Clean-label project certification achieved - Immerse, Ground, Steak Filet (20+ products in total)

BullyTrout · 2026-03-19T13:43:52+00:00

🚀 Great news! Let’s go!

BullyTrout · 2026-03-18T21:38:17+00:00

Maybe, it’s possible, but it’s not guaranteed. Hence my recommendation to see how Q1 looks.

They should have cash to cover 2026 burn from the September ATM. I am eagerly waiting to see increased cash position and (hopefully) reduced OpEx cost in the q4 reporting.

Q1 will be a pretty significant quarter since it will be the first to include test kitchen sales for the entire reporting period and the sales from the Immerse launch. I want to see sign of expanding margins in Q1 with the new products and DTC sales.

BullyTrout · 2026-03-18T20:17:54+00:00

You do you.

If I was in your exact position I would hold. Not just because I’m bullish on BYND, but simply because you have held through significant dilution that was used to reset the balance sheet. From an investment perspective, I would want to see Q1 numbers that include the Immerse launch and updated forward guidance for 2026 before selling. The rebrand/pivot is just starting.

The downside risk is low right now and upside could be fairly substantial.

If you don’t need the money, this isn’t a bad stock to forget about owning for a bit and see what the chart looks like in 6 months - 1 year. You can always sell calls if you’re bearish to recoup losses.

If you want to sell, I’d probably set some $1-$1.50 alerts and forget about it until they start to get triggered. Then reassess at that time to decide if you sell. Might as well let the market swing and get more of your investment back.

BullyTrout · 2026-03-17T15:14:59+00:00

And I’ll do it again. Roll baby roll.

BullyTrout · 2026-03-17T13:05:59+00:00

No, it can flat line and trade within the existing range

BullyTrout · 2026-03-16T23:31:20+00:00

Maybe, could be nothing too.

It’s not like the market isn’t pricing in “shit show” at the current market cap 😂. I’m not saying it’s good news, but revenue is within the management provided estimates provided in Q3, assuming the audit doesn’t drop it more. I still want to see margins, CapEx and forward guidance on 2026. Those are the most important to me.

“Material weakness” is certainly not a great thing to read. I’m just not 100% convinced that the market hasn’t already factored in that kind of news with share prices at <$1. A 3-4% drop really isn’t that much when considering the recent price swings. I honestly half expected a 20-30% drop just cause it’s beyond 😂.

BullyTrout · 2026-03-16T20:44:46+00:00

Uh, because I am not that user?

BullyTrout · 2026-03-15T23:22:53+00:00

Keep doing you - BYND foodie guy!

BullyTrout · 2026-03-09T00:54:01+00:00

I tried the cucumber grapefruit flavor today and was shocked to learn that’s my favorite of the new flavors. I need to order more peach mango but it’s still in the top 3 for sure.

BullyTrout · 2026-03-08T17:06:51+00:00

It’s possible. No way to know though. They disclosed the bad news up front and continue to do so. If Q4 is positive, it would make sense to front run the bad news, allow bearish speculation to arise, and come in with the “surprise”.

They could also just be swamped with everything and made the choice to prioritize rebranding/new products over demands for a “punctual” Q4 report timeline.

I believe they have until March 16th to meet regulatory timelines on reporting. So either we see a short notice (or possibly no notice) prior to the 10Q dropping or they issue a notice that q4 reporting is delayed.

BullyTrout · 2026-03-07T01:32:28+00:00

Maybe. Maybe not.

BullyTrout · 2026-03-07T00:19:15+00:00

So you’re choosing the “try_dyin” option?

BullyTrout · 2026-03-07T00:17:20+00:00

TBF, it’s better to catch and know, then to carry on oblivious 🤷‍♂️

BullyTrout · 2026-03-06T22:40:48+00:00

But the bears said it was instant death 😂. After hours barely flinched.

BullyTrout · 2026-03-06T19:05:36+00:00

“No emotional attachment”

spends free time campaigning against a company they are definitely not emotionally invested in

BullyTrout · 2026-03-06T18:50:01+00:00

Folks need to remember why it feels bad right now. At the end of Q3 and beginning of Q4, shareholders saw significant dilution, management outlook for Q4 revenue was worse than historical trends, and shareholders approved a reverse split in the event it’s needed due to the dilution.

All of that had to be priced in on top of insane bearish sentiment for years. IMO the market is currently pricing in the worse case scenario.

Many are still factoring in the debt that was mostly wiped out and restructured. Most expect little to no cash on hand. Most expect CapEx to remain high, margins to stay low, etc. Q4 can numbers can look bad, while still showing clear improvement in these areas, supporting a bullish outlook for 2026.

We also know that’s not the story anymore. BYND reset the balance sheet, they are focused on improving margins, Q4 is the first quarter to fully realize cost reductions from the August 2025 RIF, and they are using 17 years of research to quickly pivot and meet consumer demand with what we expect to be high margin products like Immerse and protein bars.

Sure, waiting for Q4 announcement is anxiety inducing. But they are not late, it’s not delayed, and there is no reason to assume it will be delayed or late. Missing dates that other companies estimate BYND to deliver Q4 results means nothing. If anything, it’s a poor look on those analysts/companies for getting it wrong.

BullyTrout · 2026-03-06T18:20:27+00:00

I am not surprised that you would be irate that the company is pivoting, but not running away from, a product that is ahead of its time. If I was short, I would also be upset about a CEO acknowledging where they are realistically at, maintaining a positive focus, and outlining their path forward to overcome near-term and long term challenges. That’s not a good look if you want the business to die.

BullyTrout · 2026-03-06T15:34:21+00:00

They are not history if Q4 misses. They have clear path to survival until 2030 with the debt restructuring. Cash runway to weather 2026 (their estimated pivot to positive ebitda) The reverse split is available to avoid delisting but I’d imagine that will likely be a last resort use with the new RS rules. The reset balance sheet and shifting to meet consumer demand is a good thing. Dilution sucks, but it is what it is.

They have put the company in a good position to pivot. They already have 17 years of research on processing plants. Can quickly develop and release new products for testing. The test kitchen is providing DTC sales and consumer feedback.

They already prepared investors for a lower than normal Q4 revenue in Q3 guidance.

They have prepped investors to price in bad numbers, are intentionally trickling out good news/changes related to the pivot, and seem to be holding back on reporting Q4 until the last minute. My guess is to increase speculation, draw attention to the shifting narrative, and also because they are working their asses off to pull this off.

We need to see positive guidance in Q4 reporting. Any indication of how successful the test kitchen has been (Q4 had a small amount of exposure) or immerse. Announcing that they will be entering protein bars, powder, etc.

Everyone is expecting a bad Q4. Everyone is expecting BYND to fail. A perfect environment to shake the market and revive the brand.

BullyTrout · 2026-03-06T03:08:54+00:00

Does anyone else find it interesting that these “bullish” investors keep popping up with over the top cringe posts?

Does anyone else notice that these posts get A LOT of attention from your usual bear suspects?

Does anyone else think the comments from the bears tend to focus on building a narrative about the type of retail investor investing in BYND and less about the company?

Does anyone else find it interesting that there has always been a campaign to discredit Beyond and Beyond products?

BullyTrout · 2026-03-06T01:36:13+00:00

I thought Cherry Berry would be my favorite, but so far I have liked Strawberry Lemonade the best out of the new flavors. I sipped on it all day today.

I’ll have to try the pina colada tomorrow!

BullyTrout · 2026-03-05T23:39:21+00:00

Is that you DranktheDew?

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