[anon84873628]

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.

[kuschku]

> 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...