别样肉客2025年三季度亏损扩大 中国业务全面退出

Core Viewpoint - Beyond Meat is facing financial pressure, having fully exited its operations in China while attempting to transform its business through new product launches [1] Financial Performance - For the first three quarters of 2025, Beyond Meat reported a revenue decline of 14.37% year-over-year to $214 million, with net losses widening to $193 million. In Q3 alone, revenue was $70.22 million, and net loss was $111 million, primarily due to decreased sales volume and lower prices [2] Business Developments - In February 2025, the company announced the suspension of its operations in China, laying off 95% of its workforce and closing its Jiaxing factory. By November of the same year, it terminated operations on e-commerce platforms like Tmall, officially completing its exit from the Chinese market. Currently, products are only sold through distributors to clear existing inventory. This adjustment marks a significant step in the company's global strategic contraction [3] Stock Performance - On January 8, 2026, Beyond Meat's stock price experienced a notable increase of 5.71%, closing at $0.987 per share with a trading volume of 24.58 million shares. This price fluctuation may be linked to market sentiment regarding the company's transformation progress [4] Strategic Initiatives - In January 2026, Beyond Meat launched a new protein beverage called "Beyond Immerse," aiming to break through the limitations of plant-based meat and expand its innovative protein solutions. The CEO, Ethan Brown, stated the goal is to achieve positive core profitability by the end of 2026 through cost reduction and product diversification [5] Institutional Perspectives - As of January 2026, the majority of brokerage firms have issued sell recommendations, with 57% of institutions holding a bearish outlook, reflecting cautious sentiment regarding the company's fundamentals. Future attention will be needed on the effectiveness of its transformation measures and quarterly financial results [6]