引领潮流，靠你了_老虎社区_美港股上老虎

2021-03-19

引领潮流，靠你了

Why Beyond Meat Doesn't Have To Worry About Competition — Analyst Spells Out Bull Case<blockquote>为什么Beyond Meat不必担心竞争——分析师阐述牛市理由</blockquote>

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Stephens believes Beyond has a nearly half-a-decade headstart, and despite competition, it is one of only two companies that will define the high end of the market.<blockquote>Beyond Meat论文：植物蛋白替代品越来越受欢迎，由于人们的认识和随后的采用，它已经成为主流。斯蒂芬斯认为，Beyond 拥有近五年的领先优势，尽管存在竞争，但它是仅有的两家定义高端市场的公司之一。</blockquote>An Overweight rating implies a stock’s total return is expected to be greater than the total return of the company’s industry sector, on a risk-adjusted basis, over the next 12-months.<blockquote>跑赢大盘评级意味着，在风险调整后的基础上，一只股票在未来 12 个月内的总回报率预计将高于该公司所在行业的总回报率。</blockquote>Beyond Meat had an early lead but it never had the market to itself, and competitors – including some of its own early investors, announced plans to develop their own product lines more quickly than the market had expected. The new competition is however expanding the market.<blockquote>Beyond Meat早期处于领先地位，但它从未独占市场，竞争对手——包括它自己的一些早期投资者——宣布计划以比市场预期更快的速度开发自己的产品线。然而，新的竞争正在扩大市场。</blockquote>“Impossible Foods is only a few steps behind Beyond Meat in brand recognition, even if its distribution footprint is still significantly smaller. Product-wise, the two are also comparable, with very different approaches and ingredient lists but both with high consumer appeal and authenticity,” Connelly said.<blockquote>“Impossible Foods 在品牌认知度方面只落后Beyond Meat几步，尽管其分销范围仍然小得多。在产品方面，两家公司也不相上下，采用的方法和配料表截然不同，但都具有很高的消费者吸引力和真实性，”康纳利说。</blockquote>While North America remains Beyond’s biggest market, Asia as an opportunity is likely second where adoption will be quick, the research firm said.<blockquote>该研究公司表示，虽然北美仍是最大的市场，但亚洲作为一个机会，很可能是第二个快速采用的地区。</blockquote>As per Connelly, COVID-19 may have slowed the growth for food services in 2020, but retail market penetration is happening faster than expected.&nbsp; “Beyond 3.0 - the next generation burger responds to customer and QSR demands in a way that maximizes choice,” the analyst said.<blockquote>康纳利认为，COVID-19 可能会减缓 2020 年食品服务的增长，但零售市场的渗透率比预期的要快。“这位分析师说：”超越 3.0--下一代汉堡以最大限度地增加选择的方式响应顾客和 QSR 的需求。</blockquote>Why It Matters:&nbsp;Beyond has several partnerships includingMcDonald’s CorpMCD 0.02%. It has adistribution dealwithWalmart IncWMT, and ajoint venturewithPepsiCo IncPEPto develop and sell snacks and beverages made from plant-based protein.<blockquote>为什么重要：Beyond 拥有多项合作伙伴关系，包括麦当劳公司麦当劳0.02%。它与沃尔玛公司WMT 及合营企业百事公司PEPto开发和销售由植物蛋白制成的零食和饮料。</blockquote>Restaurants and fast-food chains across the world are rushing to cater to the new alternative protein fad considered a healthier option to a meat-based diet. Adoption in the United States and Europe is picking pace. Demand from China, the world’stop pork consumer,is expected to follow a rise as its focus on food security after the coronavirus outbreak becomes stringent.<blockquote>世界各地的餐馆和快餐连锁店都在争先恐后地迎合新的替代蛋白质时尚，这种蛋白质被认为是肉类饮食的更健康选择。美国和欧洲的采用正在加快步伐。在冠状病毒爆发后，随着中国对食品安全的关注变得更加严格，中国作为全球最大的猪肉消费国，其需求预计将随之上升。</blockquote>Price Action:&nbsp;Shares of the company closed 4% lower at $133.7 on Thursday.<blockquote>价格行为：该公司股价周四收盘下跌 4%，至 133.7 美元。</blockquote><img src=\"https://static.tigerbbs.com/3b47b6271ee0f0a0637d045fc83eeadc\" tg-width=\"712\" tg-height=\"167\" referrerpolicy=\"no-referrer\"><blockquote></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>Why Beyond Meat Doesn't Have To Worry About Competition — Analyst Spells Out Bull Case<blockquote>为什么Beyond Meat不必担心竞争——分析师阐述牛市理由</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\">\nWhy Beyond Meat Doesn't Have To Worry About Competition — Analyst Spells Out Bull Case<blockquote>为什么Beyond Meat不必担心竞争——分析师阐述牛市理由</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 Earnings \n2021-03-19 16:41\n</div>\n</div>\n</h4>\n</header>\n<article>\nStephens is bullish on&nbsp;Beyond Meat Inc&nbsp;BYND&nbsp;as alternative protein goes from being a “novelty” to one of the “most successful new food product launches in history” in a period of just two years.<blockquote>斯蒂芬斯看好Beyond Meat公司BYND 作为一种替代蛋白质，在短短两年内就从一种 “新奇事物 ”发展成为 “历史上最成功的新食品产品 ”之一。</blockquote>The Beyond Meat Analyst:&nbsp;Stephens analyst Mark Connelly initiated coverage on Beyond Meat with an Overweight rating and a price target of $190.<blockquote>Beyond Meat分析师：Stephens 分析师 Mark Connelly 首次对Beyond Meat进行报道，给予跑赢大盘评级，目标价为 190 美元。</blockquote>The Beyond Meat Thesis:&nbsp;Popularity of plant-based protein alternatives is on the rise, and thanks to greater awareness and subsequent adoption, it is already mainstream. Stephens believes Beyond has a nearly half-a-decade headstart, and despite competition, it is one of only two companies that will define the high end of the market.<blockquote>Beyond Meat论文：植物蛋白替代品越来越受欢迎，由于人们的认识和随后的采用，它已经成为主流。斯蒂芬斯认为，Beyond 拥有近五年的领先优势，尽管存在竞争，但它是仅有的两家定义高端市场的公司之一。</blockquote>An Overweight rating implies a stock’s total return is expected to be greater than the total return of the company’s industry sector, on a risk-adjusted basis, over the next 12-months.<blockquote>跑赢大盘评级意味着，在风险调整后的基础上，一只股票在未来 12 个月内的总回报率预计将高于该公司所在行业的总回报率。</blockquote>Beyond Meat had an early lead but it never had the market to itself, and competitors – including some of its own early investors, announced plans to develop their own product lines more quickly than the market had expected. The new competition is however expanding the market.<blockquote>Beyond Meat早期处于领先地位，但它从未独占市场，竞争对手——包括它自己的一些早期投资者——宣布计划以比市场预期更快的速度开发自己的产品线。然而，新的竞争正在扩大市场。</blockquote>“Impossible Foods is only a few steps behind Beyond Meat in brand recognition, even if its distribution footprint is still significantly smaller. Product-wise, the two are also comparable, with very different approaches and ingredient lists but both with high consumer appeal and authenticity,” Connelly said.<blockquote>“Impossible Foods 在品牌认知度方面只落后Beyond Meat几步，尽管其分销范围仍然小得多。在产品方面，两家公司也不相上下，采用的方法和配料表截然不同，但都具有很高的消费者吸引力和真实性，”康纳利说。</blockquote>While North America remains Beyond’s biggest market, Asia as an opportunity is likely second where adoption will be quick, the research firm said.<blockquote>该研究公司表示，虽然北美仍是最大的市场，但亚洲作为一个机会，很可能是第二个快速采用的地区。</blockquote>As per Connelly, COVID-19 may have slowed the growth for food services in 2020, but retail market penetration is happening faster than expected.&nbsp; “Beyond 3.0 - the next generation burger responds to customer and QSR demands in a way that maximizes choice,” the analyst said.<blockquote>康纳利认为，COVID-19 可能会减缓 2020 年食品服务的增长，但零售市场的渗透率比预期的要快。“这位分析师说：”超越 3.0--下一代汉堡以最大限度地增加选择的方式响应顾客和 QSR 的需求。</blockquote>Why It Matters:&nbsp;Beyond has several partnerships includingMcDonald’s CorpMCD 0.02%. It has adistribution dealwithWalmart IncWMT, and ajoint venturewithPepsiCo IncPEPto develop and sell snacks and beverages made from plant-based protein.<blockquote>为什么重要：Beyond 拥有多项合作伙伴关系，包括麦当劳公司麦当劳0.02%。它与沃尔玛公司WMT 及合营企业百事公司PEPto开发和销售由植物蛋白制成的零食和饮料。</blockquote>Restaurants and fast-food chains across the world are rushing to cater to the new alternative protein fad considered a healthier option to a meat-based diet. Adoption in the United States and Europe is picking pace. Demand from China, the world’stop pork consumer,is expected to follow a rise as its focus on food security after the coronavirus outbreak becomes stringent.<blockquote>世界各地的餐馆和快餐连锁店都在争先恐后地迎合新的替代蛋白质时尚，这种蛋白质被认为是肉类饮食的更健康选择。美国和欧洲的采用正在加快步伐。在冠状病毒爆发后，随着中国对食品安全的关注变得更加严格，中国作为全球最大的猪肉消费国，其需求预计将随之上升。</blockquote>Price Action:&nbsp;Shares of the company closed 4% lower at $133.7 on Thursday.<blockquote>价格行为：该公司股价周四收盘下跌 4%，至 133.7 美元。</blockquote><img src=\"https://static.tigerbbs.com/3b47b6271ee0f0a0637d045fc83eeadc\" tg-width=\"712\" tg-height=\"167\" referrerpolicy=\"no-referrer\"><blockquote></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":"1135104500","content_text":"Stephens is bullish on Beyond Meat Inc BYND as alternative protein goes from being a “novelty” to one of the “most successful new food product launches in history” in a period of just two years.The Beyond Meat Analyst: Stephens analyst Mark Connelly initiated coverage on Beyond Meat with an Overweight rating and a price target of $190.The Beyond Meat Thesis: Popularity of plant-based protein alternatives is on the rise, and thanks to greater awareness and subsequent adoption, it is already mainstream. Stephens believes Beyond has a nearly half-a-decade headstart, and despite competition, it is one of only two companies that will define the high end of the market.An Overweight rating implies a stock’s total return is expected to be greater than the total return of the company’s industry sector, on a risk-adjusted basis, over the next 12-months.Beyond Meat had an early lead but it never had the market to itself, and competitors – including some of its own early investors, announced plans to develop their own product lines more quickly than the market had expected. The new competition is however expanding the market.“Impossible Foods is only a few steps behind Beyond Meat in brand recognition, even if its distribution footprint is still significantly smaller. Product-wise, the two are also comparable, with very different approaches and ingredient lists but both with high consumer appeal and authenticity,” Connelly said.While North America remains Beyond’s biggest market, Asia as an opportunity is likely second where adoption will be quick, the research firm said.As per Connelly, COVID-19 may have slowed the growth for food services in 2020, but retail market penetration is happening faster than expected.  “Beyond 3.0 - the next generation burger responds to customer and QSR demands in a way that maximizes choice,” the analyst said.Why It Matters: Beyond has several partnerships includingMcDonald’s CorpMCD 0.02%. It has adistribution dealwithWalmart IncWMT, and ajoint venturewithPepsiCo IncPEPto develop and sell snacks and beverages made from plant-based protein.Restaurants and fast-food chains across the world are rushing to cater to the new alternative protein fad considered a healthier option to a meat-based diet. Adoption in the United States and Europe is picking pace. Demand from China, the world’stop pork consumer,is expected to follow a rise as its focus on food security after the coronavirus outbreak becomes stringent.Price Action: Shares of the company closed 4% lower at $133.7 on Thursday.","news_type":1,"symbols_score_info":{"BYND":0.9}},"isVote":1,"tweetType":1,"viewCount":4977,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":15,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/350315174"}