Beyond Meat announced that its newest Beyond Burger, the Beyond IV, will be available at all Hard Rock Cafe North America company locations starting November 4, 2025. The 4‑ounce patty offers 20 grams of protein, 2 grams of saturated fat, and contains no cholesterol, GMOs, or added antibiotics, positioning it as a clean‑label, high‑protein alternative for diners seeking healthier options.
The partnership with Hard Rock Cafe is a strategic move to increase product visibility and velocity in the fast‑food and casual dining segments. By placing the Beyond IV in a high‑traffic national chain, Beyond Meat aims to strengthen its presence and potentially boost revenue and market share through broader consumer reach.
Beyond Meat’s Q3 2025 earnings report has been rescheduled to November 11, 2025 because the company is assessing a material non‑cash impairment charge related to long‑lived assets. Preliminary revenue guidance for the quarter is around $70 million, slightly above the consensus estimate of $69.79 million, while the consensus EPS estimate is $‑0.43. The company’s prior quarter, Q3 2024, reported $81 million in revenue with a 17.7% gross margin, and Q2 2025 revenue was $75 million with an 11.5% gross margin, indicating a trend of margin compression as demand weakens and costs rise.
The earnings delay and impairment charge highlight ongoing financial challenges. Weak demand for plant‑based meats, the cessation of operations in China, and rising raw‑material costs have pressured margins. Management has emphasized cost reductions, expanding core product distribution, and margin expansion as key priorities to navigate these headwinds.
Investors reacted negatively to the earnings delay, citing concerns over the impairment charge and the uncertainty it introduces. The preliminary revenue beat was a short‑lived positive, but the market’s focus shifted to the delayed report and its implications for the company’s financial health.
Ethan Brown, President and CEO, acknowledged the disappointing results and outlined a strategic focus on cost reductions, expanding core product distribution, and margin expansion. Drew Lufkin, Senior Vice President of Sales, expressed excitement about the Hard Rock Cafe partnership, noting it “marry[s] Hard Rock’s culinary offerings with Beyond Meat’s innovative plant‑based products.”
The Hard Rock partnership represents a positive step for brand visibility, but it must be weighed against the company’s ongoing revenue decline, margin compression, and the impact of the impairment charge on its balance sheet. The partnership’s success will depend on Beyond Meat’s ability to sustain demand, manage costs, and execute its broader distribution strategy.
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