OTLY Oatly Group AB - American Depositary Shares
Oatly Group AB - American Depositary Shares について Wikipediaからの企業概要
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.
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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 ==
出典: Wikipedia (英語), CC BY-SA 4.0 · Wikipediaで表示 ↗
OTLY 株価スナップショット 価格、時価総額、P/E、EPS、ROE、負債/資本、52週レンジ
OTLY 株価チャート 技術指標付きの日次 OHLCV — パン、ズーム、ビューのカスタマイズ
10年間のパフォーマンス 収益、純利益、利益率、EPSのトレンド
バリュエーション P/E、P/S、P/B、EV/EBITDA比率 — 株は割高か割安か?
収益性 粗利益率、営業利益率、純利益率、ROE、ROA、ROIC
財務健全性 負債、流動性、支払能力 — バランスシートの健全性
成長 収益、EPS、純利益の成長率:前年比、3年CAGR、5年CAGR
資本効率 総資産回転率、棚卸資産回転率、売掛金回転率
OTLY アナリストコンセンサス 強気・弱気のアナリストの見解、12ヶ月の目標株価、アップサイド
- 強い買い 3 27.3%
- 買い 5 45.5%
- 保有 3 27.3%
- 売り 0 0.0%
- 強い売り 0 0.0%
12ヶ月目標株価
5 アナリスト · 2026-08-16決算履歴 EPS実績 vs 予想、サプライズ%、達成率、次回決算日
| 期間 | EPS Actual | EPS 予想 | サプライズ |
|---|---|---|---|
| 2026年6月30日 | $-0.99 | $-1.07 | 0.08% |
| 2026年3月31日 | $-0.38 | $-0.95 | 0.57% |
| 2025年12月31日 | $-0.61 | $-0.59 | -0.02% |
| 2025年9月30日 | $-2.15 | $-0.74 | -1.4% |
| 2025年6月30日 | $-1.86 | $-0.85 | -1.0% |
| 2025年3月31日 | $-0.60 | $-0.91 | 0.31% |
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機関投資家(13F) 70 提出者 · $35.6M合計 · 時点 2026年6月30日
四半期SECフォーム13Fでこの株式の保有を報告している機関。ロングポジションのみ。単一の提出者は、別々のオプションレッグで2回表示される場合があります。 大きな反対売買のプット/コール・レッグは、通常、マーケットメイクまたはヘッジされた在庫を反映しており、方向性への確信を示すものではありません。
| 新規ポジション | 解消済みポジション | 増加 | 減少 | 純株式数増減 |
|---|---|---|---|---|
| 9 (-1 前期比) | 9 (+3 前期比) | 21 (+8 前期比) | 11 (-9 前期比) | +2.4M |
Q1 2026と比較しました。 SECフォーム13Fの提出期限は四半期末から45日後ですが、遅延提出者向けの短いバッファーが含まれます。この期間内の四半期は、直近で完全に報告されたペアを優先するためスキップされます。
ETF保有状況 2のETFが保有
ウェイトは直接株式保有(N-PORT)のみを反映しています。レバレッジ型またはデリバティブベースのファンドは、表示されていない追加のスワップエクスポージャーを保有している可能性があります。