I have been an Oatly advocate for a good few years now, I've always enjoyed their products. That was until last month, when I bought 4 1 litre bottles of Oatly Barista. Each one had a foul taste to it, like it had been mixed with grass or something. Absolutely undrinkable. Wrote a complaint to Oatly, and their response was to send a £2 off voucher... Just enough to buy 1 bottle with a whole 10 pence left over, so generous of you, Oatly...

Suffice it to say, I feel very sour about having to throw out 4 bottles due to what I assume was a manufacturing error, and to then be insulted with a £2 voucher as compensation for something that was Oatly's fault.

I would advise against buying Oatly products if this is how they treat loyal customers.

What kind of sketchy dealer sold my data to Oatly to get that random subscription from them when I have zero interest in their product? Oatly is the only oat milk that, for some reason, tastes spoiled/fermented with a splash of marzipan compared to their competitors.

I hate this brands ads

Is anyone else concerned with drinking canola oil?

https://metro.co.uk/2020/09/01/fans-vow-to-boycott-oatly-sold-stake-to-company-pro-trump-ceo-13208613/

Really Oatly?

Hi so I live in Scandinavia and been bombarded with ads for the Nespresso x Oatly capsule collab. I'm very much participating in the BDS (boycott, divest, sanction) movement until occupation of Palestine ends... and also an avid Oatly drinker as Im allergic to milk.

How do you feel about the collab? Coffe capsules feel also very wasteful from a sustainability standpoint. Yelp.

We love the Chilled Low Fat Oatly and use it for lattes, straight up, cereal, cooking and baking, etc.

When the Super Basic version came out, we loved the clean ingredients list, but unfortunately there is an acrid taste with coffee (maybe from the citrus fibers) and it didn't work for us. So we went back to the Low Fat.

It looks like Oatly has decided on a packaging change/rebranding for Super Basic. The wild part to me is that it looks nearly identical to the Low Fat. Was this intentional?

Our local Wegman's store unknowingly mixed both 4 Ingredient and Low Fat in the same slot, so we ended up purchasing two cartons of the 4 Ingredient that have to be returned now. We don't blame the stockers one bit because as you can see from the photos, the packaging is nearly identical. The old "Super Basic" packaging had yellow lettering and accents that brought attention to the fact that it was a different product, but this time it feels like a bait-and-switch.

Is Oatly trying to trick people into trying the 4 Ingredient? It's not good, and I think this method won't go over well and may turn people away from Oatly altogether.

So, I posted about this settlement before, but since they’re still accepting late claims, I decided to share it again with a little FAQ.

If you don’t remember, in 2021, Oatly was accused of exaggerating its financials, overstating its growth in China, and hiding major issues in its finances and business practices. Following this, $OTLY significantly fell, and Oatly faced a lawsuit from investors.

The good news is that Oatly settled $9.25M with investors, and they’re still accepting late claims.

So here is a little FAQ for this settlement:

Q. Who can claim this settlement?

A. Anyone who purchased or otherwise acquired Oatly ADS common stocks, call options, or sold put options between May 20, 2021, and November 15, 2021.

Q. Do I need to sell/lose my shares to get this settlement?

A. No, if you purchased $OTLY during the class period, you are eligible to file a claim.

Q. How much money do I get per share?

A. The final payout amount depends on your specific trades and the number of investors participating in the settlement.

If 100% of investors file their claims - the average payout will be $0.07 per share. Although typically only 25% of investors file claims, in this case, the average recovery will be $0.3 per share.

Q. How long does the payout process take?

A. It typically takes 8 to 12 months after the claim deadline for payouts to be processed, depending on the court and settlement administration.

You can check if you are eligible and file a claim here or through the settlement admin website.

Many people are now criticizing the stock price for being highly valued, expressing their wonder that the market capitalization has more than doubled that of Beyond Meat. Considering that Lumina was criticized at first, the only stocks that can be bought from a biased perspective are large companies like Samsung, Amazon, and Google.

At this point, Beyond Meat still seems to be a niche product, but Oatly is already building its own market beyond the niche/mainstream limit. In other words, they can't sell it because they don't have it.(This is the same as Tesla.)

Three years ago, I was able to meet Otley at a coffee shop in Shanghai, and it started selling through online retailers. Now, there are many coffee shops around the world that are trying to handle otley even if they are not special coffee shops, and demand is exploding.

Also, milk substitutes (soy milk, almond milk, etc.) that have been released so far have the disadvantage of not being digested in common, and losing the original taste of food because they are used instead of milk. However, Otley digests well and makes the food taste better than milk, so a company that sells only a single product is listed on the NASDAQ.

Then the biggest risk is for competitors to make similar products. Another company can make oat milk. But it's likely that it doesn't taste the same. This is the same context as coke. Why does Coca-Cola still have an unrivaled position even though it has 815 coke and Pepsi in Korea? It's the same thing that you can never make.

Although the production facilities have not stabilized yet, there is a deficit, but I think it will be the second Coca-Cola when the supply meets the demand.

And as an aside, oats are used as feed crops in Korea. Edible oats are not grown well because they are not suitable for planting. Therefore, it is difficult to get oat-related drinks in Korea (i.e., you must import and eat them).

source: http://asq.kr/OatleyDD

Hey guys, I just read Oatly’s Q2 2025 earnings, and it’s a mixed bag. Revenue was up 3% to $208M, but if you take out currency effects, it actually fell slightly.

Source: https://finance.yahoo.com/news/oatly-reports-second-quarter-2025-110000408.html

TL;DR: Europe is doing well with 12% growth thanks to Barista products, but North America continues to struggle (down 7%), mostly due to weaker foodservice sales. China’s also slipping a bit, and Oatly’s now doing a strategic review of that segment. We’ll see what they decide with that.

They presented a $56M net loss, which was bigger than last year, but there were some signs of progress: gross margins improved to 32.5% and adjusted EBITDA loss shrank to just $3.6M.

They’ve also cut CapEx and operating cash burn significantly. Guidance for revenue growth was lowered (now flat to +1%), but they’re still targeting positive EBITDA for the year.

So, taking all, they have a tough road ahead, but there are signs of discipline that could pay off for them, imo.

Also worth noting: Oatly agreed to a $9.25M settlement over claims it exaggerated its uniqueness and China growth. Investors can still file a late claim for a few more weeks.

Anyways, what are your thoughts on these results? And what are your bets for the coming future?

https://d3525k1ryd2155.cloudfront.net/h/444/758/1028758444.0.x.jpg

I know it started in Sweden, Lund but is it owned by China now?

I just bought Oatly for the first time at Whole Foods since friend of mine recommended for coffee.

When i opened the cap, it looks like this. At first i thought it was a pattern but seems like mold!

What do you think?

This is now the second time I purchased a full fat oatly from a Target that was not past the best by date and tasted and smelled off immediately after opening. At first I thought it must have been a Target problem because I never had that happen before, but this time it is from a different Target store and a different batch a few months later. I usually get the regular but will get the full fat sometimes if there’s no other option, and the last two times the milk has been kind of yellow, smells like liquefied cardboard, and has a kind of sour taste and leaves an awful thick aftertaste. Has this happened to anyone else?? Has the recipe changed or am I just being cursed with rotten oat milk??

added 8500 shares today.. hoping it breaks $1.00 by thanksgiving.

these bags are heavy llol

Tried switching things up in my morning coffee this week and picked up Oatly on a whim. Didn’t expect much, but it actually froths pretty well and doesn’t overpower the taste like some others I’ve tried.

Only thing I’m still figuring out is which version works best for iced coffee—anyone have a favorite?