BottomBounce
3週前
$BYND vs. $COST (Kirkland Drinks): Comparison Drinks
$BYND – Beyond Meat
Beyond Meat is expanding from plant-based foods into functional beverages with Beyond Immerse, a sparkling, plant-protein drink designed to tap into the fast-growing performance-nutrition category.
$COST – Kirkland Signature
Costco’s Kirkland Signature line spans dozens of beverage categories — from energy drinks to cold brew to electrolyte mixes — all focused on value, scale, and mass-market appeal.
1. Product Strategy Comparison
Beyond Meat’s Beverage Strategy
Launching Beyond Immerse, a clean-label sparkling protein drink.
Positioned in the functional beverage category (protein + fiber + electrolytes).
Distributed through Big Geyser in the NY metro area (26,000+ outlets).
Uses athlete partnerships (e.g., Josh Hart) to build credibility.
Bullish angle:
Beyond’s move into beverages gives it access to a much larger, faster-growing market than plant-based meat. Functional beverages have seen double-digit category growth, and Beyond’s clean-label positioning differentiates it from traditional protein shakes.
Kirkland’s Beverage Strategy
Focuses on value-driven, high-volume beverages.
Categories include energy drinks, sports drinks, cold brew, sparkling water, and hydration powders.
Leverages Costco’s massive membership base and supply-chain scale.
Prioritizes affordability over brand identity.
2. Market Positioning
$BYND
Positioned as a premium, health-forward brand.
Beverage launch targets consumers seeking clean ingredients + performance nutrition.
Competes with Ghost, Fairlife, Core Power, and emerging protein-sparkling brands.
Bullish angle:
If Beyond Immerse gains traction, Beyond Meat could evolve into a broader plant-based wellness company, not just a meat alternative brand — expanding its total addressable market.
$COST (Kirkland)
Positioned as a value leader.
Kirkland drinks compete on price, not branding.
Costco’s scale allows it to undercut national brands while maintaining quality.
3. Financial & Distribution Dynamics
$BYND
Smaller scale but higher potential upside if the beverage line succeeds.
Early distribution is regional, but partnerships could expand nationally.
Beverages typically offer better margins than refrigerated plant-based foods.
Bullish angle:
If Beyond Immerse performs well, it could become a margin-accretive product line, helping stabilize Beyond’s financial profile.
$COST
Massive distribution through 800+ warehouses.
Kirkland beverages benefit from Costco’s built-in customer loyalty.
Low margins but extremely high volume.
4. Product Differentiation
$BYND – Beyond Immerse
20g plant protein
7g fiber
Clean Label Project Verified
Sparkling, light, and positioned as a “better-for-you” performance drink
$COST – Kirkland Drinks
Energy drinks (Kirkland Energy)
Electrolyte mixes
Cold brew coffee
Sparkling water
Designed for value + bulk purchasing
Neutral Summary With a Bullish Tilt Toward $BYND
$COST’s Kirkland drinks dominate on price, scale, and household penetration. They are reliable, affordable, and widely distributed — a staple of Costco’s private-label success.
$BYND, meanwhile, is entering a high-growth category with a differentiated, clean-label functional beverage. While early in its rollout, the move gives Beyond access to a larger, faster-growing market than plant-based meat alone.
If Beyond Immerse resonates with consumers, Beyond Meat could reposition itself as a plant-based wellness brand, opening the door to new revenue streams and potentially improving margins.
BottomBounce
4週前
$COST vs $BYND 🛒 4. Costco Kirkland Drinks vs $BYND — Kirkland Signature Beverages and Beyond Meat
🧩 Business Focus
Kirkland Signature: Costco’s private-label brand across beverages, snacks, household goods.
BYND: Plant-based protein foods and plant-based beverages.
🧪 Product Type
Kirkland: Water, soda, energy drinks, juices, sports drinks.
BYND: Plant-based burgers, sausages, grounds, chicken-style products, plant-based drinks.
🥤 Beverage Comparison
Kirkland: Value-driven, high-volume private-label beverages.
BYND: Branded, health-positioned, plant-protein beverages.
🛒 Distribution
Kirkland: Exclusively through Costco warehouses and online.
BYND: Grocery retail, club stores (including Costco), restaurants, international markets.
📦 Business Model
Kirkland: Private-label, value-focused.
BYND: Branded, innovation-focused.
BottomBounce
1月前
$COST vs $BYND Costco Kirkland Drinks vs. Beyond Meat (BYND) Non-GMO Drinks: Web Comparison
Summary: Kirkland drinks focus on low cost and mass-market scale, while Beyond Meat’s non-GMO beverages focus on clean ingredients, functional nutrition, and wellness-driven consumers. These brands compete in the beverage space from completely different strategic angles.
Brand Positioning
Kirkland Signature
Costco’s private-label powerhouse
Built on affordability, bulk value, and wide distribution
Offers energy drinks, flavored waters, juices, and staples
Not marketed as non-GMO or clean-label
Beyond Meat
Public company under ticker $BYND
Expanding beyond plant-based meat into wellness beverages
Leverages non-GMO, plant-based, and sustainability branding
Targets premium health-focused consumers
Ingredient & Health Comparison
Kirkland Drinks
Artificial sweeteners (sucralose, Ace-K)
Synthetic stimulants in energy SKUs
Zero-sugar formulas but minimal nutritional value
Not positioned as a health product
Beyond Meat Drinks
Non-GMO ingredients
No artificial sweeteners or stimulants
Includes plant protein, fiber, electrolytes, and vitamins
Designed as functional nutrition, not just a beverage
Target Consumers
Kirkland Audience
Budget-conscious shoppers
Bulk buyers
Consumers prioritizing convenience and price
Beyond Meat Audience
Health-driven buyers
Clean-label and non-GMO shoppers
Consumers willing to pay more for functional benefits
Business & Investor Angle
Costco / Kirkland
Strengthens Costco’s private-label dominance
High-volume, high-margin category
Supports Costco’s membership-driven revenue model
Beyond Meat ($BYND)
Diversifies beyond plant-based meat
Taps into the fast-growing wellness beverage market
Non-GMO positioning aligns with long-term health trends
Still navigating margin pressure and brand-recovery challenges
Strategic Takeaway
Kirkland = Price + Scale
Wins on affordability and reach
Not focused on ingredient purity
Beyond Meat = Health + Differentiation
Wins on clean-label, non-GMO, and functional nutrition
Competes in a premium wellness category
BottomBounce
3月前
⚡ Kirkland Energy Drink vs. Beyond Immerse — Full Health Comparison
Costco’s Kirkland Signature Energy Drink is a traditional, stimulant-based energy drink.
Beyond Meat’s Beyond Immerse is a sparkling plant-based protein drink designed for muscle health, gut health, hydration, and immune support.
They are completely different categories, and that’s exactly why the comparison is so striking.
🥤 1. Ingredients & Clean-Label Profile
Kirkland Energy Drink (Costco)
Contains caffeine (typically 180–200 mg depending on version)
Uses artificial sweeteners (sucralose, acesulfame potassium)
Contains synthetic stimulants (taurine, glucuronolactone)
Contains preservatives & acid regulators
Zero protein
Zero fiber
Beyond Immerse (Beyond Meat)
100% plant-based
Non-GMO
No artificial sweeteners
No sugar alcohols
No synthetic stimulants
Contains plant protein (10g or 20g)
Contains 7g fiber
Contains electrolytes + Vitamin C
60–100 calories per can
👉 Healthier Winner: Beyond Immerse
Cleaner ingredients, no artificial sweeteners, no stimulants.
⚡ 2. Sweeteners
Kirkland
Uses sucralose
Uses acesulfame potassium
Both are artificial sweeteners linked to gut-microbiome disruption in some studies
Beyond Immerse
No artificial sweeteners
No sugar alcohols
Lightly flavored with natural ingredients
👉 Healthier Winner: Beyond Immerse
⚡ 3. Caffeine & Stimulants
Kirkland
High caffeine (180–200 mg)
Contains taurine, guarana-type stimulants
Designed for energy spikes, not wellness
Can cause jitters, crashes, elevated heart rate
Beyond Immerse
No caffeine
No stimulants
Focuses on hydration, recovery, and functional nutrition
👉 Healthier Winner: Beyond Immerse
Especially for athletes, teens, and anyone avoiding stimulants.
⚡ 4. Functional Nutrition
Kirkland
Zero protein
Zero fiber
No electrolytes
No antioxidants
Purely a stimulant drink
Beyond Immerse
10g or 20g pea protein
7g fiber (supports gut health)
Electrolytes (hydration)
Vitamin C (immune support)
Designed for muscle health, gut health, immune function
👉 Healthier Winner: Beyond Immerse
It’s not just a drink — it’s functional nutrition.
⚡ 5. Flavors & Experience
Kirkland
Traditional energy-drink taste
Artificial flavor profile
Carbonated + stimulant heavy
Beyond Immerse
Flavors include:
Peach Mango
Lemon Lime
Orange Tangerine
Cherry Berry
Strawberry Lemonade
Piña Colada
Cucumber Grapefruit
Light, refreshing, sparkling — designed to feel like a hydrating fruit drink, not an energy bomb.
👉 Winner: Beyond Immerse for clean hydration and flavor.
⚡ 6. Availability
Kirkland
Widely available at Costco
Cheap and accessible
Beyond Immerse
Limited-time release
Sold exclusively on Beyond Test Kitchen
👉 Winner: Kirkland for availability,
👉 Beyond Immerse for exclusivity + early-stage growth potential
🏆 Overall Health Winner: Beyond Immerse
Based on all verified data:
No artificial sweeteners
No stimulants
No caffeine
Plant-based protein
Fiber
Electrolytes
Vitamin C
Non-GMO
Low calorie
Beyond Immerse is objectively far healthier than Kirkland’s energy drink.
Kirkland is a stimulant beverage.
Beyond Immerse is a functional wellness beverage.
They are not even in the same health category — and that’s exactly why Beyond Immerse stands out. $COST $BYND
BottomBounce
4月前
🔥 10 Reasons $BYND Could Have Real Upside 🔥
1. Deep retail penetration through Walmart ($WMT) 🛒
Multiple Beyond Meat SKUs are stocked nationwide, putting the brand in front of the highest-traffic grocery shoppers in the country.
2. Strong velocity at Costco ($COST) 📦
Costco’s bulk-buying model drives meaningful volume. Maintaining placement here is a major operational advantage.
3. Broad distribution across Kroger ($KR) 🛍️
As the largest U.S. supermarket chain, Kroger provides scale, consistency, and a stable retail channel for $BYND.
4. Target ($TGT) aligns with Beyond’s core demographic 🎯
Target’s health-oriented, brand-conscious shoppers are a natural fit for plant-based products, supporting repeat purchases.
5. Starbucks ($SBUX) features Beyond in select global markets ☕
Even limited menu integration boosts international visibility and reinforces credibility in the foodservice category.
6. Carl’s Jr. & Hardee’s (CKE Restaurants — private) 🍔
These chains continue offering Beyond items, proving the product works in mainstream QSR environments.
7. McDonald’s ($MCD) partnership remains alive at the R&D level 🍟
The global McPlant development agreement still exists. Bulls see this as long-term optionality if McDonald’s revisits plant-based offerings.
8. Prior collaborations with Yum! Brands ($YUM) 🌮
Tests with KFC, Pizza Hut, and Taco Bell show Beyond can integrate into major QSR menus when demand aligns.
9. Strong international retail partners like Tesco ($TSCO.L) 🇬🇧
Tesco continues to carry Beyond products, and international markets have shown steadier plant-based adoption trends.
10. PepsiCo ($PEP) joint venture offers long-term strategic leverage 🥤
PLANeT Partnership gives $BYND access to PepsiCo’s global distribution, R&D, and marketing infrastructure — a powerful asset if fully activated.
BottomBounce
4月前
🛒 Beyond Meat in Costco: What’s Confirmed
Across reputable reporting, Beyond Meat has had a significant and ongoing presence in Costco’s club-store channel.
Key verified points
Beyond Meat first entered the club-store channel through Costco, offering an 8-pack of the Beyond Burger designed specifically for bulk retail.
Costco has also rolled out Beyond Meatballs in select stores nationwide, marking the first time that product was available in a club store.
Beyond Meat’s expansion into Costco was part of a broader strategy to increase accessibility through affordability and convenience in large-format retailers.
📌 How many Costco stores carry Beyond Meat?
Costco does not publicly disclose SKU-level distribution counts, and Beyond Meat has not released a precise store-count figure. What we can say is:
➡️ Beyond Meat products are available in select Costco warehouses across the U.S., but not in every location.
The distribution varies by region and product (e.g., Beyond Burger 8-pack vs. Beyond Meatballs). $BYND $COST
Prudent Capitalist
5月前
UBS maintains Buy rating and $1,205 price target
Costco Set Up for Favorable Comparable Sales Outlook, UBS Says
03:05 PM EST, 02/05/2026 (MT Newswires) -- Costco's (COST) comparable sales outlook in the coming months will be favorable along with easing comparisons, UBS Securities said in a Wednesday note.
Investors expected core US comparable sales to range from 5% to 6% in January, but Costco exceeded the estimate with a core comp of 6.8%, the firm said.
UBS said the company may have modestly benefited from storms, but the initial demand was likely offset by a slowdown in purchasing activity during the storm and shortly afterward.
Non-foods comparable sales accelerated to low-double-digits from mid-single-digits last month, likely a benefit from the rising gold prices, the firm said, adding that this was likely partially offset by termination of certain gift cards.
The company's core digitally-enabled same-store-sales rose 33.1% in January, compared with 18.3% in December. This acceleration was likely from higher jewelry sales due to rising gold prices, the firm said.
Foreign exchange movement had a 1.7% positive impact on Costco's total reported comparable sales, UBS added.
UBS maintained a buy rating on Costco with a $1,205 price target.
Shares of the company rose about 1.5% in recent Thursday trading.
Price: 992.73, Change: +14.38, Percent Change: +1.47
DeerBalls
5月前
$934 No, clown, I didn't mean that. Costco grows @ about 10%, their P/E is nearly 50! PEG is nearly 4...that is ridiculous! P/S is 1.5.🤦♂️🤦♂️
The puts are fine, it's a spread which expires in December.
You clowns will learn when the market corrects back to more normal valuations. I know, I know, THE PARKING LOT WAS FULL!🤦♂️🤦♂️🤦♂️
giveit2me
6月前
Costco has the 2nd best quality gasoline out there at a wholesale price, u have to be xtremely dumb to fill up somewhere else. with the gas prices going down, this is a real no brainer. on top of that, organic produce, organic milk, organic dairy, organic ground beef, alaskan sockeye salmon, wild shrimp lobster crab legs, Japan waguy, unbeatable tire deals which include hazard insurance, nitrogen, free balance and rotation. Japan cakes, France cookies, organic olive oils, organic coffee, blue johnniey walker, dom perygnon... also Costco business centers, im gasping... i reevaluated my previous prediction of $1500 pps by 2032. now it's $2000 by 2032
BottomBounce
1年前
Costco has faced multiple class action lawsuits, including ones regarding hidden delivery fees, membership refunds, flushable wipes, and 401(k) mismanagement, with some resulting in settlements.
Here's a breakdown of some of the notable Costco lawsuits:
1. Hidden Delivery Fees:
Claim:
Costco allegedly misrepresented delivery fees on its website, leading consumers to believe they were receiving free or low-cost delivery when the costs were hidden in product prices.
Status:
A class action lawsuit sought to represent a nationwide class of consumers who were allegedly misled by the company's delivery fee practices.
2. Membership Refunds:
Claim:
Costco allegedly failed to provide full refunds of membership fees to executive members who canceled their memberships, breaching its "Risk-Free" guarantee.
Status:
A class action lawsuit challenged Costco's 100% satisfaction guarantee, claiming it failed to provide full refunds.
3. Flushable Wipes:
Claim:
Costco's Kirkland Signature Moist Flushable Wipes were falsely advertised as flushable, causing damage to pipes, septic systems, and other plumbing.
Status:
Costco settled a class action lawsuit for $2 million, with eligible customers potentially receiving payments.
Settlement Details:
Customers who purchased the wipes between July 1, 2011, and May 31, 2017, may be eligible for a payout.
4. 401(k) Mismanagement:
Claim:
Costco allegedly mismanaged its retirement savings plan, violating the Employee Retirement Income Security Act (ERISA).
Status:
A class action lawsuit resulted in a $3.2 million settlement, with Costco retirement savings plan participants potentially eligible to benefit.
5. DEI Policies:
Claim:
Several state attorneys general, led by Iowa and Kansas, called on Costco to end its diversity, equity, and inclusion (DEI) policies, claiming they were discriminatory.
Status:
Costco has refused to back down from its DEI policies, with shareholders voting against a proposal to review the risks of maintaining them. $COST
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