Oatly’s Path to Sustainable Profitability Faces Market Scrutiny

The plant-based beverage sector remains intensely competitive, and Oatly continues navigating challenges to secure its market position. Despite achieving a significant financial milestone, the company’s recovery trajectory appears delicate, particularly in light of recent commercial initiatives yielding mixed outcomes.

In the third quarter of 2025, Oatly reported its first profitable quarter since becoming a publicly traded company. Revenue climbed 7.1 percent to $222.8 million, while adjusted EBITDA reached $3.1 million—a substantial improvement over losses recorded during the same period last year. However, the gross margin remained static at 29.8 percent, underscoring persistent operational challenges.

The critical question facing investors is whether Oatly can maintain this newfound profitability. The company’s confirmed annual Read more...