Eat Just vs Subway
Side-by-side comparison of AI visibility scores, market position, and capabilities
JUST Egg plant-based egg brand and GOOD Meat cultivated chicken pioneer; raised $800M+ total, USDA-approved cultivated chicken in commercial sale since 2023.
About
Eat Just, Inc. is a San Francisco-based food technology company founded in 2011 by Josh Tetrick and Josh Balk. The company operates two distinct businesses: JUST Egg, a mung bean-based liquid egg substitute that is the leading plant-based egg brand in the US; and GOOD Meat, its cultivated meat division that produces chicken from animal cells without slaughter.\n\nGOOD Meat became one of the first two US companies to receive USDA approval to sell cultivated chicken in June 2023, alongside Upside Foods, representing a historic regulatory milestone. JUST Egg has achieved significant commercial scale, selling over 100 million JUST Egg bottles in the US and in over 40 countries. The brand is available at Whole Foods, Walmart, Costco, and thousands of other retailers. Eat Just has raised over $800 million in total funding from SoftBank, Li Ka-shing's Horizons Ventures, and other strategic investors.\n\nThe company operates distinct distribution operations for JUST Egg and GOOD Meat, with the latter focused on high-end food service given the early-stage production economics of cultivated meat. The dual-track approach — a scaled consumer brand in JUST Egg and an early-stage cultivated meat program in GOOD Meat — makes Eat Just one of the most diverse alternative protein platforms.
Roark Capital-owned global QSR chain with 37,000+ locations in 100+ countries; $9.55B 2023 acquisition with 4,000-unit China expansion deal competing with Jimmy John's and Jersey Mike's for quick-service sandwich market.
About
Subway is a Milford, Connecticut-based quick-service restaurant chain — privately owned since Roark Capital Group's acquisition completed in 2023 for approximately $9.55 billion, making it the largest franchise acquisition in restaurant history — operating 37,000+ locations in 100+ countries and serving customizable submarine sandwiches, salads, wraps, and breakfast items in a build-your-own-sub format that made Subway the world's largest restaurant chain by location count (though it has since been surpassed by McDonald's in some rankings). Founded in 1965 by Fred DeLuca and Peter Buck, Subway's Eat Fresh positioning, $5 Footlong era (2008-2012), and franchise-heavy model enabled global reach that few QSR brands have matched. In 2024, Subway added 1,000+ new global locations and signed a commitment for 4,000 units in mainland China over 20 years.
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