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Oatly Group AB (OTLY) is the world’s largest oatmilk company, specializing in the development and sale of oat-based products. With over 25 years of expertise, the company focuses on providing plant-based dairy alternatives that promote sustainability and health. Oatly's product portfolio includes oatmilk, ice creams, yogurts, cooking creams, spreads, and on-the-go drinks, catering to a global market through retail, e-commerce, and foodservice channels.
- Europe & International - Generates revenue from the sale of oatmilk and other oat-based products in markets such as the United Kingdom, Germany, and Sweden, making it the largest contributor to the business.
- North America - Focuses on the distribution of oatmilk and related products, with the United States being the primary market.
- Greater China - Drives sales of oat-based products in China and surrounding regions, leveraging a foodservice-led strategy.
- Oatmilk - Represents the core product category, accounting for the majority of the company’s consolidated revenue.
- Other Oat-Based Products
- Ice Creams - Offers plant-based frozen desserts made from oats.
- Yogurts - Produces oat-based alternatives to traditional yogurt.
- Cooking Creams - Supplies oat-based cooking solutions for culinary use.
- Spreads - Provides plant-based spreads for various applications.
- On-the-Go Drinks - Delivers convenient, ready-to-drink oat-based beverages.
- Given the recent category sluggishness in Europe, most notably in the UK , what specific strategies are you implementing to reignite growth in this key market, and what gives you confidence that these initiatives will be effective?
- With your guidance now expecting constant currency revenue growth to be near or slightly below the low end of your previously provided range of 6% to 10% , what are the main factors contributing to this downward revision, and how do you plan to address these challenges going forward?
- While you have achieved significant improvements in gross margin, increasing by 1,240 basis points year-over-year to 29.8% , how sustainable are these margin improvements, and what key initiatives will drive further margin expansion in the future?
- Despite the progress in adjusted EBITDA, with a loss of $5 million this quarter and all three segments turning profitable , what are the main obstacles preventing you from achieving positive adjusted EBITDA in 2025, and when can investors expect to see sustained profitability?
- You mentioned exiting your U.S. and U.K. manufacturing facilities and evaluating Asian supply chain options , how will these actions impact your cost structure and supply chain efficiency, and what risks do you foresee in executing these transitions?