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RIVET.
COMPETITIVE INTELLIGENCE DOSSIER
2026-10-21

Subject of record

Oatly

Food and Beverage · Plant-based Beverages · Global · D2C e-commerce

Manufacturer of plant-based oat-based drinks and food products.

Company profile

Oatly is a climate solutions company that creates plant-based products to be in tune with the needs of both humans and the planet.

ProductsOat Drink, Chilled Oat Drink, Oatgurt, Soft Serve, Creamy Oat, Creamy Oat Spread
Featuresplant-based, vegan, sustainable, climate-friendly
N/A
SentimentMixed — Based on 6 verified customer source(s): 2 positive, 2 negative, 2 neutral.

What customers say

A customer praises Oatly's 'Whole Oat Drink' for its versatility with hot beverages.Oatly Reviews | Read Customer Service Reviews of oatly.com ...
A customer praises Oatly's 'Whole Oat Drink' for its versatility with hot beverages.Oatly Reviews | Read Customer Service Reviews of oatly.com ...

Friction points

Oatly's adverts were banned due to 'misleading' environmental claims, with the ASA upholding complaints.Oatly ads banned over 'misleading' environmental claims - BBC
An article discusses the ethics of Oatly's ownership and environmental claims, leading to calls for a boycott.Should we boycott Oatly plant milk? - Ethical Consumer

Recent market activity

Oatly launches an organic variant of its Barista Edition oat drink.Oatly launches organic variant of barista oat milk
Oatly expands its Barista range with mini and chilled formats.Oatly expands lineup with launch of mini and chilled Barista formats
Oatly debuts non-dairy ice cream in the UK.New products – Dairy giant Muller launches Mascarpone Style Yogurt in UK; Agrial exports Florette to Canada; Oatly debuts non-dairy ice cream in UK
Oatly launches two new ready-to-drink iced coffees.Oatly announces the launch of two new ready to drink iced coffees

Verified competitors 8 cleared evidence-based validation

95/100 · DIRECT
califiafarms.com

Califia Farms offers a range of plant-based beverages, including oat milk, almond milk, and creamers, which directly compete with Oatly's product offerings. The company's products are also marketed towards health-conscious consumers, aligning with Oatly's target customer base.

ProductsHorchata, Pumpkin Spice, Organic Banana Creme Creamer, Banana Creme Latte
Business modelDirect-to-Consumer (D2C) e-commerce
90/100 · DIRECT
silk.com

The candidate, Silk, is in the same industry (Food and Beverage) and product category (Plant-based Beverages) as the target company Oatly, and their target customers (health-conscious consumers) also overlap. The evidence shows that Silk offers a range of plant-based products, including almondmilk, creamers, and yogurt alternatives, which are similar to Oatly's product offerings.

Productsalmondmilk, oatmilk, soymilk, coconutmilk
Business modelDirect-to-Consumer (D2C) e-commerce
90/100 · DIRECT
malkorganics.com

MALK is a manufacturer of plant-based milk and creamers, with a focus on organic ingredients and clean labels, which directly overlaps with Oatly's product category and target customers. The evidence also shows that MALK operates globally, matching Oatly's geographic market.

PricingPrices start at $5.99
ProductsAlmond Milk, Oat Milk, Unsweetened Soy Milk, Unsweetened Coconut Milk
Business modelDirect-to-consumer e-commerce
90/100 · DIRECT
goodkarmafoods.com

Good Karma Foods is a manufacturer of plant-based milk alternatives, including flaxmilk and flaxmilk protein, which directly competes with Oatly's plant-based beverages. The products are described as 'dairy-free, gluten-free, and naturally lactose-free' and are marketed as a healthier alternative to traditional milk.

PricingPrices start at $0.00 for some products, but the 32oz Unsweetened Flaxmilk + Protein is $31.99
ProductsPlant-Based Milk | Milk Substitute, Unsweetened Flaxmilk + Protein, Unsweetened Vanilla Flaxmilk + Protein, Vanilla Flaxmilk + Protein
Business modelDirect-to-Consumer (D2C) e-commerce
90/100 · DIRECT
ripplefoods.com

Ripple Foods offers plant-based milk alternatives and protein shakes, targeting health-conscious consumers, which overlaps with Oatly's product category and target customer base. The company's products are also available in the US and Canada, overlapping with Oatly's global geographic market.

PricingPrices range from $0 to $70, with most products priced between $30 and $40
ProductsRipple Chocolate Plant-Based Protein Shake (12-Pack), Ripple Kids Shelf-Stable Original Milk (6-Pack), Ripple Kids On-The-Go Original Milk (12-pack)
Business modelDirect-to-Consumer (D2C) e-commerce
90/100 · DIRECT
followyourheart.com

Follow Your Heart is a manufacturer of plant-based vegan food products, including dairy-free cheeses, dressings, dips, and yogurts, which overlaps with Oatly's product category of plant-based beverages. The target customers of both companies also overlap, being health-conscious consumers.

ProductsVegan cheese, Vegenaise, Dairy-Free Finely Shredded Mozzarella, Dairy-Free Feta-Style Crumbles
Business modelDirect-to-Consumer Sales
80/100 · DIRECT
sodelicious.com

[Based on search evidence only - site unreachable this run] The candidate, So Delicious, is in the same industry (Food and Beverage) and product category (Plant-based Beverages) as the target company Oatly, and the search evidence suggests they offer similar products, such as dairy-free coconutmilk beverages.

Business modelBook Sales, Print-on-Demand
80/100 · DIRECT
minorfigures.com

Minor Figures is a coffee company that makes plant-based coffee products, including Barista Oat, which is a dairy-free and gluten-free drink that competes with Oatly's plant-based beverages. The product categories and target customers overlap, and the business model is similar.

PricingPrices range from £6.00 to £150.00, with discounts available for subscribers.
ProductsBarista Oat, Barista Oat (Organic), Barista Oat (Regenerative), Everyday Oat
Business modelD2C e-commerce

Also identified beyond the top competitors shown

These were independently verified as real, relevant competitors but didn't make this report's top cut - included here for completeness, not as a lesser finding.

Kite Hill 80/100Kite Hill is a manufacturer of plant-based dairy-free products, including cream cheese, pasta sauce, and ravioli, which directly competes with Oatly's plant-based beverages and food products.

Strategic read

Opportunities

  • Oatly can leverage its partnership with Carvel to expand its presence in the ice cream market.
  • Oatly can explore new product launches, such as the organic variant of its Barista Edition oat drink.
  • Oatly can focus on improving its sustainability claims and addressing the concerns raised by the ASA.
  • Oatly can consider expanding its partnership with Reitan to feature oat drink in coffee machines in more stores.

Watch for

  • Oatly faces competition from Califia Farms, which has launched new products and expanded its range.
  • Oatly's sustainability claims have been questioned, and the company needs to address these concerns.
  • Oatly's adverts were banned due to 'misleading' environmental claims, which may impact its reputation.
  • Oatly's partnership with Carvel may not be enough to establish a strong presence in the ice cream market.

Recommended

  • Oatly should focus on improving its sustainability claims and addressing the concerns raised by the ASA.
  • Oatly should explore new product launches and expand its range to stay competitive.
  • Oatly should consider expanding its partnership with Reitan to feature oat drink in coffee machines in more stores.
  • Oatly should invest in marketing strategies to improve its brand reputation and customer engagement.