BEYOND MEAT, INC. SEC Filings

Ethan Brown, President and CEO of Beyond Meat (BYND), reported a small disposition of company stock on 08/28/2025. The Form 4 shows 1,975 shares were disposed of at $2.54 per share; the filer notes these shares were withheld to pay taxes on vested restricted stock units awarded under the 2018 Equity Incentive Plan. After the reported transaction, the filing shows 1,663,777 shares held directly and 639,881 shares held indirectly through Brown Asset Holding LLC, which is wholly owned by the Ethan Brown 2022 GRAT.

The Form indicates the reporting person is both a director and officer (President, Chief Executive Officer) and that the filing was made by one reporting person. The signature block shows the Form was signed on 08/29/2025 by an attorney-in-fact. The filing is a routine Section 16 disclosure of an internal tax-related share withholding and contains no other transactions or derivative positions.

Chelsea A. Grayson, a director of Beyond Meat, Inc. (BYND), reported a sale of 492 shares of the company on 08/26/2025 at a price of $2.60 per share. The filing states the sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2024. After the reported transaction, the reporting person beneficially owned 42,193 shares, held directly. The Form 4 was signed by an attorney-in-fact on behalf of the reporting person.

Notice of Proposed Sale under Rule 144 by an insider of Beyond Meat, Inc. (BYND). The filer reports an upcoming sale of 492 common shares through Merrill Lynch on 08/26/2025 with an aggregate market value of $1,259.25 based on the filing. The shares were acquired as vested restricted shares on 05/23/2024 from Beyond Meat, Inc., and the intended payment method is cash.

The filing also discloses recent sales by the same person: 1,125 shares sold on 05/28/2025 for $3,498.75, 492 shares sold on 06/25/2025 for $1,702.05, and 492 shares sold on 07/25/2025 for $1,874.25. Outstanding shares reported in the filing are 76,646,121. The filer affirms they are not aware of undisclosed material adverse information about the issuer.

Form 3 filed for John R. Boken at Beyond Meat, Inc. (BYND) — The filing reports John R. Boken, listed as an officer (Interim Chief Transformation Officer) and director, submitted an initial Section 16 statement dated 08/06/2025. The form states no securities are beneficially owned by the reporting person and includes a Power of Attorney executed by Teri L. Witteman.

Beyond Meat (BYND) Q2-25 10-Q highlights

Net revenues slid 19.6% YoY to $74.96 m as U.S. retail weakness persisted; gross margin compressed to 11.5% (-320 bps). Operating loss was $34.9 m; net loss narrowed to $29.2 m (-$0.38/sh) helped by a $7.7 m FX gain. First-half sales fell 14.9% to $143.7 m with a 5.2% margin, producing an $82.2 m net loss.

Balance sheet & liquidity

• Cash & equivalents: $103.5 m (-$28.4 m YTD) plus $12.6 m restricted cash.
• Convertible notes: $1.14 bn; new secured delayed-draw term loan: $40 m drawn, up to $100 m total.
• Stockholders’ deficit widened to $677 m.

The June draw generated warrants for 3.82 m shares at $3.26; a further 5.74 m warrants may issue if the remaining $60 m is tapped, creating a $20.1 m warrant liability and potential 12.5% dilution.

Strategic actions

• Feb-25: 44-person workforce cut (17% of non-production) and suspension of China operations; Aug-25: additional 44 layoffs approved.
• Campus HQ lease trimmed by 61.6 k sq ft; 54.7 k sq ft subleased to Varda Space.

Outlook: Management targets cost reduction, margin expansion and cash preservation, but revenue contraction, negative operating cash flow (-$59.4 m YTD) and high leverage sustain elevated risk.

Beyond Meat (BYND) filed a Form 12b-25 (NT 10-Q) stating it could not submit its Quarterly Report for the period ended June 28 2025 by the August 7 2025 deadline.

The company cites the need for additional time to complete and finalize its financial statements. It intends to file the full Form 10-Q no later than August 12 2025, the fifth calendar day following the due date, thereby remaining within the SEC’s automatic extension window.

Management checked the boxes indicating: (1) all other required periodic filings over the past 12 months are current, and (2) no significant change in results of operations versus the comparable prior-year quarter is expected in the forthcoming earnings statement.

Beyond Meat (BYND) filed an 8-K/A to correct its Q2-25 earnings release. The only change is a downward revision of Selling, General & Administrative (SG&A) expense after management decided to amortize US$4.478 m of previously expensed “certain non-routine SG&A expenses.”

• Q2-25 SG&A now reported at $37.696 m versus $41.616 m originally (-$3.92 m).
• 1H-25 SG&A now $85.368 m versus $89.288 m originally (-$3.92 m).
• No other line items, guidance or narratives were changed.

The amendment improves Q2 and year-to-date operating expenses and, by extension, narrows operating loss and cash burn, but the filing emphasizes that all other previously disclosed figures remain intact. Management furnished the revised earnings release (Exhibit 99.1) and reiterated that the information is furnished, not filed, limiting potential legal liability. Forward-looking statements and risk factor references are unchanged.