2019-17.1%-24.6%-31.8%
Q1 2018+12.2%+34.8%+32.3%
Q4 2018+12.2%+34.8%+32.3%
Q1 2019+35.1%+22.8%+48.8%
Q4 2017
Q3 2017

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