Alicialian
2021-06-15
Like
Oatly's business strategy is the main reason to own the stock, Truist analysts say<blockquote>Truist分析师表示,Oatly的商业战略是持有该股票的主要原因</blockquote>
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
1
3
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":184438251,"tweetId":"184438251","gmtCreate":1623721111773,"gmtModify":1634029602304,"author":{"id":3575621913630705,"idStr":"3575621913630705","authorId":3575621913630705,"authorIdStr":"3575621913630705","name":"Alicialian","avatar":"https://static.tigerbbs.com/52404e0dd99a939e64e5eaeb8cda47b7","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":10,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Like</p></body></html>","htmlText":"<html><head></head><body><p>Like</p></body></html>","text":"Like","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/184438251","repostId":2143735471,"repostType":4,"repost":{"id":"2143735471","kind":"highlight","pubTimestamp":1623718121,"share":"https://www.laohu8.com/m/news/2143735471?lang=zh_CN&edition=full","pubTime":"2021-06-15 08:48","market":"us","language":"en","title":"Oatly's business strategy is the main reason to own the stock, Truist analysts say<blockquote>Truist分析师表示,Oatly的商业战略是持有该股票的主要原因</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2143735471","media":"MarketWatch","summary":"Oatly has the benefit of a 'plant-based tailwind,' according to Jefferies analysts.\nAnalysts are upb","content":"<p>Oatly has the benefit of a 'plant-based tailwind,' according to Jefferies analysts.</p><p><blockquote>杰富瑞(Jefferies)分析师表示,Oatly受益于“基于植物的顺风”。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1d5a4af914d52b8e97b3e053101a658\" tg-width=\"1260\" tg-height=\"841\"><span>Analysts are upbeat about Oatly, which they say has a $900 billion addressable market BLOOMBERG</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师对Oatly持乐观态度,称其拥有9000亿美元的潜在市场彭博社</span></p></blockquote></p><p> Truist Securities analysts initiated <a href=\"https://laohu8.com/S/OTLY\">Oatly Group AB</a> shares at buy with a $35 price target, calling the plant-based food company's strategy its \"biggest asset\" and the main reason to own the stock.</p><p><blockquote>Truist证券分析师发起<a href=\"https://laohu8.com/S/OTLY\">奥特利集团AB</a>该股评级为买入,目标价为35美元,称这家植物性食品公司的战略是其“最大的资产”,也是持有该股的主要原因。</blockquote></p><p> Oatly (OTLY) shares began trading on May 20 at $22.12, 30.1% higher than the IPO price of $17. The stock was trading at $26.52 on Monday afternoon, and has gained 11.4% for the month to date.</p><p><blockquote>Oatly(OTLY)股价于5月20日开始交易,价格为22.12美元,比17美元的IPO价格高出30.1%。该股周一下午的交易价格为26.52美元,本月迄今已上涨11.4%。</blockquote></p><p> \"With the recent completion of the $1.4 billion IPO, the company now has the fuel to accelerate the strategy which we believe will result in top-line growth well above our initial estimates for years to come,\" wrote Truist analysts led by Bill Chappell.</p><p><blockquote>以Bill Chappell为首的Truist分析师写道:“随着最近完成14亿美元的IPO,该公司现在有动力加速战略,我们相信这将导致未来几年的营收增长远高于我们最初的预期。”</blockquote></p><p> Launched more than 25 years ago, Oatly follows other plant-based dairy alternatives like soy milk, that was created in 1896 but only became commercially popular starting in the 1980s, and almond milk, Truist says. The company spent a decade fine-tuning its core Oatly oat-milk product.</p><p><blockquote>Truist表示,Oatly于25年前推出,紧随其他植物性乳制品替代品之后,例如豆奶和杏仁奶,豆奶创建于1896年,但从20世纪80年代才开始在商业上流行起来。该公司花了十年时间对其核心Oatly燕麦牛奶产品进行微调。</blockquote></p><p> Then the company built a brand that, from the outset, was focused on the environment, making \"sustainability the core focus of its brand message,\" a message that, alongside healthy living, has big appeal to Gen Z customers.</p><p><blockquote>然后,该公司建立了一个从一开始就专注于环境的品牌,使“可持续发展成为其品牌信息的核心焦点”,这一信息与健康生活一起,对Z世代客户具有巨大吸引力。</blockquote></p><p> \"We believe this messaging is a key reason why Oatly and oat milk in general is re-energizing the overall plant-based beverage category which actually experienced decelerating growth from 2010-2015: drinking plant-based beverages isn't just good for you, it's good for the planet,\" Truist said.</p><p><blockquote>“我们相信,这一信息是燕麦和燕麦奶总体上为整个植物性饮料类别重新注入活力的关键原因,该类别实际上在2010年至2015年期间增长放缓:喝植物性饮料不仅对你有好处,而且对地球有好处,”特鲁斯特说。</blockquote></p><p> Then Oatly introduced itself through coffee bars and cafes in North America and EMEA. \"This strategy enabled oat milk consumption to surpass almond milk and soy milk consumption in 2018 in Germany and 2019 in the UK,\" Truist said, noting Oatly's exclusive partnership with Starbucks Corp. </p><p><blockquote>然后Oatly通过北美和EMEA的咖啡吧和咖啡馆介绍自己。Truist表示:“这一战略使燕麦奶的消费量在2018年德国和2019年超过了杏仁奶和豆奶的消费量。”他指出Oatly与星巴克公司的独家合作伙伴关系。</blockquote></p><p> Finally, the company is investing in marketing and manufacturing, with $225 million spent in the past five years.</p><p><blockquote>最后,该公司正在投资营销和制造,过去五年花费了2.25亿美元。</blockquote></p><p> \"This production capability is vitally important to reduce out of stocks and maintain brand loyalty as other oat-based brands emerge,\" Truist said.</p><p><blockquote>Truist表示:“随着其他燕麦品牌的出现,这种生产能力对于减少缺货和保持品牌忠诚度至关重要。”</blockquote></p><p> Jefferies analysts also take note of the $900 billion total addressable market <a href=\"https://laohu8.com/S/TAM\">$(TAM)$</a> that's acting as a \"plant-based tailwind\" for the company.</p><p><blockquote>杰富瑞(Jefferies)分析师还注意到潜在市场总额达9000亿美元<a href=\"https://laohu8.com/S/TAM\">$(TAM)$</a>这对公司来说是一个“基于植物的顺风”。</blockquote></p><p> \"Along with its brand purpose and product portfolio, Oatly has successfullypenetrated international markets using its proven multi-channel strategy, while plant-based dairy products are quickly becoming mainstream given the increasing appeal of values-driven plant-based food to the everyday consumer, providing an ongoing tailwind for the brand,\" Jefferies analysts wrote.</p><p><blockquote>“除了其品牌宗旨和产品组合外,Oatly还利用其成熟的多渠道战略成功打入了国际市场,而鉴于价值驱动的植物性食品对日常消费者的吸引力日益增强,植物性乳制品正迅速成为主流,为该品牌提供持续的推动力,”杰富瑞分析师写道。</blockquote></p><p> Jefferies rates Oatly stock a buy with a $34 price target.</p><p><blockquote>杰富瑞(Jefferies)将Oatly股票评级为买入,目标价为34美元。</blockquote></p><p> Credit Suisse analysts say the near-term TAM for non-dairy items like milk and yogurt will be $28 billion by 2025, up from $20 billion in 2020.</p><p><blockquote>瑞士信贷分析师表示,到2025年,牛奶和酸奶等非乳制品的近期TAM将达到280亿美元,高于2020年的200亿美元。</blockquote></p><p> \"Oatly's 2% market share shows the company is in the early stages of growth,\" wrote analysts led by Kaumil Gajrawala.</p><p><blockquote>以Kaumil Gajrawala为首的分析师写道:“Oatly 2%的市场份额表明该公司正处于增长的早期阶段。”</blockquote></p><p> \"Long term, disrupting other dairy categories (cheese) expands the opportunity.\"</p><p><blockquote>“从长远来看,颠覆其他乳制品类别(奶酪)会扩大机会。”</blockquote></p><p> Oatly's current product lineup includes frozen dessert and \"oatgurt,\" a yogurt alternative, and soft-serve. The company also recently announced a partnership with New York frozen yogurt chain 16 Handles.</p><p><blockquote>Oatly目前的产品阵容包括冷冻甜点和酸奶替代品“oatgurt”以及软服务。该公司最近还宣布与纽约冷冻酸奶连锁店16 Handles建立合作伙伴关系。</blockquote></p><p> Credit Suisse rates Oatly stock as outperform with a $30 price target.</p><p><blockquote>瑞士信贷将Oatly股票评级为跑赢大盘,目标价为30美元。</blockquote></p><p> The <a href=\"https://laohu8.com/S/IPO\">Renaissance IPO ETF</a> <a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a> has slipped 0.6% for the year to date. The Invesco Dynamic Food & Beverage ETF <a href=\"https://laohu8.com/S/PBJ\">$(PBJ)$</a> is up 20.1%. And the S&P 500 index has gained 20.8% for the period.</p><p><blockquote>The<a href=\"https://laohu8.com/S/IPO\">文艺复兴IPO ETF</a><a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a>今年迄今已下跌0.6%。景顺动态食品和饮料ETF<a href=\"https://laohu8.com/S/PBJ\">$(PBJ)$</a>上涨20.1%。标普500指数同期上涨20.8%。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oatly's business strategy is the main reason to own the stock, Truist analysts say<blockquote>Truist分析师表示,Oatly的商业战略是持有该股票的主要原因</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOatly's business strategy is the main reason to own the stock, Truist analysts say<blockquote>Truist分析师表示,Oatly的商业战略是持有该股票的主要原因</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-06-15 08:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Oatly has the benefit of a 'plant-based tailwind,' according to Jefferies analysts.</p><p><blockquote>杰富瑞(Jefferies)分析师表示,Oatly受益于“基于植物的顺风”。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1d5a4af914d52b8e97b3e053101a658\" tg-width=\"1260\" tg-height=\"841\"><span>Analysts are upbeat about Oatly, which they say has a $900 billion addressable market BLOOMBERG</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师对Oatly持乐观态度,称其拥有9000亿美元的潜在市场彭博社</span></p></blockquote></p><p> Truist Securities analysts initiated <a href=\"https://laohu8.com/S/OTLY\">Oatly Group AB</a> shares at buy with a $35 price target, calling the plant-based food company's strategy its \"biggest asset\" and the main reason to own the stock.</p><p><blockquote>Truist证券分析师发起<a href=\"https://laohu8.com/S/OTLY\">奥特利集团AB</a>该股评级为买入,目标价为35美元,称这家植物性食品公司的战略是其“最大的资产”,也是持有该股的主要原因。</blockquote></p><p> Oatly (OTLY) shares began trading on May 20 at $22.12, 30.1% higher than the IPO price of $17. The stock was trading at $26.52 on Monday afternoon, and has gained 11.4% for the month to date.</p><p><blockquote>Oatly(OTLY)股价于5月20日开始交易,价格为22.12美元,比17美元的IPO价格高出30.1%。该股周一下午的交易价格为26.52美元,本月迄今已上涨11.4%。</blockquote></p><p> \"With the recent completion of the $1.4 billion IPO, the company now has the fuel to accelerate the strategy which we believe will result in top-line growth well above our initial estimates for years to come,\" wrote Truist analysts led by Bill Chappell.</p><p><blockquote>以Bill Chappell为首的Truist分析师写道:“随着最近完成14亿美元的IPO,该公司现在有动力加速战略,我们相信这将导致未来几年的营收增长远高于我们最初的预期。”</blockquote></p><p> Launched more than 25 years ago, Oatly follows other plant-based dairy alternatives like soy milk, that was created in 1896 but only became commercially popular starting in the 1980s, and almond milk, Truist says. The company spent a decade fine-tuning its core Oatly oat-milk product.</p><p><blockquote>Truist表示,Oatly于25年前推出,紧随其他植物性乳制品替代品之后,例如豆奶和杏仁奶,豆奶创建于1896年,但从20世纪80年代才开始在商业上流行起来。该公司花了十年时间对其核心Oatly燕麦牛奶产品进行微调。</blockquote></p><p> Then the company built a brand that, from the outset, was focused on the environment, making \"sustainability the core focus of its brand message,\" a message that, alongside healthy living, has big appeal to Gen Z customers.</p><p><blockquote>然后,该公司建立了一个从一开始就专注于环境的品牌,使“可持续发展成为其品牌信息的核心焦点”,这一信息与健康生活一起,对Z世代客户具有巨大吸引力。</blockquote></p><p> \"We believe this messaging is a key reason why Oatly and oat milk in general is re-energizing the overall plant-based beverage category which actually experienced decelerating growth from 2010-2015: drinking plant-based beverages isn't just good for you, it's good for the planet,\" Truist said.</p><p><blockquote>“我们相信,这一信息是燕麦和燕麦奶总体上为整个植物性饮料类别重新注入活力的关键原因,该类别实际上在2010年至2015年期间增长放缓:喝植物性饮料不仅对你有好处,而且对地球有好处,”特鲁斯特说。</blockquote></p><p> Then Oatly introduced itself through coffee bars and cafes in North America and EMEA. \"This strategy enabled oat milk consumption to surpass almond milk and soy milk consumption in 2018 in Germany and 2019 in the UK,\" Truist said, noting Oatly's exclusive partnership with Starbucks Corp. </p><p><blockquote>然后Oatly通过北美和EMEA的咖啡吧和咖啡馆介绍自己。Truist表示:“这一战略使燕麦奶的消费量在2018年德国和2019年超过了杏仁奶和豆奶的消费量。”他指出Oatly与星巴克公司的独家合作伙伴关系。</blockquote></p><p> Finally, the company is investing in marketing and manufacturing, with $225 million spent in the past five years.</p><p><blockquote>最后,该公司正在投资营销和制造,过去五年花费了2.25亿美元。</blockquote></p><p> \"This production capability is vitally important to reduce out of stocks and maintain brand loyalty as other oat-based brands emerge,\" Truist said.</p><p><blockquote>Truist表示:“随着其他燕麦品牌的出现,这种生产能力对于减少缺货和保持品牌忠诚度至关重要。”</blockquote></p><p> Jefferies analysts also take note of the $900 billion total addressable market <a href=\"https://laohu8.com/S/TAM\">$(TAM)$</a> that's acting as a \"plant-based tailwind\" for the company.</p><p><blockquote>杰富瑞(Jefferies)分析师还注意到潜在市场总额达9000亿美元<a href=\"https://laohu8.com/S/TAM\">$(TAM)$</a>这对公司来说是一个“基于植物的顺风”。</blockquote></p><p> \"Along with its brand purpose and product portfolio, Oatly has successfullypenetrated international markets using its proven multi-channel strategy, while plant-based dairy products are quickly becoming mainstream given the increasing appeal of values-driven plant-based food to the everyday consumer, providing an ongoing tailwind for the brand,\" Jefferies analysts wrote.</p><p><blockquote>“除了其品牌宗旨和产品组合外,Oatly还利用其成熟的多渠道战略成功打入了国际市场,而鉴于价值驱动的植物性食品对日常消费者的吸引力日益增强,植物性乳制品正迅速成为主流,为该品牌提供持续的推动力,”杰富瑞分析师写道。</blockquote></p><p> Jefferies rates Oatly stock a buy with a $34 price target.</p><p><blockquote>杰富瑞(Jefferies)将Oatly股票评级为买入,目标价为34美元。</blockquote></p><p> Credit Suisse analysts say the near-term TAM for non-dairy items like milk and yogurt will be $28 billion by 2025, up from $20 billion in 2020.</p><p><blockquote>瑞士信贷分析师表示,到2025年,牛奶和酸奶等非乳制品的近期TAM将达到280亿美元,高于2020年的200亿美元。</blockquote></p><p> \"Oatly's 2% market share shows the company is in the early stages of growth,\" wrote analysts led by Kaumil Gajrawala.</p><p><blockquote>以Kaumil Gajrawala为首的分析师写道:“Oatly 2%的市场份额表明该公司正处于增长的早期阶段。”</blockquote></p><p> \"Long term, disrupting other dairy categories (cheese) expands the opportunity.\"</p><p><blockquote>“从长远来看,颠覆其他乳制品类别(奶酪)会扩大机会。”</blockquote></p><p> Oatly's current product lineup includes frozen dessert and \"oatgurt,\" a yogurt alternative, and soft-serve. The company also recently announced a partnership with New York frozen yogurt chain 16 Handles.</p><p><blockquote>Oatly目前的产品阵容包括冷冻甜点和酸奶替代品“oatgurt”以及软服务。该公司最近还宣布与纽约冷冻酸奶连锁店16 Handles建立合作伙伴关系。</blockquote></p><p> Credit Suisse rates Oatly stock as outperform with a $30 price target.</p><p><blockquote>瑞士信贷将Oatly股票评级为跑赢大盘,目标价为30美元。</blockquote></p><p> The <a href=\"https://laohu8.com/S/IPO\">Renaissance IPO ETF</a> <a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a> has slipped 0.6% for the year to date. The Invesco Dynamic Food & Beverage ETF <a href=\"https://laohu8.com/S/PBJ\">$(PBJ)$</a> is up 20.1%. And the S&P 500 index has gained 20.8% for the period.</p><p><blockquote>The<a href=\"https://laohu8.com/S/IPO\">文艺复兴IPO ETF</a><a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a>今年迄今已下跌0.6%。景顺动态食品和饮料ETF<a href=\"https://laohu8.com/S/PBJ\">$(PBJ)$</a>上涨20.1%。标普500指数同期上涨20.8%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/oatlys-business-strategy-is-the-main-reason-to-own-the-stock-truist-analysts-say-11623698513?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OTLY":"Oatly Group AB","SBUX":"星巴克"},"source_url":"https://www.marketwatch.com/story/oatlys-business-strategy-is-the-main-reason-to-own-the-stock-truist-analysts-say-11623698513?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143735471","content_text":"Oatly has the benefit of a 'plant-based tailwind,' according to Jefferies analysts.\nAnalysts are upbeat about Oatly, which they say has a $900 billion addressable market BLOOMBERG\nTruist Securities analysts initiated Oatly Group AB shares at buy with a $35 price target, calling the plant-based food company's strategy its \"biggest asset\" and the main reason to own the stock.\nOatly (OTLY) shares began trading on May 20 at $22.12, 30.1% higher than the IPO price of $17. The stock was trading at $26.52 on Monday afternoon, and has gained 11.4% for the month to date.\n\"With the recent completion of the $1.4 billion IPO, the company now has the fuel to accelerate the strategy which we believe will result in top-line growth well above our initial estimates for years to come,\" wrote Truist analysts led by Bill Chappell.\nLaunched more than 25 years ago, Oatly follows other plant-based dairy alternatives like soy milk, that was created in 1896 but only became commercially popular starting in the 1980s, and almond milk, Truist says. The company spent a decade fine-tuning its core Oatly oat-milk product.\nThen the company built a brand that, from the outset, was focused on the environment, making \"sustainability the core focus of its brand message,\" a message that, alongside healthy living, has big appeal to Gen Z customers.\n\"We believe this messaging is a key reason why Oatly and oat milk in general is re-energizing the overall plant-based beverage category which actually experienced decelerating growth from 2010-2015: drinking plant-based beverages isn't just good for you, it's good for the planet,\" Truist said.\nThen Oatly introduced itself through coffee bars and cafes in North America and EMEA. \"This strategy enabled oat milk consumption to surpass almond milk and soy milk consumption in 2018 in Germany and 2019 in the UK,\" Truist said, noting Oatly's exclusive partnership with Starbucks Corp. \nFinally, the company is investing in marketing and manufacturing, with $225 million spent in the past five years.\n\"This production capability is vitally important to reduce out of stocks and maintain brand loyalty as other oat-based brands emerge,\" Truist said.\nJefferies analysts also take note of the $900 billion total addressable market $(TAM)$ that's acting as a \"plant-based tailwind\" for the company.\n\"Along with its brand purpose and product portfolio, Oatly has successfullypenetrated international markets using its proven multi-channel strategy, while plant-based dairy products are quickly becoming mainstream given the increasing appeal of values-driven plant-based food to the everyday consumer, providing an ongoing tailwind for the brand,\" Jefferies analysts wrote.\nJefferies rates Oatly stock a buy with a $34 price target.\nCredit Suisse analysts say the near-term TAM for non-dairy items like milk and yogurt will be $28 billion by 2025, up from $20 billion in 2020.\n\"Oatly's 2% market share shows the company is in the early stages of growth,\" wrote analysts led by Kaumil Gajrawala.\n\"Long term, disrupting other dairy categories (cheese) expands the opportunity.\"\nOatly's current product lineup includes frozen dessert and \"oatgurt,\" a yogurt alternative, and soft-serve. The company also recently announced a partnership with New York frozen yogurt chain 16 Handles.\nCredit Suisse rates Oatly stock as outperform with a $30 price target.\nThe Renaissance IPO ETF $(IPO.UK)$ has slipped 0.6% for the year to date. The Invesco Dynamic Food & Beverage ETF $(PBJ)$ is up 20.1%. And the S&P 500 index has gained 20.8% for the period.","news_type":1,"symbols_score_info":{"OTLY":0.9,"SBUX":0.9}},"isVote":1,"tweetType":1,"viewCount":1948,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/184438251"}
精彩评论