BRAND_ANALYSIS #OATLY FOOD & DRINK #2 OF 137 IN FOOD & DRINK HIGH TENSION

Oatly

Oat milk pioneer, sustainability poster child, stock cautionary tale · Public · Updated 09 Jul 2026 08:27 UTC
#7 of 1208 overall by tension · #2 of 137 in Food & Drink
42 High Tension
The Silent Giant
Analysis

C=26 is a brutal number for a brand that once felt like a cultural movement. Oatly's 15.87% stock recovery can't paper over the fact that the oat milk moment has passed and the company is now just a mid-tier beverage play with premium packaging and a complicated P&L. Sentiment at 0.20 is what cultural irrelevance sounds like.

IN THE NEWS (9 articles this week)
Oatly (OTLY) Stock Fair Value Falls As Analysts Cut Targets On Growth Risks - Yahoo Finance
How Oatly Built a B2B Event Inspired by its Strategic Beverage Trends Content - Event Marketer
Future Food Quick Bites: Oatly Railways, Brain Bar & Cultivated Meat Regulation - Green Queen Media
CROSS-REFERENCE View Oatly on Taste OS →
Cultural Score
26 / 100
Business Score
68 / 100
TREND
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CULTURAL▃▄▃▄▄▄▄▄▃▃▃▃▃▂
BUSINESS▃▃▃▃▃▃▃▃▄▄▅▅▅▅
TREND CHART
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CULTURAL BREAKDOWN
Wikipedia Momentum 15/40
News Presence 11/35
Search InterestRedistributed to other dimensions
BUSINESS BREAKDOWN
Stock Momentum 30/30
Market Position 10/25
Revenue Growth 22/25
Earnings Health 6/20
STOCK DATA
Price$9.49
30d Change+15.9%
Market Cap$0.3B
Profit Margin-17.1%
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Oatly's tension is 42. 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 daily.
Sociology of Capitalism
Mike Litman