Plant-based meat growth will require a 20-year generational horizon, not three years.
John Baumgartner · Reviving the stagnant plant based meat market · Sep 28, 2023 · at 26:35
Mizuho Securities analyst John Baumgartner discusses the timeline for technological innovation and market turnaround in the plant-based meat sector.
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“We speak to investors, and we say, look, we're positive on the long-term growth of this plant-based category. We literally mean Generational. 20 years. This is not going to happen in, you know, a two or three, you know, year investment horizon for a lot of folks that are out there.”
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