Oatly Results Presentation Deck
GERMANY: EXPANDING CHANNEL AND PORTFOLIO FOOTPRINT
VELOCITY: UNITS PER STORE
SELLING PER WEEK (1)
Based on largest oatmilk SKUs MAT (¹)
30
#1 selling SKU in
PBM & Oatmilk (2)
17.
11
8
#1 Oatmilk SKU: #2 Competitor #3 Competitor
Oatly Barista
Source: Nielsen IQ, IRI
Notes:
Barista market leadership
SLY LY! LYLY!
TATLY
the new
NORM
UILLMIUI LI
Wi
show
CIT
P
BAY AT ALT
LYF LY LY! Y LY
COD
BRITY BRITH
BA
Pi
COMMERCIAL MOMENTUM IN RETAIL AND FOODSERVICE
Int
OATLY'S 1L BARISTA NOW HAS
HIGHER RETAIL SALES VALUE THAN
THE NEXT FIVE BRANDED
COMPETITOR PRODUCTS COMBINED (3)
(1) L12W represents the calculated average of the data for the 4-week rolling periods ending Feb 6, 2022 and Mar 6, 2022 and Apr 3,2022 in Germany.
(2) Largest PBM and Oatmilk SKU based on absolute value sales for the last 52 weeks ending Apr 3, 2022 in Germany.
(3) Niels
Grocery ex. HD based on value sales for
12-week period ending Apr 2022 in Germany.
THE ORIGINAL
OATLY!
Foodservice partnerships
Q1 highlights
DB
&
Tchibo
Hilgetränke
ESTRE
Sube
SSO
B
200 TRAINS/ 1,400
CONNECTIONS PER DAY
HOUSE
3
san
LY!
BIGGEST COFFEE BRAND IN
GERMANY:~500 DOORS
w
Q2 highlights
DUNKIN'
aramark
THE ORIGINAL
Frozen desserts launch
LY!
strawberry
HOW www
THE ORIGINAL
LY!
Salted
caramel
BE ORIGINES
chocolate
fudge
c
LY
LOCOMO
MACHER
THE ORIGINAL
Co
LY!
Vanilla
www
THE ORIGINAL
De muced the
BRAV
hazelnut
swirl
FROZEN DESSERT LAUNCH
ADDING +32,000 STOCKING
POINTS IN DACH, INCLUDING
+25,000 IN GERMANY
Q1'22 EARNINGS PRESENTATION 11View entire presentation