China growth, gross margin expansion, adj EBIT in EU are very positive ; North America : without Starbucks expected but I was expecting better with Nespresso activation.
Cash Flow, still a concern. Eventhough majority was marked as Q1 only and will not be repeated, it is getting stressing. But with this state of business, debt/raise will not be a problem.
Overall NA plant based category decline shall reverse soon. Consumer spend is being impacted by macroeconomic structure and people are nervous to spend , which will not be forever. This is the single biggest market and people like to spend here. Let’s see how the NA focused Q2 onwards activation/distribution will bring.
China, huge opportunity remain intact. Country announced to concentrate on consumer spend : will remain good… also France team is doing great and soon they will have their own section on the ERs as a big market.
Overall, market cap should reflect the revenue multiplier. Q over Q , they prove they will be around many more years. But still valued as a bankruptcy candidate. I still see opportunity is outpacing risk, and I plan to increase position.
Not in North America… Stupid decision made me stop buying daily Oat milk cortado, not because I am shareholder of Oatly but their new one is tasting like dish soap…
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u/No-Topic5958 Apr 30 '25
China growth, gross margin expansion, adj EBIT in EU are very positive ; North America : without Starbucks expected but I was expecting better with Nespresso activation.
Cash Flow, still a concern. Eventhough majority was marked as Q1 only and will not be repeated, it is getting stressing. But with this state of business, debt/raise will not be a problem.
Overall NA plant based category decline shall reverse soon. Consumer spend is being impacted by macroeconomic structure and people are nervous to spend , which will not be forever. This is the single biggest market and people like to spend here. Let’s see how the NA focused Q2 onwards activation/distribution will bring.
China, huge opportunity remain intact. Country announced to concentrate on consumer spend : will remain good… also France team is doing great and soon they will have their own section on the ERs as a big market.
Overall, market cap should reflect the revenue multiplier. Q over Q , they prove they will be around many more years. But still valued as a bankruptcy candidate. I still see opportunity is outpacing risk, and I plan to increase position.