May. 15 at 11:29 AM
$OTLY Eventhough I like Oatly as a standalone company, I believe it is unlikely that it will remain independent. All big players are struggling and even celebrating 2% of growth… Where Oatly is a gem in portfolio which can explosively grow with correct company behind with right tools and distribution ( and money ).
After China clarity, I am sure that next will be the M&A. And then , majority of the 80-90 MUSD corporate cost will be synergized , also from the regions there will be synergies.
So
$KDP will clean up themselves and once Coffee and Beverage Co established , one will get oatly. Purchase price will be highly depending on execution excellence in upcoming quarters.
