人造肉制造商Beyond Meat(BYND)11月7日盘中股价暴跌11.4%,引发市场关注。公司此前公布2024财年第三季度财报,虽然营收同比增长7.6%达8100万美元,超出预期,但同时下调了全年净营收预期上限,从之前的34亿美元降至33亿美元。
Beyond Meat表示,受到通胀影响,注重成本的消费者减少了对其昂贵仿肉产品的消费,转而选择更便宜的替代品,导致需求疲软。虽然公司已上调产品价格以应对原材料成本上涨,但仍无法挽回营收下滑态势。公司CEO伊桑-布朗指出,展望未来,Beyond Meat预计将在年底前增加现金储备,并在2025年进一步调整资产负债表,以应对持续的通胀压力。
与此同时,Beyond Meat还宣布了一项最多2亿美元的股票发行计划,以补充公司的现金储备。一些分析师认为,虽然Beyond Meat作为植物肉类市场的先行者,理论上具有广阔增长空间,但在当前高通胀环境下,公司能否保持较高定价能力并持续吸引消费者仍面临严峻挑战。公司未来如何控制成本、优化产品结构并维持高端消费群体,将决定其能否渡过当前的难关。
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