BRAND_ANALYSIS #OATLY FOOD & DRINK #129 OF 137 IN FOOD & DRINK ALIGNED

Oatly

Oat milk pioneer, sustainability poster child, stock cautionary tale · Public · Updated 04 Oct 2026 09:24 UTC
#1157 of 1208 overall by tension · #129 of 137 in Food & Drink
3 Aligned
The Balanced
Analysis

The sustainability brand's reckoning. C=39, B=42, sentiment 0.50, stock -27.59%. Oatly is the chart's tragedy: once the embodiment of millennial virtue signaling, now revealed as infrastructure play with shaky unit economics. The stock collapse is cultural deflation.

IN THE NEWS (18 articles this week)
The world’s largest oat milk producer has joined an unusual climate journalism campaign - AP News
Oatly Stock: Not My Cup Of Oat Milk (NASDAQ:OTLY) - seekingalpha.com
TOUS les JOURS, Oatly launch Gochujang Caramel Latte - Bake Magazine
CROSS-REFERENCE View Oatly on Taste OS →
Cultural Score
39 / 100
Business Score
42 / 100
TREND
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TREND CHART
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CULTURAL BREAKDOWN
Wikipedia Momentum 15/40
News Presence 24/35
Search InterestRedistributed to other dimensions
BUSINESS BREAKDOWN
Stock Momentum 4/30
Market Position 10/25
Revenue Growth 22/25
Earnings Health 6/20
STOCK DATA
Price$10.55
30d Change-27.6%
Market Cap$0.3B
Profit Margin-13.8%
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Oatly's tension is 3. Commerce outpacing culture. sociologyofcapitalism.com/brand/oatly
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Data: Wikipedia Pageviews, Google News RSS, AI Sentiment, Yahoo Finance
All scores approximate. Updated weekly.
Sociology of Capitalism
Mike Litman