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There are three kinds of products for three groups of customers.

- People who don't like the taste of meat -> traditional veggie patties

- People who like the taste of meat but are open to eating less of it -> beyond meat, etc.

- People who like the taste of meat and want to eat meat -> meat

I myself fall into the second group.



I don’t know if anyone should even be targeting the second group.

I don’t think a significant number of people who “start” with beyond meat are going to end up vegetarians.

In fact I think it’s more likely that they go back to eating meat the same amount once they’re done with the substitutes. And maybe if they’re as (rigid? closed-off?) as we’re implying (since they are not already actively eating less meat), they might even walk away with the mindset of “vegetarian food is not as good as meat” and therefore in future avoid the wide variety of delicious vegetarian food.

If people truly want to eat less meat, just throw in some of the most delicious off-the-shelf replacements (like veggie patties) once a week or once a month. The water’s fine, as they say.


Yes, exactly! And I think most people fall into the second group for a majority of their meals.




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