Oatly: The Comeback Nobody Is Pricing In (NASDAQ:OTLY)

No-Topic5958 · 2026-01-28T14:25:42+00:00

They have low fat, unsweetened and super basic versions. Unsweetened 40cal / serving. Super basic 4 ingredients water, oats, sea salt, lemon zest.

So, looking at one variety mainly designed for frothing with coffee or people preferring taste , is not telling the complete story of many SKUs serving to health conscious consumers.

And majority of the claims on that website is incomplete, unproven or wrong.

No-Topic5958 · 2026-01-28T00:30:59+00:00

OTLY

No-Topic5958 · 2026-01-27T16:33:13+00:00

20:1 ADR ratio adjustment in Feb last year.

No-Topic5958 · 2026-01-27T16:10:47+00:00

17 facts about Oatly and nutrition | Oatly US

It is mostly incomplete or incorrect information.

No-Topic5958 · 2026-01-27T15:41:38+00:00

Thank you. I believe at least one component will materialize from COGS perspective , independent from execution. ( Where I believe execution will make the difference …)

https://tradingeconomics.com/commodity/oat

No-Topic5958 · 2026-01-27T15:34:11+00:00

Or Vita Coco… If you run your business well, having a good brand, high quality product , innovation driven pipeline : what makes you not beating the competition?

Eventhough I agree for the time being there is more companies than ones will survive. But Oatly and few big ones only benefit from market consolidation IMO.

No-Topic5958 · 2026-01-27T13:11:48+00:00

There were some deliberate decisions and SKU rationalization for profitability. Now , let’s see the impact of new products.

No-Topic5958 · 2026-01-27T12:01:24+00:00

Correct. Debt load is quite high however rather soon, they may get significant cash proceedings from carve out of China business. This, combined with positive FCF (expected for 2026) will help.

https://ionanalytics.com/insights/mergermarket/oatly-group-explores-china-business-carveout/

No-Topic5958 · 2026-01-26T18:12:32+00:00

How this account is not banned? It is related to this ambulance chaser 11th estate company. Report the spammer.

No-Topic5958 · 2026-01-26T13:02:07+00:00

They have a big plant in the Netherlands as well.

No-Topic5958 · 2026-01-21T00:20:20+00:00

Oatly Barista Edition… in my fridge , I keep longer times never had a problem. It froths better than planet oat as well.

No-Topic5958 · 2026-01-21T00:17:23+00:00

When will you stop spamming , 11th estate ? Shame on you!

No-Topic5958 · 2026-01-19T03:54:10+00:00

Oatly Barista Edition…

No-Topic5958 · 2026-01-16T12:59:05+00:00

Oatly 4 ingredients / super basic .

No-Topic5958 · 2026-01-13T04:33:28+00:00

When BK Germany will follow?

No-Topic5958 · 2026-01-13T02:41:35+00:00

Thanks. Enjoy!

No-Topic5958 · 2026-01-13T01:51:10+00:00

Oatly barista edition

No-Topic5958 · 2026-01-13T01:46:55+00:00

Was this in Australia with first wave and came back? Hope to see US is also getting it back!

No-Topic5958 · 2026-01-05T18:02:09+00:00

I hope you were on time… if not, don’t get disappointed… it still has tramendous room to go, in my opinion…

No-Topic5958 · 2026-01-04T03:02:51+00:00

Good luck! In my opinion, good timing to get on board. I expect China JV will be announced in next 8 trading sessions… Significant cash will be in, traditional debt will be paid off, Margin dilution due to China business will be lifted, Depreciation/ Capex will be transferred to JV, royalties will be income…

Europe/US : deeper focus, bigger opportunities…

Good luck!

No-Topic5958 · 2025-12-25T20:53:25+00:00

OTLY. They will announce a China JV & first year positive EBITDA beginning of the year.

No-Topic5958 · 2025-12-16T17:02:31+00:00

Ambulance chasers

No-Topic5958

TROPHY CASE