Filtering by
- All Subjects: Financial Modeling
- Creators: Simonson, Mark
Beyond Meat revolutionized the meat substitute industry after creating a product similar to real meat in taste, texture, and appearance. Beyond Meat quickly rose to success, but that success brought new competitors, regulatory pushback, and the realization that Beyond Meat's market size is smaller than touted. This paper aims to predict the future financials and valuations of Beyond Meat under different assumptions while detailing the company's rapid growth and subsequent stagnation.
This paper serves as an analysis of the current operational conditions of a real-world company – referred to as “Company X” – with respect to the IC substrate industry. The cost of substrates, a crucial component in the production of Company X’s product, has recently diverged from Company X’s predictions and is contributing to declining profitability. This analysis aims to discover the underlying cause for price divergence and recommend potential resolutions to improve the forecast of substrate costs and profitability. The paper is organized as follows: Chapter 1 is an introduction to IC substrates and the industry as a whole, Chapter 2 is a breakdown of the specific factors responsible for substrate prices, and Chapter 3 delivers a final recommendation to Company X and concludes the paper.