Is This the Last Christmas for These 3 Stocks?

1 day ago 6

Rich Duprey

Sat, November 29, 2025 astatine 9:23 AM CST 5 min read

Pears2295 / E+ via Getty Images

Pears2295 / E+ via Getty Images

A beardown marque tin awesome prime and consistency to consumers successful seconds -- for example, Nike's (NYSE:NKE) swoosh for reliability oregon Apple's (NASDAQ:AAPL) pome for sleek innovation. It builds loyalty and drives income without endless explanations.

But branding has limits. It can't hole deeper problems similar shifting tastes oregon outdated offerings. Even without scandals, irrelevance erodes worth fast. Shoppers determination on, leaving companies scrambling. Beyond Meat (NASDAQ:BYND), GoPro (NASDAQ:GPRO), and Lucid Motors (NASDAQ:LCID) look trapped successful this antagonistic feedback loop: they are each once-hot names present facing fading request and brutal finances. The marketplace has slashed their stocks, truthful let's spot if this vacation marks their end.

Beyond Meat burst onto the country successful 2019 with a committedness to upend the $1 trillion nutrient industry. Its Beyond Burger mimicked beef's sizzle and sensation utilizing peas and beets, drafting A-list backers similar Bill Gates and Leonardo DiCaprio. The banal soared 800% aft its IPO, fueled by vegan trends and fast-food tie-ups similar McDonald's (NYSE:MCD) McPlant. Investors stake connected a satellite ditching carnal macromolecule for clime reasons, projecting endless maturation successful a nascent $8 cardinal plant-based market.

However, world deed hard. By 2022, income peaked past plunged arsenic ostentation spot and consumers balked astatine premium prices -- $6 for a burger patty erstwhile crushed beef outgo half. Health skeptics questioned ultra-processed ingredients, portion rivals similar Impossible Foods undercut with cheaper options. Demand for faux nutrient cratered: U.S. plant-based nutrient income fell 19% successful 2023, according to manufacture data. Beyond Meat's Q3 2025 gross dropped 13% to $70 million, with a $111 cardinal loss. Gross margins improved somewhat to 15% via outgo cuts, but nett indebtedness lingers astatine $215 cardinal aft a dilutive enslaved swap.

CEO Ethan Brown touts partnerships similar Hard Rock Cafe burgers, yet class weakness persists -- recession fears and meat's rebound support shelves dusty with packages galore times relegated to the discount bin.


Read Entire Article