Plant based meat sector contraction?

1,931 Views | 13 Replies | Last: 3 yr ago by YouBet
fightingfarmer09
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Mostly enjoy reading the board to learn and stay in my lane (ag research). I do some work with these "plant-meat" companies and the agricultural benefits of this has always been skeptical at best. I know there is a ton of industry lobby interest in it purely as a strategy to grow the commodity prices for the grower.

Found this interesting while on plane reading through AgFunder.

https://agfundernews.com/meat-giant-jbs-shuts-down-its-us-plant-based-meat-division

Interesting to see the markets being impacted by a change in consumer views concerning health.

Quote:


JBS, one of the world's largest meat companies, is "pulling the plug" on its US-based alt-protein division, Planterra. Denver Business Journal was first to report the news.

The move includes closing down a 189,000-square-foot factory in Denver, Colorado, as well as getting rid of more than 100 jobs.

Planterra debuted its OZO brand of meat alternatives in the US in 2020. As recently as last month, the company was announcing expansion news.

gunan01
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AG
Interesting article. I think there's a huge potential market here. BYND is way down from its peak.

The health benefits are overblown. Have you seen the nutritional content? Lots of saturated fat.
gunan01
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AG
Anyway I just loaded up on some BYND at 14. Make sure you wait to buy, since my buying will undoubtedly push it down further.
YouBet
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AG
Hope this industry fails and fails hard.
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jagvocate
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AG
"Plant based meat" is the fleshlight of dieting
YouBet
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AG
ac04 said:

i don't understand the target market for these products. people who eat meat don't want it and as far as i know neither do vegetarians/vegans.
It's a political movement more than it is a demand driven product which is why I want it to fail.
zagman
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AG
gunan01 said:

Anyway I just loaded up on some BYND at 14. Make sure you wait to buy, since my buying will undoubtedly push it down further.


What was its price to book value ratio at said peak? What was its earning multiple? What is it now?

The company sucks. It's still extremely overvalued if it's above $0.
ballchain
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PeekingDuck
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AG
Cheap money makes for odd business. Maybe they could sell NFTs with the fake meat.
TexAgs1992
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Just running into this thread but man, glad I've found my thread. Plant-based "meats" are garbage products that are significantly worse for you than the so called "concerns" of actual meat.
deadbq03
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AG
ac04 said:

i don't understand the target market for these products. people who eat meat don't want it and as far as i know neither do vegetarians/vegans.
Yeah I agree. Most folks who are concerned about eating meat are also concerned about eating processed foods, and obviously those of us who like meat would overwhelmingly choose natural meat over artificial, even if it tasted exactly the same.

I might consider it if it saved a lot of money, but it's more expensive.

Fake, processed, and expensive. Lose, lose, lose.
Gabster43213
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Even the business analysts on CNBC yesterday completely obliterated Beyond Meat (BYND).

Stock was at $157/share on 6/1/2021, $65/share on January 1 and now at $13.50/share. Down 9% today alone.
YouBet
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AG
Gabster43213 said:

Even the business analysts on CNBC yesterday completely obliterated Beyond Meat (BYND).

Stock was at $157/share on 6/1/2021, $65/share on January 1 and now at $13.50/share. Down 9% today alone.
Holy hell!
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