OTLY Oatly Group AB - American Depositary Shares
Về Oatly Group AB - American Depositary Shares Tổng quan công ty từ 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.
Đọc thêm
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 ==
Nguồn: Wikipedia (Tiếng Anh), CC BY-SA 4.0 · Xem trên Wikipedia ↗
OTLY Tổng quan cổ phiếu Giá, vốn hóa thị trường, P/E, EPS, ROE, nợ/vốn chủ sở hữu, phạm vi 52 tuần
OTLY Biểu đồ giá cổ phiếu OHLCV hàng ngày với các chỉ số kỹ thuật — di chuyển, phóng to và tùy chỉnh chế độ xem của bạn
Hiệu suất 10 năm Xu hướng Doanh thu, Lợi nhuận ròng, Biên lợi nhuận và EPS
Định giá Tỷ lệ P/E, P/S, P/B, EV/EBITDA — cổ phiếu này đắt hay rẻ?
Khả năng sinh lời Biên lợi nhuận gộp, hoạt động và ròng; ROE, ROA, ROIC
Sức khỏe tài chính Nợ, thanh khoản, khả năng thanh toán — sức mạnh bảng cân đối kế toán
Phát triển Tăng trưởng doanh thu, EPS và lợi nhuận ròng: YoY, CAGR 3 năm, CAGR 5 năm
Hiệu quả sử dụng vốn Vòng quay tài sản, vòng quay hàng tồn kho, vòng quay khoản phải thu
OTLY Sự đồng thuận của nhà phân tích Ý kiến phân tích lạc quan và bi quan, mục tiêu giá 12 tháng, tiềm năng tăng giá
- Mua mạnh 3 27,3%
- Mua 5 45,5%
- Giữ 3 27,3%
- Bán 0 0,0%
- Bán mạnh 0 0,0%
Mục tiêu giá 12 tháng
5 nhà phân tích · 2026-08-16Lịch sử Thu nhập EPS thực tế so với ước tính, tỷ lệ %, tỷ lệ vượt, ngày báo cáo thu nhập tiếp theo
| Kỳ | EPS Actual | EPS dự kiến | Bất ngờ |
|---|---|---|---|
| Ngày 30 tháng 6 năm 2026 | $-0.99 | $-1.07 | 0.08% |
| Ngày 31 tháng 3 năm 2026 | $-0.38 | $-0.95 | 0.57% |
| Ngày 31 tháng 12 năm 2025 | $-0.61 | $-0.59 | -0.02% |
| Ngày 30 tháng 9 năm 2025 | $-2.15 | $-0.74 | -1.4% |
| Ngày 30 tháng 6 năm 2025 | $-1.86 | $-0.85 | -1.0% |
| Ngày 31 tháng 3 năm 2025 | $-0.60 | $-0.91 | 0.31% |
Các chỉ số của tôi Danh sách theo dõi cá nhân của bạn — các hàng đã chọn từ Báo cáo tài chính đầy đủ
Chọn các chỉ số quan trọng đối với bạn — nhấp vào ➕ bên cạnh bất kỳ hàng nào trong Báo cáo tài chính đầy đủ ở trên.
Lựa chọn của bạn đã được lưu và sẽ đi theo bạn trên tất cả các mã cổ phiếu.
Chủ sở hữu tổ chức (13F) 71 người nộp hồ sơ · $35.6M tổng cộng · Tính đến Ngày 30 tháng 6 năm 2026
Các tổ chức báo cáo nắm giữ cổ phiếu này trong Mẫu 13F hàng quý của SEC. Chỉ các vị thế mua; một người nộp hồ sơ có thể xuất hiện hai lần cho các hợp đồng quyền chọn riêng biệt. Các vị thế quyền chọn bán/quyền chọn mua bù trừ lớn thường phản ánh hoạt động tạo lập thị trường hoặc hàng tồn kho được phòng ngừa rủi ro, không phải sự tin tưởng vào xu hướng.
| Các vị thế mới | Các vị thế đã đóng | Tăng | Giảm | Thay đổi ròng cổ phiếu |
|---|---|---|---|---|
| 9 (-1 so với Quý trước) | 9 (+3 so với Quý trước) | 21 (+8 so với Quý trước) | 11 (-9 so với Quý trước) | +2.4M |
So với Q1 2026. Các hồ sơ Mẫu 13F của SEC phải nộp trong vòng 45 ngày kể từ ngày kết thúc quý cộng thêm một khoảng thời gian ngắn cho những người nộp muộn — các quý vẫn còn trong khoảng thời gian đó sẽ bị bỏ qua để ưu tiên cặp báo cáo đầy đủ gần nhất.
| Tổ chức | Giá trị | Cổ phiếu | % của 13F được theo dõi | Loại |
|---|---|---|---|---|
| Blackstone Inc. | $18596299 | 1988909 | 52,28% | Cổ phiếu |
| CREDIT AGRICOLE S A | $12536274 | 1340778 | 35,25% | Cổ phiếu |
| STOREBRAND ASSET MANAGEMENT AS | $630723 | 67457 | 1,77% | Cổ phiếu |
| Maven Securities LTD | $425575 | 45516 | 1,20% | Cổ phiếu |
| Trexquant Investment LP | $347390 | 37154 | 0,98% | Cổ phiếu |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $330990 | 35400 | 0,93% | Quyền chọn mua |
| MORGAN STANLEY | $271085 | 28993 | 0,76% | Cổ phiếu |
| R Squared Ltd | $240950 | 25770 | 0,68% | Cổ phiếu |
| Crawford Fund Management, LLC | $232815 | 24900 | 0,65% | Quyền chọn bán |
| Cubist Systematic Strategies, LLC | $194481 | 12005 | 0,55% | Cổ phiếu |
| Jump Financial, LLC | $193124 | 20655 | 0,54% | Cổ phiếu |
| CITADEL ADVISORS LLC | $178164 | 19055 | 0,50% | Cổ phiếu |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $164317 | 17574 | 0,46% | Cổ phiếu |
| JANE STREET GROUP, LLC | $140250 | 15000 | 0,39% | Quyền chọn bán |
| GEODE CAPITAL MANAGEMENT, LLC | $137304 | 14685 | 0,39% | Cổ phiếu |
| GOLDMAN SACHS GROUP INC | $123448 | 13203 | 0,35% | Cổ phiếu |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $107525 | 11500 | 0,30% | Quyền chọn bán |
| Performa Ltd (US), LLC | $106590 | 11400 | 0,30% | Cổ phiếu |
| STATE STREET CORP | $94603 | 10118 | 0,27% | Cổ phiếu |
| BNP PARIBAS FINANCIAL MARKETS | $87815 | 9392 | 0,25% | Cổ phiếu |
| JANE STREET GROUP, LLC | $83682 | 8950 | 0,24% | Cổ phiếu |
| MARSHALL WACE, LLP | $81784 | 8747 | 0,23% | Cổ phiếu |
| GROUP ONE TRADING LLC | $67142 | 7181 | 0,19% | Cổ phiếu |
| BlackRock, Inc. | $56381 | 6030 | 0,16% | Cổ phiếu |
| GAMMA Investing LLC | $35483 | 3795 | 0,10% | Cổ phiếu |
| Leonteq Securities AG | $24591 | 2630 | 0,07% | Cổ phiếu |
| JONES FINANCIAL COMPANIES LLLP | $14319 | 1591 | 0,04% | Cổ phiếu |
| Steward Partners Investment Advisory, LLC | $10846 | 1160 | 0,03% | Cổ phiếu |
| Westside Investment Management, Inc. | $9350 | 1000 | 0,03% | Cổ phiếu |
| WELLS FARGO & COMPANY/MN | $8798 | 941 | 0,02% | Cổ phiếu |
| CITIGROUP INC | $6639 | 710 | 0,02% | Cổ phiếu |
| RHUMBLINE ADVISERS | $4907 | 525 | 0,01% | Cổ phiếu |
| ROYAL BANK OF CANADA | $4000 | 441 | 0,01% | Cổ phiếu |
| SBI Securities Co., Ltd. | $3226 | 345 | 0,01% | Cổ phiếu |
| OSAIC HOLDINGS, INC. | $3016 | 323 | 0,01% | Cổ phiếu |
| NewEdge Advisors, LLC | $2964 | 317 | 0,01% | Cổ phiếu |
| UBS Group AG | $2188 | 234 | 0,01% | Cổ phiếu |
| Allworth Financial LP | $1225 | 131 | 0,00% | Cổ phiếu |
| CIBC Private Wealth Group LLC | $1004 | 62 | 0,00% | Cổ phiếu |
| Lindbrook Capital, LLC | $983 | 100 | 0,00% | Cổ phiếu |
| WealthCollab, LLC | $795 | 85 | 0,00% | Cổ phiếu |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $645 | 69 | 0,00% | Cổ phiếu |
| CWM, LLC | $375 | 37 | 0,00% | Cổ phiếu |
| NATIONAL BANK OF CANADA /FI/ | $343 | 37 | 0,00% | Cổ phiếu |
| SHIKIAR ASSET MANAGEMENT INC | $318 | 34000 | 0,00% | Cổ phiếu |
| Ancora Advisors LLC | $299 | 32 | 0,00% | Cổ phiếu |
| Farther Finance Advisors, LLC | $271 | 29 | 0,00% | Cổ phiếu |
| Rockefeller Capital Management L.P. | $252 | 27 | 0,00% | Cổ phiếu |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $235 | 25 | 0,00% | Cổ phiếu |
| EverSource Wealth Advisors, LLC | $206 | 22 | 0,00% | Cổ phiếu |
| Napier Financial, LLC | $206 | 22 | 0,00% | Cổ phiếu |
| LANARK FINANCIAL, INC. | $205 | 22 | 0,00% | Cổ phiếu |
| Iron Horse Wealth Management, LLC | $142 | 12 | 0,00% | Cổ phiếu |
| American Capital Advisory, LLC | $113 | 12 | 0,00% | Cổ phiếu |
| JPMORGAN CHASE & CO | $97 | 10 | 0,00% | Cổ phiếu |
| Federation des caisses Desjardins du Quebec | $94 | 10 | 0,00% | Cổ phiếu |
| MERCER GLOBAL ADVISORS INC /ADV | $94 | 10 | 0,00% | Cổ phiếu |
| Caitong International Asset Management Co., Ltd | $84 | 9 | 0,00% | Cổ phiếu |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $65 | 7 | 0,00% | Cổ phiếu |
| BARRETT & COMPANY, INC. | $56 | 6 | 0,00% | Cổ phiếu |
| TD Waterhouse Canada Inc. | $48 | 5 | 0,00% | Cổ phiếu |
| Key Financial Inc | $47 | 5 | 0,00% | Cổ phiếu |
| SALEM INVESTMENT COUNSELORS INC | $47 | 5 | 0,00% | Cổ phiếu |
| Keating Financial Advisory Services, Inc. | $37 | 4 | 0,00% | Cổ phiếu |
| Advocate Investing Services LLC | $28 | 3 | 0,00% | Cổ phiếu |
| Parallel Advisors, LLC | $28 | 3 | 0,00% | Cổ phiếu |
| Atlantic Private Wealth, LLC | $19 | 2 | 0,00% | Cổ phiếu |
| FSA Wealth Management LLC | $16 | 1 | 0,00% | Cổ phiếu |
| Smartleaf Asset Management LLC | $10 | 1 | 0,00% | Cổ phiếu |
| Coston, McIsaac & Partners | $0 | 35 | 0,00% | Cổ phiếu |
| Avion Wealth | $0 | 35 | 0,00% | Cổ phiếu |
Quyền sở hữu ETF Được nắm giữ bởi 2 quỹ ETF
Tỷ trọng chỉ phản ánh các khoản nắm giữ cổ phiếu trực tiếp (N-PORT); các quỹ đòn bẩy hoặc dựa trên công cụ phái sinh có thể nắm giữ thêm các khoản tiếp xúc hoán đổi không được hiển thị.