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Impossible Whopper boosted Burger King traffic by 18%, report says

By CNBC

Burger King locations testing the Impossible Whopper saw traffic outperform national averages by 18.5%, according to a reportRead full story

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  • Still the quality of the bread, fries and soda are unhealthy and environmentally bad food choices. Burger King and other fast food chains need to go at least “non-gmo” if not organic. Change the quality of food sourcing and you could increase your customer base by 10 fold.

    The market will bear the

    Still the quality of the bread, fries and soda are unhealthy and environmentally bad food choices. Burger King and other fast food chains need to go at least “non-gmo” if not organic. Change the quality of food sourcing and you could increase your customer base by 10 fold.

    The market will bear the cost increases and reward you for it. Spend less on advertising and more on sourcing. Everyone, including people who work at fast food restaurants and minimum wage jobs, need better food options.

    Convenience doesn’t have to and shouldn’t kill you or damage the environment. The impossible burger makes everyone “feel” better by their convenient vegetarian food choice but corn syrup, Round Up infused breads and chemically sprayed potatoes are not healthy for anyone and not good for the environment. There’s a reason why fast food is so cheap, the burden of the real costs are paid for by the taxes of the working class.

  • This is great because besides the health reasons of meat vs plants, meat happens to be the most inefficient way of feeding humans:

    - 83% of farmland on Earth is used for livestock

    - 27% of global freshwater consumption is used for meat and dairy production

    - Cows only convert about 4% of the proteins

    This is great because besides the health reasons of meat vs plants, meat happens to be the most inefficient way of feeding humans:

    - 83% of farmland on Earth is used for livestock

    - 27% of global freshwater consumption is used for meat and dairy production

    - Cows only convert about 4% of the proteins and 3% of the calories of plants humans feed them into beef. More than 97% of the calories are lost to us.

    - To create 1 kg of steak a cow needs to eat up to 25 kilos of grain and uses up 15,000 liters of water

    - According to projections we could nourish 3.5 BILLION people if we just ate the stuff we feed animals

    - 15% of all greenhouse gas emissions caused by humans are created by the meat industry (as much as all ships, planes, trucks, and cars combined)

    And I haven't gotten to the treatment of those poor animals yet...I still eat meat from time to time but much much less and opting for plant based proteins and the Impossible Burger is DELICIOUS!!

    Will be interesting to see the impacts of this on society and the environment.

    *Source: https://sites.google.com/view/kgssourcesmeat/startseite

  • My expertise is in TMT, but I am fielding questions from friends far and near about Beyond Meat’s stock price and whether they should buy even as the stock continues to rise, which it is doing today, up 6.5% in a market that’s under pressure. I saw the same level of interest from friends when Bitcoin

    My expertise is in TMT, but I am fielding questions from friends far and near about Beyond Meat’s stock price and whether they should buy even as the stock continues to rise, which it is doing today, up 6.5% in a market that’s under pressure. I saw the same level of interest from friends when Bitcoin was soaring towards $20K. The stock is trading at 27x 2019 sales. Looking at my compsheet of Internet/Tech stocks and Match Group (MTCH) is the next highest at 11x 2019 sales. Again food science is not my area of expertise, but it is clear that the plant-based protein market is hugely disruptive and its early earnings. But that valuation has to be discounting growth expectations. But kudos to Burger King for jumping into this market. Maybe they can finally open up more locations.

  • Normally when a fast food restaurant diversifies its offerings, it's a disaster. Impossible Foods is a whole new level, especially as it shows that it helped BK grow traffic by almost 20%!

  • Beyond Meat is not a fad. This new category leader is doing to meat what Uber did to the taxi industry. QSRs would be smart to embrace next gen plant-based alternatives to drive traffic and perhaps increase ASPs. And while Beyond’s stock price has had a meteoric rise, it does seem to have the characteristics

    Beyond Meat is not a fad. This new category leader is doing to meat what Uber did to the taxi industry. QSRs would be smart to embrace next gen plant-based alternatives to drive traffic and perhaps increase ASPs. And while Beyond’s stock price has had a meteoric rise, it does seem to have the characteristics of a multi year compounder.

  • Great challenge, respect!

  • I don’t think meat substitutes will ever actually supplant meat— but they most definitely are here to stay.

  • Fact remains that this kind of alternative meat will always be more expensive than actual beef. Until you fix that, it won't eclipse the meat industry.

  • Food industry retailers need to realize the consumer move towards vegetarianism and veganism are not fads. These are trends that in line with Eastern spiritual and health care practice, meditation and yoga, which are being embraced globally.

    As awareness of both, benefits of the Eastern practices

    Food industry retailers need to realize the consumer move towards vegetarianism and veganism are not fads. These are trends that in line with Eastern spiritual and health care practice, meditation and yoga, which are being embraced globally.

    As awareness of both, benefits of the Eastern practices, and concern about climate change and impact of meat industry on it grow, this trend will continue to grow.

  • There are only three Burger King locations in Manhattan, New York City, and one of them did not have the impossible Burger when I treked out there. Still definitely worth trying. Tomorrow maybe.

  • First mover advantage to Burger King though this is unlikely to become a moat for driving sustainable growth

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