Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1][2] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point, as stocks may lose momentum when their valuations exceed future growth potential [2] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score to identify such opportunities [3] Group 2: Oatly Group AB (OTLY) Analysis - Oatly Group AB has shown a price increase of 7.6% over the past four weeks, indicating growing investor interest [4] - The stock has gained 25.5% over the past 12 weeks, demonstrating its ability to deliver positive returns over a longer timeframe [5] - OTLY has a high beta of 1.88, suggesting it moves 88% more than the market in either direction, indicating fast-paced momentum [5] - The stock holds a Momentum Score of A, suggesting it is an opportune time to invest [6] - OTLY has a Zacks Rank 2 (Buy) due to upward revisions in earnings estimates, which typically attract more investor interest [7] - The stock is trading at a Price-to-Sales ratio of 0.40, indicating it is relatively undervalued, as investors pay only 40 cents for each dollar of sales [7] Group 3: Additional Investment Opportunities - Besides OTLY, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [8] - The Zacks Premium Screens offer over 45 different strategies tailored to help investors find winning stock picks [9]

Core Viewpoint - Oatly Group AB (OTLY) has shown a significant price increase of 18.2% over the past four weeks, with a mean price target of $18.74 indicating an upside potential of 82.7% from the current price of $10.26 [1] Price Targets and Analyst Consensus - The average price target consists of seven estimates ranging from a low of $10.20 to a high of $40, with a standard deviation of $10.52, indicating variability among analysts [2] - The lowest estimate suggests a minor decline of 0.6%, while the highest estimate indicates a potential upside of 289.9% [2] - A low standard deviation signifies a higher agreement among analysts regarding the stock's price movement direction [9] Earnings Estimates and Market Sentiment - Analysts are optimistic about Oatly's earnings prospects, as indicated by a positive trend in earnings estimate revisions, which has historically correlated with stock price movements [11] - Over the last 30 days, the Zacks Consensus Estimate for the current year has increased by 40.4%, with four estimates moving higher and no negative revisions [12] - Oatly currently holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates [13]

Core Points - Oatly Group AB held its Annual General Meeting (AGM) on May 20, 2025, where several key resolutions were adopted [1][2][3] Financial Resolutions - The AGM adopted the income statement and balance sheet for the financial year 2024, with the decision to carry forward the company's results without distributing any dividends [2] - The board of directors and the CEO were discharged from liability for the financial year 2024 [2] Board of Directors - The number of members on the board of directors was set to ten, without deputy members, as per the nominating and corporate governance committee's proposal [3] Remuneration - Compensation for board members was approved, with specific amounts allocated to various roles, including USD 70,000 for the chairperson and USD 60,000 for each ordinary member not employed by the company [8] Auditor Appointment - Ernst & Young Aktiebolag was re-elected as the auditor for the period until the end of the next AGM, following the audit committee's recommendation [4] Incentive Program Amendments - Amendments to the LTIP 2021-2026 incentive program were approved, including changes to allocation principles and the transfer of treasury instruments related to the program [5][6] - The maximum number of share awards for board members was reduced from 140,000 to 7,000 annually, while the total value limit remained at USD 140,000 [9] Share Award Program - The AGM authorized the company to assign or dispose of warrants of Series 2021-B to fulfill commitments arising from the share awards [10] Company Overview - Oatly is recognized as the world's original and largest oat drink company, focusing on oat-based products for over 30 years, with a presence in more than 50 countries [12]

Financial Data and Key Metrics Changes - Revenue has grown by approximately $100 million, reaching an all-time high at the end of 2024 [19] - Gross margin expanded by 18 percentage points [19] - Adjusted EBITDA improved by over $230 million [19] - In Q1 2025, gross profit, gross margin, adjusted EBITDA, and free cash flow were the best since the IPO [19] Business Line Data and Key Metrics Changes - The company has significantly streamlined its supply chain and improved customer service levels [16] - Overhead structure has been simplified, focusing on profitable growth as a key objective [17] Market Data and Key Metrics Changes - The total plant-based dairy market is a small fraction of the overall dairy market, which is estimated to be nearly $600 billion [23] - The food service market adds a significant amount to the overall dairy market figure, indicating substantial growth potential [23] Company Strategy and Development Direction - The company has executed a significant transformation over the past two years, resulting in a healthier business with clear strategies and improved profitability [15] - The mission remains unchanged: to help people live healthier lives without recklessly taxing the planet's resources [20] - The company aims to convert consumers to plant-based products, expecting significant margin expansion and continued profit improvement [23][24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the focused execution of the company's mission to create long-term value for shareholders [15] - The company acknowledges the need for ongoing work to achieve long-term sustainability goals while maintaining its mission [22] Other Important Information - The annual report and auditor's report for the financial year 2024 were approved by the required majority [12][28] - No dividend will be distributed for the financial year 2024, and the result will be carried forward [29] Q&A Session All Questions and Answers Question: Recognition of management's achievements - Management received recognition for the significant achievements and transformation of the business [25][26]

Core Insights - The traditional plant-based protein beverage sector in China has not benefited from the health upgrade trend, with major companies like Yangyuan Beverage and Chengde Lulu reporting significant revenue declines in Q1 2025 [1][2][5] - In contrast, the Danish oat milk brand Oatly has seen a substantial revenue increase of 37.6% in the Chinese market during the same period, highlighting a divergence in performance within the sector [1][5] Company Performance - Yangyuan Beverage reported Q1 2025 revenue of 1.86 billion yuan, a decrease of 19.7% year-on-year, with a net profit of 640 million yuan, down approximately 27% [1] - Chengde Lulu's Q1 2025 revenue was 1 billion yuan, reflecting an 18.4% year-on-year decline, with a net profit of 220 million yuan, down 12.5% [1] - Both companies experienced a revenue increase in Q4 2024, with Yangyuan Beverage growing by 16.1% and Chengde Lulu by 22.7%, but overall annual performance showed a decline [1] Market Dynamics - The decline in traditional plant-based protein beverages is attributed to product aging and lack of innovation, with consumers favoring alternatives like coconut water and herbal drinks [5] - The rise of new competitors in the plant-based beverage market, including nut and snack companies, has further diluted market demand for traditional offerings [5] - Oatly's growth is linked to strategic partnerships and entry into new retail channels, which contrasts with the domestic companies' reliance on traditional retail [5][6] Strategic Initiatives - Yangyuan Beverage is exploring new growth avenues through investments, including a significant 1.6 billion yuan stake in Changjiang Storage Technology, indicating a shift towards diversification [7] - Both Yangyuan and Chengde Lulu are attempting to innovate their product lines, with Chengde Lulu launching new products like "Almond+" and Yangyuan focusing on health-oriented offerings [6][7]

Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potential fails to justify their swelled-up valuation. In that phase, investors find themselves invested in shares that have limited to no upside or even a downside. So, betting on a stock just by looking at the traditional momentum parameters could be risky at times. It could be safer to invest in bargain stocks that have been witnessing pric ...

Core Insights - Oatly Group AB is experiencing solid growth in the oat-based products market, but this growth is accompanied by significant losses, increasing net debt, and decreasing cash reserves [1] Group 1: Company Performance - Oatly Group AB has been recognized as a disruptor in the dairy and adjacent markets with its oat-based products [1] - The company has shown improvements over the past year, indicating potential for future growth despite current challenges [1] Group 2: Financial Health - The company is facing substantial losses, which raises concerns about its financial sustainability [1] - There is an increase in net debt, suggesting that the company may be relying more on borrowed funds to finance its operations [1] - Cash reserves are dwindling, which could impact the company's ability to invest in growth opportunities or weather economic downturns [1]

Group 1 - Oatly Group AB (OTLY) closed at $10.74, with a 20.5% gain over the past four weeks, and a mean price target of $18.31 indicating a 70.5% upside potential [1] - The mean estimate includes seven short-term price targets with a standard deviation of $10.72, ranging from a low of $10 (6.9% decline) to a high of $40 (272.4% increase) [2] - Analysts show strong agreement in revising earnings estimates higher, with a 10.3% increase in the Zacks Consensus Estimate for the current year, indicating potential upside for the stock [11][12] Group 2 - The consensus price target is not the sole factor for investment decisions, as analysts' ability to set unbiased price targets has been questioned [3][7] - Analysts often set overly optimistic price targets due to business incentives, which can lead to inflated expectations [8] - A low standard deviation in price targets suggests a high degree of agreement among analysts regarding the stock's price movement, serving as a starting point for further research [9]

Core Insights - Oatly Group's stock experienced a nearly 16% increase following a positive earnings report, driven by improved bottom-line performance despite a slight decline in revenue [1][2]. Financial Performance - In the first quarter, Oatly reported revenue of $197.5 million, a decrease from over $199 million in the same period of 2024 [2]. - The company significantly narrowed its net loss to $12.5 million, or $0.03 per share, compared to a nearly $46 million loss in the first quarter of 2024 [4]. - Analysts had expected higher revenue of $202.5 million but anticipated a larger net loss of $0.05 per share [4]. Strategic Outlook - Oatly attributed its improved bottom-line results to cost efficiency measures and aims for 2025 to be its first full year of profitable growth as a public company [5]. - The company maintained its guidance for the year, projecting constant-currency revenue growth of 2% to 4% over 2024, with non-GAAP adjusted EBITDA between $5 million and $15 million, and capital expenditures of $30 million to $35 million [5].

UNITED STATES Washington, D.C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 OF THE SECURITIES EXCHANGE ACT OF 1934 For the month of April 2025 Commission File Number: 001-40401 Oatly Group AB (Translation of registrant's name into English) Ångfärjekajen 8 211 19 Malmö SECURITIES AND EXCHANGE COMMISSION Sweden (Address of principal executive office) Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F. Form ...