NASDAQ$BYND

Beyond Meat Inc. · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Beyond Meat's financial performance improved with revenue growth and margin expansion.

Beyond Meat reported a 7.6% increase in net revenues to $81.0 million and a gross profit of $14.3 million, a significant improvement from the previous year. The company also narrowed its operating loss and net loss, driven by increased gross profit and reduced operating expenses. The company expects to increase cash reserves by year-end and pursue further balance sheet restructuring in 2025.

  • Net revenues increased by 7.6% year-over-year to $81.0 million.
  • Gross profit was $14.3 million, with a gross margin of 17.7%.
  • Loss from operations improved to $30.9 million.
  • Net loss decreased to $26.6 million, or $0.41 per common share.

Headline financials

Total Revenue

$81M

Previous: $75.3M+7.6%
EPS

-$0.41

Previous: -$1.09+62.4%
Volume Sold (lbs)

17.8M

No prior period
Gross Margin

-8.6%

No prior period
Operating Margin

-70.4%

No prior period
Adjusted EBITDA

-$40.4M

No prior period
Adjusted EBITDA Margin

-51.3%

No prior period
Capital Expenditures

-$4.54M

Previous: -$8.57M+47.0%
Free Cash Flow

-$31.1M

Previous: -$79.1M+60.6%
Net Income

-$26.6M

Previous: -$70.5M+62.3%
Operating Income

-$30.9M

Previous: -$69.6M+55.6%
Gross Profit

$14.3M

Previous: -$7.25M+297.2%
Cash & Equivalents

$122M

Previous: $218M-44.0%
Total Assets

$693M

Previous: $929M-25.4%
R&D Expense

$6.13M

Previous: $9.12M-32.7%
Stock-Based Comp

$5.91M

Previous: $6.48M-8.8%

Revenue & EPS history

Beyond Meat · Revenue · Quarterly

$81M

Q3 2024+7.6%vs Q3 2023
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Revenue by segment

Beyond Meat · $75.3M total across 4 segments · Q3 2023

  • U.S. Retail
    $30.5M-33.9%
  • International Foodservice
    $18.1M+78.7%
  • International Retail
    $14.2M+38.8%
  • U.S. Foodservice
    $12.5M-21.6%

Forward guidance

The Company is updating its outlook for the full year 2024.

Tailwinds

  • Net revenues are expected to be in the range of $320 million to $330 million.
  • Gross margin is expected to be in the mid-teens range.
  • Operating expenses, excluding the $7.5 million expense related to the consumer class action settlement accrued in the first quarter of 2024, are expected to be in the range of $180 million to $190 million.
  • Capital expenditures are expected to be in the range of $10 million to $15 million.

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 Q3 2024

Historical avgQ3 2024

-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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