NASDAQ$BYND

Beyond Meat Inc. · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Beyond Meat's Q2 2022 financial results reflected a decrease in net revenues and a net loss, impacted by sales to liquidation channels, increased inventory reserves, and Beyond Meat Jerky.

Beyond Meat reported a slight decrease in net revenues and a significant net loss for Q2 2022. The results were impacted by increased sales to liquidation channels, higher inventory reserves, and the introduction of Beyond Meat Jerky. Despite inflationary pressures and consumers trading down among proteins, the company recorded its second-largest quarter in terms of net revenues. The company is focused on cost reductions, planned market activities, and strengthening its retail business.

  • Net revenues decreased by 1.6% year-over-year to $147.0 million.
  • Gross profit was a loss of $6.2 million, with a gross margin of -4.2%.
  • Net loss was $97.1 million, or $1.53 per common share.
  • The company is reducing its global workforce by approximately 4% to achieve annualized savings of approximately $8 million.

Headline financials

Total Revenue

$147M

Previous: $149M-1.6%
EPS (adj)

-$1.53

Previous: -$0.31-393.5%
Capital Expenditures

-$42M

Previous: -$51.4M+18.4%
Free Cash Flow

-$139M

Previous: -$71.1M-95.7%
Net Income

-$97.1M

Previous: -$19.7M-394.3%
Operating Income

-$89.7M

Previous: -$18.6M-382.1%
Gross Profit

-$6.16M

Previous: $47.4M-113.0%
Cash & Equivalents

$455M

Previous: $1.01B-55.0%
Total Assets

$1.22B

Previous: $1.47B-16.9%
Stock-Based Comp

$10.3M

Previous: $7.86M+31.1%

Revenue & EPS history

Beyond Meat · Revenue · Quarterly

$147M

Q2 2022-1.6%vs Q2 2021
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Revenue by segment

Beyond Meat · $147M total across 4 segments · Q2 2022

  • U.S. Retail
    $78.9M+2.2%
  • International Retail
    $23.7M-17.0%
  • U.S. Foodservice
    $23.4M-2.4%
  • International Foodservice
    $21.1M+7.0%

Forward guidance

The Company expects net revenues to be in the range of $470 million to $520 million for the full year 2022, representing an increase of 1% to 12% compared to 2021.

Tailwinds

  • Management's outlook considers the potential impact from macroeconomic factors assuming present day conditions.
  • The company is reducing its global workforce by approximately 4% to achieve annualized savings of approximately $8 million.
  • Focus on cost reductions.
  • Planned market activities for global strategic partners.
  • Strengthening retail business.

Headwinds

  • Operating environment continues to be affected by near-term uncertainty related to macroeconomic issues, including inflation and rising interest rates.
  • Increasing concerns about the likelihood of a recession.
  • COVID-19 and its potential impact on consumer behavior and demand levels.
  • Challenges related to labor availability and supply chain disruptions.
  • Potential impact from geopolitical tensions.

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 2022

Historical avgQ2 2022

-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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