Why D.A. Davidson Is Bearish on Beyond Meat

The video discusses the current market euphoria surrounding Beyond Meat and its valuation. It explores the growth potential of plant-based products, comparing them to plant-based milk, and highlights the challenges in achieving market penetration. The discussion includes potential market size, consumption patterns, and the complexity of different meat categories. It also examines the competitive landscape and barriers to entry, noting the presence of major food companies entering the market.

What is the current market sentiment around Beyond Meat's share price?

• The market is indifferent.

• There is a bit of euphoria.

• There is a lot of skepticism.

• The market is bearish.

What is the expected market share for plant-based meat compared to plant-based milk?

• It is expected to be higher than plant-based milk.

• It is expected to be the same as plant-based milk.

• It is expected to be 75% of plant-based milk's share.

• It is expected to be lower than 50% of plant-based milk's share.

What is one of the main challenges for plant-based meat in achieving market growth?

• Limited distribution channels.

• Complexity due to different meat categories.

• High production costs.

• Lack of consumer interest.

Where are Beyond Meat products strategically placed in supermarkets?

• In the snacks section.

• In the organic food aisle.

• Next to animal protein counterparts.

• In the frozen food section.

What does the presence of major competitors like Kellogg and Kroger suggest about the plant-based meat market?

• The market is saturated.

• There are high barriers to entry.

• Barriers to entry are not very high.

• The market is declining.