美东时间12:24——Beyond Meat向营养饮品领域的扩张可能难以奏效，这暴露出其核心植物肉业务前景疲软。瑞穗证券分析师John Baumgartner在报告中指出，由于口感和质地存在挑战，植物蛋白饮品的市场吸引力似乎有限，且该领域需要不同的市场推广模式。该公司2022年进军牛肉干市场未达预期，更令人质疑其能否成功实现品牌重塑。Baumgartner写道："鉴于植物基配方的市场反响平淡，我们对BYND涉足该领域持高度怀疑态度。我们认为BYND明显发力运动营养领域，最清晰地表明其核心植物肉品类长期增长前景正在恶化。"该股当日暴跌8.9%。
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