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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":144541255,"tweetId":"144541255","gmtCreate":1626307706977,"gmtModify":1631891734045,"author":{"id":3581563798792598,"idStr":"3581563798792598","authorId":3581563798792598,"authorIdStr":"3581563798792598","name":"yong9900","avatar":"https://static.tigerbbs.com/6bfaed196ec3900a42d2273573aefc17","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":6,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Ok </body></html>","htmlText":"<html><head></head><body>Ok </body></html>","text":"Ok","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/144541255","repostId":1169995171,"repostType":4,"repost":{"id":"1169995171","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1626307499,"share":"https://www.laohu8.com/m/news/1169995171?lang=zh_CN&edition=full","pubTime":"2021-07-15 08:04","market":"us","language":"en","title":"Stock Wars: Beyond Meat Vs. Tattooed Chef<blockquote>股票大战：Beyond Meat与纹身厨师</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169995171","media":"Benzinga","summary":"Benzinga’s weekly Stock Wars matches two leaders in a major industry sector, with the goal of determ","content":"Benzinga’s weekly Stock Wars matches&nbsp;two leaders in a major industry sector,&nbsp;with the goal of determining which company is the better investment.<blockquote>Benzinga的每周股票大战将主要行业领域的两位领导者配对，目标是确定哪家公司是更好的投资。</blockquote> This week, the duel is between a pair of companies in the vegan food sector:Beyond Meat Inc&nbsp;BYND 6.1%andTattooed Chef Inc&nbsp;TTCF 5.15%<blockquote>本周，这场对决发生在纯素食品行业的两家公司之间：Beyond Meat公司 BYND 6.1%和纹身厨师公司 TTCF 5.15%</blockquote> The Case For Beyond Meat:This El Segundo, California-based company was founded in 2009 and immediately attracted attention thanks to celebrity investors includingLeonardo DiCaprioandSnoop Dogg.Its initial public offering in 2019 was priced at $25 per share and very quickly took off.<blockquote>Beyond Meat的案例：这家总部位于加利福尼亚州埃尔塞贡多的公司成立于2009年，由于包括莱昂纳多·迪卡普里奥和史努比狗狗。其2019年首次公开募股定价为每股25美元，并迅速起飞。</blockquote> Earlier this year, the company formed a partnership withPepsiCo, Inc.PEP 1.03%to develop snacks and drinks made from plant-based protein and it teamed up withMcDonald’s CorporationMCD 0.46%to develop&nbsp;a plant-based burger.<blockquote>今年早些时候，该公司与百事公司。PEP 1.03%开发植物蛋白零食和饮料，并与麦当劳公司MCD 0.46%开发植物汉堡。</blockquote> But its track record in becoming a staple of the grab-and-go dining crowd has been shaky: an effort to roll out plant-based chicken nuggets withYum! Brands, Inc.'s&nbsp;YUM 0.05%KFC chainnever progressed beyond the pilot phase, while a plant-based breakfast-sausage sandwich offered through theDunkin’ chainwas scaled back from a national availability to a few hundred eateries due to lack of customer interest.<blockquote>但它成为外卖餐饮人群主食的记录一直不稳定：努力推出植物性鸡块好吃！品牌公司的百胜0.05%肯德基从未超越试点阶段，而通过扣篮链由于缺乏顾客兴趣，从全国范围内的餐馆缩减到几百家。</blockquote> Earlier this month, Beyond Meat made its third attempt to introduce a plant-based chicken product, but its availability is targeted within independent restaurants and smaller regional chains.<blockquote>本月早些时候，Beyond Meat第三次尝试推出植物性鸡肉产品，但其供应目标是独立餐厅和较小的区域连锁店。</blockquote> On Tuesday,Panda Expresssaid it would offer Beyond Meat’sOriginal Orange Chickenon a limited-time basis at select restaurants in New York City and Southern California.<blockquote>周二，熊猫快车表示将提供Beyond Meat的原味香橙鸡在纽约市和南加州的精选餐厅限时供应。</blockquote> The company has gone through a rough patch during the pandemic, with consecutive quarters of losses. A&nbsp;focus on getting products into the food service industry rather than concentrating on a grocery retail presence didn’t help, although Beyond Meat is making a renewed push to become more visible in supermarkets, most notably by getting its sausages and meatballs into thousands ofWalmart IncWMT 0.68%stores this spring.<blockquote>该公司在疫情期间经历了一段艰难时期，连续几个季度亏损。尽管Beyond Meat正在重新努力提高其在超市中的知名度，最引人注目的是将其香肠和肉丸打入数千家超市，但专注于将产品引入食品服务行业而不是杂货零售业务并没有起到帮助作用。沃尔玛公司今年春季WMT 0.68%商店。</blockquote> It has also had some strange publicity recently. In May, the company found supporters in the members of the Reddit forumWallStreetBets,who repeatedly talked up its viability, and it also attracted a prominent detractor in&nbsp;Jim Cramer,who posted aseries of tweetsthat urged bears to exit their short positions in the company. And CEOEthan Brownfreely admitted to theWall Street Journalearlier this month that making its vegan alternatives indistinguishable from animal protein is still a challenge for the company.<blockquote>它最近也有一些奇怪的宣传。今年5月，该公司在Reddit论坛WallStreetBets的成员中找到了支持者，他们多次谈论其可行性，并且还吸引了一位著名的批评者。吉姆·克莱默,他发布了一系列推文，敦促空头退出该公司的空头头寸。兼首席执行官伊森·布朗本月早些时候向《华尔街日报》坦率地承认，使其纯素替代品与动物蛋白难以区分对该公司来说仍然是一个挑战。</blockquote> In its first-quarter&nbsp;earnings, Beyond Meat reported $108 million in revenues, up from $97 million one year earlier, but its gross profit was $32.7 million, down from $37.7 million in the previous year. Its net loss was $27.3 million, or 43 cents per common share and adjusted net loss was $26.2 million, or 42 cents per common share. The first-quarter&nbsp;adjusted EBITDA was a loss of $10.8 million, or -10% of net revenues.<blockquote>在第一季度财报中，Beyond Meat公布的收入为1.08亿美元，高于一年前的9700万美元，但毛利润为3270万美元，低于去年的3770万美元。其净亏损为2730万美元，即每股普通股43美分，调整后净亏损为2620万美元，即每股普通股42美分。第一季度调整后EBITDA亏损1080万美元，占净收入的-10%。</blockquote> The company also issued guidance for second-quarter forecasting net revenues in the range of $135 million to $150 million, an increase of 19% to 32% compared to second-quarter&nbsp;2020.<blockquote>该公司还发布了第二季度指引，预计净收入在1.35亿美元至1.5亿美元之间，较2020年第二季度增长19%至32%。</blockquote> Brown stated that Beyond Meat was “cautiously returning to the practice of issuing guidance, starting with net revenues, as we have recently begun to see a slow thaw occurring within food service both domestically and in certain international markets.”<blockquote>Brown表示，Beyond Meat“正在谨慎地恢复发布指导意见的做法，从净收入开始，因为我们最近开始看到国内和某些国际市场的食品服务行业正在缓慢解冻。”</blockquote> At last check, Beyond Meat was trading at $127.97, which is somewhat closer to its 52-week low of $99.86 than its 52-week high of $221.00.<blockquote>最后一次检查时，Beyond Meat的交易价格为127.97美元，略接近52周低点99.86美元，而不是52周高点221.00美元。</blockquote> The Case For Tattooed Chef:This Paramount, California-headquartered company was founded in 2018 and was originally Itella International before it went public last October through a merger with the special purpose acquisition company,&nbsp;Forum Merger II Corporation.<blockquote>纹身厨师的案例：这家总部位于加利福尼亚州派拉蒙的公司成立于2018年，最初是Itella International，去年10月通过与特殊目的收购公司合并上市，论坛合并二公司。</blockquote> Unlike Beyond Meat, Tattooed Chef is not offering plant-based alternatives to beef, chicken and port, nor is it seeking to become a presence on fast-food restaurant menus.<blockquote>与Beyond Meat不同，纹身厨师不提供牛肉、鸡肉和波特酒的植物替代品，也不寻求出现在快餐店菜单上。</blockquote> Instead, its line of ready-to-cook bowls, zucchini spirals, riced cauliflower, acai and smoothie bowls, and plant-based pizzas and cauliflower pizza crusts have been marketed in supermarket frozen food sections across the U.S.<blockquote>相反，其即食碗、西葫芦螺旋、米饭花椰菜、巴西莓和冰沙碗以及植物披萨和花椰菜披萨饼皮系列已在美国各地的超市冷冻食品区销售。</blockquote> On July 12, the company has announced that its products will be available in 1,800Kroger CoKR 0.66%stores nationwide later this summer. It had previously secured product placements atTarget CorporationTGT 0.7%in March and atWhole Foods, the supermarket subsidiary ofAmazon.com, Inc.AMZN 0.12%, in May.<blockquote>7月12日，该公司已宣布其产品将在1800克罗格公司今年夏天晚些时候，KR 0.66%将在全国范围内开设商店。该公司此前曾在目标公司3月份TGT为0.7%全食超市、的超市子公司亚马逊公司。AMZN 5月份上涨0.12%。</blockquote> Also in May, the company completed its $37 million acquisition ofNew Mexico Food Distributors Inc.andKarsten Tortilla Factory LLC,collectively referred to asFoods of New Mexico. One month earlier, the company sought to raise its brand awareness through its first national advertising campaign on television and digital media platforms.<blockquote>同样在5月，该公司完成了3700万美元的收购新墨西哥食品分销公司。和卡斯滕玉米粉圆饼工厂有限责任公司，合称为新墨西哥食品一个月前，该公司试图通过在电视和数字媒体平台上的首次全国广告活动来提高其品牌知名度。</blockquote> In its first-quarter&nbsp;earnings report, Tattooed Chef saw $52.7 million in revenue, up from $33.2 million one year earlier —&nbsp;with an $18.4 million increase in Tattooed Chef-branded products and a $1.3 million increase in private label products and legacy products for select private label retailers.<blockquote>在其第一季度收益报告中，Tattooed Chef的收入为5270万美元，高于一年前的3320万美元，其中Tattooed Chef品牌产品增加了1840万美元，精选自有品牌产品和传统产品增加了130万美元。自有品牌零售商。</blockquote> The company’s first-quarter&nbsp;gross profit was $13.7 million, compared to $9.2 million in the previous year, and its net loss was $7.9 million, compared to $5.9 million in the same period in 2020, which the company attributed to increased operating expenses. Adjusted EBITDA loss was $3 million —&nbsp;it was a $7.4 million loss one year earlier, and the company offered guidance forecasting a full-year revenue range of $235 million to $242 million and an adjusted EBITDA in the range of $2 million to $4 million.<blockquote>该公司第一季度毛利润为1370万美元，上年同期为920万美元，净亏损为790万美元，2020年同期为590万美元，该公司将其归因于运营费用增加。调整后EBITDA亏损为300万美元，一年前亏损740万美元，该公司提供的指引预测全年收入范围为2.35亿美元至2.42亿美元，调整后EBITDA范围为200万美元至400万美元。</blockquote> “We are revolutionizing plant-based eating with the Tattooed Chef brand by tapping into consumer preferences and constantly bringing new ideas to the market,” saidSarah Galletti,chief creative officer and the well-inked inspiration of the company’s name. “Our recent product launches in retail have been very successful and with the addition of our new manufacturing capabilities with the Foods of New Mexico acquisition, we have a pipeline of over 250 plant-based innovation ideas including ambient products and snacks.”<blockquote>“我们正在通过Tattooed Chef品牌彻底改变植物性饮食，利用消费者的偏好并不断为市场带来新的想法，”他说莎拉·加莱蒂,首席创意官和公司名称的灵感来源。“我们最近在零售领域推出的产品非常成功，随着收购新墨西哥食品公司增加了新的制造能力，我们拥有超过250个基于植物的创新理念，包括环保产品和零食。”</blockquote> At last check, Tattooed Chef stock was trading at $19.54, sandwiched between its lowest ebb of $12.61 and its peak of $28.64.<blockquote>据上次检查，纹身厨师股票的交易价格为19.54美元，介于12.61美元的最低点和28.64美元的峰值之间。</blockquote> The Verdict:The two companies are taking very different approaches to their marketplace. Beyond Meat is clearly on the riskier road in putting plant-based foods into fast-food environments that have traditionally not been the favored grazing spots of vegans. Putting an increased focus on getting into grocery retailers should help ratchet up the revenue stream.<blockquote>判决：这两家公司对他们的市场采取了非常不同的方法。Beyond Meat在将植物性食品放入快餐环境方面显然走上了一条风险更大的道路，而快餐环境传统上并不是纯素食者最喜欢的放牧场所。更加关注进入杂货零售商应该有助于增加收入来源。</blockquote> Tattooed Chef is playing it safer by not trying to reinvent the hamburger and by completely avoiding the food service sector in favor of grocery retailing; Beyond Meat admitted pandemic-era problems with the food service world has hurt its recent financial performance.<blockquote>纹身厨师玩得更安全，他没有试图重新发明汉堡，完全避开食品服务行业，转而支持杂货零售；Beyond Meat承认，大流行时期食品服务行业的问题损害了其近期的财务业绩。</blockquote> Tattooed Chef’s track record is, admittedly, a work in progress, and its stock could be rocking with more force thanks to a flurry of positive news developments. As a vegan food company, it appears to be heading in the right direction, especially with Galletti’s comments on a massive pipeline of potential new products and its pursuit of private label endeavors, which will certainly endear it with major grocery retailers who want to add more vegan choices to their private label line-ups.<blockquote>诚然，纹身厨师的业绩记录正在进行中，由于一系列积极的消息发展，其股价可能会更加强劲地波动。作为一家纯素食品公司，它似乎正朝着正确的方向前进，特别是加莱蒂对大量潜在新产品及其对自有品牌努力的追求的评论，这肯定会使它受到希望增加更多纯素选择的主要杂货零售商的喜爱到他们的自有品牌阵容中。</blockquote> Beyond Meat made a P.R. mistake with Brown’s Wall Street Journal interview. He showed a frankness and sincerity that many chief executives prefer not to display, but some of his comments —&nbsp;to borrow a line from film critic Andrew Sarris —&nbsp;appear to show a leader who is groping when he should be gripping.<blockquote>Beyond Meat在接受《华尔街日报》采访时犯了公关错误。他表现出了许多首席执行官不愿表现出的坦率和真诚，但他的一些评论——借用影评人安德鲁·萨里斯的一句话——似乎表明了一位领导者在应该扣人心弦的时候却在摸索。</blockquote> In contrast, the Wall Street Journal has only had a single and very brief mention of Tattooed Chef in its pages, so that company —&nbsp;which has only been publicly traded for nine months —&nbsp;still has time to define itself for an investor audience that doesn’t have the company on its radar.<blockquote>相比之下，《华尔街日报》在其版面中只非常简短地提到了纹身厨师，因此这家上市仅九个月的公司仍有时间为没有上市的投资者受众定义自己。该公司不在其关注范围内。</blockquote> In this Stock Wars duel, Tattooed Chef is the under-the-radar surprise who is poised to become a sector leader. While Beyond Meat is clearly deserving of attention, traders and long-haul investors may want to pay more attention to Tattooed Chef’s progress.<blockquote>在这场股票战争决斗中，纹身厨师是一个不为人知的惊喜，他有望成为行业领导者。虽然Beyond Meat显然值得关注，但交易者和长期投资者可能需要更多地关注纹身厨师的进展。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Wars: Beyond Meat Vs. Tattooed Chef<blockquote>股票大战：Beyond Meat与纹身厨师</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Wars: Beyond Meat Vs. Tattooed Chef<blockquote>股票大战：Beyond Meat与纹身厨师</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nBenzinga \n2021-07-15 08:04\n</div>\n</div>\n</h4>\n</header>\n<article>\nBenzinga’s weekly Stock Wars matches&nbsp;two leaders in a major industry sector,&nbsp;with the goal of determining which company is the better investment.<blockquote>Benzinga的每周股票大战将主要行业领域的两位领导者配对，目标是确定哪家公司是更好的投资。</blockquote> This week, the duel is between a pair of companies in the vegan food sector:Beyond Meat Inc&nbsp;BYND 6.1%andTattooed Chef Inc&nbsp;TTCF 5.15%<blockquote>本周，这场对决发生在纯素食品行业的两家公司之间：Beyond Meat公司 BYND 6.1%和纹身厨师公司 TTCF 5.15%</blockquote> The Case For Beyond Meat:This El Segundo, California-based company was founded in 2009 and immediately attracted attention thanks to celebrity investors includingLeonardo DiCaprioandSnoop Dogg.Its initial public offering in 2019 was priced at $25 per share and very quickly took off.<blockquote>Beyond Meat的案例：这家总部位于加利福尼亚州埃尔塞贡多的公司成立于2009年，由于包括莱昂纳多·迪卡普里奥和史努比狗狗。其2019年首次公开募股定价为每股25美元，并迅速起飞。</blockquote> Earlier this year, the company formed a partnership withPepsiCo, Inc.PEP 1.03%to develop snacks and drinks made from plant-based protein and it teamed up withMcDonald’s CorporationMCD 0.46%to develop&nbsp;a plant-based burger.<blockquote>今年早些时候，该公司与百事公司。PEP 1.03%开发植物蛋白零食和饮料，并与麦当劳公司MCD 0.46%开发植物汉堡。</blockquote> But its track record in becoming a staple of the grab-and-go dining crowd has been shaky: an effort to roll out plant-based chicken nuggets withYum! Brands, Inc.'s&nbsp;YUM 0.05%KFC chainnever progressed beyond the pilot phase, while a plant-based breakfast-sausage sandwich offered through theDunkin’ chainwas scaled back from a national availability to a few hundred eateries due to lack of customer interest.<blockquote>但它成为外卖餐饮人群主食的记录一直不稳定：努力推出植物性鸡块好吃！品牌公司的百胜0.05%肯德基从未超越试点阶段，而通过扣篮链由于缺乏顾客兴趣，从全国范围内的餐馆缩减到几百家。</blockquote> Earlier this month, Beyond Meat made its third attempt to introduce a plant-based chicken product, but its availability is targeted within independent restaurants and smaller regional chains.<blockquote>本月早些时候，Beyond Meat第三次尝试推出植物性鸡肉产品，但其供应目标是独立餐厅和较小的区域连锁店。</blockquote> On Tuesday,Panda Expresssaid it would offer Beyond Meat’sOriginal Orange Chickenon a limited-time basis at select restaurants in New York City and Southern California.<blockquote>周二，熊猫快车表示将提供Beyond Meat的原味香橙鸡在纽约市和南加州的精选餐厅限时供应。</blockquote> The company has gone through a rough patch during the pandemic, with consecutive quarters of losses. A&nbsp;focus on getting products into the food service industry rather than concentrating on a grocery retail presence didn’t help, although Beyond Meat is making a renewed push to become more visible in supermarkets, most notably by getting its sausages and meatballs into thousands ofWalmart IncWMT 0.68%stores this spring.<blockquote>该公司在疫情期间经历了一段艰难时期，连续几个季度亏损。尽管Beyond Meat正在重新努力提高其在超市中的知名度，最引人注目的是将其香肠和肉丸打入数千家超市，但专注于将产品引入食品服务行业而不是杂货零售业务并没有起到帮助作用。沃尔玛公司今年春季WMT 0.68%商店。</blockquote> It has also had some strange publicity recently. In May, the company found supporters in the members of the Reddit forumWallStreetBets,who repeatedly talked up its viability, and it also attracted a prominent detractor in&nbsp;Jim Cramer,who posted aseries of tweetsthat urged bears to exit their short positions in the company. And CEOEthan Brownfreely admitted to theWall Street Journalearlier this month that making its vegan alternatives indistinguishable from animal protein is still a challenge for the company.<blockquote>它最近也有一些奇怪的宣传。今年5月，该公司在Reddit论坛WallStreetBets的成员中找到了支持者，他们多次谈论其可行性，并且还吸引了一位著名的批评者。吉姆·克莱默,他发布了一系列推文，敦促空头退出该公司的空头头寸。兼首席执行官伊森·布朗本月早些时候向《华尔街日报》坦率地承认，使其纯素替代品与动物蛋白难以区分对该公司来说仍然是一个挑战。</blockquote> In its first-quarter&nbsp;earnings, Beyond Meat reported $108 million in revenues, up from $97 million one year earlier, but its gross profit was $32.7 million, down from $37.7 million in the previous year. Its net loss was $27.3 million, or 43 cents per common share and adjusted net loss was $26.2 million, or 42 cents per common share. The first-quarter&nbsp;adjusted EBITDA was a loss of $10.8 million, or -10% of net revenues.<blockquote>在第一季度财报中，Beyond Meat公布的收入为1.08亿美元，高于一年前的9700万美元，但毛利润为3270万美元，低于去年的3770万美元。其净亏损为2730万美元，即每股普通股43美分，调整后净亏损为2620万美元，即每股普通股42美分。第一季度调整后EBITDA亏损1080万美元，占净收入的-10%。</blockquote> The company also issued guidance for second-quarter forecasting net revenues in the range of $135 million to $150 million, an increase of 19% to 32% compared to second-quarter&nbsp;2020.<blockquote>该公司还发布了第二季度指引，预计净收入在1.35亿美元至1.5亿美元之间，较2020年第二季度增长19%至32%。</blockquote> Brown stated that Beyond Meat was “cautiously returning to the practice of issuing guidance, starting with net revenues, as we have recently begun to see a slow thaw occurring within food service both domestically and in certain international markets.”<blockquote>Brown表示，Beyond Meat“正在谨慎地恢复发布指导意见的做法，从净收入开始，因为我们最近开始看到国内和某些国际市场的食品服务行业正在缓慢解冻。”</blockquote> At last check, Beyond Meat was trading at $127.97, which is somewhat closer to its 52-week low of $99.86 than its 52-week high of $221.00.<blockquote>最后一次检查时，Beyond Meat的交易价格为127.97美元，略接近52周低点99.86美元，而不是52周高点221.00美元。</blockquote> The Case For Tattooed Chef:This Paramount, California-headquartered company was founded in 2018 and was originally Itella International before it went public last October through a merger with the special purpose acquisition company,&nbsp;Forum Merger II Corporation.<blockquote>纹身厨师的案例：这家总部位于加利福尼亚州派拉蒙的公司成立于2018年，最初是Itella International，去年10月通过与特殊目的收购公司合并上市，论坛合并二公司。</blockquote> Unlike Beyond Meat, Tattooed Chef is not offering plant-based alternatives to beef, chicken and port, nor is it seeking to become a presence on fast-food restaurant menus.<blockquote>与Beyond Meat不同，纹身厨师不提供牛肉、鸡肉和波特酒的植物替代品，也不寻求出现在快餐店菜单上。</blockquote> Instead, its line of ready-to-cook bowls, zucchini spirals, riced cauliflower, acai and smoothie bowls, and plant-based pizzas and cauliflower pizza crusts have been marketed in supermarket frozen food sections across the U.S.<blockquote>相反，其即食碗、西葫芦螺旋、米饭花椰菜、巴西莓和冰沙碗以及植物披萨和花椰菜披萨饼皮系列已在美国各地的超市冷冻食品区销售。</blockquote> On July 12, the company has announced that its products will be available in 1,800Kroger CoKR 0.66%stores nationwide later this summer. It had previously secured product placements atTarget CorporationTGT 0.7%in March and atWhole Foods, the supermarket subsidiary ofAmazon.com, Inc.AMZN 0.12%, in May.<blockquote>7月12日，该公司已宣布其产品将在1800克罗格公司今年夏天晚些时候，KR 0.66%将在全国范围内开设商店。该公司此前曾在目标公司3月份TGT为0.7%全食超市、的超市子公司亚马逊公司。AMZN 5月份上涨0.12%。</blockquote> Also in May, the company completed its $37 million acquisition ofNew Mexico Food Distributors Inc.andKarsten Tortilla Factory LLC,collectively referred to asFoods of New Mexico. One month earlier, the company sought to raise its brand awareness through its first national advertising campaign on television and digital media platforms.<blockquote>同样在5月，该公司完成了3700万美元的收购新墨西哥食品分销公司。和卡斯滕玉米粉圆饼工厂有限责任公司，合称为新墨西哥食品一个月前，该公司试图通过在电视和数字媒体平台上的首次全国广告活动来提高其品牌知名度。</blockquote> In its first-quarter&nbsp;earnings report, Tattooed Chef saw $52.7 million in revenue, up from $33.2 million one year earlier —&nbsp;with an $18.4 million increase in Tattooed Chef-branded products and a $1.3 million increase in private label products and legacy products for select private label retailers.<blockquote>在其第一季度收益报告中，Tattooed Chef的收入为5270万美元，高于一年前的3320万美元，其中Tattooed Chef品牌产品增加了1840万美元，精选自有品牌产品和传统产品增加了130万美元。自有品牌零售商。</blockquote> The company’s first-quarter&nbsp;gross profit was $13.7 million, compared to $9.2 million in the previous year, and its net loss was $7.9 million, compared to $5.9 million in the same period in 2020, which the company attributed to increased operating expenses. Adjusted EBITDA loss was $3 million —&nbsp;it was a $7.4 million loss one year earlier, and the company offered guidance forecasting a full-year revenue range of $235 million to $242 million and an adjusted EBITDA in the range of $2 million to $4 million.<blockquote>该公司第一季度毛利润为1370万美元，上年同期为920万美元，净亏损为790万美元，2020年同期为590万美元，该公司将其归因于运营费用增加。调整后EBITDA亏损为300万美元，一年前亏损740万美元，该公司提供的指引预测全年收入范围为2.35亿美元至2.42亿美元，调整后EBITDA范围为200万美元至400万美元。</blockquote> “We are revolutionizing plant-based eating with the Tattooed Chef brand by tapping into consumer preferences and constantly bringing new ideas to the market,” saidSarah Galletti,chief creative officer and the well-inked inspiration of the company’s name. “Our recent product launches in retail have been very successful and with the addition of our new manufacturing capabilities with the Foods of New Mexico acquisition, we have a pipeline of over 250 plant-based innovation ideas including ambient products and snacks.”<blockquote>“我们正在通过Tattooed Chef品牌彻底改变植物性饮食，利用消费者的偏好并不断为市场带来新的想法，”他说莎拉·加莱蒂,首席创意官和公司名称的灵感来源。“我们最近在零售领域推出的产品非常成功，随着收购新墨西哥食品公司增加了新的制造能力，我们拥有超过250个基于植物的创新理念，包括环保产品和零食。”</blockquote> At last check, Tattooed Chef stock was trading at $19.54, sandwiched between its lowest ebb of $12.61 and its peak of $28.64.<blockquote>据上次检查，纹身厨师股票的交易价格为19.54美元，介于12.61美元的最低点和28.64美元的峰值之间。</blockquote> The Verdict:The two companies are taking very different approaches to their marketplace. Beyond Meat is clearly on the riskier road in putting plant-based foods into fast-food environments that have traditionally not been the favored grazing spots of vegans. Putting an increased focus on getting into grocery retailers should help ratchet up the revenue stream.<blockquote>判决：这两家公司对他们的市场采取了非常不同的方法。Beyond Meat在将植物性食品放入快餐环境方面显然走上了一条风险更大的道路，而快餐环境传统上并不是纯素食者最喜欢的放牧场所。更加关注进入杂货零售商应该有助于增加收入来源。</blockquote> Tattooed Chef is playing it safer by not trying to reinvent the hamburger and by completely avoiding the food service sector in favor of grocery retailing; Beyond Meat admitted pandemic-era problems with the food service world has hurt its recent financial performance.<blockquote>纹身厨师玩得更安全，他没有试图重新发明汉堡，完全避开食品服务行业，转而支持杂货零售；Beyond Meat承认，大流行时期食品服务行业的问题损害了其近期的财务业绩。</blockquote> Tattooed Chef’s track record is, admittedly, a work in progress, and its stock could be rocking with more force thanks to a flurry of positive news developments. As a vegan food company, it appears to be heading in the right direction, especially with Galletti’s comments on a massive pipeline of potential new products and its pursuit of private label endeavors, which will certainly endear it with major grocery retailers who want to add more vegan choices to their private label line-ups.<blockquote>诚然，纹身厨师的业绩记录正在进行中，由于一系列积极的消息发展，其股价可能会更加强劲地波动。作为一家纯素食品公司，它似乎正朝着正确的方向前进，特别是加莱蒂对大量潜在新产品及其对自有品牌努力的追求的评论，这肯定会使它受到希望增加更多纯素选择的主要杂货零售商的喜爱到他们的自有品牌阵容中。</blockquote> Beyond Meat made a P.R. mistake with Brown’s Wall Street Journal interview. He showed a frankness and sincerity that many chief executives prefer not to display, but some of his comments —&nbsp;to borrow a line from film critic Andrew Sarris —&nbsp;appear to show a leader who is groping when he should be gripping.<blockquote>Beyond Meat在接受《华尔街日报》采访时犯了公关错误。他表现出了许多首席执行官不愿表现出的坦率和真诚，但他的一些评论——借用影评人安德鲁·萨里斯的一句话——似乎表明了一位领导者在应该扣人心弦的时候却在摸索。</blockquote> In contrast, the Wall Street Journal has only had a single and very brief mention of Tattooed Chef in its pages, so that company —&nbsp;which has only been publicly traded for nine months —&nbsp;still has time to define itself for an investor audience that doesn’t have the company on its radar.<blockquote>相比之下，《华尔街日报》在其版面中只非常简短地提到了纹身厨师，因此这家上市仅九个月的公司仍有时间为没有上市的投资者受众定义自己。该公司不在其关注范围内。</blockquote> In this Stock Wars duel, Tattooed Chef is the under-the-radar surprise who is poised to become a sector leader. While Beyond Meat is clearly deserving of attention, traders and long-haul investors may want to pay more attention to Tattooed Chef’s progress.<blockquote>在这场股票战争决斗中，纹身厨师是一个不为人知的惊喜，他有望成为行业领导者。虽然Beyond Meat显然值得关注，但交易者和长期投资者可能需要更多地关注纹身厨师的进展。</blockquote>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYND":"Beyond Meat, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169995171","content_text":"Benzinga’s weekly Stock Wars matches two leaders in a major industry sector, with the goal of determining which company is the better investment.\nThis week, the duel is between a pair of companies in the vegan food sector:Beyond Meat Inc BYND 6.1%andTattooed Chef Inc TTCF 5.15%\nThe Case For Beyond Meat:This El Segundo, California-based company was founded in 2009 and immediately attracted attention thanks to celebrity investors includingLeonardo DiCaprioandSnoop Dogg.Its initial public offering in 2019 was priced at $25 per share and very quickly took off.\nEarlier this year, the company formed a partnership withPepsiCo, Inc.PEP 1.03%to develop snacks and drinks made from plant-based protein and it teamed up withMcDonald’s CorporationMCD 0.46%to develop a plant-based burger.\nBut its track record in becoming a staple of the grab-and-go dining crowd has been shaky: an effort to roll out plant-based chicken nuggets withYum! Brands, Inc.'s YUM 0.05%KFC chainnever progressed beyond the pilot phase, while a plant-based breakfast-sausage sandwich offered through theDunkin’ chainwas scaled back from a national availability to a few hundred eateries due to lack of customer interest.\nEarlier this month, Beyond Meat made its third attempt to introduce a plant-based chicken product, but its availability is targeted within independent restaurants and smaller regional chains.\nOn Tuesday,Panda Expresssaid it would offer Beyond Meat’sOriginal Orange Chickenon a limited-time basis at select restaurants in New York City and Southern California.\nThe company has gone through a rough patch during the pandemic, with consecutive quarters of losses. A focus on getting products into the food service industry rather than concentrating on a grocery retail presence didn’t help, although Beyond Meat is making a renewed push to become more visible in supermarkets, most notably by getting its sausages and meatballs into thousands ofWalmart IncWMT 0.68%stores this spring.\nIt has also had some strange publicity recently. In May, the company found supporters in the members of the Reddit forumWallStreetBets,who repeatedly talked up its viability, and it also attracted a prominent detractor in Jim Cramer,who posted aseries of tweetsthat urged bears to exit their short positions in the company. And CEOEthan Brownfreely admitted to theWall Street Journalearlier this month that making its vegan alternatives indistinguishable from animal protein is still a challenge for the company.\nIn its first-quarter earnings, Beyond Meat reported $108 million in revenues, up from $97 million one year earlier, but its gross profit was $32.7 million, down from $37.7 million in the previous year. Its net loss was $27.3 million, or 43 cents per common share and adjusted net loss was $26.2 million, or 42 cents per common share. The first-quarter adjusted EBITDA was a loss of $10.8 million, or -10% of net revenues.\nThe company also issued guidance for second-quarter forecasting net revenues in the range of $135 million to $150 million, an increase of 19% to 32% compared to second-quarter 2020.\nBrown stated that Beyond Meat was “cautiously returning to the practice of issuing guidance, starting with net revenues, as we have recently begun to see a slow thaw occurring within food service both domestically and in certain international markets.”\nAt last check, Beyond Meat was trading at $127.97, which is somewhat closer to its 52-week low of $99.86 than its 52-week high of $221.00.\nThe Case For Tattooed Chef:This Paramount, California-headquartered company was founded in 2018 and was originally Itella International before it went public last October through a merger with the special purpose acquisition company, Forum Merger II Corporation.\nUnlike Beyond Meat, Tattooed Chef is not offering plant-based alternatives to beef, chicken and port, nor is it seeking to become a presence on fast-food restaurant menus.\nInstead, its line of ready-to-cook bowls, zucchini spirals, riced cauliflower, acai and smoothie bowls, and plant-based pizzas and cauliflower pizza crusts have been marketed in supermarket frozen food sections across the U.S.\nOn July 12, the company has announced that its products will be available in 1,800Kroger CoKR 0.66%stores nationwide later this summer. It had previously secured product placements atTarget CorporationTGT 0.7%in March and atWhole Foods, the supermarket subsidiary ofAmazon.com, Inc.AMZN 0.12%, in May.\nAlso in May, the company completed its $37 million acquisition ofNew Mexico Food Distributors Inc.andKarsten Tortilla Factory LLC,collectively referred to asFoods of New Mexico. One month earlier, the company sought to raise its brand awareness through its first national advertising campaign on television and digital media platforms.\nIn its first-quarter earnings report, Tattooed Chef saw $52.7 million in revenue, up from $33.2 million one year earlier — with an $18.4 million increase in Tattooed Chef-branded products and a $1.3 million increase in private label products and legacy products for select private label retailers.\nThe company’s first-quarter gross profit was $13.7 million, compared to $9.2 million in the previous year, and its net loss was $7.9 million, compared to $5.9 million in the same period in 2020, which the company attributed to increased operating expenses. Adjusted EBITDA loss was $3 million — it was a $7.4 million loss one year earlier, and the company offered guidance forecasting a full-year revenue range of $235 million to $242 million and an adjusted EBITDA in the range of $2 million to $4 million.\n“We are revolutionizing plant-based eating with the Tattooed Chef brand by tapping into consumer preferences and constantly bringing new ideas to the market,” saidSarah Galletti,chief creative officer and the well-inked inspiration of the company’s name. “Our recent product launches in retail have been very successful and with the addition of our new manufacturing capabilities with the Foods of New Mexico acquisition, we have a pipeline of over 250 plant-based innovation ideas including ambient products and snacks.”\nAt last check, Tattooed Chef stock was trading at $19.54, sandwiched between its lowest ebb of $12.61 and its peak of $28.64.\nThe Verdict:The two companies are taking very different approaches to their marketplace. Beyond Meat is clearly on the riskier road in putting plant-based foods into fast-food environments that have traditionally not been the favored grazing spots of vegans. Putting an increased focus on getting into grocery retailers should help ratchet up the revenue stream.\nTattooed Chef is playing it safer by not trying to reinvent the hamburger and by completely avoiding the food service sector in favor of grocery retailing; Beyond Meat admitted pandemic-era problems with the food service world has hurt its recent financial performance.\nTattooed Chef’s track record is, admittedly, a work in progress, and its stock could be rocking with more force thanks to a flurry of positive news developments. As a vegan food company, it appears to be heading in the right direction, especially with Galletti’s comments on a massive pipeline of potential new products and its pursuit of private label endeavors, which will certainly endear it with major grocery retailers who want to add more vegan choices to their private label line-ups.\nBeyond Meat made a P.R. mistake with Brown’s Wall Street Journal interview. He showed a frankness and sincerity that many chief executives prefer not to display, but some of his comments — to borrow a line from film critic Andrew Sarris — appear to show a leader who is groping when he should be gripping.\nIn contrast, the Wall Street Journal has only had a single and very brief mention of Tattooed Chef in its pages, so that company — which has only been publicly traded for nine months — still has time to define itself for an investor audience that doesn’t have the company on its radar.\nIn this Stock Wars duel, Tattooed Chef is the under-the-radar surprise who is poised to become a sector leader. While Beyond Meat is clearly deserving of attention, traders and long-haul investors may want to pay more attention to Tattooed Chef’s progress.","news_type":1,"symbols_score_info":{"TTCF":0.9,"BYND":0.9}},"isVote":1,"tweetType":1,"viewCount":455,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/144541255"}