The Ledger
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Plant-based meat growth will require a 20-year generational horizon, not three years.
“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 fol…”
Mizuho survey: Only 10% of consumers would order plant-based restaurant meat.
“Even in our consumer surveys, there's only about, you know, maybe 10% of consumers that say, you know, I, you know, I'm likely to purchase a plant-based meat product in a restaurant, you know, rather than an animal-based traditional, you know, beef, you know, …”
Even consumers earning over $100,000 require price parity to buy plant-based meat.
“When we talk to consumers in our consumer surveys, you know, about You know, call it 40% of consumers, you know, even in the higher income, so a hundred K annual income and higher even 40% of those consumers are looking for price parity with animal meat. And a…”