NASDAQ$BYND

Beyond Meat Inc. · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Beyond Meat reported Q3 2025 net revenues of $70.2M with a net loss of $110.7M and diluted EPS of $(1.44).

Third-quarter net revenues fell 13.3% to $70.2 million as category demand and distribution losses weighed on volumes. The net loss widened to $110.7 million from $26.6 million a year ago, including impairment charges and weaker gross profit. Management is executing cost reductions, store closures, and a 2027 notes exchange to extend liquidity.

  • Q3 net revenues $70.2M (-13.3% YoY).
  • Q3 net loss $110.7M; diluted EPS $(1.44).
  • Completed exchange of 97.4% of 2027 convertible notes.
  • Global operations review targets margin and cash generation.

Headline financials

Total Revenue

$70.2M

Previous: $81M-13.3%
EPS (adj)

-$1.44

Previous: -$0.41-251.2%
Capital Expenditures

-$9.33M

Previous: -$4.54M-105.5%
Free Cash Flow

-$13.9M

Previous: -$31.1M+55.3%
Net Income

-$111M

Previous: -$26.6M-316.5%
Operating Income

-$28.1M

Previous: -$30.9M+9.1%
Gross Profit

$4.4M

Previous: $14.3M-69.2%
R&D Expense

$4.92M

Previous: $6.13M-19.8%

Revenue & EPS history

Beyond Meat · Revenue · Quarterly

$70.2M

Q3 2025-13.3%vs Q3 2024
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

Beyond Meat is prioritizing liquidity through note exchanges, store and DC closures, and cost cuts rather than near-term profitability guidance. Management expects continued operating losses while repositioning the brand and supply chain.

Tailwinds

  • 97%+ of 2027 notes exchanged, reducing near-term maturity risk.
  • Inventory down and cost actions underway.
  • Adjusted EBITDA focus alongside revenue stabilization efforts.

Headwinds

  • Q3 net loss widened sharply to $110.7M.
  • Revenues down 13% YoY on weak category demand.
  • Macro and competitive pressure on plant-based meat persists.

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 2025

Historical avgQ3 2025

-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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