To The Moon
Home
News
TigerAI
Log In
Sign Up
Ila
+Follow
Posts · 20
Posts · 20
Following · 0
Following · 0
Followers · 0
Followers · 0
Ila
Ila
·
2021-08-07
Nice
Sorry, this post has been deleted
看
2.18K
回复
1
点赞
3
编组 21备份 2
Share
Report
Ila
Ila
·
2021-08-01
Nice
Sorry, this post has been deleted
看
2.67K
回复
1
点赞
2
编组 21备份 2
Share
Report
Ila
Ila
·
2021-07-31
Good
Nio, XPeng, Li Shares Rise, as China EV Stocks Rebound
NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-
Nio, XPeng, Li Shares Rise, as China EV Stocks Rebound
看
2.54K
回复
1
点赞
3
编组 21备份 2
Share
Report
Ila
Ila
·
2021-07-31
I see
Beyond Meat: This Stock Is A Really Raw Deal
Summary Shares of Beyond Meat have crumbled more than 40% from highs. The company has been plagued
Beyond Meat: This Stock Is A Really Raw Deal
看
2.67K
回复
1
点赞
3
编组 21备份 2
Share
Report
Ila
Ila
·
2021-07-31
?
Sorry, this post has been deleted
看
2.65K
回复
2
点赞
4
编组 21备份 2
Share
Report
Ila
Ila
·
2021-07-31
Help to like pls
Sorry, this post has been deleted
看
3.07K
回复
1
点赞
1
编组 21备份 2
Share
Report
Ila
Ila
·
2021-07-27
Nice
Sorry, this post has been deleted
看
1.73K
回复
Comment
点赞
1
编组 21备份 2
Share
Report
Ila
Ila
·
2021-07-18
Nice
Sorry, this post has been deleted
看
2.60K
回复
2
点赞
4
编组 21备份 2
Share
Report
Ila
Ila
·
2021-07-16
Like and comment pls
Sorry, this post has been deleted
看
2.21K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
Ila
Ila
·
2021-07-14
Nice
Sorry, this post has been deleted
看
1.94K
回复
Comment
点赞
3
编组 21备份 2
Share
Report
Load more
Most Discussed
{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"4087269899936440","uuid":"4087269899936440","gmtCreate":1624268156454,"gmtModify":1628692814760,"name":"Ila","pinyin":"ila","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/32af1e4c2b8f858b50b2e874760ab13d","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":26,"tweetSize":20,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.07.31","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":891925179,"gmtCreate":1628320811391,"gmtModify":1703505065823,"author":{"id":"4087269899936440","authorId":"4087269899936440","name":"Ila","avatar":"https://static.tigerbbs.com/32af1e4c2b8f858b50b2e874760ab13d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087269899936440","idStr":"4087269899936440"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/891925179","repostId":"1180025090","repostType":4,"isVote":1,"tweetType":1,"viewCount":2184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805054225,"gmtCreate":1627827667767,"gmtModify":1703496338997,"author":{"id":"4087269899936440","authorId":"4087269899936440","name":"Ila","avatar":"https://static.tigerbbs.com/32af1e4c2b8f858b50b2e874760ab13d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087269899936440","idStr":"4087269899936440"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/805054225","repostId":"1159296868","repostType":4,"isVote":1,"tweetType":1,"viewCount":2672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802903947,"gmtCreate":1627703393289,"gmtModify":1703494990167,"author":{"id":"4087269899936440","authorId":"4087269899936440","name":"Ila","avatar":"https://static.tigerbbs.com/32af1e4c2b8f858b50b2e874760ab13d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087269899936440","idStr":"4087269899936440"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802903947","repostId":"1137888611","repostType":4,"repost":{"id":"1137888611","kind":"news","pubTimestamp":1627688479,"share":"https://ttm.financial/m/news/1137888611?lang=&edition=fundamental","pubTime":"2021-07-31 07:41","market":"us","language":"en","title":"Nio, XPeng, Li Shares Rise, as China EV Stocks Rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=1137888611","media":"The Street","summary":"NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-","content":"<blockquote>\n NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\n</blockquote>\n<p>Chinese electric vehicle stocks, including NIO (<b>NIO</b>) , Li Auto (<b>LI</b>) and Xpeng (<b>XPEV</b>) , continued the rebound from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.</p>\n<p>Nio gained 4% to $44.50, Li 11% to $33.97 and Xpeng 9% to $41.38. Meanwhile, Alibaba BABA slid 2% to $195.19 and Didi DIDI 3% to $9.57.</p>\n<p>Fear of stringent Chinese regulation is depressing non-EV stocks. But China hasn’t made much noise about cracking down on EV makers. It’s an industry the government would like to dominate.</p>\n<p>So it may have no desire to put the hammer down on EV companies, and that’s likely buttressing their shares Friday.</p>\n<p>When it comes to U.S. EV stocks, Tesla (<b>TSLA</b>) -Get Report is the big daddy, of course. Its shares are up 5% to $677.75 Friday, leaving them up 8% for the past five days.</p>\n<p>The companyposted stronger-than-expected earningsfor the second quarter Monday and said it's on track to build the first Model Y sedans from new facilities in Austin and Berlin before year-end.</p>\n<p>Chief Executive Elon Musk, however, added in an investor call following the earnings report that the global shortage in semiconductor supplies remains \"quite serious\" and could impact production rates over the second half of the year.</p>\n<p>Volume growth will depend on the availability of other parts in the global supply chain, he said.</p>\n<p>Musk also said he would no longer participate in regular earnings calls, unless he had \"something really important to say\".</p>\n<p>Tesla said adjusted profit for the latest quarter was $1.45 per share, creaming analysts’ consensus forecast of 98 cents.</p>","source":"lsy1610613172068","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>Nio, XPeng, Li Shares Rise, as China EV Stocks Rebound</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nNio, XPeng, Li Shares Rise, as China EV Stocks Rebound\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 07:41 GMT+8 <a href=https://www.thestreet.com/investing/china-ev-stocks-rebound-nio-xpeng-li><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\n\nChinese electric vehicle stocks, including NIO (NIO) , Li Auto (LI) and ...</p>\n\n<a href=\"https://www.thestreet.com/investing/china-ev-stocks-rebound-nio-xpeng-li\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来","LI":"理想汽车"},"source_url":"https://www.thestreet.com/investing/china-ev-stocks-rebound-nio-xpeng-li","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137888611","content_text":"NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\n\nChinese electric vehicle stocks, including NIO (NIO) , Li Auto (LI) and Xpeng (XPEV) , continued the rebound from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\nNio gained 4% to $44.50, Li 11% to $33.97 and Xpeng 9% to $41.38. Meanwhile, Alibaba BABA slid 2% to $195.19 and Didi DIDI 3% to $9.57.\nFear of stringent Chinese regulation is depressing non-EV stocks. But China hasn’t made much noise about cracking down on EV makers. It’s an industry the government would like to dominate.\nSo it may have no desire to put the hammer down on EV companies, and that’s likely buttressing their shares Friday.\nWhen it comes to U.S. EV stocks, Tesla (TSLA) -Get Report is the big daddy, of course. Its shares are up 5% to $677.75 Friday, leaving them up 8% for the past five days.\nThe companyposted stronger-than-expected earningsfor the second quarter Monday and said it's on track to build the first Model Y sedans from new facilities in Austin and Berlin before year-end.\nChief Executive Elon Musk, however, added in an investor call following the earnings report that the global shortage in semiconductor supplies remains \"quite serious\" and could impact production rates over the second half of the year.\nVolume growth will depend on the availability of other parts in the global supply chain, he said.\nMusk also said he would no longer participate in regular earnings calls, unless he had \"something really important to say\".\nTesla said adjusted profit for the latest quarter was $1.45 per share, creaming analysts’ consensus forecast of 98 cents.","news_type":1,"symbols_score_info":{"LI":0.9,"XPEV":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806533975,"gmtCreate":1627664988397,"gmtModify":1703494446905,"author":{"id":"4087269899936440","authorId":"4087269899936440","name":"Ila","avatar":"https://static.tigerbbs.com/32af1e4c2b8f858b50b2e874760ab13d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087269899936440","idStr":"4087269899936440"},"themes":[],"htmlText":"I see","listText":"I see","text":"I see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/806533975","repostId":"1135197909","repostType":4,"repost":{"id":"1135197909","kind":"news","pubTimestamp":1627655217,"share":"https://ttm.financial/m/news/1135197909?lang=&edition=fundamental","pubTime":"2021-07-30 22:26","market":"us","language":"en","title":"Beyond Meat: This Stock Is A Really Raw Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1135197909","media":"seekingalpha","summary":"Summary\n\nShares of Beyond Meat have crumbled more than 40% from highs.\nThe company has been plagued ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Shares of Beyond Meat have crumbled more than 40% from highs.</li>\n <li>The company has been plagued by a number of issues, including slowing growth and a decaying margin profile.</li>\n <li>Retail velocity is declining, suggesting that Beyond Meat's pandemic arguments of limited in-stocks have faded.</li>\n <li>The stock remains expensive against long-term profit expectations.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b94bb6c8b249f2376027245ea44295c3\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Drew Angerer/Getty Images News</span></p>\n<p>These days, the market certainly has no shortage of expensive growth stocks that have very little substance. One stock that I think is at particular risk of crumbling further is Beyond Meat (BYND), one of the first purveyors of the faux-meat trend and one of the most recognizable brands in the space.</p>\n<p>Despite the growing appeal of plant-based meats, I continue to see huge fundamental flaws in this stock. The market seems to agree, as Beyond Meat shares have slid by roughly half relative to all-time highs around ~$200 notched last October.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9414d1f0d7b86d62d6febcd8fcfae596\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>In my view, Beyond Meat shares have even more downside left. I continue to cite that there's a \"story\" risk to Beyond Meat: plant-based meats are popular now, but are they a passing dietary fad? The list of diet fads is a long one, ranging from keto diets and paleo diets to complete-nutrient drinks like Huel. While Beyond Meat may find itself a core customer base, I view the category's growth to be limited especially with concerns that plant-based meats are unhealthy from a sodium angle.</p>\n<p>Yet there are shorter-term risks here, too. In particular, investors should be aware that Beyond Meat's growth and demand indicators have weakened in recent quarters. Profit margin slippage is another big concern, especially when the stock is still trading so expensively as a multiple of outer-year profits.</p>\n<p>The bottom line here: Beyond Meat is a spoiling stock, and I think there's little the company can do to get back on the right track.</p>\n<p><b>Slowing growth, decaying velocity</b></p>\n<p>The first thing investors should note is that Beyond Meat has missed Wall Street's expectations for three quarters in a row. It's a small wonder that the stock has landed in investors' \"penalty box\" - in a time when a reliable \"beat and raise\" cadence has become expected for growth stocks, Beyond Meat's earnings gaffes are a huge sore spot.</p>\n<p>In Beyond Meat's most recent quarter (Q1), the company saw relatively tepid 11% y/y growth to $108.2 million in revenue, missing Wall Street's expectations of $113.3 million (+17% y/y) by a huge six-point margin. As shown below, that's an even wider miss than the $2 million gap to expectations in Q4:</p>\n<p>Figure 1. Beyond Meat earnings vs. expectations</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16650777bf67af7d8aa78be81ba77793\" tg-width=\"640\" tg-height=\"220\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha</span></p>\n<p>At a channel level, in Q1, Beyond Meat its U.S. retail sales grow by 28% y/y, but foodservice sales domestically saw a -26% y/y decline. This is concerning because throughout the March quarter, most areas and restaurants around the country had already lifted lockdown restrictions. We note that the kinds of chain locations that Beyond Meat is typically sold at, from Carls' Jr. to Dunkin' Donuts (DNKN), largely remained open during the pandemic anyway. So Beyond Meat can't really say that lockdowns and the pandemic were to blame for weaker foodservice sales: perhaps the pandemic had ended up ultimately changing consumers' menu preferences toward \"real\" meat, which is often also substantially cheaper than Beyond Meat.</p>\n<p>On the retail side, we note that Beyond Meat's velocity is dropping (a measure of how quickly inventory is selling through on store shelves). Beyond Meat argued that during the pandemic, retail sell-through was constrained by limited supply - but now, what you can see in the chart below is that retail velocity has dramatically dropped over the past four weeks. The company noted that on a year over year basis, velocity is down -18% y/y in Q1.</p>\n<p>Figure 2. Beyond Meat retail velocity</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0b42961dd5d7be04ea3206e5988ff31\" tg-width=\"640\" tg-height=\"487\" width=\"100%\" height=\"auto\"><span>Source: Beyond Meat Q1 investor presentation</span></p>\n<p>We note as well that Beyond Meat's market share growth in the retail space has slowed as well. The past four weeks only saw Beyond Meat expanding its market share by 127bps, versus 319bps over the past year.</p>\n<p><b>Margin decay</b></p>\n<p>Slowing growth isn't the only troubling indicator for Beyond Meat. The company's gross margin profile, already thin to begin with, is at risk as well. We note that in Beyond Meat's most recent quarter, gross margin slipped to 30.2%, a huge 860bps reduction from 38.8% in the year-ago quarter.</p>\n<p>Figure 3. Beyond Meat margin trends</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60a3d0d52497e6120e460f59dc453255\" tg-width=\"640\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: Beyond Meat Q1 investor presentation</span></p>\n<p>The company cited a myriad of reasons behind the decay. The company blamed the decay on rising storage/warehousing and transportation costs, which is similar to what many other consumer products companies are citing. Even more concerning, however, the company has cited rising fixed overhead costs at its production facilities. And perhaps riskiest of all is the fact that Beyond Meat notes that unfavorable product mix and higher trade discounts have also worked to push margins down.<b>In spite of the fact that Beyond Meat leaned in more heavily on trade discounts to grow sales, the company still saw tepid revenue growth and thinning market share gains.</b></p>\n<p>We note as well that Beyond Meat's adjusted EBITDA gains of $13.9 million from last Q1 turned into a -$10.8 million loss in the most recent Q1, indicating a 24-point decay in adjusted EBITDA margins. We have to wonder: is Beyond Meat structurally set up to be a profitable business?</p>\n<p>The company likes to tout the fact that it spends ~8% of its revenue on R&D as a positive signal of the brand's innovation. But the other brands shown on the company's below slide are also innovators. Food brands like Kellogg and Kraft Heinz are constantly coming up with new cereal types and new flavors of their existing foods. Beyond Meat doesn't have a sole claim to innovation in the food space - yet it's spending considerably more than its peers on R&D. When we note the fact that Beyond Meat's gross margin is only ~30% to begin with, spending a further 8% of revenue on R&D is a steep ask.</p>\n<p>Figure 4. Beyond Meat R&D spend</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be6034dec9a6fb17f07f983fc301eb96\" tg-width=\"640\" tg-height=\"437\" width=\"100%\" height=\"auto\"><span>Source: Beyond Meat Q1 investor presentation</span></p>\n<p><b>Valuation and key takeaways</b></p>\n<p>Analysts aren't really expecting Beyond Meat to generate significant profits until years down the road. As shown in the chart below, the company is only expected to pass breakeven in 2023.</p>\n<p>Figure 5. Beyond Meat earnings estimates</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b43ec61762ea332f9fcc74cabd299bb8\" tg-width=\"640\" tg-height=\"220\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha</span></p>\n<p>And even against 2026 earnings expectations of $5.30 per share, and even after Beyond Meat's correction from all-time highs above $200, the stock's current price at ~$125 sits at a steep <b>23.6x P/E ratio against earnings five years down the line.</b></p>\n<p>With the risks of Beyond Meat's slowing growth and unsteady gross margins, I think the chances of Beyond Meat justifying its current share price (let alone rallying substantially from current levels) are slim.</p>\n<p>Continue to avoid this stock.</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: This Stock Is A Really Raw Deal</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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: This Stock Is A Really Raw Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 22:26 GMT+8 <a href=https://seekingalpha.com/article/4443013-beyond-meat-this-stock-is-a-really-raw-deal><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nShares of Beyond Meat have crumbled more than 40% from highs.\nThe company has been plagued by a number of issues, including slowing growth and a decaying margin profile.\nRetail velocity is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4443013-beyond-meat-this-stock-is-a-really-raw-deal\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYND":"Beyond Meat, Inc."},"source_url":"https://seekingalpha.com/article/4443013-beyond-meat-this-stock-is-a-really-raw-deal","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135197909","content_text":"Summary\n\nShares of Beyond Meat have crumbled more than 40% from highs.\nThe company has been plagued by a number of issues, including slowing growth and a decaying margin profile.\nRetail velocity is declining, suggesting that Beyond Meat's pandemic arguments of limited in-stocks have faded.\nThe stock remains expensive against long-term profit expectations.\n\nDrew Angerer/Getty Images News\nThese days, the market certainly has no shortage of expensive growth stocks that have very little substance. One stock that I think is at particular risk of crumbling further is Beyond Meat (BYND), one of the first purveyors of the faux-meat trend and one of the most recognizable brands in the space.\nDespite the growing appeal of plant-based meats, I continue to see huge fundamental flaws in this stock. The market seems to agree, as Beyond Meat shares have slid by roughly half relative to all-time highs around ~$200 notched last October.\nData by YCharts\nIn my view, Beyond Meat shares have even more downside left. I continue to cite that there's a \"story\" risk to Beyond Meat: plant-based meats are popular now, but are they a passing dietary fad? The list of diet fads is a long one, ranging from keto diets and paleo diets to complete-nutrient drinks like Huel. While Beyond Meat may find itself a core customer base, I view the category's growth to be limited especially with concerns that plant-based meats are unhealthy from a sodium angle.\nYet there are shorter-term risks here, too. In particular, investors should be aware that Beyond Meat's growth and demand indicators have weakened in recent quarters. Profit margin slippage is another big concern, especially when the stock is still trading so expensively as a multiple of outer-year profits.\nThe bottom line here: Beyond Meat is a spoiling stock, and I think there's little the company can do to get back on the right track.\nSlowing growth, decaying velocity\nThe first thing investors should note is that Beyond Meat has missed Wall Street's expectations for three quarters in a row. It's a small wonder that the stock has landed in investors' \"penalty box\" - in a time when a reliable \"beat and raise\" cadence has become expected for growth stocks, Beyond Meat's earnings gaffes are a huge sore spot.\nIn Beyond Meat's most recent quarter (Q1), the company saw relatively tepid 11% y/y growth to $108.2 million in revenue, missing Wall Street's expectations of $113.3 million (+17% y/y) by a huge six-point margin. As shown below, that's an even wider miss than the $2 million gap to expectations in Q4:\nFigure 1. Beyond Meat earnings vs. expectations\nSource: Seeking Alpha\nAt a channel level, in Q1, Beyond Meat its U.S. retail sales grow by 28% y/y, but foodservice sales domestically saw a -26% y/y decline. This is concerning because throughout the March quarter, most areas and restaurants around the country had already lifted lockdown restrictions. We note that the kinds of chain locations that Beyond Meat is typically sold at, from Carls' Jr. to Dunkin' Donuts (DNKN), largely remained open during the pandemic anyway. So Beyond Meat can't really say that lockdowns and the pandemic were to blame for weaker foodservice sales: perhaps the pandemic had ended up ultimately changing consumers' menu preferences toward \"real\" meat, which is often also substantially cheaper than Beyond Meat.\nOn the retail side, we note that Beyond Meat's velocity is dropping (a measure of how quickly inventory is selling through on store shelves). Beyond Meat argued that during the pandemic, retail sell-through was constrained by limited supply - but now, what you can see in the chart below is that retail velocity has dramatically dropped over the past four weeks. The company noted that on a year over year basis, velocity is down -18% y/y in Q1.\nFigure 2. Beyond Meat retail velocity\nSource: Beyond Meat Q1 investor presentation\nWe note as well that Beyond Meat's market share growth in the retail space has slowed as well. The past four weeks only saw Beyond Meat expanding its market share by 127bps, versus 319bps over the past year.\nMargin decay\nSlowing growth isn't the only troubling indicator for Beyond Meat. The company's gross margin profile, already thin to begin with, is at risk as well. We note that in Beyond Meat's most recent quarter, gross margin slipped to 30.2%, a huge 860bps reduction from 38.8% in the year-ago quarter.\nFigure 3. Beyond Meat margin trends\nSource: Beyond Meat Q1 investor presentation\nThe company cited a myriad of reasons behind the decay. The company blamed the decay on rising storage/warehousing and transportation costs, which is similar to what many other consumer products companies are citing. Even more concerning, however, the company has cited rising fixed overhead costs at its production facilities. And perhaps riskiest of all is the fact that Beyond Meat notes that unfavorable product mix and higher trade discounts have also worked to push margins down.In spite of the fact that Beyond Meat leaned in more heavily on trade discounts to grow sales, the company still saw tepid revenue growth and thinning market share gains.\nWe note as well that Beyond Meat's adjusted EBITDA gains of $13.9 million from last Q1 turned into a -$10.8 million loss in the most recent Q1, indicating a 24-point decay in adjusted EBITDA margins. We have to wonder: is Beyond Meat structurally set up to be a profitable business?\nThe company likes to tout the fact that it spends ~8% of its revenue on R&D as a positive signal of the brand's innovation. But the other brands shown on the company's below slide are also innovators. Food brands like Kellogg and Kraft Heinz are constantly coming up with new cereal types and new flavors of their existing foods. Beyond Meat doesn't have a sole claim to innovation in the food space - yet it's spending considerably more than its peers on R&D. When we note the fact that Beyond Meat's gross margin is only ~30% to begin with, spending a further 8% of revenue on R&D is a steep ask.\nFigure 4. Beyond Meat R&D spend\nSource: Beyond Meat Q1 investor presentation\nValuation and key takeaways\nAnalysts aren't really expecting Beyond Meat to generate significant profits until years down the road. As shown in the chart below, the company is only expected to pass breakeven in 2023.\nFigure 5. Beyond Meat earnings estimates\nSource: Seeking Alpha\nAnd even against 2026 earnings expectations of $5.30 per share, and even after Beyond Meat's correction from all-time highs above $200, the stock's current price at ~$125 sits at a steep 23.6x P/E ratio against earnings five years down the line.\nWith the risks of Beyond Meat's slowing growth and unsteady gross margins, I think the chances of Beyond Meat justifying its current share price (let alone rallying substantially from current levels) are slim.\nContinue to avoid this stock.","news_type":1,"symbols_score_info":{"BYND":0.9}},"isVote":1,"tweetType":1,"viewCount":2674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806533044,"gmtCreate":1627664969588,"gmtModify":1703494447240,"author":{"id":"4087269899936440","authorId":"4087269899936440","name":"Ila","avatar":"https://static.tigerbbs.com/32af1e4c2b8f858b50b2e874760ab13d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087269899936440","idStr":"4087269899936440"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/806533044","repostId":"2155015802","repostType":4,"isVote":1,"tweetType":1,"viewCount":2648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806530569,"gmtCreate":1627664757151,"gmtModify":1703494444721,"author":{"id":"4087269899936440","authorId":"4087269899936440","name":"Ila","avatar":"https://static.tigerbbs.com/32af1e4c2b8f858b50b2e874760ab13d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087269899936440","idStr":"4087269899936440"},"themes":[],"htmlText":"Help to like pls","listText":"Help to like pls","text":"Help to like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/806530569","repostId":"2155137344","repostType":4,"isVote":1,"tweetType":1,"viewCount":3065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809557943,"gmtCreate":1627381720182,"gmtModify":1703488800175,"author":{"id":"4087269899936440","authorId":"4087269899936440","name":"Ila","avatar":"https://static.tigerbbs.com/32af1e4c2b8f858b50b2e874760ab13d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087269899936440","idStr":"4087269899936440"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809557943","repostId":"1105754401","repostType":4,"isVote":1,"tweetType":1,"viewCount":1734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173059189,"gmtCreate":1626588961141,"gmtModify":1703762122136,"author":{"id":"4087269899936440","authorId":"4087269899936440","name":"Ila","avatar":"https://static.tigerbbs.com/32af1e4c2b8f858b50b2e874760ab13d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087269899936440","idStr":"4087269899936440"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/173059189","repostId":"1183956332","repostType":4,"isVote":1,"tweetType":1,"viewCount":2600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170235510,"gmtCreate":1626434542430,"gmtModify":1703760086764,"author":{"id":"4087269899936440","authorId":"4087269899936440","name":"Ila","avatar":"https://static.tigerbbs.com/32af1e4c2b8f858b50b2e874760ab13d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087269899936440","idStr":"4087269899936440"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170235510","repostId":"1190597896","repostType":4,"isVote":1,"tweetType":1,"viewCount":2214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144603370,"gmtCreate":1626277456690,"gmtModify":1703757057623,"author":{"id":"4087269899936440","authorId":"4087269899936440","name":"Ila","avatar":"https://static.tigerbbs.com/32af1e4c2b8f858b50b2e874760ab13d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087269899936440","idStr":"4087269899936440"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144603370","repostId":"1136196685","repostType":4,"isVote":1,"tweetType":1,"viewCount":1940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}