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by kuschku 336 days ago
Has it failed?

I've been vegetarian since January 2011. Back then at restaurants I had to eat side dishes or go hungry, and while I spent months searching I couldn't find any kind of imitation meat that didn't make me wanna puke. But with the modern imitation meat, be it Beyond Meat, Moving Mountains, Nestlé's Garden Gourmet or Rügenwalder, that's not the case anymore.

Food is also a part of the culture, and German culture traditionally contains a lot of meat. Which may be why here in Germany, these products are hugely successful. Rügenwalder (which is a conventional meat factory) is now selling more imitation meat products than actual meat. Recently they even phased out their meat currywurst because the vegan currywurst was selling so much better.

While often times you can just remove meat from the recipe (e.g., Bratkartoffeln uses Speck just as seasoning, so you can replace it with a bit of soy sauce and MSG) or replace it with a simple alternative (e.g., Falafel-Döner), that doesn't work all the time. Sometimes imitation meat (whether store-bought methylcellulose based, or DIY marinated soy or seitan) is the best option.

Even though I had disliked imitation meat for over a decade, nowadays even I'll enjoy veggie currywurst.

1 comments

I don't think anyone disagrees that 1) vegan/vegetarianism is growing, 2) vegans/vegetarians are being served better than ever, 3) Beyond Meat and similar products will be part of the constellation of choices.

The rest of the thread is full of people saying why vegetarians will mostly keep eating regular vegetarian food and meat eaters will mostly keep eating regular meat. And indeed what we haven't seen is the mass one-for-one substitution by meat eaters that Beyond seems to have bet the firm on. That's not to say the whole category will fail.

I don't live in Germany so haven't had the pleasure of trying the brand you mentioned. It sounds like they found better PMF than Beyond with a more sustainable, incremental growth model. It also sounds like they might not be trying the same one-for-one raw ingredient strategy. Curryworst and packaged meals are already a value-added, prepared product with unique flavor profile that seems more amenable to substitution.

Tangentially, I think Beyond does deserve some credit for taking the first mover risk and bringing the topic into the limelight, where other brands can now benefit from the consumer awareness.

> It sounds like they found better PMF than Beyond with a more sustainable, incremental growth model.

Indeed, and I believe the flaw is that food products are a low-margin, zero-sum market with no potential for moats and limited growth opportunities.

It never made sense to start a typical VC funded startup in this space.

But it certainly makes sense for a food manufacturer to expand into the vegan market, increasing their market share and improving their margins.

> It also sounds like they might not be trying the same one-for-one raw ingredient strategy. Curryworst and packaged meals are already a value-added, prepared product with unique flavor profile that seems more amenable to substitution.

Ah, maybe that wasn't clear. I wasn't talking about prepared, pre-packaged meals. Just the same like for like replacement products beyond meat products.

e.g., 250g veggie minced meat: https://www.ruegenwalder.de/de/produkte/vegane-produkte/vega...