Oatly (ADR) (OTLY)
Sells oat-based drinks and food alternatives spanning dairy substitutes.
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Sells oat-based alternatives spanning milk, ice cream, yogurt, cooking creams, spreads, and on-the-go drinks. Its three geographic segments are Europe & International, North America, and Greater China.
Produces oat-based alternatives across milk, ice cream, yogurt, cooking creams, spreads, and on-the-go drinks. Its origin lies in Lund University food science that developed an oat-based process for a dairy alternative.
Sales are organized across Europe & International, North America, and Greater China, with products available in more than 60 countries. Production combines owned facilities with co-manufacturers; the company has been shifting toward a hybrid, asset-light manufacturing model.
Commercial execution relies on forecasting demand and maintaining adequate processing and manufacturing capacity. The asset-light shift includes the Singapore facility closure and discontinued construction of a China plant.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 21, 2026 | Barclays | Reiterate | Rating: —Target: $14 | Target: $12 |
| Apr 30, 2026 | Morgan Stanley | Target | Target: $14.50 | Target: $12.55 |
| Apr 14, 2026 | Barclays | Reiterate | Rating: —Target: $15 | Target: $14 |
| Feb 17, 2026 | Morgan Stanley | Target | Target: — | Target: $14.50 |
| Jan 16, 2026 | Barclays | Target | Target: $18 | Target: $15 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $44.6M · Total debt $549.1M · Total assets $744.0M · Shareholders' equity −$24.5M
- Revenue
- $240.1M
- Operating income
- −$17.3M
- Net income
- −$31.3M
No dividends on record.
| Institutions | 13.32% | 4.16M ADS | |
|---|---|---|---|
| 65 holders · as of Jun 30, 2026 | |||
| Insiders | 3.03% | 945.4K ADS | |
| 16 holders · as of Jun 3, 2026 | |||
| Other | 83.65% | 26.12M ADS | |
| remainder | |||
31.23M ADS (1 ADS = 20 ordinary shares) as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Blackstone Inc.Institution | 6.37% | 1.99M ADS | as of Jun 30, 2026 |
Credit Agricole S AInstitution | 4.29% | 1.34M ADS | as of Jun 30, 2026 |
UBS Group AGInstitution | 1.02% | 318,859 ADS | as of Jun 30, 2026 |
Jean-Christophe Marie FlatinInsiderofficer: Chief Executive Officer | 0.79% | 245,400 ADS | filed Jun 3, 2026 |
Daniel Eduardo OrdonezInsiderofficer: Global President & COO | 0.75% | 234,725 ADS | filed Jun 3, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 2, 2026 | Jean-Christophe Marie Flatin | officer: Chief Executive Officer | −1,934 | $8.94 |
| Jun 2, 2026 | Daniel Eduardo Ordonez | officer: Global President & COO | −39,066 | $8.95 |
| Jun 2, 2026 | Simon Kenneth James Broadbent | officer: SVP Operations & Sust. | −7,820 | $8.95 |
| Jun 2, 2026 | Martin Fredrik Lind | officer: Principal Accounting Officer | −2,968 | $8.96 |
- Campbell's
Pacific Foods oat beverages overlap in U.S. plant-based retail
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Oatly (ADR) | $12.09 | −2.74% | $388.1M | — | — | — | +15.2% |
| Campbell's | $20.35 | +2.08% | $5.94B | 15.2 | 11.8 | 0.6 | −7.9% |
| Median | 15.2 | 11.8 | 0.6 | −7.9% |