Dec. 3 at 8:13 PM
$OTLY Gemini Ai:
2. The Strategic Context: The "Global Coffee Co" Play
JAB is currently in the middle of a massive strategic reshuffle that makes an Oatly buyout nearly inevitable.
The Move: JAB is selling its majority stake in JDE Peet's to Keurig Dr Pepper (KDP) for ~
$12.5 billion in cash (expected to close 1H 2026).
The End Game: KDP plans to split into two separate public companies:
"Beverage Co" (Dr Pepper, Snapple, etc.)
"Global Coffee Co" (Keurig, Peet's, Jacobs, L'OR, etc.)
Where Oatly Fits: The new "Global Coffee Co" will be the world's largest pure-play coffee giant. To dominate the modern coffee market, they need a non-dairy arm. Oatly’s "Barista Edition" is the industry standard. Acquiring Oatly allows them to bundle oat milk with every Keurig pod and wholesale coffee contract they sign.
