Dec. 22 at 10:31 PM
$OTLY Let’s put everything we know together since last 3 months :
• JV money will most likely retire Nordic bonds → survival risk gone & significant interest reduction + further opportunities in China to be revealed.
• 5–10% growth to be guided (after all renewed category momentum and flavor canvas talks, they cannot target lower. → trajectory improves
• Starbucks US drag gone → cleaner comparison 2026 vs 2025
• Input costs down (oats, oils, freight, paper lowest since last few years), inflation cooled down → GM expansion likely
So , 2026 will be the year!