Every material Form 8-K BEYOND MEAT, INC. has filed with the SEC since September 23, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Beyond Meat reported third-quarter 2026 results for the quarter ended September 26, 2026. Total net revenues fell 8.1% to $64.5 million, while the net loss narrowed to $82.8 million from $97.0 million, helped by a $21.8 million litigation accrual reduction and a $13.3 million non-cash derivative gain, though the operating loss still included $57.1 million in impairment charges. The company guided fourth-quarter 2026 net revenues to approximately $54 million to $59 million, below the third-quarter level.
Total net revenues were $64.5 million, down from $70.2 million a year earlier; U.S. retail revenue fell 13.2% and international retail rose 13.3%.
Net loss was $82.8 million, or $(4.32) per share, compared with $97.0 million, or $(37.96) per share, a year earlier; per-share figures reflect the 1-for-30 reverse stock split effective August 13, 2026.
Loss from operations was $93.0 million, including $57.1 million in non-cash impairment charges and $20.8 million in non-cash Campus Headquarters rent charges.
Fourth-quarter 2026 total net revenues are expected to be approximately $54 million to $59 million.
Beyond Meat said John Boken will step down as interim Chief Transformation Officer effective October 7, 2026, with his duties passing to Brijesh Krishnaswamy and other senior leaders. Krishnaswamy's employment as Chief Operating Officer converts to full-time on September 30, 2026, and Boken stopped performing COO duties at that point. The filing describes a leadership handover rather than a change in financial results or guidance.
John Boken steps down as interim Chief Transformation Officer effective October 7, 2026
Brijesh Krishnaswamy's full-time employment as Chief Operating Officer began September 30, 2026
Boken had served as interim Chief Operations Officer from May 17, 2026, and no longer performs those duties
Boken's transformation responsibilities will be assumed by Krishnaswamy and other senior leadership team members
Beyond Meat entered into privately negotiated exchange agreements to swap about $15.0 million of its 0% convertible notes due 2027 for common stock at 96% of face value. The company will issue 1,097,444 shares initially, with a possible additional true-up of up to 848,265 shares, which would dilute existing shareholders.
About $15.0 million principal of 2027 convertible notes to be exchanged at 96% of face value.
Initial settlement of 1,097,444 shares on or about September 23, 2026.
Final true-up settlement, if any, on or about September 28, 2026, for up to 848,265 additional shares.
Share count depends on a VWAP calculation over three trading days starting September 23, 2026, with a $7.4009 floor price.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every BEYOND MEAT, INC. filing is on SEC EDGAR ↗. 8-K briefs of other companies →