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Upturn AI SWOT - About
OTLY 
Oatly Group AB ADR (OTLY)
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Upturn Advisory Summary
08/28/2025: OTLY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
8 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $20.33
1 Year Target Price $20.33
| 3 | Strong Buy |
| 3 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -46.91% | Avg. Invested days 25 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 561.05M USD | Price to earnings Ratio - | 1Y Target Price 20.33 |
Price to earnings Ratio - | 1Y Target Price 20.33 | ||
Volume (30-day avg) 8 | Beta 1.95 | 52 Weeks Range 6.00 - 20.80 | Updated Date 08/29/2025 |
52 Weeks Range 6.00 - 20.80 | Updated Date 08/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -6.4 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -23.44% | Operating Margin (TTM) -10.62% |
Management Effectiveness
Return on Assets (TTM) -6.71% | Return on Equity (TTM) -113.54% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 985728371 | Price to Sales(TTM) 0.68 |
Enterprise Value 985728371 | Price to Sales(TTM) 0.68 | ||
Enterprise Value to Revenue 1.19 | Enterprise Value to EBITDA -4.65 | Shares Outstanding 30310800 | Shares Floating 267261344 |
Shares Outstanding 30310800 | Shares Floating 267261344 | ||
Percent Insiders 0.32 | Percent Institutions 56.26 |
Upturn AI SWOT
Oatly Group AB ADR
Company Overview
History and Background
Oatly Group AB was founded in Sweden in the 1990s based on research from Lund University. Initially focused on scientific applications of oat milk, it pivoted to commercial sales, gaining popularity for its sustainable and innovative oat-based alternatives to dairy products. It has expanded globally through partnerships and direct investment in manufacturing.
Core Business Areas
- Oat Milk: Oatly's primary segment revolves around oat milk production and sales. Different flavors, formulations (e.g., barista edition), and packaging sizes cater to a broad consumer base.
- Other Oat-Based Products: Beyond oat milk, Oatly produces a range of oat-based products, including yogurt alternatives, ice cream, cream cheese, and cooking creams, expanding its presence in the plant-based food market.
- Food Service: The company also supplies Oatly products directly to coffee shops, restaurants, and other food service establishments.
Leadership and Structure
Toni Petersson is the CEO. The organizational structure includes regional management teams overseeing operations in Europe, North America, and Asia, and a global leadership team focused on strategy, innovation, and sustainability.
Top Products and Market Share
Key Offerings
- Oat Milk (Various Flavors and Formulations): Oatly's oat milk is its flagship product, available in various flavors and formulations like Barista Edition. Market share in the oat milk segment varies by region, but Oatly is a leading player. Competitors include Silk (Danone), Califia Farms, and Planet Oat (HP Hood).
- Oatgurt: Oat-based yogurt alternatives. Market share is smaller than oat milk. Competitors include Silk, So Delicious, and Kite Hill.
- Oatly Ice Cream: Vegan ice cream made from oats. Competitors include So Delicious, Ben & Jerry's Non-Dairy, and Haagen-Dazs Non-Dairy.
Market Dynamics
Industry Overview
The plant-based food and beverage industry is experiencing rapid growth, driven by increasing consumer awareness of health, environmental, and ethical concerns. Oat milk is a significant segment within this industry, gaining popularity due to its creamy texture and sustainable image.
Positioning
Oatly positions itself as a sustainable and innovative alternative to traditional dairy products. It focuses on branding, marketing, and product development to differentiate itself from competitors and appeal to environmentally conscious consumers.
Total Addressable Market (TAM)
The global plant-based milk market is projected to reach tens of billions of dollars within the next decade. Oatly is positioned to capture a significant share of this TAM through product innovation and market expansion.
Upturn SWOT Analysis
Strengths
- Strong brand recognition and marketing
- Innovative product development
- Focus on sustainability
- Global presence and distribution network
- First Mover Advantage
Weaknesses
- High operating costs
- Reliance on oat supply
- Competition from established dairy companies
- Price point compared to traditional milk
- Inconsistent profitability
Opportunities
- Expansion into new markets
- Product diversification and innovation
- Partnerships with coffee shops and retailers
- Increasing consumer demand for plant-based products
- Strategic Acquisitions
Threats
- Competition from other plant-based milk alternatives
- Fluctuations in oat prices
- Changing consumer preferences
- Regulatory scrutiny of plant-based claims
- Supply Chain disruptions
Competitors and Market Share
Key Competitors
- DAN (Silk)
- CELH (Celsius)
- HP Hood (Planet Oat)
Competitive Landscape
Oatly has strong brand recognition but faces competition from established food and beverage companies with greater resources and distribution networks. It needs to continue innovating and differentiating its products to maintain its competitive edge.
Major Acquisitions
No Acquisitions
- Year: 2023
- Acquisition Price (USD millions): 0
- Strategic Rationale: Oatly has not made any acquisitions.
Growth Trajectory and Initiatives
Historical Growth: Oatly has experienced rapid revenue growth in recent years, driven by increasing demand for oat milk and expansion into new markets.
Future Projections: Analyst estimates vary, but generally project continued revenue growth, though profitability remains a key focus area.
Recent Initiatives: Recent initiatives include expanding manufacturing capacity, launching new products (e.g., barista edition), and increasing marketing investments.
Summary
Oatly is a prominent player in the plant-based milk market with strong brand recognition and innovative products. Its rapid growth and market expansion are countered by high operating costs and competition from larger companies. The company must prioritize profitability and efficient supply chains to sustain its growth trajectory. Monitoring consumer trends and competitive pressures will be crucial to future success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company reports
- Market research reports
- Analyst estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions are constantly changing, and financial data is subject to updates.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Oatly Group AB ADR
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2021-05-20 | CEO - | ||
Sector Consumer Defensive | Industry Packaged Foods | Full time employees 1482 | Website https://www.oatly.com |
Full time employees 1482 | Website https://www.oatly.com | ||
Oatly Group AB, an oatmilk company, provides a range of plant-based dairy products made from oats in Europe, the Middle East, Africa, the Asia Pacific, Latin America, the United States, Canada, Mainland China, Hong Kong, and Taiwan. Its oatmilk portfolio includes original, low-fat, full-fat, chocolate flavored, unsweetened, and Super Basic, which are offered in ambient and chilled packaging. The company offers Barista edition oatmilk; Oatgurts, which are oat-based yogurts; frozen desserts; cooking products, including regular and organic cooking cream, crème fraiche, whipping cream, vanilla custard, and spreads in a variety of flavors; and ready-to-go drinks. It sells its products through retail and e-commerce channels. The company was formerly known as Havre Global AB and changed its name to Oatly Group AB in March 2021. Oatly Group AB was founded in 1994 and is headquartered in Malmö, Sweden.
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