Oatly Results Presentation Deck
EMERGING OAT DOMINANCE
THE OAT CATEGORY IS RAPIDLY GAINING MARKET SHARE AND SURPASSING OTHER CROP CATEGORIES
% of total plant-based milk retail market (¹)
80%
60%
40%
20%
0%
Mar '19
Inherent sustainable characteristics
YoY
Growth(2)
SWEDEN
Oat:
9%
DA:
9%
Dat
78%
8%
8%
Dec 21
50%
40%
30%
20%
10%
0%
Oat
UNITED KINGDOM
Mar 19
Source: Nielsen, IRI.
Notes: Sweden Nielsen data as of week 52, 2021; U.K. IRI data as of January 1, 2022;
Germany Nielsen data as of week 52 2021 and U.S. Nielsen data as of January 8, 2022.
1. Market shares by retail sales value, represent rolling four weeks period.
2. Year-over-year growth of 52-week periods.
I Oat surpassed
I almond and soy
I
I
I
I
|
I
I
Flexible within the supply chain
I
I
J
Oat:
31%
DA:
9%
Soy
Oat
48%
22%
19%
Dec 21
75%
50%
25%
0%
THE ORIGINAL
OATLY!
Almond
Mar 19
Oat
GERMANY
Oat:
37%
DA:
23%
Widely accessible to a range of eaters
Dairy Alternatives
Oat
65%
14%
13%
Dec 21
80%
60%
40%
20%
0%
UNITED STATES
Mar '19
I Oat surpassed soy
I
I
Oat:
67%
DA:
6%
63%
Q4'21 EARNINGS PRESENTATION
Oat
21%
8%
Dec 21
8View entire presentation