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郑到
2025-10-16
$Beyond Meat, Inc.(BYND)$
这么便宜的未来健康食品,应该有慧眼识别收购或者投资改董事会成员吧?[开心]
郑到
2025-11-06
$Beyond Meat, Inc.(BYND)$
空头已是强弩之末,大伙一起上吧哈
郑到
2025-10-24
$Beyond Meat, Inc.(BYND)$
第一波没走,因为我觉得第二波很快就到且比第一波强。拭目以待[呆住]
郑到
2025-10-21
$Beyond Meat, Inc.(BYND)$
郑到
2025-11-14
$特斯拉(TSLA)$
跌到我的成本以下,我会再加仓
郑到
2025-11-25
$Beyond Meat, Inc.(BYND)$
最近机构都在增持,内部管理人减持。说明变革的时候就要到了!
郑到
2025-11-24
$Beyond Meat, Inc.(BYND)$
既然有新产品进入沃尔玛销售的利好,市场已经来到了再次上涨的阶段。冲冲冲冲冲
郑到
2025-11-06
$Beyond Meat, Inc.(BYND)$
坚持持有,不为小波动所困扰。
郑到
01-12
还等什么呢?在特斯拉股价突破800刀之前,满仓待涨吧哈哈哈
抱歉,原内容已删除
郑到
2025-11-17
$Tesla Motors(TSLA)$
还想加仓[Grin]
去老虎APP查看更多动态
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Meat 为什么股价暴跌99%","htmlText":"美国人造肉Beyond Meat 股价从236美元持续暴跌到1美元的原因是业务会大幅下滑, 1. 初期热潮退去后,需求迅速下降 2018–2020 年,Beyond Meat 依靠媒体热度、ESG 投资、植物肉潮流等快速增长。但 2021–2023 年需求明显下滑,因为: 口感无法留住消费者 被认为太“加工” 复购率很低 整个植物肉品类的消费兴趣下滑 结果:销量见顶 → 下滑 → 零售动销恶化。 2. 与真肉相比,价格太贵 2022–2024 年: 真肉价格下降 Beyond 仍然昂贵 通胀环境让消费者更敏感 消费者的直觉就是:“真肉更便宜、味道更好,为什么要买更贵的植物肉?” 美股投资网分析,这大幅削弱主流需求。 3. 竞争加剧、品类被快速“商品化” 大量玩家进入植物肉: Impossible Foods Tyson Kellogg’s 超市自有品牌(更便宜) 自有品牌价格低 50–60%,挤压了 Beyond 的货架与市场份额。 4. 健康认知从正面转为负面 消费者开始认为植物肉: 过度加工 钠含量高 添加剂多 未必比真肉更健康 这一转变直接拖累整个行业。 5. 连锁餐饮合作失败 Beyond 早期合作对象包括: 麦当劳(McPlant) Dunkin’ Subway 部分 KFC 由于销量不佳,大部分合作被缩减或终止。尤其 McPlant 测试失败,是重大打击。 6. 成本结构太高,规模化失败 Beyond 始终面临: 制造成本高 原料贵 营销费用高 固定成本重 销量下降 → 单位成本上升 → 毛利率崩塌 → 持续亏损。 7. 管理层战略与执行失误 常见批评包括: 扩张过快 产品线过多 进入小众品类(如肉干) 对成本控制不力 过度乐观的市场预测 创新速度落后 Impossible Foods CEO Ethan Brown 被认为没有及时调整策略。 8. 整","listText":"美国人造肉Beyond Meat 股价从236美元持续暴跌到1美元的原因是业务会大幅下滑, 1. 初期热潮退去后,需求迅速下降 2018–2020 年,Beyond Meat 依靠媒体热度、ESG 投资、植物肉潮流等快速增长。但 2021–2023 年需求明显下滑,因为: 口感无法留住消费者 被认为太“加工” 复购率很低 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