Because Beyond Meat is overvalued right now. - It's trading way beyond its revenue and losing lots of money. - The McD partnership alone isn't going to put th

Because Beyond Meat is overvalued right now. - It's trading way beyond its revenue and losing lots of money. - The McD partnership alone isn't going to put them in profit, nowhere close, not to mention McD are going to be suffering themselves (relatively speaking) over the next few years. - People with plant based diets don't tend to be huge McD consumers. - BM's growth has been poor over the last few years. A lot of meat eaters tried these plant based burgers as a gimmick during the initial hype, few continued to buy it regularly. Sure, there is a general growing market for plant based options but it's a slow burner. - Even within that growing plant based market, Beyond Meat is expensive. It's a luxury choice. It's exactly the type of business I can see suffering over the next few years as disposable income shrinks. They might be on a nice path for the future if you're thinking very long term, but in general these equity markets are placing the most weight on what's happening in the next 6-24 months, and in the next 6-24 months I can't see a bullish argument for Beyond Meat.