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    SEC Form DEFA14A filed by Beyond Meat Inc.

    11/14/25 7:13:18 AM ET
    $BYND
    Packaged Foods
    Consumer Staples
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    DEFA14A 1 d35087ddefa14a.htm DEFA14A DEFA14A
     
     

    UNITED STATES

    SECURITIES AND EXCHANGE COMMISSION

    Washington, D.C. 20549

     

     

    SCHEDULE 14A

    Proxy Statement Pursuant to Section 14(a) of the

    Securities Exchange Act of 1934

     

     

    Filed by the Registrant ☒

    Filed by a Party other than the Registrant ☐

    Check the appropriate box:

     

    ☐

    Preliminary Proxy Statement

     

    ☐

    Confidential, For Use of the Commission Only (as permitted by Rule 14a-6(e)(2))

     

    ☐

    Definitive Proxy Statement

     

    ☒

    Definitive Additional Materials

     

    ☐

    Soliciting Material Pursuant to §240.14a-12

    Beyond Meat, Inc.

    (Name of Registrant as Specified In Its Charter)

    (Name of Person(s) Filing Proxy Statement, if other than the Registrant)

    Payment of Filing Fee (Check the appropriate box):

     

    ☒

    No fee required

     

    ☐

    Fee paid previously with preliminary materials

     

    ☐

    Fee computed on table in exhibit required by Item 25(b) per Exchange Act Rules 14a6(i)(1) and 0-11

     

     
     


     
     

    UNITED STATES

    SECURITIES AND EXCHANGE COMMISSION

    Washington, D.C. 20549

     

     

    FORM 8-K

     

     

    CURRENT REPORT

    PURSUANT TO SECTION 13 OR 15(d)

    OF THE SECURITIES EXCHANGE ACT OF 1934

    Date of Report (Date of Earliest Event Reported): November 14, 2025

     

     

    BEYOND MEAT, INC.

    (Exact name of registrant as specified in its charter)

     

     

     

    Delaware   001-38879   26-4087597

    (State or other jurisdiction

    of incorporation)

     

    (Commission

    File Number)

     

    (I.R.S. Employer

    Identification Number)

     

    888 N. Douglas Street, Suite 100
    El Segundo, California 90245
    (Address of principal executive offices, including zip code)

     

    (866) 756-4112
    (Registrant’s telephone number, including area code)

    Not Applicable

    (Former Name or Former Address, if Changed Since Last Report)

     

     

    Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

     

      ☐

    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

     

      ☐

    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

     

      ☐

    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

     

      ☐

    Pre-commencement communications pursuant to Rule 13-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

    Securities registered pursuant to Section 12(b) of the Act:

     

    Title of each class

     

    Trading
    Symbol(s)

     

    Name of each exchange
    on which registered

    Common Stock, $0.0001 par value   BYND   The Nasdaq Stock Market LLC

    Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

    Emerging growth company ☐     

    If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  ☐

     

     
     


    Item 8.01

    Other Events.

    On November 14, 2025, Beyond Meat, Inc. (the “Company”) issued a press release announcing the initial conversion rate for its 7.00% Convertible Senior Secured Second Lien PIK Toggle Notes due 2030 (the “2030 Convertible Notes”) will be 572.7784 shares of the Company’s common stock per $1,000 principal amount of the 2030 Convertible Notes, which represents a conversion price of approximately $1.7459 per share of common stock.

    The full text of the press release is filed herewith as Exhibit 99.1 and incorporated herein by reference.

     

    Item 9.01

    Financial Statements and Exhibits.

    (d) Exhibits

     

    Exhibit

    Number

      

    Description

    99.1    Press release of Beyond Meat, Inc. dated November 14, 2025
    104    Cover page interactive data file (embedded with the inline XBRL document)

     


    SIGNATURES

    Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

     

    BEYOND MEAT, INC.
    By:  

    /s/ Lubi Kutua

      Lubi Kutua
      Chief Financial Officer and Treasurer

    Date: November 14, 2025


    Exhibit 99.1

    Beyond Meat Announces Determination of Conversion Rate for 7.00% Convertible Senior

    Secured Second Lien PIK Toggle Notes due 2030

    El Segundo, California. (November 14, 2025) - Beyond Meat, Inc. (NASDAQ: BYND) (the “Company” or “Beyond Meat”), a leader in plant-based meat, today announced the initial conversion rate for its 7.00% Convertible Senior Secured Second Lien PIK Toggle Notes due 2030 (the “2030 Convertible Notes”) will be 572.7784 shares of the Company’s common stock per $1,000 principal amount of the 2030 Convertible Notes, which represents a conversion price of approximately $1.7459 per share of common stock.

    The initial conversion rate applicable to the 2030 Convertible Notes was calculated as the lesser of (i) 1,029.2716 and (ii) 1,000 divided by 110% of the average of the daily per share volume-weighted average prices for the 20 trading day period beginning on October 16, 2025, and excluding trading days on which a market disruption event was determined to have occurred. A market disruption event was determined to have occurred on October 22, 2025, for purposes of such calculation.

    Based on the initial conversion rate determined above, the final version of the make-whole table for the 2030 Convertible Notes is set forth below, which sets forth, based on hypothetical stock prices and effective dates, the number of additional shares of common stock to be added to the conversion rate for each $1,000 principal amount of 2030 Convertible Notes converted in connection with a Make-Whole Fundamental Change (as defined in the indenture governing the 2030 Convertible Notes):

     

         Stock Price  

    Effective Date

       $ 1.59      $ 1.75      $ 1.91      $ 2.54      $ 3.18      $ 3.82      $ 5.09      $ 6.36  

    October 15, 2025

         57.2778        49.8317        44.1039        28.0661        18.9017        13.7467        7.4461        4.0094  

    October 15, 2026

         57.2778        49.8317        44.1039        28.0661        18.9017        13.7467        7.4461        4.0094  

    October 15, 2027

         57.2778        49.8317        43.5312        26.9206        18.3289        12.6011        6.8733        4.0094  

    October 15, 2028

         57.2778        49.2589        41.8128        24.6295        16.0378        11.4556        6.3006        3.4367  

    October 15, 2029

         57.2778        45.8223        36.0850        17.7561        10.8828        7.4461        4.0094        2.2911  

    October 15, 2030

         57.2778        0        0        0        0        0        0        0  

    Prior to obtaining stockholder approval of certain proposals that will allow the issuance of common stock pursuant to the terms of the 2030 Convertible Notes, which is expected to be sought at the special meeting of stockholders scheduled for November 19, 2025 (the “Special Meeting”), the Company will be permitted to satisfy its obligations upon conversion of the 2030 Convertible Notes only in the form of cash settlement. Following such stockholder approval, the Company will be permitted to satisfy its obligations under the 2030 Convertible Notes with any settlement method the Company is otherwise permitted to elect, including by physical settlement with shares of common stock. A holder of 2030 Convertible Notes will not be permitted to convert its 2030 Convertible Notes at any time prior to the earlier of (i) the date of the first special meeting at which the Company seeks stockholder approval of such proposals, whether or not such approvals are obtained and (ii) December 15, 2025.


    The Company recently issued 317,834,446 shares of common stock in connection with the exchange offer that expired on October 28, 2025, for its 0% Convertible Senior Notes due 2027 (the “Exchange Offer”), and up to approximately 120 million additional shares may be issuable upon conversion of the 2030 Convertible Notes at the base conversion rate (prior to giving effect to any make-whole payments payable upon such conversion) following stockholder approval of such conversions, in addition to issuances of common stock in connection with the payment of interest in the form of common stock, mandatory equitizations and issuances with respect to additional 2030 Convertible Notes issued as payment-in-kind interest, that, in each case, may be resold in the public market.

    About Beyond Meat 

    Beyond Meat, Inc. (NASDAQ: BYND) is a leading plant-based meat company offering a portfolio of revolutionary plant-based meats made from simple ingredients without GMOs, no added hormones or antibiotics, and 0mg of cholesterol per serving. Founded in 2009, Beyond Meat products are designed to have the same taste and texture as animal-based meat while being better for people and the planet. Beyond Meat’s brand promise, Eat What You Love®, represents a strong belief that there is a better way to feed our future and that the positive choices we all make, no matter how small, can have a great impact on our personal health and the health of our planet. By shifting from animal-based meat to plant-based protein, we can positively impact four growing global issues: human health, climate change, constraints on natural resources and animal welfare.

    Beyond Meat Forward-Looking Statements

    Certain statements in this release constitute “forward-looking statements” within the meaning of the federal securities laws. These statements are based on management’s current opinions, expectations, beliefs, plans, objectives, assumptions or projections regarding future events or future results. These forward-looking statements are only predictions, not historical fact, and involve certain risks and uncertainties, as well as assumptions. Actual results, levels of activity, performance, achievements and events could differ materially from those stated, anticipated or implied by such forward-looking statements. While Beyond Meat believes that its assumptions are reasonable, it is very difficult to predict the impact of known factors, and, of course, it is impossible to anticipate all factors that could affect actual results. There are many risks and uncertainties that could cause actual results to differ materially from forward-looking statements made or implied herein including, risks related to Beyond Meat’s ability to obtain stockholder approval of the issuance of shares pursuant to the terms of the 2030 Convertible Notes, Beyond Meat’s ability to satisfy its obligations in connection with a Fundamental Change with respect to the 2030 Convertible Notes and the risks discussed under the heading “Risk Factors” in Beyond Meat’s Annual Report on Form 10-K for the fiscal year ended December 31, 2024 filed with the U.S. Securities and Exchange Commission (“SEC”) on March 5, 2025, Beyond Meat’s Quarterly Report on Form 10-Q for the fiscal quarter ended March 29, 2025 filed with the SEC on May 8, 2025, Beyond Meat’s Quarterly Report on Form 10-Q for the fiscal quarter ended June 28, 2025 filed with the SEC on August 8, 2025, and Beyond Meat’s Quarterly Report on Form 10-Q for the fiscal quarter ended September 27, 2025 filed with the SEC on November 12, 2025, as well as other factors described from time to time in Beyond Meat’s filings with the SEC. Such forward-looking statements are made only as of the date of this release. Beyond Meat undertakes


    no obligation to publicly update or revise any forward-looking statement because of new information, future events or otherwise, except as otherwise required by law. If Beyond Meat does update one or more forward-looking statements, no inference should be made that Beyond Meat will make additional updates with respect to those or other forward-looking statements.

    Important Information and Where to Find It

    Certain stockholder proposals arising out of the Exchange Offer (the “Stockholder Proposals”) will be submitted to the Company’s stockholders for their consideration and approval at the Special Meeting. In connection with the Stockholder Proposals, the Company filed with the U.S. Securities and Exchange Commission (“SEC”) a definitive proxy statement on Schedule 14A on October 17, 2025 (the “Proxy Statement”), which has been sent or provided to the Company’s stockholders and contains important information about the Stockholder Proposals and related matters. The Company may also file other relevant documents with the SEC regarding the Stockholder Proposals. This Current Report on Form 8-K is not a substitute for the Proxy Statement or any other document that the Company may file with the SEC. BEFORE MAKING ANY VOTING DECISION WITH RESPECT TO THE STOCKHOLDER PROPOSALS, INVESTORS AND SECURITY HOLDERS ARE URGED TO READ THE PROXY STATEMENT AND ANY OTHER RELEVANT DOCUMENTS THAT ARE FILED OR WILL BE FILED WITH THE SEC, AS WELL AS ANY AMENDMENTS OR SUPPLEMENTS TO THESE DOCUMENTS, CAREFULLY AND IN THEIR ENTIRETY IF AND WHEN THEY BECOME AVAILABLE BECAUSE THEY CONTAIN OR WILL CONTAIN IMPORTANT INFORMATION ABOUT THE STOCKHOLDER PROPOSALS, THE RISKS RELATED THERETO AND RELATED MATTERS.

    Contact Information

    Media:

    Shira Zackai

    [email protected]

    Investors:

    Raphael Gross

    [email protected]

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