OTLY Oatly Group AB - American Depositary Shares

NASDAQ · Food Products
$14,07
Preço · Ago 20, 2026

Sobre Oatly Group AB - American Depositary Shares Visão geral da empresa da Wikipedia

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.

Ler mais

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 (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗

Wikidata ↗

OTLY Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas

Preço
$14.07
Capitalização de Mercado
P/E (TTM)
EPS (TTM)
Receita (TTM)
Rendimento div.
ROE
Dívida/Capital
Intervalo 52 Semanas
$8 – $19

OTLY Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização

Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS

Receita e Lucro Líquido
EPS
Fluxo de caixa livre
Margens

Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?

Métrica
Tendência de 5 anos
OTLY
Mediana de Pares

Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC

Métrica
Tendência de 5 anos
OTLY
Mediana de Pares

Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial

Métrica
Tendência de 5 anos
OTLY
Mediana de Pares

Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos

Métrica
Tendência de 5 anos
OTLY
Mediana de Pares

Métricas por Ação EPS, valor patrimonial por ação, fluxo de caixa por ação, dividendo por ação

Métrica
Tendência de 5 anos
OTLY
Mediana de Pares

Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber

Métrica
Tendência de 5 anos
OTLY
Mediana de Pares

OTLY Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta

COMPRA 11 analistas
  • Compra forte 3 27,3%
  • Compra 5 45,5%
  • Manter 3 27,3%
  • Venda 0 0,0%
  • Venda forte 0 0,0%

Preço-alvo de 12 meses

5 analistas · 2026-08-16
Alvo mediano $14.00 -0,5%
Alvo médio $19.50 +38,6%

Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados

Surpresa Média
-0.25%
Período EPS Actual EPS est. Surpresa
30 de Junho de 2026 $-0.99 $-1.07 0.08%
31 de Março de 2026 $-0.38 $-0.95 0.57%
31 de Dezembro de 2025 $-0.61 $-0.59 -0.02%
30 de Setembro de 2025 $-2.15 $-0.74 -1.4%
30 de Junho de 2025 $-1.86 $-0.85 -1.0%
31 de Março de 2025 $-0.60 $-0.91 0.31%

Minhas Métricas Sua lista pessoal — linhas selecionadas de Fundamentos Completos

📊

Escolha as métricas que importam para você — clique no ➕ ao lado de qualquer linha em Fundamentos Completos acima.

Sua seleção é salva e acompanha você em todos os tickers.

Investidores institucionais (13F) 71 declarantes · $35.6M total · Em 30 de Junho de 2026

Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.

Atividade institucional — Q2 2026 vs trimestre anterior
Novas posições Posições encerradas Aumentou Diminuído Variação líquida de ações
9 (-1 vs trimestre anterior) 9 (+3 vs trimestre anterior) 21 (+8 vs trimestre anterior) 11 (-9 vs trimestre anterior) +2.4M

Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.

Instituição Valor Ações % de 13F rastreado Tipo
Blackstone Inc. $18.596.299 1.988.909 52,28% Ações
CREDIT AGRICOLE S A $12.536.274 1.340.778 35,25% Ações
STOREBRAND ASSET MANAGEMENT AS $630.723 67.457 1,77% Ações
Maven Securities LTD $425.575 45.516 1,20% Ações
Trexquant Investment LP $347.390 37.154 0,98% Ações
SUSQUEHANNA INTERNATIONAL GROUP, LLP $330.990 35.400 0,93% Opção de compra
MORGAN STANLEY $271.085 28.993 0,76% Ações
R Squared Ltd $240.950 25.770 0,68% Ações
Crawford Fund Management, LLC $232.815 24.900 0,65% Opção de venda
Cubist Systematic Strategies, LLC $194.481 12.005 0,55% Ações
Jump Financial, LLC $193.124 20.655 0,54% Ações
CITADEL ADVISORS LLC $178.164 19.055 0,50% Ações
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $164.317 17.574 0,46% Ações
JANE STREET GROUP, LLC $140.250 15.000 0,39% Opção de venda
GEODE CAPITAL MANAGEMENT, LLC $137.304 14.685 0,39% Ações
GOLDMAN SACHS GROUP INC $123.448 13.203 0,35% Ações
SUSQUEHANNA INTERNATIONAL GROUP, LLP $107.525 11.500 0,30% Opção de venda
Performa Ltd (US), LLC $106.590 11.400 0,30% Ações
STATE STREET CORP $94.603 10.118 0,27% Ações
BNP PARIBAS FINANCIAL MARKETS $87.815 9.392 0,25% Ações
JANE STREET GROUP, LLC $83.682 8.950 0,24% Ações
MARSHALL WACE, LLP $81.784 8.747 0,23% Ações
GROUP ONE TRADING LLC $67.142 7.181 0,19% Ações
BlackRock, Inc. $56.381 6.030 0,16% Ações
GAMMA Investing LLC $35.483 3.795 0,10% Ações
Leonteq Securities AG $24.591 2.630 0,07% Ações
JONES FINANCIAL COMPANIES LLLP $14.319 1.591 0,04% Ações
Steward Partners Investment Advisory, LLC $10.846 1.160 0,03% Ações
Westside Investment Management, Inc. $9.350 1.000 0,03% Ações
WELLS FARGO & COMPANY/MN $8.798 941 0,02% Ações
CITIGROUP INC $6.639 710 0,02% Ações
RHUMBLINE ADVISERS $4.907 525 0,01% Ações
ROYAL BANK OF CANADA $4.000 441 0,01% Ações
SBI Securities Co., Ltd. $3.226 345 0,01% Ações
OSAIC HOLDINGS, INC. $3.016 323 0,01% Ações
NewEdge Advisors, LLC $2.964 317 0,01% Ações
UBS Group AG $2.188 234 0,01% Ações
Allworth Financial LP $1.225 131 0,00% Ações
CIBC Private Wealth Group LLC $1.004 62 0,00% Ações
Lindbrook Capital, LLC $983 100 0,00% Ações
WealthCollab, LLC $795 85 0,00% Ações
Zurcher Kantonalbank (Zurich Cantonalbank) $645 69 0,00% Ações
CWM, LLC $375 37 0,00% Ações
NATIONAL BANK OF CANADA /FI/ $343 37 0,00% Ações
SHIKIAR ASSET MANAGEMENT INC $318 34.000 0,00% Ações
Ancora Advisors LLC $299 32 0,00% Ações
Farther Finance Advisors, LLC $271 29 0,00% Ações
Rockefeller Capital Management L.P. $252 27 0,00% Ações
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main $235 25 0,00% Ações
EverSource Wealth Advisors, LLC $206 22 0,00% Ações
Napier Financial, LLC $206 22 0,00% Ações
LANARK FINANCIAL, INC. $205 22 0,00% Ações
Iron Horse Wealth Management, LLC $142 12 0,00% Ações
American Capital Advisory, LLC $113 12 0,00% Ações
JPMORGAN CHASE & CO $97 10 0,00% Ações
Federation des caisses Desjardins du Quebec $94 10 0,00% Ações
MERCER GLOBAL ADVISORS INC /ADV $94 10 0,00% Ações
Caitong International Asset Management Co., Ltd $84 9 0,00% Ações
CREATIVE FINANCIAL DESIGNS INC /ADV $65 7 0,00% Ações
BARRETT & COMPANY, INC. $56 6 0,00% Ações
TD Waterhouse Canada Inc. $48 5 0,00% Ações
Key Financial Inc $47 5 0,00% Ações
SALEM INVESTMENT COUNSELORS INC $47 5 0,00% Ações
Keating Financial Advisory Services, Inc. $37 4 0,00% Ações
Advocate Investing Services LLC $28 3 0,00% Ações
Parallel Advisors, LLC $28 3 0,00% Ações
Atlantic Private Wealth, LLC $19 2 0,00% Ações
FSA Wealth Management LLC $16 1 0,00% Ações
Smartleaf Asset Management LLC $10 1 0,00% Ações
Coston, McIsaac & Partners $0 35 0,00% Ações
Avion Wealth $0 35 0,00% Ações

Participação em ETFs Detido por 2 ETFs

O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.

Fundo Peso Unidades Em Fonte
KROP · Global X Funds 0,98% 8.923 NS 31 de Maio de 2026 N-PORT
CCSO · Tidal Trust II 0,03% 1.137 NS 30 de Abril de 2026 N-PORT