Rickels

[Rickels @RickelsOfficial]

People are still valuing $BYND like it’s the same company that was burning cash with no clear direction.

It’s not.

Look at what’s actually happening instead of repeating the old narrative.

The business is cutting costs.
Margins are improving.
Management is making decisions focused on profitability, not growth at any cost.
It just beat expectations.

Everyone says, “I’ll buy when the turnaround is obvious.”

By then, it’ll already be reflected in the share price.

The market doesn’t wait for perfect news. It prices in improving businesses before the majority realise what’s changing.

Could it fail? Of course.

But if Beyond keeps executing like this over the next few quarters, today’s valuation will look very different.

Most people are looking at where the company was.

I’m looking at where it’s heading.

$BYND

[Rickels @RickelsOfficial]

$BYND Operating expenses falling, business is a lot more stable.

Expanding faster and into further categories.
New protein products.
New protein drinks.
Lower costs.

It's bullish considering how hammered this is.

[Rickels @RickelsOfficial]

$BYND keeping people on hold with that music. We have all been trolled and it has to tank. Clown music. Jesus christ. We're fucked.

[Rickels @RickelsOfficial]

$BYND earnings after the bell.

I think the market is still massively underestimating what management is building here.

Everyone will focus on revenue and EPS, but that’s not what I’m most interested in.

I’ll be listening for:

• Beyond Immerse early sales and consumer feedback.
• Distribution expansion following the Big Geyser partnership, giving access to over 26,000 retail and foodservice locations.
• Marketing execution and athlete partnerships, including NBA player Josh Hart, to see how aggressively they’re pushing brand awareness.
• Whether management provides any update on expanding the beverage rollout beyond New York.
• Progress on the company’s transition from a pure plant-based meat business into a broader plant protein company with higher-margin product categories.

If the core business continues stabilising while beverages gain traction, I think the market could start viewing $BYND as a turnaround story rather than just another declining food company.

Should be an interesting call. 👀

[Rickels @RickelsOfficial]

@Thebullwhisper It’s moving fast to the bottom 💀😭

[Rickels @RickelsOfficial]

@Thebullwhisper What’s your thoughts on the volatility on this?

[Rickels @RickelsOfficial]

@Thebullwhisper You think it’s actually him? I don’t want to doubt it obviously.

[Rickels @RickelsOfficial]

@Lotterystonks I’m just a moron dw