The Unjournal · Pivotal Questions Plant-Based Meat · Market Evidence
Unjournal Pivotal Questions — Annotate this page via Hypothes.is (select any text to comment). This working note assesses whether current PBM market evidence is informative enough to study substitution and welfare impact — input to the workshop's research-value question. Produced by David Reinstein with iterative AI prompts.
Research-Value Assessment · Unjournal Pivotal Questions

Plant-based meat alternatives: market share, taste comparability, and implications for studying substitution patterns.

Questions this note addresses

Workshop discussion has raised scepticism about whether current PBA market evidence is informative enough to justify studying substitution patterns now. This note examines three related questions.

A Is PBA market share currently too small (~1.4% of US packaged meat, ~3% in Europe) to generate meaningful signals about substitution patterns — or is there enough variation in formats, channels, and geographies to study?
B Is the taste gap between PBA and conventional meat so large that current adoption patterns tell us little about substitution behaviour at future quality levels — or are some products already close enough to parity that the current data is informative?
C Would substitution estimates based on current data extrapolate usefully to the higher-quality, larger-market conditions that matter for welfare impact — or is the current market too unrepresentative of the future to be worth studying?

Evidence compiled: retail market-share by format, channel, and geography (§01–04) · consumer composition — who buys and for what purpose (§04.5) · blinded sensory taste-comparability (§06) · welfare-mapping by animal type (§07). This note does not estimate substitution elasticities; it examines whether the category is informative enough that such studies would be worth pursuing.

The sceptical concerns are partially but not fully supported. Overall share is genuinely low (US retail: 1.4%; Germany: 3.1%) and most products lag on taste. But three patterns make the evidence more informative than a simple dismissal implies: within the US, channel-level penetration varies widely — natural/specialty retailers such as Whole Foods reach ~8% of packaged-meat dollars vs 1.4% in mainstream multi-outlet retail; most buyers are omnivores or flexitarians rather than prior veg*ns, though whether they buy for their own consumption or as proxy for a veg*n household member remains open (§04.5); and better-tasting product categories capture 10× more market share, showing taste improvements have measurable adoption effects. Whether these patterns extrapolate to higher-quality, larger-market conditions is the central unresolved question.

About this note. This is a working note for The Unjournal's Pivotal Questions project, assessing whether studying PBA adoption and substitution is worth pursuing given the current market. Produced by David Reinstein using iterative AI (Claude) prompts; refined through Hypothes.is annotations and workshop discussion. Not a finished or peer-reviewed document.
In brief
Overall US packaged-meat share is 1.4%; Germany's is 3.1% by volume. These are genuinely low figures. But three findings complicate a simple dismissal of the category as too small or too low-quality to study. First, penetration varies widely by channel: the natural and specialty channel — stores like Whole Foods and similar, focused on natural and organic products — reaches roughly 8% of US packaged-meat dollars³⁶, giving enough structural variation to analyse what drives adoption. Second, most PBM buyers are omnivores or flexitarians rather than prior veg*ns (roughly 85–88% by purchaser count, per consumer surveys³⁴) — though neither these surveys nor household-panel data tell us whether the omnivore household members are eating it themselves or purchasing it for a veg*n household member or frequent guest (see §04.5). Third, products in better-tasting categories already capture 10× more market share²⁴, showing quality improvements have measurable adoption effects even at current scale. Whether these patterns would extrapolate to higher-quality conditions is the key open question — and assessing that is what this note is for.
1.4%
US plant-based meat & seafood share of total retail packaged-meat dollars, 2025¹
SPINS · GFI 2025
3.1%
Germany plant-based share of pre-packaged meat by volume, 2024
20/122
Products reaching NECTAR's parity threshold in 2025 blinded tasting²⁴
NECTAR · 2025
96%
US PB meat buyer households that also bought conventional meat in 2025²⁸
SPINS consumer panel
§ 01

Where the share is concentrated: US by format

The US is the only major market where someone has published a cross-tabulation of plant-based share by product format. Penetration is 2–4× higher in reformed and comminuted formats — processed products made from ground, mixed, or extruded ingredients rather than whole-muscle cuts (e.g., breakfast links, nuggets, burger patties) — than the 1.4% category average. Patties reach 6–7% on a narrow denominator (pre-formed packaged patties only — excludes random-weight ground beef). A separate channel split shows the category reaching roughly 8% of packaged-meat dollars in the natural and specialty channel (stores like Whole Foods and similar independents, with 40%+ of sales from natural/organic/specialty products) versus 1.4% in mainstream multi-outlet³⁶. The whole-cut category is too small to register meaningfully in public summaries. Note: no equivalent format-level cross-tabulation is published for European markets — GFI Europe's country reports give format composition within PBM, but not PBM's share of conventional by format.

United States: plant-based dollar share of conventional, by format
% of US retail packaged-meat dollar sales · SPINS · 2024 estimate (formats), 2025 (overall)
Patties (narrow denominator)²
6–7%
Breakfast links/patties³
3–4%
Nuggets/tenders/wings
2–3%
PB chicken (animal-type)
2–3%
PB beef (animal-type)
2–3%
All packaged meat¹
1.4%
All meat (incl. random-weight)¹
~0.7%
§ 02

By geography

Germany is a useful comparator, with a published 3.1% share of pre-packaged meat by volume in 2024. This is not a claim that Germany is the highest-penetration market, only that it is one of the better-documented international cases in the current source set. The UK figure cannot be cleanly calculated from the most recent Circana dataset because animal-meat coverage is incomplete¹¹; an older NielsenIQ-based estimate put pan-European share at roughly 6% by value in 2022¹⁴. That Europe figure is not a clean comparator to Germany, because it uses an older dataset, different country coverage, and value instead of volume. The Netherlands and Spain track plant-based milk much more closely than meat: plant-based milk reaches nearly 10% of milk in Spain¹⁷, while plant-based meat sits in the low single digits.

Plant-based meat share of conventional, by country
Most recent published figure · volume basis except where noted
Europe (13 countries, 2022)¹⁴
6.0% $
Germany (2024)
3.1% kg
United States (2025)¹
1.4% $

Share of conventional could not be calculated for the UK from the latest Circana dataset due to incomplete animal-meat coverage¹¹. Netherlands and Spain similarly lack a published share-of-conventional figure for meat. The apparent gap between the 6% Europe (2022) and 3.1% Germany (2024) figures reflects four compounding differences: different years (2022 vs. 2024), different measurement bases (value-based NielsenIQ vs. volume-based Circana), different country sets (13 countries vs. Germany alone), and likely genuine variation across countries. Some northern European markets — notably the Netherlands (home of The Vegetarian Butcher) and the Nordic countries, where per-capita consumption of plant-based foods is high — probably sit above Germany, which would raise the 13-country average. However, no published within-format share breakdown is available for these markets, and the 6% figure should not be treated as a clean comparison to the Germany 3.1%.

§ 03

Aside: what plant-based meat looks like in Europe

Less consequential than the share-of-conventional question, but useful for context: where European plant-based meat sales actually concentrate. Sausage-style products dominate Germany, reflecting both conventional German sausage culture and the strategic focus of Rügenwalder Mühle, a legacy sausage maker reportedly holding ~70% of the German plant-based meat market¹⁹. The UK mix is more diversified across mince-style ingredients, sausages, and breaded products. These are compositional shares of plant-based meat sales, not shares of conventional. Public summaries do not publish the within-format "ladder" needed to say what plant-based sausage's share of conventional sausage is in Germany or the UK.

Composition of plant-based meat sales volume
Each donut sums to 100% of that country's PB meat sales · Circana via GFI Europe
Germany · 2024
% of PB meat volume
Sausage / salami34.7%
Meatballs13.8%
Schnitzel13.6%
Steak / fillet4.2%
Other33.7%
United Kingdom · YTD Jan 2025¹¹
% of PB meat volume
Mince / ingredients23%
Sausages22%
Breaded centre-plate13%
Burgers11%
Other31%

UK plant-based meat is also pork-leading by animal type (37% pork/ham, 28% beef, ~35% other including chicken¹²), which reflects the same sausage-format dominance.

§ 04

Household penetration

Penetration in Europe is roughly three times the US level. Around a third of households in the UK and Germany bought plant-based meat at least once in 2024¹⁰, against 11% in the US in 2025. The category reaches more people in Europe but with smaller, less frequent baskets per household, which explains why retail dollar sales between the two regions are closer than the penetration numbers would suggest.

Share of households buying plant-based meat at least once per year
NielsenIQ Homescan + SPINS · most recent year
United Kingdom (2024)¹⁰
32%
Germany (2024)¹⁰
32.2%
Spain (2024)¹⁷
22%
United States (2025)
11%

Netherlands context (different methodology, not directly comparable): GFI Europe reports that 62% of Dutch households "occasionally purchased plant-based alternatives instead of meat or fish" in 2024³⁹. The Netherlands ranks 2nd in per-capita plant-based spend (€15.78) among the six European countries in the GFI Europe dataset, with at least 11 Dutch retailers committed to 60% plant-based protein by 2030. Plant-based protein's share of Dutch supermarket protein sales reached 41.6% in 2024 — a unique Dutch retail metric driven by legumes, nuts, and other whole plant foods, not PBM analogues alone.

§ 04.5

Who buys plant-based meat? The veg*n vs. omnivore question

Two related but distinct questions are worth separating. First: are PBM purchasers mostly prior vegetarians who would not have bought conventional meat anyway? Second: even where the purchaser is an omnivore, are they buying PBM for their own consumption — or for a veg*n spouse, child, or guest?

The first concern is not well-supported by available evidence: the large majority of PBM purchasers — measured by purchaser count in consumer surveys, not by volume or by regular-buyer frequency — are omnivores or flexitarians who also buy conventional meat. The second concern is harder to resolve. Household-level scanner data cannot identify who within the household consumes what, and the consumer surveys that establish omnivore dominance do not ask whether the purchase was for the respondent's own consumption. Neither question is fully settled by the 96% dual-buyer figure.

A further caveat on coverage: the 11% US household penetration figure means households that bought PBM at least once in 2025. Of those, 62% bought more than once — meaning repeat buyers represent roughly 7% of US households. The evidence below concerns all buyers; whether the conclusions hold for regular repeat buyers specifically is a further open question.

Dietary profile of US plant-based meat purchasers
Share of PBM buyers by self-reported diet · Hartman Group consumer surveys · not volume-weighted³⁴
Omnivore
~41–57%
Flexitarian
~28%
Vegetarian or vegan
~12–15%

Consumer panel data reinforces the survey evidence: 96% of US households that purchased plant-based meat in 2025 also purchased conventional meat²⁸, and only roughly 2.8% of all PBMA-buying households purchased plant-based meat exclusively with no conventional meat purchases²⁹. In Germany, only 5% of consumers exclusively consume alternative proteins; the rest consume both³⁵.

Are omnivore purchasers eating PBM themselves, or buying it for veg*n household members?
Evidence bearing on self-consumption vs. proxy-purchasing — no direct study resolves this at the individual level
Evidence toward self-consumption by omnivores Evidence allowing for proxy-purchase for veg*n members
46% of US lapsed buyers cite their own taste dissatisfaction²⁶ — if purchases were purely on behalf of veg*n family, the buyer's own taste experience wouldn't drive lapsing Roughly 33% of US households have at least one member following a vegan, vegetarian, pescatarian, or flexitarian diet³⁷ — mixed households are common enough that proxy-buying is structurally plausible
Beyond Meat reports ~70% of its consumers self-identify as flexitarians actively reducing their own meat consumption³⁸ — suggesting personal rather than proxy consumption for at least one major brand Veg*n-only households spend roughly 3× more per household on PBM than dual-buying households, suggesting veg*ns are the more motivated buyers; dual-buyers' lower per-household spend could partly reflect infrequent proxy-purchases for one household member³⁴
US buyer households average 6 plant-based purchase occasions per year²⁸ — roughly once every 8 weeks, which is consistent with personal dietary variety but also with occasional catering for a veg*n household member or frequent guest Household-level scanner data (Neuhofer & Lusk 2022) cannot identify who within the household consumes each purchase — individual dietary recall matched to purchase panels would be needed to answer this directly²⁹
Net assessment The evidence is mixed. The strongest indicator for self-consumption is the lapsed-buyer taste data: if purchases were purely on behalf of a veg*n household member, the buyer's own taste experience would not be a primary driver of lapsing. Against this, 6 PB occasions per year is also consistent with occasional proxy-buying for a veg*n family member or frequent guest, and veg*n-only households spend roughly 3× more per household, suggesting veg*ns are the more motivated consumers. Household-level scanner data cannot identify who within the household actually consumes each purchase — this is the fundamental gap in the evidence base on this question.

The two questions — "is the purchaser a prior veg*n?" and "is the omnivore purchaser eating it themselves?" — should be kept analytically separate, as they have different welfare implications. Neither is settled by available data. The 96% dual-buyer figure establishes that PBM has reached households where displacement is structurally possible; it does not tell us whether displacement actually occurs.
§ 05

Other signals

A few additional data points that matter for interpreting the market-share evidence. These are not direct displacement estimates, but they help distinguish three separate questions: current scale, price sensitivity, and whether a PB purchase replaces an animal-product purchase.

EU foodservice: growth in plant-based burger servings since 2019¹⁶
Big 5 EU countries · servings · year ending Aug 2023 vs 2019 · Circana
Plant-based burgers
+90%
Chicken burgers
+16%
Fish burgers
+11%
Beef burgers
+4%

PB burgers contributed roughly 25% of total burger growth across the EU Big 5 over this period.

Pricing, household, and market-scale signals · select data points
Contextual signals on price, scale, and purchase behaviour — not direct displacement estimates
US plant-based beef price premium vs conventional beef, category average (2025)²¹ +8% (avg)
German PB meat price premium vs conventional meat (2024) +45%
Hypothetical US burger experiment: PBMA choice when PB burgers are half the meat-burger price vs price parity³⁰ 21.3% → 37.8%
US PB meat buyer households that also bought conventional meat in 2025²⁸ 96%
Plant-based milk share of US milk dollar sales (2025) — for comparison¹ 13%
Plant-based milk share of Spain milk volume (2024)¹⁷ ~10%
Germany PB meat substitute production volume, 2025 (Destatis)¹⁸ 124,900 t
Global PB meat & seafood retail sales, 2025 (Euromonitor)¹⁵ $6.6B
US plant-based meat share of packaged-meat dollars · natural/specialty channel vs. mainstream³⁶ ~8% vs 1.4%
Global PBM retail as % of estimated conventional meat+seafood retail equivalent¹⁵³¹³² ~0.1–0.25%
Rough conventional meat + aquatic-animal food flow, before a retail price conversion³¹³² ~530M t

The US +8% plant-based beef premium is a category average, not an Impossible/Beyond-specific SKU comparison, and GFI notes that the conventional comparator includes higher-priced beef cuts underrepresented in PB beef. A clean branded price comparison would require SKU-level retailer data.

No public source here gives a like-for-like global conventional retail denominator. A rough calibration is still possible. Conventional side: 365 Mt global meat + ~165 Mt aquatic animals for human consumption ≈ 530 Mt. At illustrative retail prices of $3, $5, and $8/kg that is roughly $1.6T, $2.7T, and $4.2T. PBA side: at a rough retail price of ~$10/kg, the $6.6B global PBM figure implies roughly 0.6–0.8 Mt of plant-based product volume. Together: PBM is roughly 0.1–0.15% of conventional by volume, or 0.16–0.4% by illustrative retail value. These are order-of-magnitude calibrations, not matched market-share estimates.

§ 06

Taste comparability: blinded sensory evidence

The dominant public source is NECTAR (Nonprofit Consortium for Education, Tasting, And Research), which has now run two large blinded sensory studies. The 2025 study²⁴ is the headline: 2,684 omnivore and flexitarian consumers in New York and San Francisco, 122 plant-based products across 14 categories, blind-tasted at restaurants. The 2024 inaugural study²⁵ was smaller (1,150 consumers, 45 products, 5 categories) but used the same methodology. The headline gap is wide and consistent, but not absolute: some specific products do perform well, and one academic blinded burger study found a high-end plant-based burger outperforming 100% beef in the blind condition²⁷.

Consumer "liking" rates · NECTAR Taste of the Industry 2025
% rating product as "like very much" or "like" · blinded restaurant tasting · n=2,684
Conventional meat (avg.)²⁴
68%
Best-performing PB meats²⁴
46%
Average PB meat²⁴
30%

The gap between average conventional and average PB is 38 percentage points. The gap between conventional and the best PB products is 22 percentage points. Even the best plant-based meat is rated favorably by under half of consumers.

How many products are at "taste parity"?
NECTAR's parity threshold: ≥50% of participants rate the PB product as good as or better than its conventional equivalent
Products tested (NECTAR 2025)²⁴ 122 across 14 categories
Products reaching parity²⁴ 20 of 122 (16%)
Best single product (Impossible Unbreaded Chicken Fillet) · probability of preference over conventional²⁴ 31%
Texture gap: PB "juiciness" relative to conventional²⁴ −62%
Hardest categories named by NECTAR²⁴ Bacon, bratwurst, whole-cut steak
Most favorable public category result²⁵ Nuggets reached parity in 2024
US PB meat lapsed-buyer rate citing taste dissatisfaction²⁶ 46%
Categories with parity winners (textures easier to mimic)²⁴ Burgers, nuggets, sausage patties, hot dogs, meatballs
Categories with no parity winners (complex textures)²⁴ Bacon, bratwurst, whole-cut steak, pulled pork
Market-share premium: categories with better average taste vs. worse-tasting categories²⁴ 10× more market share
Methodology notes "Parity" in the NECTAR framing means ≥50% of consumers rate the PB product as good as or better than its conventional benchmark. This is a relatively lenient threshold (a product can be marginally worse for the median consumer and still cross it). For comparison, "superiority" in NECTAR's language requires ≥90% — no PB product cleared this bar in 2025. Academic studies using stricter methodologies have nonetheless shown that some specific high-quality PB burgers can match or beat conventional beef in blinded trials²⁷, which is consistent with NECTAR's finding that the best single products reach 31% probability of preference. The implication: product-level gains are possible, but they have not yet propagated to the category average.
§ 07

From market share to welfare impact

The workshop question is not just "how large is plant-based meat today?" It is whether lowering the price, improving quality, or expanding availability of plant-based alternatives would reduce animal-product consumption enough to matter for welfare. Market share is a necessary input, but it is not the welfare quantity.

A useful decomposition: animal-welfare impact depends on (a) how much extra PB consumption an intervention induces, (b) what fraction of that displaces animal products rather than replacing vegetarian food or simply adding to total calories consumed, (c) which animal types bear that displacement and in what proportions, and (d) how much the supply of animal products adjusts in response. Term (c) requires separate estimates for each species — chicken, shrimp, fish, beef, pork, eggs — since welfare weights differ sharply across them; it is a sum across animal types, not a single multiplier. The retail market-share, consumer-panel, and taste-comparability data compiled here give partial evidence on term (a). They give weak or no direct evidence on (b), (c), or (d).

How to read the evidence for the Pivotal Question
What each signal does and does not identify
Market share Bounds current scale and shows which formats have traction. It does not tell us whether the next PB unit replaces meat, replaces other vegetarian food, or simply increases total food consumption with no displacement. This is about the information content of share data — not an argument against studying displacement rates directly through scanner panels or field experiments.
Price evidence Public retail data shows large price gaps between animal meat and PBM equivalents across many animal types, while a hypothetical burger experiment finds large PBMA price cuts can shift choices away from meat³⁰. This supports price as a live lever, but it is not a field elasticity estimate.
Dual buyers The fact that 96% of US PB meat buyer households also buy conventional meat is not, by itself, evidence of low displacement²⁸. It means the category has reached omnivore households where displacement is possible. The unresolved question is what those households would have purchased — over the relevant period, not necessarily on the same shopping trip — had the PBM option not been available: conventional meat, another plant-based food, something else entirely, or simply more food overall with no displacement of any animal product. Note that intertemporal compensation can cut both ways: a household that buys PBM on one occasion might compensate by eating more conventional meat on a subsequent trip or at a restaurant, which would reduce or eliminate net displacement; or it might gradually shift towards less meat overall.
Panel evidence A Scientific Reports household-panel study found most PBMA buyers also bought ground meat, and ground-meat purchases did not fall after first PBMA purchase²⁹. This is relevant evidence against assuming one-for-one displacement in current conditions, but it is observational (not clearly causal), specific to a particular context (US household purchases, mostly ground beef products, pre-2022), and operates at the household level — it cannot separate whether the omnivore or a veg*n household member is the PBM consumer. It is not an argument against studying displacement through randomised experiments or quasi-experimental designs.
Animal-welfare mapping A kilogram of displaced beef, chicken, egg, finfish, or shrimp has very different animal-welfare implications depending on how many animals are involved and what welfare weights are applied. By sheer animal count: global shrimp farming produces roughly 370 billion individuals per year from ~6 Mt; wild and farmed fish together involve hundreds of billions of individuals; broiler chickens account for roughly 80 billion land-animal deaths per year globally (from ~130 Mt of production), far exceeding cattle (~300M slaughtered, ~70 Mt). On a per-kilogram basis, chickens involve roughly 2–3 individuals, shrimp involve roughly 100–2,300 individuals depending on species.⁴⁰ Beef, which has the lowest animal count per kilogram and receives much of the PBM category attention (Beyond, Impossible), may be less welfare-relevant per unit displaced than chicken, shrimp, or finfish if welfare weights are even slightly positive for those species. This matters: nuggets and sausage patties — the highest-penetration formats — map onto chicken, which is a high-animal-count category.
Rough global scale calibration

Euromonitor's global PB meat and seafood retail estimate is $6.6B in 2025¹⁵. There is no matched public conventional retail denominator in this source bundle, but production volumes give an order-of-magnitude comparison.

OECD/FAO estimates global meat production at 365 Mt in 2024³¹. FAO reports 185.4 Mt of aquatic animals in 2022, with 89% used for direct human consumption, or roughly 165 Mt³². Together that is about 530 Mt before aligning weights, processing losses, and retail prices.

At illustrative retail-equivalent prices of $3, $5, and $8/kg, that conventional scale would be roughly $1.6T, $2.7T, and $4.2T. The $6.6B PB category would then be about 0.4%, 0.25%, or 0.16% of the broad conventional scale. These numbers are deliberately rough: they are for calibration, not a publishable market-share estimate.

§ 08

The underlying question

Is current adoption evidence informative for funding decisions about reducing PBA price, improving quality/nutrition, and expanding availability, or are current products too small and too imperfect to tell us much?

Two sceptical claims frame part of the workshop discussion. First claim (scale and quality): "PBM's market share is so low and product quality so poor that current market evidence tells us little about future substitution patterns — and little research effort is warranted." Second claim (consumer type): "The people currently buying PBM are mostly prior vegetarians, so the category cannot be expected to displace animal-product consumption at scale even if the market grew." The evidence above bears on both. The second claim is not well-supported by available data: §04.5 shows that roughly 85–88% of US PBM buyers are omnivores or flexitarians, not prior vegetarians — though the harder question of whether omnivore purchasers eat it themselves (rather than buying for veg*n household members) is less settled. The first claim has more force — low share, quality gaps, and declining US penetration are real. But none of these rule out the category being informative about price sensitivity, format-level variation, or the conditions under which higher adoption could occur. And they do not argue against studying substitution rates directly through scanner panels or experiments.

This section maps what the present evidence can and cannot support. It is not a replacement for an elasticity model or welfare model.

The case that current data is informative
Arguments for treating present adoption as a meaningful signal
  1. Low share does not make price effects irrelevant. The US retail category is about $1.0B and global PB meat/seafood retail is estimated at $6.6B¹⁵. That is small relative to conventional meat and seafood, but sufficient to support meaningful consumer panel studies, quasi-experimental price variation, and format-level analysis — and further research into displacement rates would have practical value for welfare-relevant funding decisions.
  2. Price is a plausible lever, not a side issue. Many PB meat categories remain 1 to 3 times more expensive than conventional equivalents²¹. In a peer-reviewed hypothetical burger experiment, lowering PBMA prices from parity to half the meat-burger price raised PBMA choice from 21.3% to 37.8% and reduced meat choice from 73.9% to 57.0%³⁰. This does not identify field substitution, but it directly addresses the "price might matter" premise.
  3. Format-level variation provides some insights toward testable hypotheses. Nuggets/tenders/wings and breakfast products have higher shares than the category average, and NECTAR finds some products reaching its parity threshold. This is only suggestive: format, price, convenience, and channel are confounded, and self-reported taste barriers may not identify the true cause of nonpurchase.
  4. Dual-buyer evidence creates an opportunity to study displacement. If only prior vegetarians bought PB meat, welfare displacement would be expected to be close to zero — so the fact that most buyers also buy conventional meat means there is a genuine substitution margin worth studying. The evidence does not, by itself, tell us whether a given PB unit replaced meat, replaced another plant-based food, or simply added to total food consumption with no displacement.
  5. Cross-country variation provides some insights toward testable hypotheses. Germany's 3.1% volume share, heavy sausage/salami mix, Rügenwalder Mühle's dominant category role¹⁹, and private-label price strategy suggest plausible mechanisms: familiar formats, legacy-brand trust, retailer execution, and narrower price gaps. This is not causal evidence; it identifies variables worth studying.
  6. Foodservice data shows a different adoption pattern from retail. EU plant-based burger servings grew 90% from 2019 to 2023 in the Big 5 according to Circana¹⁶. This should not be read as proof that the products are good; it shows that menu pricing, defaults, availability, and foodservice product fit can produce different adoption patterns than grocery scanner data.
The case that current data is not enough
Arguments for skepticism about extrapolating from present adoption — none of these argue against measuring displacement rates directly
  1. Market share is at best a ceiling on displacement. A PB purchase could have displaced conventional meat — or it could have displaced another plant-based option (tofu, legumes), or simply added to a household's total food intake with no displacement at all. Without a counterfactual, share is not a displacement ratio. This is a limitation of what market-share data can tell us — not a reason against studying displacement directly through experiments or scanner panels.
  2. Existing household-panel evidence does not find clear displacement. Neuhofer and Lusk's Scientific Reports analysis finds that most PBMA buyers also bought ground meat, and ground-meat purchases rose on average after first PBMA purchase²⁹. This is not definitive — it is observational, limited to US ground beef pre-2022, and says nothing about what a price/quality intervention would achieve — but it is an important caution against assuming one-for-one replacement from observational market shares. Randomised experiments and better-designed scanner studies could establish whether displacement occurs under different conditions.
  3. The category has had recent headwinds. US PB meat dollar sales fell 10% in 2025, unit sales fell 11%, and household penetration is down from roughly 20% in 2021 to 11% in 2025¹. That is evidence of current-product and current-channel difficulty. Declining penetration is a relevant data point, but it does not tell us whether a different price point, quality level, or distribution strategy would produce different outcomes — or whether the 2021 peak simply reflected a temporary spike rather than a durable behaviour change.
  4. Taste comparability is not sufficient under current conditions. Even the better-performing processed formats remain low-share. A more precise reading is not "taste does not matter"; it is that taste improvements likely interact with price, placement, health/nutrition perceptions, convenience, and social meaning — taste parity may be necessary but appears not sufficient on its own.
  5. The welfare mapping is a complication, though not an insurmountable one. For animal welfare, the animal type and product form matter — a plant-based burger replacing beef has very different implications from a nugget replacing chicken, a fillet replacing fish, or a shrimp analogue replacing shrimp. Public market-share summaries do not yet provide a clean animal-type-by-format displacement matrix, but some products are individually distinguishable in scanner and purchasing data, and targeted studies could address this.
  6. Future products may be qualitatively different. Current scanner data mostly describes soy/pea/wheat products, some with fermentation-derived ingredients. Future products using biomass or precision fermentation, hybrids, or cultivated components may not follow current substitution patterns.
A synthesis Current data is decision-relevant, but it is not decisive. It is enough to reject two simple claims: that PBAs are too small to study, and that low current share by itself makes price substitution unimportant. It is also enough to reject the opposite simple claim: that each PB purchase can safely be assumed to have displaced a conventional animal-product purchase one-for-one.

The most useful next evidence would be marginal and animal-specific: randomized or quasi-randomized price/placement variation; foodservice and retail scanner panels joined to household diets; explicit counterfactual questions on PB purchase occasions; and animal-type mapping for chicken, eggs, fish, shrimp, beef, and pork. The broader elasticity literature is noisy enough that these studies should not be treated as a formality³³. They are the core evidence needed to connect PBA funding to animal-welfare impact.
§ 09

Sources & citations

Each footnote in the dashboard links to a numbered row here. The full quote (or specific evidence) is shown in italics. URLs are direct links to the cited page or PDF where available.

Source Quoted evidence and link
1 GFI · "Analyzing plant-based meat & seafood sales"
Free
"In 2025, plant-based meat and seafood's dollar share was 1.4 percent of total retail packaged meat dollar sales, or approximately 0.7 percent of the total meat category, including random-weight meat. For reference, plant-based milk has grown to represent 13 percent of total milk dollar sales." Data from SPINS (powered by Circana) for 52 weeks ending Nov 30 2025. https://gfi.org/resource/analyzing-plant-based-meat-and-seafood-sales/
2 GFI · format-level shares (2024 estimate)
Free
"Based on 2024 data, we estimated that plant-based patties held a six to seven percent share of total retail packaged meat patty dollar sales, compared to the less than two percent share plant-based meat and seafood held of overall retail packaged meat dollar sales." https://gfi.org/resource/analyzing-plant-based-meat-and-seafood-sales/ (Product format section)
3 GFI · breakfast format share
Free
"Plant-based breakfast links and patties held a roughly three to four percent dollar share" of their respective packaged-meat subcategory (2024 estimate, SPINS). https://gfi.org/resource/analyzing-plant-based-meat-and-seafood-sales/
4 GFI · nuggets/tenders/wings format share
Free
"Plant-based nuggets, tenders, and wings held a roughly two to three percent share of their respective packaged meat subcategories" (2024 estimate, SPINS). https://gfi.org/resource/analyzing-plant-based-meat-and-seafood-sales/
5 GFI · animal-type shares
Free
"Based on 2024 data, we estimated that plant-based chicken, beef, and pork products each held a roughly two to three percent dollar share of their respective retail packaged meat categories." https://gfi.org/resource/analyzing-plant-based-meat-and-seafood-sales/
6 GFI/SPINS · US household penetration
Free
"In 2025, 11 percent of U.S. households purchased plant-based meat and seafood, with 62 percent of them purchasing more than once. … This is down from a high of roughly 20% in 2021." https://gfi.org/resource/analyzing-plant-based-meat-and-seafood-sales/
7 GFI/SPINS · US retail market size
Free
"The U.S. plant-based meat and seafood retail market was estimated at $1.0 billion in 2025, up significantly from $682 million in 2017." https://gfi.org/resource/analyzing-plant-based-meat-and-seafood-sales/
8 GFI Europe · Germany 2022-2024 (Circana)
Free
From the Market Share section, p.19: "As a percentage of the total sales volume of plant- and animal-based pre-packaged meat products, plant-based meat had a market share of 3.0% in 2022, rising slightly to 3.1% in 2024." Also p.20: "By 2024, plant-based meat was 45% more expensive than animal-based meat." Germany 2022-2024 PDF (GFI Europe, June 2025)
9 GFI Europe · Germany format mix
Free
Product format breakdown, p.18: "Sausage/salami led the market with 34.7% of sales volume in 2024, meatballs at 13.8% and schnitzel/medallions at 13.6%. The emerging steak/fillet category grew from 2.5% in 2022 to 4.2% in 2024." Germany 2022-2024 PDF (p.18)
10 GFI Europe / NielsenIQ · household penetration
Free
Germany p.14: "32.2% of households bought plant-based meat at least once in 2024" (down from 32.7% in 2023). UK PDF summary: "32% of households bought plant-based meat… at least once in 2024." Source: NIQ Homescan Consumer Panel (20,000 households Germany, 30,000 UK). https://gfieurope.org/european-plant-based-sales-data/
11 GFI Europe · UK 2022 to Jan 2025
Free
The UK PDF explicitly notes that "the Circana dataset did not include complete data on animal-based meat and seafood, and it was therefore not possible to calculate market shares for plant-based meat and seafood." Format mix (volume): ingredients 23%, sausages 22%, breaded/coated 13%, burgers 11%, other 31%. UK 2022-2024 PDF (GFI Europe)
12 GFI Europe · UK animal-type mix
Free
Animal-type breakdown of plant-based meat in the UK (volume, year to Jan 2025): plant-based pork/ham 37%, plant-based beef 28%, other (incl. chicken and lamb) ~35%. Pork-leading mix reflects sausage-format dominance. UK 2022-2024 PDF (GFI Europe)
13 GFI Europe · UK overall PB meat market
Free
UK plant-based meat retail value: £333M in 2024; sales volume 35.4 million kg; both down ~10-12% YoY. Frozen 57% of volume. UK 2022-2024 PDF (GFI Europe)
14 GFI Europe / NielsenIQ · 2020-2022 EU
Free
Pan-European plant-based meat share of pre-packaged meat reported at ~6% by value in 2022 across 13 countries (older NielsenIQ-based methodology, not directly comparable to current Circana figures). 2020-2022 Europe retail market insights (PDF)
15 Euromonitor International · global retail
"Euromonitor estimates that global plant-based meat and seafood retail sales (excluding tofu and tempeh) were $6.6 billion in 2025." The US accounted for 28% of global PB meat retail dollar sales in 2025; Europe was the largest region at ~$3.6B (Euromonitor, 2025). GFI page citing Euromonitor estimates
16 Circana · EU foodservice (CREST)
EU Big 5 out-of-home plant-based meat servings up 48% vs 2019. "Plant-based burgers grew significantly by +90% during year ending August 2023 vs 2019, and +20% year-on-year… representing a quarter (25%) of the total contribution made to growth in burgers." Direct Circana press release (not GFI). Circana press release (Nov 2023)
17 GFI Europe · Spain
Free
"Almost 10% of all milk sold in Spain in 2024 was plant-based." Household penetration: 46% PB milk, 22% PB meat at least once in 2024 (NIQ Homescan, 8,000-household panel). Spain 2022-2024 PDF (GFI Europe)
18 Destatis · Germany production data
Gov't
German Federal Statistical Office direct production statistics: 124,900 tonnes of meat substitutes produced in Germany in 2025, down 1.2% from 126,500 t in 2024. Production value €632.6M (2025). Production-side data, not retail. Just-Food coverage of the Destatis release · primary source: Destatis Genesis-Online
19 ProVeg / industry coverage · Rügenwalder Mühle
Free
Rügenwalder Mühle, originally a sausage and cold-cuts producer, is widely reported in industry press to hold around 70% of the German plant-based meat market. Corporate self-report; not independently verified by scanner data, but consistent with the format mix and consolidation seen in the German PB meat market. ProVeg corporate article (illustrative; figure circulates in multiple industry sources)
20 NECTAR · sensory research
Free
NECTAR (Nonprofit Consortium for Education, Tasting, And Research, hosted by Mercy For Animals) blinded sensory study with 1,100+ US consumers. Of five plant-based formats tested (burgers, hot dogs, bacon, nuggets, tenders), only plant-based nuggets reached parity with their animal-based counterparts. Independent of GFI. NECTAR sensory research page
21 GFI/SPINS · US price gap
Free
"Most plant-based meat and seafood animal types are still priced 1 to 3 times higher than their conventional equivalents. Plant-based beef is a notable exception, priced just eight percent higher than conventional beef in 2025 (although this includes typically higher-priced conventional beef cuts like steaks that are underrepresented in plant-based beef)." GFI Analyzing PB meat & seafood sales
22 Choices Magazine (AAEA) · PBMA Circana analysis
Free
Peer-reviewed analysis of Circana retail data 2019-2022: "PB beef alternatives are primarily available as ground products (70% of PB beef alternative revenue), patties (15%), or burgers (15%)… PB chicken alternatives, on the other hand, are exclusively frozen and include various product types, such as nuggets and tenders." Independent academic source (Agricultural & Applied Economics Association). Choices Magazine article
23 210 Analytics · US assortment data
Free
210 Analytics processes Circana data for the US grocery industry. April 2025: refrigerated alt meat carried at 9.7 SKUs per store on average, down 10.3% YoY and down 31% from early 2021. Some items shifted to frozen set; reflects retailer assortment compression. AgFunder News (May 2025)
24 NECTAR · Taste of the Industry 2025
Free
Largest publicly available sensory analysis of plant-based meats. 2,684 omnivore and flexitarian consumers in NY and SF, 122 PB products across 14 categories, blind tasting at restaurants. Key findings: average PB rated favorably by 30% of consumers vs 68% for conventional; 20 of 122 products (16%) reached parity (≥50% rating as good or better); best single product (Impossible Unbreaded Chicken Fillet) reached 31% probability of preference over conventional. Texture identified as biggest opportunity, especially in bacon, bratwurst, whole-cut steak. PB products were 62% less juicy than animal counterparts. NECTAR Taste of the Industry 2025 (full data dashboard)
25 NECTAR · Taste of the Industry 2024
Free
Inaugural NECTAR study, 1,150 US omnivores, 45 plant-based products, 5 categories (burgers, hot dogs, bacon, nuggets, chicken tenders). Key finding: "of five plant-based product types tested, only plant-based nuggets performed comparably to their animal-based counterparts." Established that reformed/comminuted formats are closest to sensory parity. The 2025 expansion added 77 more products and 9 more categories. NECTAR sensory research page
26 NECTAR / Food Ingredients First · lapsed buyer evidence
Free
Caroline Cotto (director of NECTAR), via Food Ingredients First: "Consumer adoption is weakening, with 46% of US buyers not making repeat purchases claiming 'taste dissatisfaction'." Identifies taste as the primary reason for the US plant-based meat lapsed-buyer effect, consistent with GFI's separate consumer-survey data. NECTAR news (Cotto interview, 2025)
27 Caputo et al. 2023 · academic blinded sensory study
Free
Sensory experiment combined with discrete choice experiment on burger patty selection. n=175 untrained participants, random assignment to blind or informed tasting conditions. Compared four products: pea protein burger, "animal-like protein" burger, hybrid (70% beef + 30% mushroom), and 100% beef. Result: in the blind condition the "animal-like protein" plant-based burger was ranked most preferred, followed by 100% beef. Confirms that specific high-quality PB products can match or beat conventional in blinded trials. Caputo et al., Food Research International (2023)
28 GFI/SPINS · dual-buyer purchase dynamics
Free
Consumer panel section: among US households that purchased plant-based meat in 2025, 96% also purchased conventional meat. Those households averaged about 6 PB purchase occasions and 11.7 PB units, versus 33 conventional-meat occasions and 80 conventional-meat units. GFI frames this as an opportunity to grow PB share of meat purchases, not as a displacement estimate. GFI Analyzing PB meat & seafood sales, Consumer purchase dynamics
29 Neuhofer & Lusk 2022 · Scientific Reports
Free
Household panel analysis of 38,966 households and 7,761 PBMA-buying households. The authors conclude that PBMAs largely did not deter meat demand among purchasing households; most PBMA buyers also bought ground meat, and average weekly ground-meat units/expenditure increased after the first PBMA purchase. Observational evidence, not a randomized price experiment. Nature Scientific Reports: Most PBMA buyers also buy meat
30 Jahn, Guhl & Erhard 2024 · PNAS / PMC
Free
Two representative US online studies (n=2,126) on burger alternatives. In price simulations, when PBMAs moved from price parity with a $10 meat burger to half-price ($5), PBMA choice rose from 21.3% to 37.8%, while meat choice fell from 73.9% to 57.0%. Hypothetical restaurant-choice evidence; useful for price sensitivity, not a field displacement estimate. PMC full text: Substitution patterns and price response for PBMAs
31 OECD/FAO Agricultural Outlook 2025-2034 · meat
Gov't
OECD/FAO estimate for conventional meat scale: global meat production reached 365 Mt in 2024. The Outlook is production-volume evidence, not a retail-value denominator. OECD/FAO Agricultural Outlook 2025-2034, Meat chapter
32 FAO SOFIA 2024 · aquatic animals
Gov't
FAO's 2024 State of World Fisheries and Aquaculture release reports 2022 production of 185.4 million tonnes of aquatic animals and states that 89% of total aquatic animal production was used for direct human consumption. Estimated first-sale value of fisheries and aquaculture production: USD 472B. FAO newsroom release for SOFIA 2024
33 Rethink Priorities · cross-price elasticity review
Free
Shallow review of cross-price elasticity evidence for plant-based analogs and animal products. The authors find wide variation and unexpected signs in butter/margarine estimates, after similar concerns in plant-based milk/dairy milk, and conclude that price substitution between plant-based analogs and animal products is not a certainty. Rethink Priorities: Inconsistent evidence for price substitution
34 Hartman Group · plant-based buyer dietary profile
Multiple Hartman Group consumer surveys: approximately 12–15% of plant-based meat purchasers identify as vegetarian or vegan; 41–57% describe their eating style as omnivore; the remainder are flexitarian. Among all US consumers: roughly 1% vegan, 2% vegetarian, 9% flexitarian — so approximately 88% of the general population is omnivore. Plant-based purchasers skew younger (especially Millennials), female, college-educated, and higher-income relative to the general population. Hartman Group: Who's buying plant-based foods?
35 GFI Europe · European consumer insights 2024
Free
Representative surveys in Germany, UK, France, and Spain (2024): only 5% of German, 4% of UK, 3% of French, and 2% of Spanish consumers exclusively consume alternative proteins rather than animal products. 25% of Germans, 23% of UK, 30% of Spanish report either mostly or evenly consuming alt proteins alongside conventional proteins. Top three purchasing motivations (2023 survey, across European countries): taste (53%), health (46%), affordability (45%). Purchase frequency: 10% of German households bought PBM 12+ times in 2024 ("frequent purchasers"); UK 9%; Spain only 3%. GFI Europe: European consumer insights on the alternative protein sector
40 FAO FAOSTAT + Rethink Priorities · animal counts and welfare weights
Gov't + Free
FAO FAOSTAT production data: global broiler chicken slaughter approximately 80 billion birds per year producing roughly 130 Mt of meat; cattle approximately 300 million slaughtered per year, roughly 70 Mt; farmed shrimp roughly 6 Mt from an estimated 370 billion individuals. Wild-capture and farmed fish together involve hundreds of billions of individual animals annually. On a per-kilogram basis: broiler chicken involves roughly 2–3 individuals/kg; farmed shrimp 100–2,300 individuals/kg depending on species size. Rethink Priorities' "Moral Weights" research provides contested but tractable welfare-weight estimates across species — on number-of-animals alone, shrimp and fish dominate over land animals, though the welfare-weight ranking is sensitive to sentience assumptions. FAO FAOSTAT · Rethink Priorities: Moral Weights
37 Mixed-household prevalence · multiple surveys
Free / summarized
Multiple US consumer surveys find that approximately 33% of US households include at least one member voluntarily following a vegan, vegetarian, pescatarian, or flexitarian diet. This figure means mixed-diet households — where an omnivore adult may be the designated shopper who buys PBM for a veg*n household member — are structurally common enough to matter for interpreting household-level scanner data. FMI: Flexitarians powering plant-based sales
38 Beyond Meat / industry sources · flexitarian consumer share
Free / industry
Beyond Meat and similar industry sources report that approximately 70% of plant-based meat consumers self-identify as flexitarians — people actively reducing their own meat consumption, not purely purchasing as a service to veg*n household members. This self-identification data supports the interpretation that omnivore purchasers are largely buying for their own dietary variety or reduction goals. Note: this is brand/industry self-reported data and should be interpreted with appropriate caution. Flexitarians: The Most Important Target Group for Plant-Based Products
39 GFI Europe · Netherlands 2022-2024
Free
GFI Europe press release (2025): 62% of Dutch households occasionally purchased plant-based alternatives instead of meat or fish in 2024, a 13% increase since 2020. The Netherlands ranks 2nd highest per-capita plant-based spender among six European countries studied (€15.78/capita in 2024, behind Germany's €19.92). Plant-based milk held 7.7% of total milk market volume (2024). Plant-based protein's share of Dutch supermarket protein sales: 41.6% in 2024 (unique Dutch metric driven by the retail sector's 60% plant-protein target; includes legumes, nuts, and other whole plant foods, not just PBM analogues). Foodservice plant-based meat volumes grew 111% from 2021-2023. PBM retail volumes fell 6.2% in 2024. Note: the 62% figure likely uses a different methodology (survey rather than scanner panel) than the NielsenIQ Homescan figures used for Germany and UK. GFI Europe: State of plant-based in the Netherlands (2025)
36 GFI / SPINS · US natural vs. mainstream channel comparison
Free
GFI analysis of SPINS data: plant-based meat and seafood reaches roughly 8% of packaged-meat dollar sales in the natural and specialty enhanced channel, compared to 1.4% in mainstream multi-outlet (MULO). The natural channel covers roughly 1,900 full-format stores with $2M+ annual sales and 40%+ of UPC sales from natural/organic/specialty products. The 5–6× differential reflects both self-selection by committed plant-based shoppers and a different price/product mix in natural-channel stores. Distribution in the natural channel fell 15% in 2024 (vs 9% in MULO), suggesting continued category contraction even in its strongest channel. AgFunder News: Plant-based meat by numbers (May 2025) · GFI / SPINS analysis

Methodological caveats (in brief)

  1. The patty denominator caveat (see also Section 1): the 6 to 7% plant-based patty share is calculated against pre-formed conventional packaged patties only. Random-weight ground beef destined for home-formed hamburgers sits outside the patty denominator and is the largest single use of US ground beef. The 6 to 7% figure overstates plant-based meat's share of all hamburger consumption.
  2. The US SPINS denominator excludes random-weight (deli/butcher case) meat across the board. The headline 1.4% figure on packaged meat translates to roughly 0.7% when random-weight conventional meat is added. Both figures are dollar-based.
  3. The German 3.1% figure is volume-based and covers pre-packaged meat only. Volume share is the more conservative measure given that plant-based meat trades at a 45% premium to animal meat in Germany.
  4. Tofu and tempeh are reported separately in all major published analyses. Adding them would raise category-level shares meaningfully in some markets.
  5. UK plant-based share figures cannot be calculated from the latest Circana data due to incomplete coverage of conventional meat. Older NielsenIQ-based UK figures circulate but are not directly comparable.
  6. None of the public sources publish plant-based share of conventional within specific formats (sausages, hot dogs, schnitzel) for European countries. The US format-level shares above are the only published cross-tab. A custom Circana data pull would be required to produce equivalent EU figures.
  7. Foodservice sales (restaurant, QSR, institutional) are tracked separately via Circana CREST and are not included in any retail figure above. Plant-based burger servings across the EU Big 5 grew 90% from 2019 to 2023, contributing about 25% of total burger growth.
  8. Dual-buyer evidence cuts both ways: it shows PB meat is reaching meat-buying households where displacement is possible, but it does not identify the counterfactual purchase on PB occasions.
  9. The rough global denominator in Section 7 mixes production weights and illustrative retail-equivalent prices. It is included to calibrate scale, not to replace a matched retail market-share denominator.