Beyond Meat, Inc. (BYND) Earnings Call Transcripts
Beyond Meat, Inc.'s Latest Earnings Call - Q1 FY2026
In the first quarter of 2026, Beyond Meat reported net revenues of $58.2 million, a decrease of 15.3% year-over-year, primarily due to a 19.5% decline in product volume sold. The company achieved a gross margin of 3.4%, a significant improvement from a loss of 10.1% in the prior year, but still below targets due to inventory issues. Management expects second quarter revenues to range between $60 million and $65 million, indicating cautious optimism about recovery despite ongoing challenges in the plant-based meat category.
Reported metrics
| Metric | Value |
|---|---|
| Net Revenue | $58.2 million (miss) |
| Gross Margin | 3.4% (positive) |
| Net Loss | $28.5 million (positive) |
| Adjusted EBITDA | -$27.8 million (positive) |
| Operating Expenses | $43.1 million (positive) |
| Cash Used | $11.8 million (positive) |
Guidance from management
Management expects second quarter revenues to be in the range of approximately $60 million to $65 million, reflecting ongoing uncertainty in the operating environment.
What management said
Yes, I think if you look at COGS, you see something like a 8% good guy in terms of improvement. That's if the, if the folks in Columbia and in Pennsylvania are listening and elsewhere, Europe that's really due to their good work. It's about getting rid of the noise, so that those things start showing up.
What analysts pressed on
Analysts expressed concerns regarding the significant revenue decline and the challenges in the U.S. food service channel. There were questions about the sustainability of gross margin improvements and the effectiveness of the restructuring efforts in driving future growth.
Main topics on the call
- Revenue Decline — Beyond Meat's net revenues decreased by 15.3% year-over-year to $58.2 million, driven by a 19.5% drop in product volume sold. Management noted that this was partially offset by a 5.4% increase in net revenue per pound, a...
- Gross Margin Improvement — The company reported a gross margin of 3.4%, up from a loss of 10.1% in the previous year. Management highlighted that this improvement was obscured by high-cost inventory from Q4 2025, stating, "A more substantial impro...
- Cash Use Reduction — Beyond Meat's cash use for the quarter was $11.8 million, marking the lowest quarterly cash consumption in over two years. This reflects significant progress in restructuring efforts and operational efficiency, as noted ...
- Product Launches and Innovation — The company is expanding its product portfolio with the launch of Beyond Immerse, a functional beverage aimed at addressing multiple nutritional needs. Management expressed confidence in the product's market potential, s...
Read the full Beyond Meat, Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Beyond Meat, Inc.
Beyond Meat, Inc. (BYND) is a publicly listed company in the Food Products industry, within the Consumer Staples sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 30 calls on record spanning February 27, 2020 to August 5, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 30 Beyond Meat, Inc. earnings call transcripts on record, spanning February 27, 2020 to August 5, 2026. Based on this history, Beyond Meat, Inc. reports quarterly. The most recent call on file is dated August 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- BYND
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Consumer Staples
- Industry
- Food Products
- Calls on record
- 30
- First call
- February 27, 2020
- Most recent
- August 5, 2026
- Reporting cadence
- quarterly