Rebellyous Foods

rebellyous.com →

-13%

est. 2Y upside i

Series B

Rebellyous Foods is a food manufacturing technology and production…

Rank

#2042

Sector

Plant Based Foods

Est. Liquidity

~3Y

Data Quality

Data: High

Rebellyous Foods presents a risky equity opportunity with moderate upside potential over a 2-year horizon.

Last updated: March 10, 2026

Bull (34%)+200%

Rebellyous successfully leverages its Mock 3 system to achieve widespread cost parity and high-volume production, securing major new foodservice contracts and strategically re-entering the retail market. This drives revenue to $30M+ by 2028 and justifies a $200M+ valuation, demonstrating strong market penetration and technology leadership.

Base (41%)—

Rebellyous continues its steady growth in the K-12 foodservice sector, with gradual adoption of its Mock 3 technology. Revenue reaches ~$15-20M by 2028, leading to an acquisition or next funding round at a ~$115-120M valuation, reflecting solid execution but limited market expansion beyond its core.

Bear (25%)-80%

Despite Mock 3, Rebellyous struggles to differentiate sufficiently in a highly competitive and turbulent plant-based market. Incumbents or other well-funded startups gain market share, or regulatory/economic headwinds in the foodservice sector limit growth. This results in slower revenue growth, potentially a flat or down round, and a valuation below $20M, severely impacting common stock value due to the significant liquidation preferences.

Est. time to liquidity~3.0 years

Preference Stack Risk

severe

Funding Intensity

67%

Investors hold $45M in liquidation preferences, which is 66.7% of the current $67M valuation. In an exit at or below $45M, common shareholders would receive little to nothing.

Dilution Risk

high

The company's high capital intensity for manufacturing and significant past funding suggest further funding rounds are likely, leading to additional dilution for existing equity holders.

Secondary Liquidity

none

As a private company of this size and stage, there is no active secondary market or tender offers for employee equity.

Questions to Ask at the Interview

Strategic questions based on Rebellyous Foods's data — designed to show you've done your homework.

1
“With the commercial launch of Mock 3 and the stated focus on cost parity, how is Rebellyous Foods planning to navigate the intense competition from larger, established players like Tyson Foods and Beyond Meat, particularly as the broader plant-based market faces turbulence?”
2
“Given the company's current focus on the K-12 foodservice sector and prior exit from retail, what specific milestones or market conditions would trigger a strategic re-entry into the retail market, and what would that expansion strategy entail?”
3
“Considering the significant total funding of $45M relative to the $67M valuation, and the high capital intensity of manufacturing, what is the anticipated timeline for a liquidity event for employees, and how does the company plan to manage potential future dilution?”

Community

Valuation Sentiment

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.