Beyond Meat is slated to report Q3 2025 results today while its 10‑Q filing slips after a “material weakness” disclosure. Here’s what to watch in BYND stock.
- Earnings press release: Company says it will report Q3 2025 results today (Monday, Nov. 10); conference call Tuesday, Nov. 11 at 5:00 p.m. ET. [1]
- SEC filing delay: Beyond Meat filed an NT 10‑Q on Nov. 7 and disclosed an expected “material weakness” in financial controls, saying the 10‑Q is now due by Nov. 12. [2]
- Premarket trade: BYND was around $1.39 this morning (approx. 8:09 a.m. ET). See live chart below.
What happened today
Beyond Meat says the Q3 earnings release is slated for Monday, Nov. 10—one day earlier than previously indicated—with the earnings call still scheduled for Tuesday, Nov. 11 at 5:00 p.m. ET. Management cited the U.S. Veterans Day holiday (SEC closed) for the date shuffle. [3]
Separately, the formal 10‑Q is running late. On Nov. 7, Beyond Meat filed a Form NT 10‑Q and disclosed it expects to report a “material weakness” in internal control over financial reporting tied to accounting for complex, non‑recurring transactions. Coverage indicates the 10‑Q filing is now targeted by Nov. 12, within the grace period afforded by the NT filing. [4]
Bottom line for today: Investors should expect a press release with headline Q3 numbers today, the conference call tomorrow evening, and the full 10‑Q by Nov. 12—which is likely to include more detail on the non‑cash impairment and control remediation. [5]
Stock snapshot (premarket)
- BYND was ~$1.39 in early trade today; premarket indications have fluctuated around that mark.
- Market blogs and trading desks flagged BYND among today’s earnings names and noted pre‑market interest ahead of the release. [6]
The moving pieces behind BYND right now
1) The filing timeline and “material weakness.”
- NT 10‑Q filed Nov. 7 grants a short extension, and management expects to report a material weakness (insufficient technical resources for complex, non‑recurring transactions). The company has said it does not expect prior financials to change. Watch the 10‑Q footnotes for remediation steps and scope. [7]
2) The impairment charge.
- Beyond Meat previously said it would record a non‑cash impairment to certain long‑lived assets, contributing to the delay and weighing on sentiment. Expect the size of the impairment and any related cash‑flow implications to be focal points once details land. [8]
3) What the Street expects.
- Previews had consensus EPS roughly –$0.43 and revenue near $69–$70M; the company itself guided about $70M for Q3 in late October commentary. Margins and cash burn remain the swing factors. [9]
4) Volatility + meme‑stock undertow.
- After a meme‑fueled surge in October, BYND has been volatile and heavily traded; the earnings delay headlines last week knocked the stock anew. Keep position sizing disciplined if you’re trading headlines. [10]
5) Operations & distribution context.
- Recent distribution wins (e.g., Walmart expansion) support sell‑through potential heading into 2026, but the category still faces demand and pricing pressure. Watch for any early read‑through on holiday retail and foodservice velocity. [11]
Key times & where to find the numbers
- Q3 2025 press release: Today, Monday, Nov. 10 (time not specified; typically after market close). [12]
- Earnings call: Tuesday, Nov. 11, 5:00 p.m. ET (2:00 p.m. PT), with webcast on the company’s investor site. [13]
- 10‑Q filing: Expected by Wednesday, Nov. 12 under NT grace period. [14]
What to watch in the release and call
- Impairment details—size, assets affected, and any changes to depreciation going forward. [15]
- Gross margin trajectory (recent commentary has implied low‑teens gross margin) and any update to 2025/2026 profitability pathway. [16]
- Cash & liquidity—burn rate, revolver availability, and thoughts on capital structure post debt‑exchange steps earlier this fall. [17]
- Category demand—U.S. retail velocities, promo intensity, and foodservice traction to gauge whether the plant‑based slump is stabilizing. [18]
- Internal controls—remediation plan and expected timeline to clear the material weakness. [19]
Legal & risk notes
Investor‑rights firms have circulated investigation notices tied to the November earnings delay and disclosures. These notices don’t imply wrongdoing or a guaranteed case but reflect shareholder scrutiny. [20]
Context: how we got here (two‑week timeline)
- Oct. 24: Company said it expected about $70M in Q3 revenue (above estimates at the time). [21]
- Oct. 22–21: Shares spiked amid meme‑stock momentum and Walmart distribution headlines. [22]
- Nov. 3: Earnings delayed one week to assess an impairment; shares fell on the news. [23]
- Nov. 7: Company files NT 10‑Q; warns of material weakness and targets the 10‑Q by Nov. 12. On the same day, it says it will report Q3 results on Nov. 10 and hold its call Nov. 11. [24]
- Nov. 10 (today): Market watches for the Q3 release; premarket activity picks up; previews and diaries flag BYND on today’s earnings slate. [25]
The takeaway
Today’s setup is unusual but not unheard of: Beyond Meat plans to release Q3 results today and talk to investors tomorrow while the formal 10‑Q trails by up to two days due to the material‑weakness/impairment work. Expect headline numbers first, followed by deeper disclosures in the 10‑Q. With sentiment still fragile after October’s meme swings, margin, cash flow, and impairment scope are likely to drive the next leg for BYND. [26]
This article is for information only and is not financial advice.
Sources: Nasdaq/GlobeNewswire (company PR); SEC/IR site; Bloomberg Law; Reuters; Seeking Alpha preview; Benzinga diary and pre‑market notes; Business Insider background. Citations appear after the relevant paragraphs.
References
1. www.nasdaq.com, 2. investors.beyondmeat.com, 3. www.nasdaq.com, 4. investors.beyondmeat.com, 5. news.bloomberglaw.com, 6. www.benzinga.com, 7. investors.beyondmeat.com, 8. www.reuters.com, 9. seekingalpha.com, 10. www.reuters.com, 11. www.reuters.com, 12. www.nasdaq.com, 13. www.nasdaq.com, 14. news.bloomberglaw.com, 15. www.reuters.com, 16. www.benzinga.com, 17. www.reuters.com, 18. www.reuters.com, 19. news.bloomberglaw.com, 20. www.globenewswire.com, 21. www.reuters.com, 22. www.reuters.com, 23. www.reuters.com, 24. investors.beyondmeat.com, 25. www.benzinga.com, 26. www.nasdaq.com
