How Oatly Lost Its Grip on the Oat-Milk Market | WSJ
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- Опубликовано: 7 окт 2024
- Oat-milk took the dairy aisle by storm after Swedish brand Oatly overhauled its marketing. But Oatly has struggled to keep up with production as demand grows - leaving room for rivals to take market share. Illustration: Reshad Malekzai
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#OatMilk #Oatly #WSJ
Oatly is still my favorite and the only barista oatmilk that never lets me down when making lattes. Despite their “downfall” I think they can survive just because their milk is really good and pretty affordable (in Norway at least) its definitely very popular here still
Their ingredients are so bad for you though
@@Jazz-gb9lp oats
@@MrSuperbluesky rapeseed oil, dipotassium phosphate, and all of its additive
Even the regular Oatley is better than other brand's barista blends
@@Jazz-gb9lp none of those things are in harmful volumes in Oatley
I work for starbucks and we use more oat milk than oatly can supply. They are definitely not going to fail unless starbucks starts contracting their own production of oat milk like we do with almond, coconut, and soy.
They mostly likely will
@@Thelegendarybear sounds like it. If they already make their own for the other three, it's probably only a matter of time before they do it with oat milk too.
Waiting on the hemp milk. Very creamy.
they already have! im in starbucks management in the bay area and starbucks’ contract with oatly became to expensive and demand was hard to keep up on their behalf bay area stores have made the switch to another brand, its a tad creamier, however definitely miss oatly
Which Oatly oat milk does Starbucks use?
here's what I noticed as an oatly fan who switched away. (1) supply constraints. for the entire pandemic it was basically only available at specialty stores and frequently sold out online. (2) inconsistency in product. sometimes oatly barista will taste distinctly nutty or like coconut milk. for some reason, the oatly in the tetrapak-style carton tastes better.
so, when oatly goes out of stock, people are forced to try other brands that actually compare favorably. I think they made a mistake.
Funny enough, I switched TO oatly a few months ago because my previous go-to brand (planet oat) was almost never in stock, while oatly was. It also helps that oatly's carton is bigger, so I don't have to restock as often.
these are just supply chain issues and they likely had to stock where they could - EVERYONE was feeling these contraints. the leadtimes for materials were suddely 4x what they normally were with shipping costs 5x higher. it was an insane time. you can't really say they made a mistake when they likely did what they could.
Idk where you live but for me, oatly is the only brand i find literally everywhere
No sugar free option is the mistake, and I'm a share owner for over a year.
I work in food manufacturing. Oats are in heavily short supply this year, we get about 60% of what we order
I like these kind of business analysis videos. Keep it up
I like positive comments like yours!
I still believe Oatly is the best oatmilk on the market in terms of taste and performance in specialty drinks. Production issues are something that can be fixed with time and scale, but the fundamental of having an excellent product that tastes great is all there
Then you've not tried MoMA. Best oatmilk I've ever had!
you are ignoring the fact that its rapseed oil mixed highly inflamatory white colored synthetic drink ugh unhealthy too.
Here in Sweden there are loads of Oat milk and other milk alternative brands. But Oatly it's still one of the most popular ones. Plus, it costs under $2 which is great.
Oh wow, it’s $6 for a 1/2 gal here in the U.S.
@@maynardewm We have 1L in Europe. It's only bigger in the U.S. it seems. Still a bit of a difference in pricing though.
£1.90 in the UK for 1 litre (Oatly Barista). ($2.29 US dollars at current exchange rate).
Here in the US it’s $4 for the “whole milk” type and I umderstand that covers the cost of shipping etc.
I see the dark blue one sold out frequently, so I just started making my own. I got a soymilk maker for making tofu, and it works great for making grain and nut milks too. If you don't have that, a blender works great as well.
The recipe I use is:
1c soaked oats (3-4 hours),
3-4 cups water depending on how creamy you like it
2 Tbsp neutral oil that is liquid at room temp.
I use organic canola oil, and just recently got walnut to try as well. The oil helps a lot with the texture I've found after making it without a few times.
I did a _lot_ of experimenting with DIY oatmilk about a year ago. I'll give you some tips if you'd like to improve your recipe, based on what I found.
So the oats you use really matter. I found that old fashioned rolled oats (like typical Quaker ones) are really unpleasant tasting for oatmilk. Fresh oat groats are immeasurably better. You should steam them for 10 minutes to break down the grassy-like compounds within the oat, soak them in water overnight, and do the steps pretty much how you say above. Do add about 1/8 - 1/4 tsp salt though! And about 5g sugar / cup of total liquid.
The more complicated version involves enzymes and precise temperature water baths, but honestly it's probably not worth the trouble unless you really want to replicate the store bought version (which I did). If anyone has any questions let me know!
do you mind sharing which soymilk maker you have?
Use purified water!! Makes such a difference in taste and shelf life . Whiz in blender, squeeze/drip thru cotton cloth. $.25 a quart
@@ellie8174 Thanks to all the ppl commenting their oat milk making styles and recipes!
@@Chickaqee I’d like to hear about the more complicated method you used to replicate the store bought version
That's why its important to build your marketing strategy knowing how the company handles operations and supply chain management. You don't want to advertise so much that demand overcomes ability to fulfill consumers needs. Its best to have phases and have continuous strong growth.
Also, Chobani Extra Creamy Oat Milk is the best ;)
Perfect time to buy Oatly stock.
I definitely will continue to use oatly when I can find it. I’ve tried every other brand and the only other one I will use for my coffee is Aldi brand.
I liked oatly but tried chobani and liked it better actually. Used to buy califia barista oatmilk as it was so good for my coffee, but they changed something, and it no longer tastes that great. Surprisingly I like chobani and pacific barista oatmilk. Chobani is the cheapest from all these.
Seriously, have you tried MoMA? Its teal blue packaging. It trumps all the other milks. I stopped buying oatly after MoMA hit the market m
@@LisaF777 MoMA isn't organic and I don't think it's as nice as minor figures or rude health. Rude health one is my favourite for using with porridge
They screwed up when they inked that deal with Blackstone. I switched to brands who don’t currently have a stake in deforestation of the Amazon.
Wish this video went into that side of the business. Oatly was MASSIVE in Ireland and straight after that deal, people shifted towards other brands like Minor Figures and home grown brands.
Money always wins
Not enough people are talking about this!
Blackrock are globalist owned and sponsor global tyranny!
@@jilliocalypse2541 : I think everybody knows... I have heard of Oatly.. but I don't think that they are all that, to be honest. They are "nice" in a smooth way, but I have seen their ingredients list, and I am not impressed, in all honesty.... And maybe some people like this kind of "milk"... but they don't have the right people in place? OR the food scientists ? I am used to other types of branded oat drinks already. Which already exists in SE Asia... I think Vitasoy does Oat drinks.... Just that, these ones, they add extra additives into it, in order to make it look "thick".. but you cannot use this type of method of manufacturing... Seriously NOT. They should've kept it small until they did a lot of R&D, EVEN before expansion.. Cos they thought that doing things the American ways will win.. Well... now you have nothing and you disturbed the market. Should've stayed within the European areas first.... perfect it... find the markets in the UK or the EU.... and then get into talks with the likes of Unilevers etc...Sweden... what a smart move, not.
Yes, I was never a fan of Oatly but once they sold to Blackstone, I kept Oatly out of the cafés I worked at. They also bully and harass other oat milk brands, not a company I ever want to support
@DavJack but I don’t think you can patent a process that someone can replicate at home.
They only have the right to protect their trademark.
I had to try Chobani when Oatley was always out of stock and it’s the only Oat Milk my mom actually likes! Huge win for that picky woman 🐮🌾 plus I prefer it, the extra creamy is great
Same. My husband didn't like how thin Oatley was and tried Chobani, and we loved it. Now we mostly buy NotMilk, but every now and then I'll pick up Chobani
Chobani is my favorite! The taste and texture is great and the packaging is fun
probably the most informationally video i have ever watched on youtube as an entrepreneur. thanks to the writers for putting this together
Chobani is my favorite oat milk, having tried all three talked about in the video
I haven't been interested in Oatly since they chose to attack local, independent oat milk producers here in the UK, all because they thought that the word "oat", in combination with an image of a cup, was enough to infringe on their copyright. Thankfully Oatly lost that battle.
Then they became involved with Blackrock and all of their "environmental" claims crumbled. THEN they plagiarised Don't Hug Me I'm Scared in a recent marketing campaign.
I love Oat Milk, but everyone should support their smaller, independent producers.
they lost alot of market in Sweden when Blackrock became the main investor in oatly. Since they marketed themselves as the environmentally friendly alternetive to cow milk, and then take such a controversial investor...
Did they really? I don't know anyone who's ever mentioned that. Do you have a source?
I have tried all the brands and tbh no one comes close to Oatly... even if the supply is not enough, the brand will survive if they keep selling out!
yeah i mean props to the company. I've tried heaps and nothing compares to the texture and taste especially the barista one
Oatly is the best tasting oatmilk, hands down. I’ve tried them all and nothing else compares!
I disagree. Planet Oat vanilla is the best tasting.
@@hashiramasenju6058 yeah i like the planet oat vanila no sugar.
@@zag285 Me too, the unsweetened one is the kind I always buy.
@@hashiramasenju6058 have you tried a brand called Minor Figures, it's probably my 2nd choice.
Oatly is the best tasting one, imo.
Pretty pathetic to destroy our own company and brand by sheer incompetence.
Very informative video. Keep up the good work.
I’ve tried pretty much every brand of oat milk and Califa Farms makes the best one BY FAR. It’s more expensive, comes in smaller containers, and often those containers are plastic, so I can see why it’s not one of the top three. But in terms of taste its definitely the best one by a huge amount.
I saw it in the store yesterday and didn't buy it b/c i've never really heard anyone talk about it. May have to give it a shot
I love Califa farms too, but I can’t justify the plastic container
Here in Ireland we have great oat milks that top Oatly. The Califia Farms, Flahavans, Minor Figures and now Linda Mc Carthy top Oatly taste wise and quality wise and the ingredients are natural. No need to support Wallstreet with Oatly
I love this one!! And you can repurpose the gorgeous container. I also like simply a version for lattes
OMG what? i bought the califa one once and it was so gross i threw out half the jug. The oilyness was palpable and coated my tongue 🤮
I rarely see Oatly on shelves anymore. So not only did they fumble their factories and supply, they also charge more for an inferior product compared to the other two. How Petersson is still CEO is beyond me.
It's because Tobey Maguire is the best Spiderman of all time
I can't stand those other two milks and only a couple others are good. I'd rather have almost any generic soy milk than a non-Oatley oat milk
@@veganpotterthevegan You either have extremely low standards or fell for their marketing. Or both.
@@frankboyer1490 I barely use any milk but I have a very sensitive palette. Otherwise I wouldn't be the skilled coffee roaster that I am...
@@veganpotterthevegan A vegan who overpays for bad oat milk when they barely use any and says they're a "skilled" coffee roaster. Funniest comment I've seen in a while. Thanks for that.
Holy shoot I didn’t realize they opened their first factory so close to me. Pretty cool
planet oat is the most watery and least enjoyable. the only time i have it is when i order iced coffee at dunkin. i prefer oatly full fat or i get chobani extra creamy. at this point they are interchangeable to me even with the price and quantity differences.
They use gums instead of oil, which is almost like adding cornstarch to thicken it - our tastebuds can tell the difference between creaminess from fat and "creaminess" from thickeners. It'll never be as good
@@Chickaqee this definitely makes sense - terrible in my opinion!!
@@Chickaqee who does?
Been using Oatly for years! Love the Full fat one and the Barista.
Me too! Those are my favorites!
Your retail cost comparison is flawed. Planet Oat and Chiobani are in smaller 52 fl oz cartons, Oatly is still in a traditional 64 fl oz half a gallon.
Also tarriffs
In 2016/2017 I worked for a popular local coffee shop. We brought in oat milk (Oatly) and everyone loved it! The problem was that we couldn’t get our orders fast enough. I remember one time we got a few cases and it was treated like gold. Even though everyone would tell you Oatly was the best, no one ever complained when we had to use another brand.
How dose a decrease number in marketshare give any information about the growth of a company without showing the increase of the oatmilk market?
It shows they didn't grow with the market they advertised heavily. The helped build the market and others capitalized on it
Oatly is great! We get their oatmilk if we're grabbing quick groceries at Target.
Planet Oat's is my favourite, but when Chobani's are on sale, we go for them off the shelves!
They're all great products though!
It’s always in target. I just some today & had a lot left
Here in Ireland we have great oat milks that top Oatly. The Califia Farms, Flahavans, Minor Figures and now Linda Mc Carthy top Oatly taste wise and quality wise and the ingredients are natural. No need to support Wallstreet with Oatly
I think the point is not about Oatly but that oat milk is the first vegan milk that tastes like the real thing. So I think that's what brands are capitalizing on. As a vegan for 20+ years, there's no comparison compared to soy or almond milk. And when I go to coworking spaces like here in Los Angeles, they only serve oat milk because it's a passable alternative to dairy drinkers. I can buy a half-gallon of Simple Truth oat milk at Ralph's for $2-3 that's often on sale and tastes just as good. So, to me, it's all about the price and not the brand it originated from.
I think it’s more like Oatly tastes better than cows milk. And most cow milk drinkers seem to agree on this despite usually disliking non-dairy milks. Everyone I introduce to Oatly oat milk loves it.
Oatly is really good and definitely my second choice. I haven't seen it mentioned much on here so I might be in the minority with this opinion, but Califia Farms is the BEST. Soooooo good. Regardless of preference, oat milk is the superior milk
Copying and pasting what I just said to someone else who commented the same thing: I saw it in the store yesterday and didn't buy it b/c i've never really heard anyone talk about it. May have to give it a shot
Oat milk is the easiest and cheapest plant milk to make. Downshiftology has the best recipe. I make a quart at a time using water, old fashioned oats, salt, and vanilla extract.
👍 Thank you for making this informative video.
I love my food processor. I can make oat milk in under fifteen minutes for about $0.30/quart and I don't have to build a water treatment plant.
I have callibrated the most of the instruments at Oatlys factory in Sweden
We need more on-spec techs! 👍🏼😎✌🏼
you should calibrate the rest of their factories too
Tastewise oatly is still my fave milk alternative.
I was addicted to Planet Oat for a while. Put it with a warm cookie and Omygosh
They should make cow billboards like chick-fil-a.
"Drink more oats"
That's probably trademarked in some way
@@HH-le1vi the calves: duh, whatever
Planet oat and the Chobani one are actually terrible. You can tell they’re made for Americans by how sweet it is. Oatly is by far the best one available
The vanilla Chobani…..🤢
Oatly is still my oatmilk of choice because there’s no added sugar, all of these other brands have to much unnecessary added sugar. It’s always out of stock though and pretty difficult to find these days
Here in Ireland we have great oat milks that top Oatly. The Califia Farms, Flahavans, Minor Figures and now Linda Mc Carthy top Oatly taste wise and quality wise and the ingredients are natural. No need to support Wallstreet with Oatly
Outlying has added sugar.
*Oatly
@@owallace1755 I was finally able to find it in store a week or two ago and noticed this, such a bummer! I’m back to unsweetened almond milk now
Peterborough uk will open in early 2023 , capacity will be 300 million liters per annum . Expandable to 450 million liters . Prices in the UK are coming down .
Oatly, Aldi, and Sprouts original are my favorites. Love ❤️ the Aldi price. I will use PlanetOat if I can’t find the others but it’s not my favorite. I have never been able to digest Chobani .....
I'm just a home barista but I have tried steaming milk with other brands and oatly's barista blend is just by far the best.
Chobani's barista blend just doesn't work well for latte steaming, i get too many big bubbles basically no matter what I do, even if I shake vigorously.
Planet Oat doesn't make a barista blend so I havent tried it. Oatly's is the best.
That’s funny because I actually get more bubbles with Oatly barista blend than Chobani
I used to drink a whole container of oatly in a day (not every day 😅) because it was so, SO creamy, but I noticed that they changed the consistency and it was watery now, so I don't buy it anymore :(
Interesting video.
My partner and I discovered Oatly during 2020 lockdown and were always looking for it at the grocery store since it would sell out so fast. It’s still not there to this day a lot of the time. The Planet Oat extra creamy original is the only other brand that tastes as good. Chobani Oat milk is gross in my opinion.
Also the stock price of Oatly has more to do with the overall sell off state of the market, it’s basically following the trend of every other company selling off this past year with inflation fears.
For me when I tried planet oat extra creamy when I couldn’t get Oatly, I was disappointed in the texture personally. It tasted fine but it has a thickened texture that I don’t like, and Oatly doesn’t have that texture from my experience.
@@L1ttlef0ot I can see that, Oatly really is so good and hard to compare to. I think I’ve had to get planet oatly as an alternative so much by now that it’s just grown on me a lot. Although I’m still not a fan of the plain planet oatly it tastes too nutty/watery and isn’t as sweet, but the extra creamy hits the spot for me.
the IPO price was just way too high for a business that is still losing money. Right now it is more resonably priced and might even be a good bet on the growth of plant based milk. Oatly dosn't need to have the biggest market share if the sector grows a lot, which will most likely happen. Still kind of risky because the company has a lot of problems, but probably the best way to invest in the plant based milk trend.
In the UK, we pretty much always have them in supermarkets. Coffee shops either have Oatly or Alpro.
and alpro has a new 'not milk' variant which I was sceptical about at first, but it blows my mind, it tastes so much like milk, but it's actually better
Lost ?! They’re the only one I’ll buy the rest taste like water with an oat carton 💀
Oat milk is amazing! I legit prefer it to regular milk and I’m not even vegan or anything. It tastes much creamier
chobani is the BEST in coffee drinks hands down
Oatly is the best oat milk for frothing but i really struggle to get in stores.
Jeremy would disagree
😂😂😂😂😂😂
CLARKSOOOOON!!!
Hopefully they get their act into gear. Oatly doesn't use sunflower oil (at least in their organic oat milk) and it is hard to find oat milk without it. We have moved to organic (oil free) almond milk until we can get our hands on some decent oat milk.
They don't use sunflower oil at all i believe and you're right its super annoying that so many brands do use it..
@@KMCLA yes they do! Their “low fat” one doesn’t use it yet it’s horrible! Anyway Oatly is way too processed and fattening. Not worth the extra calories.
I didn’t know they have organic version. I could only find the non-organic Oatly oat milk
@@lindachong7009 they are a glyphosate free and gmo free company which is essentially the most important part of a product being considered organic. Not sure why they don’t get their stuff certified organic but I will say the ingredient sourcing they do is great 👍
i wish they didn’t use sugar in their oat base. if they release a zero sugar version i will be first in line.
Coming from Germany, I just recently tried Planet Oat milk and it is just SO, SO BAD. Just really bad. Why is it that things are SO bad and so expensive in the USA? In Europe, we figured out how to make the most delicious natural and coffee-suitable oat milk for €0.99 cents 3 years ago and it is not Oatly. In the USA I buy a $7 oat milk and I cannot even drink it, neither put it into coffee, it is just so incredibly bad.
This is the first comment that I saw that mentions how GROSS planet oat is. I had no idea it was #1. First thought was "how?!" Tastes like overstewed porridge milk and it's kinda snot like in color and consistency
I'm on my second 1/2 gallon of oatmilk. First being Oatly and second now planet oats. I use them to make milk based drinks for my home espresso setup and found that Oatly has more of a granular texture and taste while Oatly closer resembles milk. Oatly is good but you have to get used to the new texture. I'm still early on and want to try Silk next, but it seems to be a struggle to find them in stock.
I still only buy Oatly. The Barista edition is unparalleled in its flavour and quality. I LOVE it.
I live in Australia, we had Oatly which costed $5+ a carton for 1L, but we could get other brands for $1.50 - $3 for 1L, from Oats grown in Australia, packaged in Australia.
Why would I buy something costing double the price because of the cost of import and transport. Made no sense. We ha coffee ones, organic options etc.....
The only cheaper options here would be So Good or Vitasoy etc, both of which are pretty low quality. Minor Figures is by far the best (at least for coffee), they're a carbon neutral company with strong ties to Melbourne so I see no problem with supporting them
Oatly Barista edition is unmatched in quality in Europe. I wish the very best to the brand and hope they manage to get out of the slump
Oatly is great! As a German, I can say that there is no better alternative on the European market, that tastes better.
DM Barista Milch ist eigentlich sehr gut!
@@marcobarros6620 Das stimmt :)
Also it is always available - it was never unavailable whenever I needed it. And I use it pretty much always! All the other ones just dont compare in taste.
@@SweetThuy Here in Paris, it is not always available. For example, at the moment i m on shortage of Barista :( :(
@@marcomanunta4121 maybe we are just lucky in germany - or Parisians are such fans that it sells out quickly haha~ either way, sending some good luck over to you so you can get your fill soon!!
I don't frequent coffee shops but I do drink PLANET OAT. My favorite.
I think the WSJ are being somewhat hysterical talking about Oatly's demise. Anyone who has tried their product with coffee versus other brands will most likely agree that it is the best tasting
What's hysterical about it? It's an objective analysis of Oatly's trajectory.
If they were out to hurt Oatly, they'd focus on their involvement with Blackstone (Amazon deforestation), or their lawsuits against independent oat milk producers (which they lost).
I would like to prefer Oatly again when it goes back up in the stockmarket.
Wow never heard of them before this
Team Oatly!
They're only focusing on the US while Oatly is thriving in Europe.
Exactly
@@spanishflea634 oatly has been established in Europe for 30 years and essentially brought oat milk as well as many other alternative products to the market single handedly… they’re also bankrolling oatly NA while demand is growing. I think they’re going to be ok.
My personal favorite is the Chobani extra creamy oatmilk.
But oatly was good and I loved their 160 calorie one!
Oatly is still the best. All others are missing the mark especially when it comes to steaming oat milk.
I have 1300 shares of OTLY stock.
Yesterday, the financial results were announced and the stock price dropped -18%.
But I hope that the stock price will recover and go up like Tesla.
オートリー早く日本にも来てくれ。
Please make a business analysis of HYDROX. Also facing similar problems. Huge demand, small production and evil competition.
I've tried Oatly and I think its great but theres a new brand called Oatside based in Singapore and I think its much better than Oatly IMO
Besides military stocks pretty much everything has the same 12-month chart, big long drop from late 21’ and bottoming out around the present day. The stocks also probably had issues but i mean entire market is nose diving
Love oatly & Chobani 💜
That brown sugar oat milk with shaken espresso at Starbucks got me on Oatly. For life lol
great video
Oatly is not the 1st company to insist that a founder with no operational experience still hold the operational head role... I've seen many time that many stubborn business owners insist on overseeing a department they have little experience on... plus the funny thing is... they are the ones interviewing for their replacements 😂😂😂
I buy Oatly or Earth’s Own Barista blend oat milk interchangeably. I think both taste good in my opinion. Has Anyone else tried Earth’s Own Barista blend? It’s also very very good! 👌🏼
Earth’s own Barista is the best oat milk in my opinion! So creamy!
@@katbautista5141 right?! I like it better than Oatley. But it’s a tad bit more expensive than Oatley for some reason.
Chobani oat milk… is heavenly!!! :,D
This has been recalled.
Cruelty free and tastes great. I drink it in my coffee every day.
Is it cruelty free? What about the Amazon stuff?
Nice video.
I don't care what the milk is, as long as it isn't hormone filled cow milk, and it's packed with protein (more than 5g in 8 oz serving). Surprisingly few options at my local supermarket meet this criteria - only two that Ive noticed - and those options are extremely frequently out of stock. It's very annoying.
Well, that’s the dilemma, isn’t it? Protein is easier to come by in animal products. Soy milk has it but doesn’t taste as good. Oats are mostly carbs, and oat milk only has 2g protein, though it tastes better
@@reepicheepsfriend I found it again at my local supermarket. It's by Silk, but it's not soy milk, it's almond and cashew milk. Has 10g of protein per serving and tastes delicious.
I had trouble getting lately stock for home lattes in the pandemic last year but I would not go with any other brand cos they’re still the best
I do not see Moat on Oatly, even if they fix the operational issues , there are a lot of seasoned players in the market globally and Private Labels still have to increase share in this segments. Still believe the company will grow even if it looses share, since the TAM is so high, and with the recruitment of 2 new VPs one from Mars and other from Danone (which is the parent company of ALPRO, the leading PB brand in Europe, in US is called SILK), both can bring a more professional way of working. Overall the market is super competitive it will be hard for Oatly to lead the market, but it will likely continue to be relevant on the medium/short term.
I don’t know if it’s just me, but I think Oatly is the worse tasting oat milk. I was so excited to try it when it entered the Australian market and it was sooooo watery and gross. So Good and VitaSoys Oat milks are much creamier and more “milky” and cheaper.
I do not get the hype of Oatly.
Here in Canada there are also much better options for the same reason, much creamier as opposed to the watery American options.
Earths Own all the way!
at the starbucks i work at we now use dream oat beverage
The TAM is massive and growing , good vid though .
I use earths own oat milk . No idea if it it’s available in the US, but it’s the best oat milk in Canada. So fresh and delish!
I tried Oatly for the first time recently and legitimately do not understand the hype? it's fine, tho chobani extra creamy is still the best I've had since I prefer a consistency that's closer to real milk rather than thin like water. planet oat is meh imo, and oatly will never be worth the price for me haha
I completely agree. I buy 4 of the Chobani extra creamy at a time. Oatly barista blend is a strong contender though. I don’t understand the hype with the regular oatly milks.
Why is it news that a company does not have a monopoly? I love oatmeal, but don't love oat milk.
Been trying various oat milk and oatly is still the best, in taste and PACKAGING. And also the quirky ads. Love the creative team!
Um, I was buying oat milk before Oatly came to the US.
Oatly is still by far out there! The others all taste like porridge water. Love that Oatly has that perfect balance tbh.
Huge fan of oatly. It’s always selling out at the grocery store I shop at 😩
I’m in the minority here and I think Oatly tastes like cardboard. Their ice cream rocks but the milk itself is not good IMO. i like Chobani a lot better
I also think Chobani is better
Those other brands suck. Oatly is so much better.
the IPO price of the stock was just way too high for a business that is still losing money. Right now it is more reasonably priced and might even be a good bet on the growth of plant based milk. Oatly dosn't need to have the biggest market share if the sector grows a lot, which will most likely happen. Still kind of risky because the company has a lot of problems, but probably the best way to invest in the plant based milk trend.
Yes you are spot on , I think the sector will grow , the conversion to plant based milk in the UK is happening really quickly
i don’t drink or stock oat milk at my cafe but i do notice a lot of other cafes in singapore do stock oat milk. i noticed Oatly was the first one to popularised oat milk. but people started complaining that they couldn’t find oatly at shops. i guess other brands produced oat milk at the right time and people tried those other brands and realised other brand’s tasted better than Oatly. and if i recall correctly, didn’t Oatly try to sue another brand for “copying” their box design?
update: i have tried many brands of oat milk from all over the world now. and so many brands taste better than oatly imo lol
in my opinion planet oat is terrible so super surprised to hear it's at the #1 spot. my favorite is chobani oat and I also love califia barista edition but it gets pricey
I prefer planet oat not bc of the taste, oatly is far better, but bc it has purer ingredients