OTLY
Oatly Group AB11.22
+0.13+1.17%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
NA diversification, fiber focus clarified
Q&A drilled into North America's foodservice diversification, shrinking the large customer to under 10% of segment revenue while double-digit growth elsewhere echoes Europe's playbook, with innovations like cold foam headed stateside soon. Management doubled down on fiber over protein fads, backed by science on dietary gaps. US retail category softens, but Oatly grabs share and lifts penetration via foodservice-matched portfolio; expect stepped-up brand spend and gradual shelf resets. Free cash flow inches toward positive but lags in 2026 amid CapEx phasing. Analysts flagged whole milk hype; execs noted its volume decline. Playbook delivers where fully executed. Watch NA retail traction.
Key Stats
Market Cap
340.27MP/E (TTM)
-Basic EPS (TTM)
-7.40Dividend Yield
0%IPO
Website
Employees
Sector
Industry
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