Onein
2021-03-02
Interesting!
Beyond Meat Prepares for a High-Growth Phase<blockquote>Beyond Meat为高增长阶段做准备</blockquote>
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Somehow, I really like the sound of “revolutionary plant-based meats made from simple ingredients without GMOs, bioengineered ingredients, hormones, antibiotics, or cholesterol.”</p><p><blockquote>我成为Beyond Meat（BYND）的粉丝已经有一段时间了，尽管疫情对其股价造成了疯狂的影响。不知何故，我真的很喜欢“革命性的植物性肉类由简单的成分制成，不含转基因生物、生物工程成分、激素、抗生素或胆固醇。”</blockquote></p><p>Everyone may not care for a meat substitute when they can have the real thing. But my feeling is that more and more people will have it at least sometimes, as a token to the environment, or out of animal love, or for health reasons. And when they do that, they might consider an offering from a popular brand name. Especially when it’s so easily available at the friendly neighborhood McDonalds (MCD Quick QuoteMCD-Free Report) . Or a KFC, or a Pizza Hut or, or a Taco Bell for that matter.</p><p><blockquote>当每个人都能拥有真正的肉类替代品时，他们可能不会喜欢肉类替代品。但我的感觉是，越来越多的人至少有时会拥有它，作为对环境的象征，或者出于对动物的热爱，或者出于健康原因。当他们这样做时，他们可能会考虑一个流行品牌的产品。尤其是当它在友好的麦当劳附近很容易买到时（MCD Quick QuoteMCD-免费报告）。或者肯德基，或者必胜客，或者塔可钟。</blockquote></p><p>So it’s important to remember that we are in unusual times. And unusual things happen in unusual times.</p><p><blockquote>所以重要的是要记住，我们正处于非常时期。不寻常的事情发生在不寻常的时候。</blockquote></p><p>And if that means that a company like Beyond Meat has to offer discounts, write off some inventory, or absorb extra costs, so be it. After all, nobody could have planned for a health crisis coming along and shutting down all the restaurants and sending people indoors for protection.</p><p><blockquote>如果这意味着像Beyond Meat这样的公司必须提供折扣、注销一些库存或吸收额外成本，那就这样吧。毕竟，没有人能预料到健康危机的到来，关闭所有的餐馆，把人们送到室内寻求保护。</blockquote></p><p>As investors, we should be thinking longer-term.</p><p><blockquote>作为投资者，我们应该从长计议。</blockquote></p><p>That means we should be looking at the long-term potential for revenue and earnings growth despite the near-term challenges.</p><p><blockquote>这意味着尽管面临近期挑战，我们还是应该关注收入和盈利增长的长期潜力。</blockquote></p><p>Let’s take revenue first. In the just-reported quarter, the company managed to grow sales just 3.5% from the year-ago period, as softness at foodservice offset tremendous growth at retail (both in the U.S and international markets).</p><p><blockquote>我们先来看营收。在刚刚报告的季度中，该公司的销售额较去年同期仅增长了3.5%，因为餐饮服务的疲软抵消了零售业（在美国和国际市场）的巨大增长。</blockquote></p><p>People generally buy familiar brands at grocery stores. So the surge in sales indicates strong underlying demand and growing brand awareness.</p><p><blockquote>人们通常在杂货店购买熟悉的品牌。因此，销售额的激增表明潜在需求强劲，品牌知名度不断提高。</blockquote></p><p>Okay, so it’s offering discounts. But so is prime competitor Impossible Foods. There’s something of a pricing war going on there with Impossible being the more aggressive. Management commentary also indicates that the absorption of higher fixed cost from operating below capacity in the prior quarter was a bigger driver of weakness.</p><p><blockquote>好吧，所以它提供折扣。但主要竞争对手Impossible Foods也是如此。那里正在进行一场价格战，Impossible更具侵略性。管理层评论还表明，吸收上一季度低于产能运营带来的较高固定成本是疲软的更大驱动因素。</blockquote></p><p>The company is also adding IT infrastructure, it’s also adding headcount in an effort to boost R&D and marketing and support international expansion in Europe and China. It’s also adding production capacity in these two international markets.</p><p><blockquote>该公司还增加了IT基础设施，还增加了员工人数，以促进R&D和营销，并支持在欧洲和中国的国际扩张。它还增加了这两个国际市场的产能。</blockquote></p><p>So while on the one hand we are seeing it building its own brand and internal capabilities, on the other, it is signing long-term deals with leading brands like McDonalds, Yum Brands (YUM Quick QuoteYUM-Free Report) and Pepsico (PEP Quick QuotePEP-Free Report) . When you’re mainly selling into mom n pops, business can be more uncertain. But when you’re selling into recognized leaders in foodservice with deeper pockets to withstand near-term issues, and also testing the water in healthy snacks, the business will obviously be more stable.</p><p><blockquote>因此，一方面我们看到它正在建立自己的品牌和内部能力，另一方面，它正在与麦当劳、百胜餐饮集团（YUM Quick QuoteYUM-免费报告）和百事可乐（PEP Quick QuotePEP-免费报告）。当你主要向妈妈和爸爸销售时，生意会更加不确定。但是，当你向餐饮服务行业公认的领导者销售产品，这些领导者有更雄厚的财力来承受近期的问题，并且还在测试健康零食中的水分时，业务显然会更加稳定。</blockquote></p><p>But all this wouldn’t be as good if Beyond Meat wasn’t a great innovator. And it has made great strides in this. It has moved on from its burger patty to create sausage and meatballs. Its agreement with McDonalds includes a promise of co-developed plant-based chicken, pork and eggs. Its agreement with Yum includes the creation of signature menu items in different plant-based categories.</p><p><blockquote>但如果Beyond Meat不是一个伟大的创新者，这一切都不会那么好。它在这方面取得了长足的进步。它已经从汉堡肉饼转向香肠和肉丸。它与麦当劳的协议包括共同开发植物性鸡肉、猪肉和鸡蛋的承诺。它与百胜的协议包括在不同的植物类别中创建签名菜单项。</blockquote></p><p>Zacks Estimates currently expect the company to swing to a profit this year while growing revenues 53.8%. Both these numbers are due for a revision given the new deals and expected increase in costs (the commencement of production at international facilities should have a mitigating effect on cost and reduce logistics complications).</p><p><blockquote>Zacks目前预计该公司今年将扭亏为盈，同时收入增长53.8%。鉴于新交易和预期成本增加（在国际工厂开始生产应该会对成本产生缓解作用并减少物流复杂性），这两个数字都应该进行修订。</blockquote></p><p>While trading below their median value over the past year, Beyond Meat shares aren’t cheap. So we could wait for a better entry point.</p><p><blockquote>虽然过去一年的交易价格低于中值，但Beyond Meat股价并不便宜。所以我们可以等待一个更好的切入点。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8d24f3c0541515034c6c9e016a8cabe3\" tg-width=\"620\" tg-height=\"261\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","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>Beyond Meat Prepares for a High-Growth Phase<blockquote>Beyond Meat为高增长阶段做准备</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\">\nBeyond Meat Prepares for a High-Growth Phase<blockquote>Beyond Meat为高增长阶段做准备</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zacks</strong><span class=\"h-time small\">2021-03-02 17:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>I’ve been a Beyond Meat (BYND) fan for a while now, despite the crazy way the pandemic has moved its shares around. Somehow, I really like the sound of “revolutionary plant-based meats made from simple ingredients without GMOs, bioengineered ingredients, hormones, antibiotics, or cholesterol.”</p><p><blockquote>我成为Beyond Meat（BYND）的粉丝已经有一段时间了，尽管疫情对其股价造成了疯狂的影响。不知何故，我真的很喜欢“革命性的植物性肉类由简单的成分制成，不含转基因生物、生物工程成分、激素、抗生素或胆固醇。”</blockquote></p><p>Everyone may not care for a meat substitute when they can have the real thing. But my feeling is that more and more people will have it at least sometimes, as a token to the environment, or out of animal love, or for health reasons. And when they do that, they might consider an offering from a popular brand name. Especially when it’s so easily available at the friendly neighborhood McDonalds (MCD Quick QuoteMCD-Free Report) . Or a KFC, or a Pizza Hut or, or a Taco Bell for that matter.</p><p><blockquote>当每个人都能拥有真正的肉类替代品时，他们可能不会喜欢肉类替代品。但我的感觉是，越来越多的人至少有时会拥有它，作为对环境的象征，或者出于对动物的热爱，或者出于健康原因。当他们这样做时，他们可能会考虑一个流行品牌的产品。尤其是当它在友好的麦当劳附近很容易买到时（MCD Quick QuoteMCD-免费报告）。或者肯德基，或者必胜客，或者塔可钟。</blockquote></p><p>So it’s important to remember that we are in unusual times. And unusual things happen in unusual times.</p><p><blockquote>所以重要的是要记住，我们正处于非常时期。不寻常的事情发生在不寻常的时候。</blockquote></p><p>And if that means that a company like Beyond Meat has to offer discounts, write off some inventory, or absorb extra costs, so be it. After all, nobody could have planned for a health crisis coming along and shutting down all the restaurants and sending people indoors for protection.</p><p><blockquote>如果这意味着像Beyond Meat这样的公司必须提供折扣、注销一些库存或吸收额外成本，那就这样吧。毕竟，没有人能预料到健康危机的到来，关闭所有的餐馆，把人们送到室内寻求保护。</blockquote></p><p>As investors, we should be thinking longer-term.</p><p><blockquote>作为投资者，我们应该从长计议。</blockquote></p><p>That means we should be looking at the long-term potential for revenue and earnings growth despite the near-term challenges.</p><p><blockquote>这意味着尽管面临近期挑战，我们还是应该关注收入和盈利增长的长期潜力。</blockquote></p><p>Let’s take revenue first. In the just-reported quarter, the company managed to grow sales just 3.5% from the year-ago period, as softness at foodservice offset tremendous growth at retail (both in the U.S and international markets).</p><p><blockquote>我们先来看营收。在刚刚报告的季度中，该公司的销售额较去年同期仅增长了3.5%，因为餐饮服务的疲软抵消了零售业（在美国和国际市场）的巨大增长。</blockquote></p><p>People generally buy familiar brands at grocery stores. So the surge in sales indicates strong underlying demand and growing brand awareness.</p><p><blockquote>人们通常在杂货店购买熟悉的品牌。因此，销售额的激增表明潜在需求强劲，品牌知名度不断提高。</blockquote></p><p>Okay, so it’s offering discounts. But so is prime competitor Impossible Foods. There’s something of a pricing war going on there with Impossible being the more aggressive. Management commentary also indicates that the absorption of higher fixed cost from operating below capacity in the prior quarter was a bigger driver of weakness.</p><p><blockquote>好吧，所以它提供折扣。但主要竞争对手Impossible Foods也是如此。那里正在进行一场价格战，Impossible更具侵略性。管理层评论还表明，吸收上一季度低于产能运营带来的较高固定成本是疲软的更大驱动因素。</blockquote></p><p>The company is also adding IT infrastructure, it’s also adding headcount in an effort to boost R&D and marketing and support international expansion in Europe and China. It’s also adding production capacity in these two international markets.</p><p><blockquote>该公司还增加了IT基础设施，还增加了员工人数，以促进R&D和营销，并支持在欧洲和中国的国际扩张。它还增加了这两个国际市场的产能。</blockquote></p><p>So while on the one hand we are seeing it building its own brand and internal capabilities, on the other, it is signing long-term deals with leading brands like McDonalds, Yum Brands (YUM Quick QuoteYUM-Free Report) and Pepsico (PEP Quick QuotePEP-Free Report) . When you’re mainly selling into mom n pops, business can be more uncertain. But when you’re selling into recognized leaders in foodservice with deeper pockets to withstand near-term issues, and also testing the water in healthy snacks, the business will obviously be more stable.</p><p><blockquote>因此，一方面我们看到它正在建立自己的品牌和内部能力，另一方面，它正在与麦当劳、百胜餐饮集团（YUM Quick QuoteYUM-免费报告）和百事可乐（PEP Quick QuotePEP-免费报告）。当你主要向妈妈和爸爸销售时，生意会更加不确定。但是，当你向餐饮服务行业公认的领导者销售产品，这些领导者有更雄厚的财力来承受近期的问题，并且还在测试健康零食中的水分时，业务显然会更加稳定。</blockquote></p><p>But all this wouldn’t be as good if Beyond Meat wasn’t a great innovator. And it has made great strides in this. It has moved on from its burger patty to create sausage and meatballs. Its agreement with McDonalds includes a promise of co-developed plant-based chicken, pork and eggs. Its agreement with Yum includes the creation of signature menu items in different plant-based categories.</p><p><blockquote>但如果Beyond Meat不是一个伟大的创新者，这一切都不会那么好。它在这方面取得了长足的进步。它已经从汉堡肉饼转向香肠和肉丸。它与麦当劳的协议包括共同开发植物性鸡肉、猪肉和鸡蛋的承诺。它与百胜的协议包括在不同的植物类别中创建签名菜单项。</blockquote></p><p>Zacks Estimates currently expect the company to swing to a profit this year while growing revenues 53.8%. Both these numbers are due for a revision given the new deals and expected increase in costs (the commencement of production at international facilities should have a mitigating effect on cost and reduce logistics complications).</p><p><blockquote>Zacks目前预计该公司今年将扭亏为盈，同时收入增长53.8%。鉴于新交易和预期成本增加（在国际工厂开始生产应该会对成本产生缓解作用并减少物流复杂性），这两个数字都应该进行修订。</blockquote></p><p>While trading below their median value over the past year, Beyond Meat shares aren’t cheap. So we could wait for a better entry point.</p><p><blockquote>虽然过去一年的交易价格低于中值，但Beyond Meat股价并不便宜。所以我们可以等待一个更好的切入点。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8d24f3c0541515034c6c9e016a8cabe3\" tg-width=\"620\" tg-height=\"261\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zacks.com/stock/news/1270468/beyond-meat-prepares-for-a-high-growth-phase?art_rec=home-home-investment_ideas_stocks-ID12-txt-1129470\">zacks</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYND":"Beyond Meat, Inc."},"source_url":"https://www.zacks.com/stock/news/1270468/beyond-meat-prepares-for-a-high-growth-phase?art_rec=home-home-investment_ideas_stocks-ID12-txt-1129470","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198289081","content_text":"I’ve been a Beyond Meat (BYND) fan for a while now, despite the crazy way the pandemic has moved its shares around. Somehow, I really like the sound of “revolutionary plant-based meats made from simple ingredients without GMOs, bioengineered ingredients, hormones, antibiotics, or cholesterol.”Everyone may not care for a meat substitute when they can have the real thing. But my feeling is that more and more people will have it at least sometimes, as a token to the environment, or out of animal love, or for health reasons. And when they do that, they might consider an offering from a popular brand name. Especially when it’s so easily available at the friendly neighborhood McDonalds (MCD Quick QuoteMCD-Free Report) . Or a KFC, or a Pizza Hut or, or a Taco Bell for that matter.So it’s important to remember that we are in unusual times. And unusual things happen in unusual times.And if that means that a company like Beyond Meat has to offer discounts, write off some inventory, or absorb extra costs, so be it. After all, nobody could have planned for a health crisis coming along and shutting down all the restaurants and sending people indoors for protection.As investors, we should be thinking longer-term.That means we should be looking at the long-term potential for revenue and earnings growth despite the near-term challenges.Let’s take revenue first. In the just-reported quarter, the company managed to grow sales just 3.5% from the year-ago period, as softness at foodservice offset tremendous growth at retail (both in the U.S and international markets).People generally buy familiar brands at grocery stores. So the surge in sales indicates strong underlying demand and growing brand awareness.Okay, so it’s offering discounts. But so is prime competitor Impossible Foods. There’s something of a pricing war going on there with Impossible being the more aggressive. Management commentary also indicates that the absorption of higher fixed cost from operating below capacity in the prior quarter was a bigger driver of weakness.The company is also adding IT infrastructure, it’s also adding headcount in an effort to boost R&D and marketing and support international expansion in Europe and China. It’s also adding production capacity in these two international markets.So while on the one hand we are seeing it building its own brand and internal capabilities, on the other, it is signing long-term deals with leading brands like McDonalds, Yum Brands (YUM Quick QuoteYUM-Free Report) and Pepsico (PEP Quick QuotePEP-Free Report) . When you’re mainly selling into mom n pops, business can be more uncertain. But when you’re selling into recognized leaders in foodservice with deeper pockets to withstand near-term issues, and also testing the water in healthy snacks, the business will obviously be more stable.But all this wouldn’t be as good if Beyond Meat wasn’t a great innovator. And it has made great strides in this. It has moved on from its burger patty to create sausage and meatballs. Its agreement with McDonalds includes a promise of co-developed plant-based chicken, pork and eggs. Its agreement with Yum includes the creation of signature menu items in different plant-based categories.Zacks Estimates currently expect the company to swing to a profit this year while growing revenues 53.8%. Both these numbers are due for a revision given the new deals and expected increase in costs (the commencement of production at international facilities should have a mitigating effect on cost and reduce logistics complications).While trading below their median value over the past year, Beyond Meat shares aren’t cheap. So we could wait for a better entry point.","news_type":1,"symbols_score_info":{"BYND":0.9}},"isVote":1,"tweetType":1,"viewCount":1415,"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":12,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/365023102"}
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