Bieyang Meat Customer's Q3 2025 Losses Expand, China Business Fully Exits

2026-02-22 03:05:20

Financial Observation Network

Beyond Meat (BYND.US) has recently faced financial pressure and has completed a full exit from the Chinese market, while attempting to expand its business through new product launches and transformation.

Performance and Operating Situation

Beyond Meat’s Q3 2025 financial report shows that the company’s total revenue for the first three quarters decreased by 14.37% year-over-year to $214 million, with net losses widening to $193 million. In Q3 alone, revenue was $70.2 million, with a net loss of $111 million, mainly due to declining sales volume and falling prices. This data reflects the company’s ongoing revenue pressure.

Business Progress

In February 2025, the company announced the suspension of operations in China, laying off 95% of staff and closing the Jiaxing factory; in November of the same year, its Tmall flagship store and other e-commerce channels ceased operations, officially completing its exit from the Chinese market. Currently, products are only sold through distributors from existing inventory. This adjustment is a significant step in the company’s global strategic contraction.

Recent Stock Performance

On January 8, 2026, Beyond Meat’s stock experienced a sudden movement, rising 5.71% in a single day to $0.987 per share, with a trading volume of 24.5821 million shares. The stock fluctuation may be related to market sentiment regarding the progress of its transformation efforts.

Strategic Initiatives

In January 2026, Beyond Meat launched a new protein beverage, “Beyond Immerse,” attempting to break through the limitations of plant-based meat and expand into innovative protein solutions. CEO Ethan Brown stated that the goal is to achieve core profitability by the end of 2026, seeking growth through cost reduction and product diversification.

Institutional Views

As of January 2026, most brokerage firms have issued sell recommendations (e.g., 57% bearish), reflecting market caution regarding its fundamentals. Future focus should be on the implementation of its transformation measures and quarterly financial results.

The above content is compiled from publicly available information and does not constitute investment advice.

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