周四盘中，"植物肉第一股"Beyond Meat（BYND）股价大跌5.83%，引发市场关注。
消息面上，Beyond Meat近日公布了令人失望的第三季度财报。数据显示，公司前三季度累计实现收入2.14亿美元，同比下降14.37%；累计净亏损1.93亿美元，较去年同期的1.15亿美元亏损进一步扩大。此外，Beyond Meat对2025年第四季度的净收入预期在6000万-6500万美元之间，低于市场此前预期的7003万美元。
Beyond Meat目前正面临植物肉市场需求疲软的挑战。公司首席执行官Ethan Brown表示，公司正进入"转型模式"，将逐步摆脱对模仿传统肉类产品的过度依赖。Beyond Meat计划突破"植物肉"的局限，拓展业务范围以提供更多创新蛋白解决方案，目标是打造"面向未来的全球蛋白公司"。然而，这一转型能否成功扭转公司业绩颓势，仍有待市场进一步观察。
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