Oatly

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Oatly barista multipack

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Milk- and Dairy Alternatives

Oatly Launches New 1.5L Barista Oat Milk Multipack at UK Retail Stores

Oatly is expanding its best-selling Barista oat milk range in the UK with a new multipack featuring three 1.5L cartons in a portable carrier. The company decided to launch the product after insights showed that over half of Oatly shoppers already buy more than two packs of Barista at a time. Retailing at £7.95, the multipack provides a cost-effective solution, allowing buyers to save £1.05 compared to buying three separate cartons. Oatly Barista has been formulated to work in hot drinks, with no splitting or curdling. It provides calcium, riboflavin, and vitamins B12 and D, while being low in salt and saturated fats. Additionally, the oat milk is claimed to have a lower climate impact than comparable cow’s milk products. The Barista multipack will be …

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Plant Based Business Hour

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Plantbased Business Hour

What’s Next for Oatly: Sustainability Leadership and Targets for 2030 with Julie Kunen

Many investors in the public markets closely track companies reshaping the food system with innovative, sustainable solutions. Among these, Oatly stands out for merging scientific rigor with accessible consumer branding, and for setting bold sustainability targets as it scales globally. A recent episode of the Plantbased Business Hour, hosted by Elysabeth Alfano, featured Julie Kunen, the Co-Lead of Global Sustainability for Oatly, and explored what’s next for the company and how its sustainability efforts are evolving. Leading with climate transparency Oatly has always been recognized for its quirky, consumer-centric branding, but as Julie Kunen emphasized, the company’s DNA has long included a commitment to rigorous science. A prime example is Oatly’s decision to place carbon footprint labels directly on product packaging. Kunen noted that the …

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Oatly Coffee Bean & Tea Leaf

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Marketing & Media

Oatly to Give Away 20,000 Free Oat Milk Coffees Across the UK Following Positive Taste Test Results

Oatly has launched a new 360 integrated campaign that will see the brand give away 20,000 free coffees made with its Barista Edition oat milk across the UK. Throughout March and April, Oatly will tour major cities such as Bristol, Birmingham, Edinburgh, Leeds, and Glasgow, giving out Oatly flat whites to passersby who may not previously have had an opportunity to try the brand. The campaign comes after a recent blind taste test* compared coffees made with oat and cow’s milk, finding that up to four times as many consumers prefer the taste of oat milk than currently purchase it. This could potentially amount to tens of millions of people UK-wide. Cafe collaborations In the cities visited by the taste test van, Oatly will also …

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Irish consumers go plant-based

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Facts & Figures

Oatly Reports 5% Rise in Revenue, Expects First Full Year of Profitable Growth in 2025

Oatly has published its financial results for the fourth quarter and full year ending December 31 2024. Q4 revenue was $214.3 million, up 5% from the same period in 2023. Gross margin was 28.8%, a 5.4% increase compared to the prior year period. Fourth quarter net loss attributable to shareholders of the parent was $91.2 million, down from $298.7 million in Q4 2023. Adjusted EBITDA loss was $6.1 million, an improvement of $13.1 million on the prior year period. Oatly has also revealed that it is discontinuing the construction of a manufacturing facility in China, less than two months after announcing the closure of its Singapore facility as part of an asset-light strategy. Profitable growth expected Oatly now expects to achieve its first full year …

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Oatly Barista

© Oatly
Milk- and Dairy Alternatives

Oatly Barista Launches at Circle K Stores in Estonia, Lithuania & Latvia

Swedish oat milk brand Oatly has partnered with convenience store chain Circle K to bring its Barista oat milk to Estonia, Lithuania, and Latvia. Oatly Barista will be available at all Circle K locations across the three countries, and will be the only plant-based milk alternative on offer for coffees purchased in-store. “Our mission is to make our customers’ lives a little easier every day,” said Skirmantas Mačiukas, Vice President of Circle K Baltics. “At Circle K, we recognize the importance of making responsible choices for a sustainable future. By teaming up with Oatly, we can provide a delicious and sustainable plant-based option in our coffee offerings that meets the evolving preferences of our customers across the Baltics.” “Constantly diversifying” In November, Oatly revealed it …

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Nespresso x oatly

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Beverages

Oatly and Nespresso Partner to Launch Limited-Edition Coffee Blend

Oatly Group AB (Nasdaq: OTLY) and Nestlé Nespresso have announced a collaboration to introduce a new coffee blend tailored for oat drink consumers. The limited-edition Oatly Barista Edition Coffee has been designed to complement the flavor and texture of Oatly’s oat-based beverage and is available exclusively for Nespresso Vertuo coffee machines. The partnership between the Swedish oat drink producer and the Swiss coffee company aims to cater to the growing number of consumers opting for plant-based milk alternatives. According to ProVeg data, 50% of consumers in the US and Europe, and two-thirds of consumers in the Asia-Pacific and Latin American regions, now use plant-based milk products. Karsten Ranitzsch, global head of coffee at Nespresso, commented, “At Nespresso, we’re all about taste, and we’re on a …

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Investments & Finance

Oatly Announces Plan to Implement ADR Ratio Change

Oatly Group AB (Nasdaq: OTLY) has announced plans to change the ratio of its American Depositary Receipts (ADRs) to ordinary shares. Currently, one ADR represents one ordinary share. After the change, one ADR will represent twenty ordinary shares. This adjustment functions as a one-for-twenty reverse ADR split for Oatly’s ADR holders. However, this will not impact Oatly’s ordinary shares—no new shares will be issued or canceled as a result. The change is expected to take effect when trading opens on February 18, 2025, on the Nasdaq Global Select Market. Oatly’s ADRs will continue to be traded under the ticker symbol “OTLY.” No fractional ADRs will be issued due to the change. Instead, any fractional entitlements will be combined and sold by the depositary bank. The …

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Oatly

© Oatly
Company News

Oatly Announces Closure of Singapore Facility to Further Streamline Operations

Oatly Group AB (Nasdaq: OTLY), a global leader in oat-based drinks, confirmed the closure of its manufacturing facility in Singapore as part of an ongoing initiative to refine its supply chain. The decision aligns with the company’s asset-light strategy, which aims to optimize operational efficiency, reduce capital expenditure, and streamline production processes. The Singapore facility, which operated under Oatly’s Europe & International segment, will be shut down as part of a broader effort to consolidate the company’s supply chain network in Asia. Following the closure, Oatly will rely on its existing European facilities to support the growing demand within the Asia-Pacific market. The company anticipates that this move will enhance capacity utilization at its European production sites. Oatly’s CEO, Jean-Christophe Flatin, highlighted the ongoing improvements …

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oatly post milk generation

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Politics & Law

Oatly’s “Post Milk Generation” Trademark Rejected by UK Court Amid Dairy Industry Pushback

The UK Court of Appeal has ruled that Swedish plant-based drink brand Oatly cannot use the slogan “Post Milk Generation” on its food and beverage products, a decision that overturns a previous ruling by the High Court. The decision marks the latest chapter in a prolonged legal dispute between Oatly and Dairy UK, the trade association representing the UK’s dairy industry. The case has been ongoing since 2019, when Oatly registered the slogan as a trademark with the UK Intellectual Property Office (IPO). Dairy UK contested the trademark, arguing that the term “milk” should only be used to describe products derived from mammals, in accordance with European Union regulations on agricultural products. Specifically, Article 78(2) of Regulation (EU) No 1308/2013 stipulates that terms like “milk” …

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Oatly's oat milk cartons

© Oatly

Facts & Figures

Oatly Achieves 9.6% Revenue Growth and Expands Market Share in Q3

Oatly has reported its financial results for the third quarter of 2024, showing significant improvements in gross margin, volume growth, and strong progress in North America, moving closer to profitability. The company’s revenue for the second quarter increased by 10.9% to $208 million, or 9.6% year-on-year when excluding currency fluctuations. Gross profit nearly doubled from $32.6 million in 2023 to $62.0 million in 2024, and the gross margin in the third quarter was 29.8%, an improvement of 12.4 percentage points over the same period in the previous year. These improvements were mainly due to enhanced supply chain efficiency, particularly in North America and Greater China, and a strategic shift in product mix in Greater China, according to the report. Increased revenue in retail and food …

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Oatly Barista Lighter Taste

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Products & Launches

Oatly UK Introduces Lower-Fat ‘Barista Lighter Taste’, Targeting Trend for Lighter Roasted Coffee

Oatly UK has expanded its popular Barista oat milk range with a new variety designed for coffee lovers, Barista Lighter Taste. The product contains a lower fat level than Oatly’s original Barista Edition oat milk (2.1%  instead of 3%) and is a response to the increasing popularity of lighter-roasted coffee. It has been designed to allow more subtle flavour notes to shine through while retaining the same performance capabilities as the original Barista edition, including frothing and foaming. The new milk alternative was originally trialled at a select number of coffee outlets earlier this year to gain feedback from baristas across Europe. It has now officially launched for retail in the UK, with a new name and updated packaging. Barista strategy The new launch comes …

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Oatly becomes official oat milk partner for Black Sheep Coffee

© Black Sheep Coffee
Milk- and Dairy Alternatives

Oatly Becomes Official Oat Milk Partner for Black Sheep Coffee

Oatly has announced a multi-year collaboration with British coffeehouse chain Black Sheep Coffee, becoming the company’s official oat milk partner. Oatly Barista Edition is now available at all 100 Black Sheep Coffee locations UK-wide. To celebrate, the coffee chain has launched several drinks with Oatly as the named default option, including the Berry Protein Shake, Coffee & Banana Shake, and matcha drinks in the flavours Blueberry and Strawberries & Cream. Oatly will also be available across the menu for use in coffees, teas, and other hot drinks. Black Sheep Coffee has chosen the new larger format of Oatly Barista Edition, which comes in a 1.5L carton. The product was launched in June to provide an option for cafés and coffee shops that use large quantities …

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Oatly campaign convinces Brits to try oat milk in tea

Image credit Luke Ripley
Marketing & Media

New Oatly Campaign Aims to Convince Brits to Try Oat Milk in Tea

Oatly has launched a new 360 integrated campaign with the aim of convincing Brits that oat milk works in tea. While figures indicate that over half of UK coffee drinkers opt for oat milk, new research conducted by OnePoll on behalf of Oatly suggests that Brits are much more reluctant to try oat milk in their tea. In fact, just 4% of tea drinkers said they use a plant-based alternative, while 31% said they would be surprised to see someone drink tea with plant-based milk. The “It Works in Tea” campaign will feature OOH advertisements including billboards in Brighton, London, and Manchester, along with digital and in-store promotions and PR. It will also be advertised on Twitch, Spotify, Oatly’s social media channels, and Connected TV …

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Beyond and Oatly stocks

Philipp Wolf on Canva Pro
Guest Posts

Between Hype and Reality: Oatly and Beyond Meat as a Reflection of the Industry?

The food sector is in the midst of radical change, driven by innovations in alternative proteins, AgTech and sustainable food production. While ‘new food’ companies have grown strongly in recent years, doubts are now emerging about their future viability, which are manifested in a much more difficult financing environment. To better understand this situation, it helps to take a look at listed companies such as Oatly and Beyond Meat, but also to look at the broader global and national financing situation. Oatly and Beyond Meat: the case of the pioneer shares Oatly and Beyond Meat were once at the forefront of the alternative protein revolution. Beyond Meat (BYND) went public in 2019 and quickly became a favourite of investors betting on the plant-based meat market. …

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Malibu and Oatly launch piña colada-flavoured soft-serve

Image: Malibu/Oatly
Sweets & Snacks

Malibu and Oatly Partner to Launch Vegan Piña Colada-Flavoured Soft-Serve

Malibu, a brand of white rum-based coconut liqueur, has partnered with Oatly to launch a dairy-free, piña colada-flavoured soft-serve with a touch of alcohol. The Piña Oatlada is expected to have particular appeal for Gen Z, who are said to be searching for plant-based alternatives, lower-alcohol products, and new flavours. The oat-based soft serve contains just 1.5% ABV (alcohol by volume) and is vegan-friendly. Oatly and Malibu will celebrate the launch by opening a pop-up bar called Paradise Arches in Shoreditch, London. From July 12 to August 2, the bar will serve light bites and cocktails inspired by the two brands. There will also be a complementary Piña Oatlada for each guest, served in a unique cocktail glass-shaped waffle cone. Additionally, the venue will host …

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Little Spoon X Oatly

© Little Spoon
Products & Launches

Oatly & Little Spoon Unveil Non-Dairy Overnight Oat Smoothies for Kids

Little Spoon, a leading direct-to-consumer nutrition brand for kids in the USA, has partnered with Oatly to launch two limited edition overnight oat smoothies — Apple Cinnamon Swirl and Peach Berry Bliss. The smoothies, made with Oatly Oat milk, contain 6g of whole grains and are dairy, GMO, gluten, and allergen-free to “ensure a nutritious and satisfying non-dairy snack.” They will debut on June 25th and will be available on the company’s website. According to the announcement, the company aims to address an 80% demand from customers for more nutritious and convenient breakfast options. The new smoothies will launch under the company’s “Start on the Sunny Side” campaign, which includes the introduction of other non-vegan breakfast products. The campaign features an original breakfast song, a …

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Oatly launches larger pack size for barista oat milk

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Milk- and Dairy Alternatives

Oatly Launches Extra-Large Cartons of Barista Oat Milk in the UK

Oatly has introduced a new larger pack size for its most popular product, barista oat milk, in the UK. Taking inspiration from the large cartons used for the brand’s regular oat milk in the US, a new 1.5L format will launch at major food service wholesalers from next month. The product provides an option for cafés and coffee shops that use large quantities of oat milk, and the cost per litre will seemingly be lower than for the smaller 1L pack size. The recipe is the same, containing oats, water, rapeseed oil, salt, vitamins, and minerals, along with an acidity regulator to prevent splitting in coffee. “We took inspiration from our normal-sized US packs and made an extra-large pack for all true baristas, pretend-baristas, and …

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Oatly and Patagonia mobilise EU citizens to Voat for the Planet

Image: Oatly
Politics & Law

Oatly & Patagonia Mobilise EU Citizens to Vote for the Planet

Oatly has partnered with outdoor clothing brand Patagonia to mobilise EU citizens to vote in a way that benefits the planet in the upcoming European Parliament elections. The move comes as research indicates that Europe is the fastest-warming continent, with temperatures rising at twice the global rate. The two companies are granting their combined 1000 EU employees — including factory teams, retail staff, regional employees, and more — time off to cast their votes. Educational programs are also being organised to encourage employees to talk about voting within their own networks. Additionally, both businesses are calling for stronger environmental protections, and for the EU to deliver on its green commitments in the next mandate. They are also working to engage their communities across Europe regarding …

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Irish consumers go plant-based

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Stock market

Oatly Stock Rises Following Promising Q1 Financial Results

Leading oat milk producer Oatly has published its financial results for the first quarter of 2024, revealing an “encouraging start to the year”. The results have boosted Oatly stock, which is up 3.42% and has risen above the 200-day line. Compared to the same period last year, Oatly’s Q1 revenue rose by 1.8% to $199.2 million, while constant currency revenue increased by 1.2% due to growth in the North America and Europe & International segments. Gross margin reached 27.1%, up 9.7 percentage points. First quarter net loss was $45.8 million, an improvement of $29.8 million compared to Q1 2023; meanwhile, adjusted EBITDA loss was $13.2 million, a $36.7 million improvement. These results indicate that Oatly is moving towards break-even. For the remainder of 2024, Oatly …

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New portion sized format for Oatly

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Company News

Oatly Becomes First Plant Milk Served in Swiss Rail with New Portioned Product Format

Oatly is cooperating with Swiss Federal Railways SBB and is now offering special portion sizes of its oat drink in all dining carriages. The Oatly Oat Drink for Coffee and Tea portion size is the smallest format of Oatly oat drinks to date. These portion sizes offer an alternative to larger packs, aim to reduce food waste, and have been designed for use in a catering environment, Oatly explains. Oatly becomes the first vegan milk in the SBB range and is to be offered in all 160 dining carriages. The vegan milk alternative will be available for coffee and tea at no extra charge. Following the cooperation with Deutsche Bahn, this is another milestone for Oatly and follows its mission to make the switch to …

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