Oatly's Loss Could Be SunOpta's Gain -- Market Talk

Dow Jones

Feb 12, 2025

1015 ET - Oatly says its constant currency revenue will be dented by 300 basis points in 2025 after a major North American customer decided to draw back sourcing from the oat milk company. D.A. Davidson analyst Brian Holland believes that customer was Starbucks, since the food company SunOpta said in October it expanded oat milk distribution to 6,700 of the coffee chain sites, Holland says. SunOpta has reaffirmed double digit revenue growth in 2025, while Oatly expects 2% to 4%. While it "isn't great optics," for Oatly, Holland says Starbucks was a margin dilutive customer whose partnership never had its intended effect for Oatly. Oatly slides 11% in early trading. (katherine.hamilton@wsj.com)

(END) Dow Jones Newswires

February 12, 2025 10:15 ET (15:15 GMT)

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D.A. Davidson analyst Brian Holland believes that customer was Starbucks, since the food company <a href=\"https://laohu8.com/S/STKL\">SunOpta</a> said in October it expanded oat milk distribution to 6,700 of the coffee chain sites, Holland says. SunOpta has reaffirmed double digit revenue growth in 2025, while Oatly expects 2% to 4%. While it \"isn't great optics,\" for Oatly, Holland says Starbucks was a margin dilutive customer whose partnership never had its intended effect for Oatly. Oatly slides 11% in early trading. (katherine.hamilton@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 12, 2025 10:15 ET (15:15 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oatly's Loss Could Be SunOpta's Gain -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOatly's Loss Could Be SunOpta's Gain -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-02-12 23:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1015 ET - Oatly says its constant currency revenue will be dented by 300 basis points in 2025 after a major North American customer decided to draw back sourcing from the oat milk company. D.A. Davidson analyst Brian Holland believes that customer was Starbucks, since the food company <a href=\"https://laohu8.com/S/STKL\">SunOpta</a> said in October it expanded oat milk distribution to 6,700 of the coffee chain sites, Holland says. SunOpta has reaffirmed double digit revenue growth in 2025, while Oatly expects 2% to 4%. While it \"isn't great optics,\" for Oatly, Holland says Starbucks was a margin dilutive customer whose partnership never had its intended effect for Oatly. Oatly slides 11% in early trading. (katherine.hamilton@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 12, 2025 10:15 ET (15:15 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4209","symbol_name":"餐馆","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2510305246","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2510305246","pubTimestamp":1739373300,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1015 ET - Oatly says its constant currency revenue will be dented by 300 basis points in 2025 after a major North American customer decided to draw back sourcing from the oat milk company. 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Davidson analyst Brian Holland believes that customer was Starbucks, since the food company SunOpta said in October it expanded oat milk distribution to 6,700 of the coffee chain sites, Holland says. SunOpta has reaffirmed double digit revenue growth in 2025, while Oatly expects 2% to 4%. While it \"isn't great optics,\" for Oatly, Holland says Starbucks was a margin dilutive customer whose partnership never had its intended effect for Oatly. Oatly slides 11% in early trading. (katherine.hamilton@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  February 12, 2025 10:15 ET (15:15 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}