Tshaj Meat Stock Hits All-Time Low. Inflation Bites Plant-based Industry.

Ntawv loj

Cuav Nqaij

Kev sib koom ua rau txhua lub sijhawm qis hnub Monday, poob rau hnub thib tsib sib law liag thiab rub tawm lwm cov khoom cog raws li kev nce nqi tau ua rau cov neeg siv khoom 'kho cov khoom lag luam tus nqi siab dua.

Cuav Nqaij

(ticker: BYND) tau pom hnub zoo dua. Qhov tseeb, cov khoom lag luam tau poob 74% xyoo no thiab 93% los ntawm nws txhua lub sijhawm kaw siab ntawm $ 234.90 thaum Lub Xya Hli 2019, raws li Dow Jones Market Data.

Hnub Monday, Beyond Meat cov khoom lag luam poob 5.6% rau $ 17.26. Nws mus rau pej xeem ntawm $ 25 thaum lub Tsib Hlis 2019. Lwm cov tuam txhab cog ntoo nyiam

Oatly Group

(OTLY) thiab

Calavo Growers

poob 2% thiab 0.6% rau hnub Monday, thiab tau poob 63% thiab 18% xyoo no.

Yog li dab tsi tshwm sim nyob rau hauv lub ntiaj teb no ntawm cov nroj tsuag raws li nqaij? Ib lo lus: inflation.

Beyond Meat tau tshaj tawm cov txiaj ntsig thib ob hauv peb lub hlis twg rov qab thaum lub Yim Hli. Tsis tsuas yog lub tuam txhab tau tshaj tawm qhov kev poob qis dua thiab cov nyiaj tau los hauv qab qhov uas cov kws tshuaj ntsuam xav tau, nws kuj tau muab qhov kev xav tsis zoo rau tag nrho lub xyoo vim muaj kev cuam tshuam nyiaj txiag rau nws cov neeg siv khoom.

"Lub quarter thib ob ntawm 2022 pom kev sib cog lus nyob rau hauv Asmeskas tsev neeg nkag mus rau cov nqaij cog qoob loo thawj zaug hauv plaub xyoos," Beyond Meat Tus Thawj Coj Ethan Brown tau hais hauv lub tuam txhab lub rooj sib tham txog nyiaj tau los kawg. "Raws li cov neeg siv khoom tau nthuav tawm nrhiav tus nqi, peb ntseeg tias kev nce nqi siab thiab cov nqi lag luam tus nqi hwm tus nqi cuam tshuam nrog cov tsiaj protein ntau, yog tias tsis yog tag nrho, txiav txim siab."

Thiab nws tsis zoo li kev nce nqi yuav ploj mus sai sai. Cov neeg siv khoom tus nqi nce ntawm 8.3% ib xyoos ib zaug nyob rau lub Yim Hli, raws li Lub Tsev Haujlwm Saib Xyuas Kev Ua Haujlwm. Kev coj tus nqi rau cov nqi siab yog cov vaj tse, khoom noj, thiab kev kho mob, uas pom qee tus nqi nrawm tshaj plaws hauv lub hlis. Tshwj xeeb, tus nqi ntawm cov khoom noj tau dhia 11.4% xyoo dhau los, uas yog qhov loj tshaj 12 lub hlis dhia txij li lub Tsib Hlis 1979.

Tsis tsuas yog cov khoom noj muaj nqi siab thoob plaws lub rooj tsavxwm, tab sis Beyond Meat cov khoom yog kim dua tag nrho cov khoom tsiaj ib txwm muaj. CEO Brown tau hais lub hli tas los tias tus nqi muag khoom nruab nrab ntawm cov nqaij nyug av yog $ 4.90 ib phaus, thaum Beyond Meat cov nqaij nyug av tau mus txog $ 8.35 ib phaus.

Brown hais tias "Qhov ntawd yog qhov nyuaj heev thaum cov neeg siv khoom muaj kev nce nyiaj nce siab heev, thiab lawv lub zog yuav khoom hauv khw muag khoom poob qis," Brown hais.

Sau rau Angela Palumbo ntawm [email tiv thaiv]