The severe miss and delayed filing signal deep operational and financial control issues. While the debt restructuring provides temporary liquidity, the core business is deteriorating. Monitor the upcoming 10-K for the final audited results and any restatements. The stock is likely to face significant downward pressure.
Price Chart
Executive Summary
Beyond Meat reported a significant miss in Q4 2025, with revenue of $61.6M (down 19.7% YoY) and a net loss per share of $0.29, far worse than the consensus estimate of $-0.10. The results were driven by weak category demand, SKU rationalization, and $105.7M in restructuring charges, including asset write-downs and litigation accruals. The company also delayed its 10-K filing due to an inventory provision review, signaling ongoing financial control issues.
Key Financial Metrics
Key Facts
- Q4 2025 revenue was $61.6M, a 19.7% year-over-year decrease.
- Net loss per share (diluted) was $0.29, missing the $-0.10 consensus by 190%.
- The company incurred $105.7M in one-time charges, including $48.1M for asset write-downs and a $38.9M litigation accrual.
- The 10-K filing was delayed due to a review of its inventory provision, indicating material weaknesses in internal controls.
- The company entered 2026 with reduced leverage after a debt restructuring that generated a $548.7M non-cash gain.
Financial Impact
Revenue miss of $3.4M and an EPS miss of $0.19, with $105.7M in one-time charges.
Risk Factors
- The company has material weaknesses in its internal control over financial reporting, which could lead to a restatement of financials.
- The delay in filing the 10-K makes the company ineligible to use Form S-3 for future offerings, limiting its financing options.
- Ongoing weak demand in the plant-based meat category and high operating expenses pose a threat to long-term viability.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001655210-26-000016 |
| Document: bynd-20260331.htm | 0001655210-26-000016 |
| Document: 0001655210-26-000016-index-headers.html | 0001655210-26-000016 |
| Document: 0001655210-26-000016-index.html | 0001655210-26-000016 |
| Document: 0001655210-26-000016.txt | 0001655210-26-000016 |
| 8-K Data (Synthetic) | 0001655210-26-000016 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 14, 2026 7w ago | 8-K | $13.47 $10.31 | ▲ +23.46% | ▲ +21.47% | $8.25 (+38.75%) |
Aug 11, 2026 7w ago | 8-K | $0.4176 $10.85 | ▲ +2498.66% | ▲ +2499.72% | $8.25 (+1875.57%) |
Aug 10, 2026 7w ago | 8-K | $0.5200 $11.21 | ▲ +2055.77% | ▲ +2056.68% | $8.25 (+1486.54%) |
Aug 6, 2026 8w ago | Institutional Cluster | $0.5275 $11.27 | ▼ −2036.49% | ▼ −2035.89% | $8.25 (−1463.98%) |
Aug 5, 2026 8w ago | Press Release | $0.5275 $11.27 | ▼ −2036.49% | ▼ −2035.89% | $8.25 (−1463.98%) |
Aug 5, 2026 8w ago | 8-K | $0.5275 $11.27 | ▼ −2036.49% | ▼ −2035.89% | $8.25 (−1463.98%) |
Jul 17, 2026 10w ago | 8-K | $0.5945 $11.63 | ▲ +1856.27% | ▲ +1852.14% | $8.25 (+1287.72%) |
Jun 25, 2026 14w ago | 8-K | $0.6594 $0.5601 | ▼ −15.06% | ▼ −16.32% | $8.25 (+1151.14%) |
Jun 3, 2026 17w ago | 8-K | $0.7630 $0.7103 | ▼ −6.91% | ▼ −5.28% | $8.25 (+981.26%) |
Apr 24, 2026 22w ago | 8-K | $0.9010 $0.7684 | ▲ +14.72% | ▲ +19.67% | $8.25 (−815.65%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access