No. of Recommendations: 2
What are your thoughts on BYND?

All I can say is "Where's the beef?"

Do they have a moat?

Do customers subscribe and get a couple of pounds delivered every week, like a SaaS customer?
Do they have patents that are "Impossible" to get around?
I guess there is a trend to pay more to eat healthier, such as the financially successful Whole Foods (oh, wait, Amazon had to bail them out).

So their product is actually more healthy -- even with the very high sodium content?
Do they own their supply chain so they can ramp up production?

I had an Impossible burger ~2-3 years ago and didn't really like it.
I had a Carl's Jr Beyond burger a few weeks ago -- it was not bad.
Long term to get mass adoption the price has to be less, not more than beef, IMO.

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