Beyond Meat Files 8-K: Agreements, Officer Changes, and More

TL;DR

BYND 8-K dropped: new deals, exec shakeups, and financial updates filed 9/29.

AI Summary

Beyond Meat, Inc. filed an 8-K on September 29, 2025, reporting on several key events. These include entering into a material definitive agreement, changes in directors and officers, and compensatory arrangements. The filing also covers Regulation FD disclosures and other events, along with financial statements and exhibits.

Why It Matters

This 8-K filing from Beyond Meat indicates significant corporate actions, including new agreements and potential changes in leadership or compensation, which could impact the company's strategic direction and financial performance.

Risk Assessment

Risk Level: medium — The filing details material definitive agreements and changes in officers/directors, which can introduce uncertainty or signal strategic shifts.

Key Players & Entities

• Beyond Meat, Inc. (company) — Registrant
• Savage River, Inc. (company) — Former Company Name

FAQ

Key Financial Figures

• $0.0001 — ange on which registered Common Stock, $0.0001 par value BYND The Nasdaq Stock Mar
• $202.5 million — 21, for a pro rata portion of (i) up to $202.5 million in aggregate principal amount of its ne
• $1,000 — te will be eligible to receive for each $1,000 in aggregate principal amount of Existi
• $176.0870 — le Notes validly tendered for exchange, $176.0870 in aggregate principal amount of New Co
• $170.8044 — le Notes validly tendered for exchange, $170.8044 in aggregate principal amount of New Co
• $15.0 m — covenant requiring minimum liquidity of $15.0 million, to be tested quarterly, a requir
• $60.0 million — t the Company will not permit more than $60.0 million in aggregate principal amount of the Ex
• $39 million — ated fees and expenses of approximately $39 million are expected to be paid in connection w
• $5 million — Exchange Offer, of which approximately $5 million had been paid as of June 28, 2025. Th
• $1,150,000,000 — 021, the Company issued an aggregate of $1,150,000,000 principal amount of 0% Convertible Seni
• $215.0 million — pon conversion or equitization of up to $215.0 million in aggregate principal amount of the Ne
• $12.5 million — e of the New Convertible Notes equal to $12.5 million in the form of New Convertible Notes (t

Filing Documents

• d863131d8k.htm (8-K) — 109KB
• d863131dex41.htm (EX-4.1) — 22KB
• d863131dex101.htm (EX-10.1) — 147KB
• d863131dex102.htm (EX-10.2) — 41KB
• d863131dex991.htm (EX-99.1) — 31KB
• g863131g0925125928329.jpg (GRAPHIC) — 2KB
• 0001193125-25-221793.txt ( ) — 553KB
• bynd-20250929.xsd (EX-101.SCH) — 3KB
• bynd-20250929_lab.xml (EX-101.LAB) — 18KB
• bynd-20250929_pre.xml (EX-101.PRE) — 11KB
• d863131d8k_htm.xml (XML) — 4KB

From the Filing

8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of Earliest Event Reported): September 29, 2025 BEYOND MEAT, INC. (Exact name of registrant as specified in its charter) Delaware 001-38879 26-4087597 (State or other jurisdiction of incorporation) (Commission File Number) (I.R.S. Employer Identification Number) 888 N. Douglas Street , Suite 100 El Segundo , California 90245 (Address of principal executive offices, including zip code) (866) 756-4112 (Registrant's telephone number, including area code) Not Applicable (Former Name or Former Address, if Changed Since Last Report) Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) Pre-commencement communications pursuant to Rule 13-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act: Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, $0.0001 par value BYND The Nasdaq Stock Market LLC Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 ( 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 ( 240.12b-2 of this chapter). Emerging growth company If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. Explanatory Note Exchange Offer and Consent Solicitation On September 29, 2025, Beyond Meat, Inc. (the "Company") commenced an exchange offer (the "Exchange Offer") to exchange any and all of its 0% Convertible Senior Notes due 2027 (the "Existing Convertible Notes") issued pursuant to the indenture governing such notes (the "Existing Convertible Notes Indenture") dated as of March 5, 2021, for a pro rata portion of (i) up to $202.5 million in aggregate principal amount of its new 7.00% Convertible Senior Secured Second Lien PIK Toggle Notes due 2030 (the "New Convertible Notes") and (ii) up to 326,190,370 shares of its common stock. Simultaneously with the Exchange Offer, the Company is soliciting consents (the "Consent Solicitation") from holders of the Existing Convertible Notes to adopt certain proposed amendments (the "Proposed Amendments") to the Existing Convertible Notes Indenture. The Proposed Amendments would eliminate substantially all of the restrictive covenants in the Existing Convertible Notes Indenture as well as certain events of default and related provisions applicable to the Existing Convertible Notes. Pursuant to the terms of the Exchange Offer, if, at or prior to 5:00 p.m., New York City time, on October 10, 2025 (such time and date, as the same may be extended, the "Early Tender Date"), all conditions to the Exchange Offer and Consent Solicitation have been or are concurrently satisfied or waived, the Company may, subject to the terms of the Transaction Support Agreement (as defined below), accept for exchange (the "Early Settlement") any Existing Convertible Notes validly tendered (and not validly withdrawn) at or prior to the Early Tender Date. The exchange for such Existing Convertible Notes would be made on the second business day following the Early Tender Date (the "Early Settlement Date"), which is currently expected to occur as early as October 15, 2025. Whether or not the Early Settlement occurs, if all conditions to the Exchange Offer and Consent Solicitation have been satisfied or waived at 5:00 p.m., New York City time, on October 28, 2025 (such time and date, as the same may be extended, the "Expiration Deadline"), unless extended, the Company will consummate the exchange of any Existing Convertible Notes that are validly tendered (and not validly withdrawn) at or prior to the Expiration Deadline on the second business day immediately following the Expiration Deadline (the "Final Settlement Date"), which is currently expected to occur on October 30, 2025. It is a condition to the Exchange Offer that a minimum of 85% of the aggregate principal amount of Existing Convertible Notes shall have been validly tendered (and, if applicable, not validly withdrawn). The Company's ability to amend, extend, terminate, or waive the conditions of the Exchange Offer are subject to the terms of the Transaction Support Agreement. Upon the terms and subject to the condit