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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":[],"wearingBadges":[],"fanSize":6,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","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 Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1626307499,"share":"https://www.laohunote.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大战纹身厨师</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169995171","media":"Benzinga Earnings","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 每周的股票大战对比了一个主要行业领域的两家领头羊，目的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，素食食品行业的两家公司之间展开了较量：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% 开发由植物蛋白制成的零食和饮料，并与麦当劳公司MCD 0.46% 开发植物性汉堡。</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：推出植物性鸡块的努力好吃!品牌公司百胜 0.05%肯德基连锁店从未超过试点阶段，而植物性早餐香肠三明治通过邓肯链由于缺乏顾客兴趣，从全国范围缩减到几百家餐馆。</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，但其可用性是针对独立餐馆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的原味橘子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，连续几个季度出现亏损。专注于将产品引入食品服务行业而不是专注于杂货零售业务并没有起到帮助作用，尽管Beyond Meat正在重新推动在超市中提高知名度，最引人注目的是将其香肠和肉丸引入数千家超市。沃尔玛公司WMT 0.68% 今年春天商店。</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。五月份，该公司在 Reddit 论坛 WallstreetBets 的成员中找到了支持者，他们一再谈论其可行性，并且还吸引了一位著名的批评者吉姆·克莱默，世卫组织发布了一系列推文，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，《华尔街日报》坦率地承认，让其纯素替代品与动物蛋白没有区别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>Beyond Meat第一季度财报显示，收入为 1.08 亿美元，高于去年同期的 9700 万美元，但毛利润为 3270 万美元，低于上年同期的 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，与2020年第二季度相比增长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>布朗表示，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，比 52 周高点 221.00 美元更接近 52 周低点 99.86 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，最初名为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II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，纹身厨师没有提供牛肉、鸡肉和波特的植物性替代品，也没有寻求成为快餐店菜单上的一员。</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，它的即食碗、西葫芦螺旋、米饭花椰菜、巴西莓和冰沙碗，以及植物性披萨和花椰菜披萨饼皮系列已经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，该公司宣布其产品将于1800年上市。克罗格公司KR 0.66% 将于今年夏天晚些时候在全国范围内发售。该公司此前已在目标公司3 月份和 3 月份 TGT 0.7%全食超市超市附属公司亚马逊公司。5 月份 AMZN 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，该公司完成了价值 3700 万美元的收购新墨西哥食品分销商公司。和卡斯滕玉米饼厂有限责任公司，统称为新墨西哥州美食一个月前，该公司试图通过其在电视和数字媒体平台上的首次全国性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>在第一季度收益报告中，Tattooed Chef 的收入为 5270 万美元，高于去年同期的 3320 万美元，其中 Tattooed Chef 品牌产品增加了 1840 万美元，自有品牌产品和部分自有品牌零售商的传统产品增加了 130 万美元。</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，而上年同期为 920 万美元；净亏损为 790 万美元，而 2020 年同期为 590 万美元，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，该公司提供的指导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>“我们正在通过纹身厨师品牌彻底改变植物性饮食，挖掘消费者的偏好，不断为市场带来新的创意，”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（Foods of New Mexico）获得的新制造能力，我们拥有了超过 250 个基于植物的创新理念，包括环境产品和零食。”</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>最后一次检查时，Tattooed Chef 股票的交易价格为 19.54 美元，夹在最低点 12.61 美元和最高点 28.64 美元之间。</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>结论：这两家公司对他们的市场采取了非常不同的方法。Beyond Meat显然走在了一条风险更大的道路上，将植物性食品放入快餐环境中，而这些环境传统上并不是纯素食主义者最喜欢的放牧地点。更加关注进入杂货零售商应该有助于增加收入流。</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>纹身厨师没有试图重新发明汉堡，而是完全避开食品服务行业，转而支持杂货零售，从而更加安全；Beyond Meat承认，疫情时代餐饮服务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>不可否认，Tattooed Chef 的业绩还在不断进步，由于一系列积极的消息，其股价可能会更加强劲。作为一家素食食品公司，该公司似乎正朝着正确的方向前进，尤其是 Galletti 对大量潜在新产品的评论以及对自有品牌的追求，这肯定会吸引希望在自有品牌产品线中增加更多素食选择的大型杂货零售商。</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》采访时犯了一个公关错误。他表现出了许多首席执行官不愿意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（Andrew Sarris）的一句话——似乎表明了一位领导人在应该抓人的时候却在摸索。</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》在其版面上只对纹身厨师进行了一次非常简短的提及，因此这家上市仅九个月的公司仍有时间向不关注该公司的投资者受众定义自己。</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>在这场股票大战决斗中，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，但交易员和长期投资者可能希望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大战纹身厨师</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大战纹身厨师</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 Earnings \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 每周的股票大战对比了一个主要行业领域的两家领头羊，目的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，素食食品行业的两家公司之间展开了较量：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% 开发由植物蛋白制成的零食和饮料，并与麦当劳公司MCD 0.46% 开发植物性汉堡。</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：推出植物性鸡块的努力好吃!品牌公司百胜 0.05%肯德基连锁店从未超过试点阶段，而植物性早餐香肠三明治通过邓肯链由于缺乏顾客兴趣，从全国范围缩减到几百家餐馆。</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，但其可用性是针对独立餐馆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的原味橘子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，连续几个季度出现亏损。专注于将产品引入食品服务行业而不是专注于杂货零售业务并没有起到帮助作用，尽管Beyond Meat正在重新推动在超市中提高知名度，最引人注目的是将其香肠和肉丸引入数千家超市。沃尔玛公司WMT 0.68% 今年春天商店。</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。五月份，该公司在 Reddit 论坛 WallstreetBets 的成员中找到了支持者，他们一再谈论其可行性，并且还吸引了一位著名的批评者吉姆·克莱默，世卫组织发布了一系列推文，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，《华尔街日报》坦率地承认，让其纯素替代品与动物蛋白没有区别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>Beyond Meat第一季度财报显示，收入为 1.08 亿美元，高于去年同期的 9700 万美元，但毛利润为 3270 万美元，低于上年同期的 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，与2020年第二季度相比增长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>布朗表示，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，比 52 周高点 221.00 美元更接近 52 周低点 99.86 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，最初名为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II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，纹身厨师没有提供牛肉、鸡肉和波特的植物性替代品，也没有寻求成为快餐店菜单上的一员。</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，它的即食碗、西葫芦螺旋、米饭花椰菜、巴西莓和冰沙碗，以及植物性披萨和花椰菜披萨饼皮系列已经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，该公司宣布其产品将于1800年上市。克罗格公司KR 0.66% 将于今年夏天晚些时候在全国范围内发售。该公司此前已在目标公司3 月份和 3 月份 TGT 0.7%全食超市超市附属公司亚马逊公司。5 月份 AMZN 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，该公司完成了价值 3700 万美元的收购新墨西哥食品分销商公司。和卡斯滕玉米饼厂有限责任公司，统称为新墨西哥州美食一个月前，该公司试图通过其在电视和数字媒体平台上的首次全国性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>在第一季度收益报告中，Tattooed Chef 的收入为 5270 万美元，高于去年同期的 3320 万美元，其中 Tattooed Chef 品牌产品增加了 1840 万美元，自有品牌产品和部分自有品牌零售商的传统产品增加了 130 万美元。</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，而上年同期为 920 万美元；净亏损为 790 万美元，而 2020 年同期为 590 万美元，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，该公司提供的指导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>“我们正在通过纹身厨师品牌彻底改变植物性饮食，挖掘消费者的偏好，不断为市场带来新的创意，”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（Foods of New Mexico）获得的新制造能力，我们拥有了超过 250 个基于植物的创新理念，包括环境产品和零食。”</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>最后一次检查时，Tattooed Chef 股票的交易价格为 19.54 美元，夹在最低点 12.61 美元和最高点 28.64 美元之间。</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>结论：这两家公司对他们的市场采取了非常不同的方法。Beyond Meat显然走在了一条风险更大的道路上，将植物性食品放入快餐环境中，而这些环境传统上并不是纯素食主义者最喜欢的放牧地点。更加关注进入杂货零售商应该有助于增加收入流。</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>纹身厨师没有试图重新发明汉堡，而是完全避开食品服务行业，转而支持杂货零售，从而更加安全；Beyond Meat承认，疫情时代餐饮服务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>不可否认，Tattooed Chef 的业绩还在不断进步，由于一系列积极的消息，其股价可能会更加强劲。作为一家素食食品公司，该公司似乎正朝着正确的方向前进，尤其是 Galletti 对大量潜在新产品的评论以及对自有品牌的追求，这肯定会吸引希望在自有品牌产品线中增加更多素食选择的大型杂货零售商。</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》采访时犯了一个公关错误。他表现出了许多首席执行官不愿意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（Andrew Sarris）的一句话——似乎表明了一位领导人在应该抓人的时候却在摸索。</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》在其版面上只对纹身厨师进行了一次非常简短的提及，因此这家上市仅九个月的公司仍有时间向不关注该公司的投资者受众定义自己。</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>在这场股票大战决斗中，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，但交易员和长期投资者可能希望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":600,"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,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/144541255"}