OTLY Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

03
Prezzo $10.55
P/E -42.8
EPS $-0.25
Ricavi $862M
ROE -247.9%
Intervallo 52 sett. $8–$16

OTLY Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

04
intervallo
barre

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Split azionari 1
Data ex-dividendo Split Tipo
18 Febbraio 2025 1-for-20 Inverso

Informazioni su Oatly Group AB - American Depositary Shares Panoramica della società da Wikipedia

05 · wikidata

Oatly Group AB is a Swedish food company, publicly traded on the American stock market, that produces alternatives to dairy products from oats, including oat milk. Oatly was formed in the 1990s using research from Lund University. Oatly has headquarters in Malmö and a production and development centre in Landskrona.

Oatly's key markets are Sweden, Germany and the United Kingdom. The company's products were available in 60,000 retail stores and 32,200 coffee shops around the world as of 31 December 2020. Oatly is available in 11,000 coffee and tea shops in China, and at more than 6,000 retail and specialty shops across the United States, including thousands of Starbucks locations.

History

Oatly was founded in 1994 by food scientist Rickard Öste and his brother Björn Öste. The parent company of Oatly AB is Ceba AB, which was founded by Rickard Öste, Ingegerd Sjöholm, Inger Ahlden and Lennart Lindahl together with the cereals company Skånska Lantmännen on 17 February 1994 Oatly Group changed its name from Havre Global AB on 1 March 2021.

Oatly is now part-owned by Blackstone Inc. (7%), Verlinvest, 45,9% via Nativus Company Limited a part of China Resources (a conglomerate owned by the Chinese state), Industrifonden, Östersjöstiftelsen, and the employees. The group also included celebrities such as Oprah Winfrey and Jay-Z, as well as Starbucks founder Howard Schultz.

In 2018 the company was publicly criticized for supporting a local pig farm to which it sold the residue of its manufacturing process. The company said it would "re-visit the issue." It opened its first US factory in Millville, New Jersey, in 2019.

In 2020, Oatly's sale of a US$200-million stake to investors including Blackstone Inc., which has financed companies driving extensive deforestation in the Amazon, as well as driving road development into the depths of the jungle for export of foodstuffs, angered consumers and led to a backlash against the company.

In 2021, Oatly applied to be listed in the United States on the Nasdaq under the ticker symbol "OTLY". When the company set terms for its initial public offering, its potential value was estimated at more than $10 billion. Morgan Stanley, J.P. Morgan and Credit Suisse were the underwriters. OTLY stock was priced at $17 but had its first public trade at $22.12 on the first day.

On 14 July 2021 short seller Spruce Point Capital published a report questioning Oatly's management and sustainability. Spruce Point alleged that Oatly overstated revenue and margins, among other accounting issues, and accused the company of green washing for understating water usage, and for not having a waste-water treatment facility. After the announcement Oatly's stock briefly went below IPO, resulting in several class-action lawsuits. Glenn Vanzura of Mayer Brown stated that it is common in other industries that after a short-seller targets a company to drive down stock price, a class action lawsuit is filed, noting that such lawsuits are often dismissed.

Oatly took a small British firm, Glebe Farm Foods, to court, alleging it had infringed Oatly's trademark by selling cartons of an oat-based drink called "PureOaty". In August 2021, the judge dismissed Oatly's case at the High Court of Justice in London, concluding there was only a "very modest level of similarity" between the Glebe Farm branding and Oatly's.

Products

Oatly has a range of products including: oat milk, ice cream, cold coffee, yogurt substitutes, cooking cream, spread, custard and mayonnaise. Oatly's first product was released in 2001. All products are certified kosher and vegan and are non-GMO project verified. All US Oatly products are certified gluten free. However, in Europe and Asia, Oatly's products are not gluten free.

In the US, Oatly's oat beverages, frozen desserts, and "oatgurt" are offered. Varieties of oat milk available in the US include the following: barista edition, original, chocolate, full fat, and low-fat oat milk. Oatly also offers a nondairy frozen dessert, similar to an ice cream, in several flavours. Flavours available for purchase in the US include chocolate chip, mint chip, coffee, strawberry, chocolate, vanilla, oat, and salted caramel. Oatly frozen desserts are available in store only, in the United States. Oatgurt, a substitute yoghurt, is made with oats and does not contain any dairy. The product contains active and live cultures. Flavours of oatgurt available in the US include plain, strawberry, peach, black cherry, and mixed berry.

Internationally, Oatly also offers on the go, single-serve beverages packaged in silver containers that resemble cans, but are made of recyclable paper. Varieties include chocolate oat milk, cold brew latte, organic matcha latte, and organic mocha latte. Additionally, both boxed oat drink and boxed chocolate oat drink are available outside the US.

The only nutritional difference between Oatly's original oat milk and barista edition oat milk is fat content. The barista edition contains doubled amount of fat compared to the original version (3% versus 1.5%). The higher fat content allows the oat milk to perform better when steamed, frothed, and paired with espresso for coffee drinks, hence the name "barista edition". It also makes for a richer and more pleasant flavour complement to teas in tea lattes and is commonly used as a milk alternative for matcha lattes.

Advertising

The Danish dairy company Arla Foods produced a series of adverts to discourage people from buying vegan alternatives to cow's milk and used a fake brand 'Pjölk' which was similar to Oatly. In response, Oatly trademarked the fictitious brands Pjölk, Brölk, Sölk, and Trölk and began using them on their packaging.

The Swedish dairy lobby LRF Mjölk successfully sued Oatly for using the phrase "Milk, but made for humans." In response to the lawsuit, Oatly published the text of the lawsuit leading to an increase in sales.

In 2018, Oatly spent £700,000 on advertising in the UK on All 4 and on billboards in train stations in Brixton, King's Cross, Oxford Circus, and Shoreditch using the "Milk, but made for humans" slogan banned in Sweden.

In February 2021, the company advertised during Super Bowl LV. The commercial, called "Wow, No Cow", featured CEO Toni Petersson singing a jingle in an oat field. The ad was originally aired in Sweden in 2014, which got banned due to a lawsuit from LRF Mjölk that sued Oatly for using the phrase "Milk, but made for humans".

Later that month, Oatly launched its first Europe-wide advertising campaign called "Are You Stupid?", showing results from focus group testing, showing people recognising which products do and do not contain dairy, irrespective of packaging, and directing viewers to a petition against "Amendment 171", supported by the European Dairy Association, which seeks to ban non-dairy products from using "dairy-based descriptors" such as "dairy", "creamy", "yoghurt-style dessert" or "does not contain milk" and could be interpreted to ban "packaging designs that call to mind dairy products, such as yoghurt pots or milk cartons" and ban climate impact comparisons. Campaigners — and one focus group member — argued that Amendment 171 would make it harder for the EU to meet its goal of increasing plant-based food consumption. Amendment 171 was approved by majority vote in the European Parliament in October 2020 and went into trilogue negotiations in late January 2021. On 25 May 2021 the EU withdrew Amendment 171, thus allowing plant-based dairy companies to use words like "buttery" or "creamy" to describe their products.

In the beginning of 2022, several Oatly ads were banned by the British Advertising Standards Authority (ASA), a private regulatory body. The ASA did not dispute Oatly's claim that a vegan diet would reduce greenhouse gas emissions. But the ASA found consumers could confuse claims for Oatly Barista Edition with its other products, and that a study comparing the meat and dairy industry to the transportation industry did not compare the two equally.

In 2024, Oatly announced a partnership with the Minor League Baseball where they would play at all 120 teams of the MiLB. They said they were going to be known as the 121st team of the MiLB, known as the "Malmo Oat Milkers".

In September 2024, Oatly launched a campaign in the UK promoting the use of oat milk in tea, emphasizing how their product complements the popular British beverage, as part of their continued efforts to encourage plant-based milk alternatives.

== References ==

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

settoreConsumer Staples industriaFood Products dipendenti1.404 paeseSE

Performance decennale Andamento di ricavi, utile netto, margini e EPS

06
Ricavi$862M
2019-12-31 → 2025-12-31
EPS$-0.25
2020-12-31 → 2025-12-31
Flusso di cassa libero$-36M
2021-12-31 → 2025-12-31
Margine netto-17.7%
2021-12-31 → 2025-12-31
Valutazione e Rapporti 07–12

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica Tendenza 5 anni OTLY media 5 anni Mediana dei peer Verdetto
P/E -42.8media 5 anni ≈-115.3 ≈-115.3 · ·

La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.

valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

14
Sorpresa media -35.0%
PeriodoRapportoEPS ActualEPS StimatoSorpresa
30 Giugno 2026 $-0.99 $-1.07 7.6%
31 Marzo 2026 $-0.38 $-0.95 60.2%
31 Dicembre 2025 $-0.61 $-0.59 -2.7%
30 Settembre 2025 $-2.15 $-0.74 -190.1%
30 Giugno 2025 $-1.86 $-0.85 -118.7%
31 Marzo 2025 $-0.60 $-0.91 33.8%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

15
Conto Economico 16
Metrica Tendenza 202520242023202220212020
Revenue $862M$824M$783M$722M$643M$421M
Cost of Revenue $585M$587M$631M$642M$488M$292M
Gross Profit $277M$236M$152M$80M$155M$129M
R&D Expense $19M$30M$21M$22M$17M$7M
SG&A Expense $321M$325M$373M$413M$354M$168M
Operating Income $-68M$-186M$-457M$-396M$-214M$-47M
Interest Expense $87M$70M$69M$17M$16M$11M
Interest Income $10M$58M$118M$15M$14M$515.0K
Pretax Income $-145M$-199M$-408M$-397M$-215M$-58M
Income Tax $8M$4M$9M$-5M$-3M$2M
Net Income $-153M$-202M$-417M$-393M$-212M$-60M
EPS (Basic) $-0.25$-0.34$-0.70$-0.66$-0.39$-0.13
EPS (Diluted) $-0.25$-0.34$-0.70$-0.66$-0.39$-0.13
Shares (Basic) 607,525,897596,886,163593,600,863592,031,935549,080,310·
Shares (Diluted) 607,525,897596,886,163593,600,863592,031,935549,080,310454,267,000
EBITDA $-18M$-136M$-405M$-347M$-187M·
Stato Patrimoniale 9
Metrica Tendenza 202520242023202220212020
Cash & Equivalents $64M$59M$79M$69M$115M$105M
Inventory $69M$66M$68M$114M$96M$39M
Current Assets $265M$299M$483M$482M$807M$240M
PP&E (Net) $295M$294M$360M$493M$510M$238M
Total Assets $787M$804M$1.12B$1.23B$1.63B$679M
Current Liabilities $557M$535M$584M$342M$243M$229M
Total Liabilities $768M$698M$781M$434M$384M$353M
Retained Earnings $-1.40B$-1.25B$-1.06B$-666M$-308M$-120M
Stockholders' Equity $19M$105M$334M$791M$1.25B$326M
Flusso di cassa 8
Metrica Tendenza 202520242023202220212020
D&A $49M$50M$52M$49M$27M$13M
Other Non-cash $80M$38M$199M$75M$-29M·
Operating Cash Flow $-24M$-114M$-166M$-269M$-214M$-44M
CapEx $12M$39M$66M$202M$274M$134M
Investing Cash Flow $-16M$-9M$-27M$35M$-544M$-141M
Financing Cash Flow $1M$-27M$355M$36M$956M$274M
Free Cash Flow $-36M$-154M$-232M$-471M$-488M·
Levered FCF $-128M$-225M$-302M$-487M$-503M·
Redditività 8
Metrica Tendenza 202520242023202220212020
Gross Margin 32.1%28.7%19.4%11.1%24.1%·
Operating Margin -7.8%-22.6%-58.3%-54.8%-33.2%·
Net Margin -17.7%-24.5%-53.2%-54.4%-33.0%·
Pretax Margin -16.8%-24.1%-52.1%-55.0%-33.4%·
EBITDA Margin -2.1%-16.5%-51.7%-48.1%-29.0%·
ROA -19.2%-21.0%-35.6%-27.5%-18.4%·
ROE -247.9%-92.1%-74.1%-38.6%-27.0%·
ROIC -385.7%-181.1%-139.8%-49.4%-17.0%·
Liquidità e Solvibilità 3
Metrica Tendenza 202520242023202220212020
Current Ratio 0.50.60.81.43.3·
Quick Ratio 0.10.10.10.20.5·
Interest Coverage -0.8-2.7-6.6-23.8-13.6·
Efficienza 2
Metrica Tendenza 202520242023202220212020
Asset Turnover 1.10.90.70.50.6·
Inventory Turnover 8.78.86.96.17.2·
Per Azione 3
Metrica Tendenza 202520242023202220212020
Revenue / Share $1.42$1.38$1.32$1.22$1.17·
Cash Flow / Share $-0.04$-0.19$-0.28$-0.45$-0.39·
EPS (TTM) $-0.25$-0.34$-0.70$-0.66$-0.39·
Valutazione (TTM) 4
Metrica Tendenza 202520242023202220212020
Revenue TTM $862M$824M$783M$722M$643M·
Net Income TTM $-153M$-202M$-417M$-393M$-212M·
P/E -42.8-39.0-33.7-52.7-408.2·
Earnings Yield -2.3%-2.6%-3.0%-1.9%-0.24%·

Periodo più recente a sinistra · valori nulli mostrati come ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

16
Metrica 2025-12-312024-12-312023-12-312022-12-312021-12-31
Ricavi $862M $824M $783M $722M $643M
Margine Lordo % 32.1% 28.7% 19.4% 11.1% 24.1%
Margine Operativo % -7.8% -22.6% -58.3% -54.8% -33.2%
Utile netto $-153M $-202M $-417M $-393M $-212M
EPS Diluito $-0.25 $-0.34 $-0.70 $-0.66 $-0.39

Proprietari istituzionali (13F) 70 filer · $39.5M totale · Aggiornato al 30 Giugno 2026

17

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Detentori 70
Valore detenuto $39.5M
Nuove posizioni 8
Posizioni chiuse 9
Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
8 (-2 vs trimestre precedente) 9 (+3 vs trimestre precedente) 21 (+8 vs trimestre precedente) 12 (-9 vs trimestre precedente) +2.5M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
Blackstone Inc. $18.596.299 1.988.909 47,11% Azioni
CREDIT AGRICOLE S A $12.536.274 1.340.778 31,76% Azioni
UBS Group AG $2.981.332 318.859 7,55% Azioni
Crawford Fund Management, LLC $646.085 69.100 1,64% Opzione Put
STOREBRAND ASSET MANAGEMENT AS $630.723 67.457 1,60% Azioni
MARSHALL WACE, LLP $521.814 55.809 1,32% Azioni
Maven Securities LTD $425.575 45.516 1,08% Azioni
Trexquant Investment LP $347.390 37.154 0,88% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $330.990 35.400 0,84% Opzione Call
MORGAN STANLEY $301.931 32.292 0,76% Azioni
R Squared Ltd $240.950 25.770 0,61% Azioni
Cubist Systematic Strategies, LLC $194.481 12.005 0,49% Azioni
Jump Financial, LLC $193.124 20.655 0,49% Azioni
CITADEL ADVISORS LLC $178.164 19.055 0,45% Azioni
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $164.317 17.574 0,42% Azioni
JANE STREET GROUP, LLC $140.250 15.000 0,36% Opzione Put
GEODE CAPITAL MANAGEMENT, LLC $137.304 14.685 0,35% Azioni
GOLDMAN SACHS GROUP INC $123.448 13.203 0,31% Azioni
JANE STREET GROUP, LLC $108.506 11.605 0,27% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $107.525 11.500 0,27% Opzione Put
Performa Ltd (US), LLC $106.590 11.400 0,27% Azioni
STATE STREET CORP $94.603 10.118 0,24% Azioni
BNP PARIBAS FINANCIAL MARKETS $87.815 9.392 0,22% Azioni
GROUP ONE TRADING LLC $67.142 7.181 0,17% Azioni
BlackRock, Inc. $58.345 6.240 0,15% Azioni
GAMMA Investing LLC $35.483 3.795 0,09% Azioni
Leonteq Securities AG $24.591 2.630 0,06% Azioni
JONES FINANCIAL COMPANIES LLLP $14.319 1.591 0,04% Azioni
OSAIC HOLDINGS, INC. $13.563 1.451 0,03% Azioni
WELLS FARGO & COMPANY/MN $12.828 1.372 0,03% Azioni
Steward Partners Investment Advisory, LLC $10.846 1.160 0,03% Azioni
Westside Investment Management, Inc. $9.350 1.000 0,02% Azioni
CITIGROUP INC $7.873 842 0,02% Azioni
ROYAL BANK OF CANADA $7.000 721 0,02% Azioni
RHUMBLINE ADVISERS $4.907 525 0,01% Azioni
SBI Securities Co., Ltd. $3.226 345 0,01% Azioni
NewEdge Advisors, LLC $2.964 317 0,01% Azioni
JPMORGAN CHASE & CO $1.326 137 0,00% Azioni
Allworth Financial LP $1.225 131 0,00% Azioni
CIBC Private Wealth Group LLC $1.004 62 0,00% Azioni
Lindbrook Capital, LLC $983 100 0,00% Azioni
WealthCollab, LLC $795 85 0,00% Azioni
Zurcher Kantonalbank (Zurich Cantonalbank) $645 69 0,00% Azioni
CWM, LLC $375 37 0,00% Azioni
NATIONAL BANK OF CANADA /FI/ $343 37 0,00% Azioni
SHIKIAR ASSET MANAGEMENT INC $318 34.000 0,00% Azioni
Ancora Advisors LLC $299 32 0,00% Azioni
Farther Finance Advisors, LLC $271 29 0,00% Azioni
Rockefeller Capital Management L.P. $252 27 0,00% Azioni
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main $235 25 0,00% Azioni

Mostra tutti i 70 proprietari istituzionali →

Proprietà ETF Posseduto da 1 ETF

20

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
CCSO · Tidal Trust II 0,05% 1.390 NS 31 Luglio 2026 N-PORT

OTLY Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

21
rating · 11 analisti COMPRA
Target mediano $14.00 +32,7%
3 27,3% Acquisto forte
5 45,5% Compra
3 27,3% Mantieni
0 0,0% Vendi
0 0,0% Vendita forte

Target Price a 12 Mesi

5 analisti · 2026-09-20

Target medio $19.50 +84,8%

← Sotto tutti i target Prezzo attuale $10.55
Basso$12.50 Media$19.50 Alto$32.00

Le Mie Metriche La tua watchlist personale — righe selezionate da Fondamentali Completi

26

Scegli le metriche che contano per te: fai clic sul + accanto a qualsiasi riga in Fondamentali Completi sopra.

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Fonte: SEC 20-F depositato Mar 13, 2026