Research
FORUM TRANSCRIPT

Alternative Meat Update – Consumer Demand Channel Check & New Entrants – 10 November 2021

  • Private Equity
  • Consumer
  • North America
PREMIUM

Specialist

Adviser at Lever VC

Agenda

  • Cost analysis and scaling challenges given market fragmentation and cellular agriculture developments
  • Food service vs retail dynamics – start-up preferences and partnership benefits
  • Competitive landscape – new entrants vs legacy players such as Beyond (NASDAQ: BYND) and Impossible vs large CPGs
  • Consolidation and investment outlook, highlighting new opportunities and traditional processors’ involvement in start-up funding

Questions

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