Dilution profile // every instrument, one screen, from SEC filings

BEYOND MEAT, INC. (BYND)

CIK 1655210 · all EDGAR filings →

Overall dilution risk
HIGHworst of 4 computed signals (offering ability)
= the worst band among the computed sub-ratings, no hidden weighting
Offering ability
HIGH$26.6M registered
= total registered offering amount from the fee exhibits of live registrations (bands: $1M / $20M)
one or more live registrations had no structured fee data, so the true total is AT LEAST this
Overhead supply
LOWwarrants = 2% of O/S
= warrant shares outstanding divided by current shares outstanding (bands: 20% / 50%)
warrants only; converts, ATMs and equity lines are not in free structured data, so the true overhead is AT LEAST this
Historical dilution
HIGH+701% O/S in 3y
= share count now vs 3 years ago (bands: 30% / 100%); a reverse split pushes this negative
Cash need
MEDIUM~14.2 months of runway
= cash vs trailing operating burn (bands: 6mo / 24mo; positive operating CF = low)

Same rating bands the category standard uses, but free, with the formula on the chip and the gaps in the data said out loud.

Shares outstanding over time

2020-11-062026-08-05

Latest: 515.8M shares as of Aug 5, 2026 (10-Q).

Cash runway

Funded — but tight

~14 months of cash · watch

Full breakdown: cash runway tool · source filing →

Warrants

TrancheWarrantsExercise priceTermNotes
Big Geyser Warrants4.2Mnot tagged
BG Tranche1 Warrant2.5M$0.61.5y
BG Tranche2 Warrant1.7M$0.001

Tranches exactly as the company dimensioned them in its 10-Q filed Aug 6, 2026. Groupings can overlap (a “Series E and F” row is not additive with a “Series E” row), so do not sum this column. A tranche the filer did not tag is absent here, not absent from the cap table. DOWN-ROUND = the filer tagged price-protection accounting scoped to that tranche.

Warrants outstanding: 9.6M underlying shares, as reported Sep 27, 2025 (10-Q).

Reported exercise price: $1.95 (aggregate figure as tagged; individual tranches vary).

Balance-sheet fair value of warrants: $8.5M as of Sep 18, 2025.

Rough fully diluted estimate: 525.4M = 515.8M O/S + 9.6M warrant shares. An estimate, not a filing figure: it ignores converts, options and RSUs, and the two inputs carry different as-of dates.

Convertible notes

NotePrincipalCarryingConv. priceRateIf converted
Convertible Senior Notes Due 2027$1.00B$29.5Mnot tagged
Convertible Senior Notes Due 2030not tagged$224.3M$1.74597%
Convertible Debt 2030 Notesnot tagged$208.7Mnot tagged
Additional Convertible Senior Notes Due 2027$150.0Mnot tagged
Convertible Debt 2027 Notesnot tagged$0not tagged

Notes exactly as the company dimensioned them in its 10-Q filed Aug 6, 2026. Principal is face amount as tagged, not what remains after repurchases unless the filer updated the tag. A note the filer did not dimension is absent here, not absent from the balance sheet; the exhibits stay the ground truth.

Registrations and offerings

Registered offering capacity on live registrations: $26.6Mfrom the structured fee exhibits; registered is not remaining, takedowns are not subtracted

S-3ASRDec 22, 2025fee exhibit found but no total offering amount (fees deferred, typical for automatic shelves)filing →
S-3Sep 29, 2025$26.6M registeredfiling →
S-3Mar 18, 2024no structured fee exhibit in this filing (predates fee-data XBRL or fee deferred)filing →

Last 12 months: 4 executed · 2 registered.

EXECUTEDJun 25, 2026Unregistered share sale disclosed (8-K item 3.02)8-K
REGISTEREDDec 22, 2025Automatic shelf registration — effective immediately (large filers)S-3ASR
EXECUTEDOct 30, 2025Unregistered share sale disclosed (8-K item 3.02)8-K
EXECUTEDOct 15, 2025Unregistered share sale disclosed (8-K item 3.02)8-K
EFFECTIVESep 30, 2025SEC declared a registration effective — selling can beginEFFECT
REGISTEREDSep 29, 2025S-3 registration — capacity to sell shares, not a sale yetS-3
EXECUTEDSep 18, 2025Unregistered share sale disclosed (8-K item 3.02)8-K
EXECUTEDJun 26, 2025Unregistered share sale disclosed (8-K item 3.02)8-K
EXECUTEDMay 7, 2025Unregistered share sale disclosed (8-K item 3.02)8-K
EXECUTEDNov 7, 2024Shelf takedown priced — shares or notes (small-caps: usually shares; open the filing to confirm)424B5
EFFECTIVEApr 12, 2024SEC declared a registration effective — selling can beginEFFECT
REGISTEREDMar 18, 2024S-3 registration — capacity to sell shares, not a sale yetS-3

Full history and shelf status: offering checker · S-3 shelf checker

Source: SEC EDGAR XBRL company facts and filing metadata, fetched live and cached briefly. Share counts are cover-page figures with their form named. Warrant tranches and convertible notes come from the dimensioned facts in the latest 10-Q/10-K instance document, exactly as the company tagged them; untagged tranches and notes are absent, not disproven. Nothing on this page is manually verified and nothing is behind a login: what free data supports is shown, what it cannot support is stated. Not investment advice.

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