China Food

Oat drink giant oatly shows its latest production expansion plan on the eve of IPO

Oatly, the world’s largest oat beverage brand, is accelerating its capacity expansion. The Swedish company announced that it was going to build a large factory after it launched its listing in the us not long ago. Snack generation noticed today that oatly


另外,据通报显示,上述工厂将在英国采购燕麦,产品将供应英国市场。OATLY英国总经理 Ishen Paran表示,“英国市场对OATLY产品的需求不断增长,我们很高兴可以满足这一需求”。

随着植基食品饮料近年来走红,这家燕麦饮公司也在不断布局全球产能。

小食代今天梳理公开资料发现,自2019年以来,OATLY已宣布多个建厂计划,建厂地包括荷兰、美国和新加坡。其中,预期今年落成的新加坡工厂将是OATLY拥有的第一座亚洲工厂,未来或供应中国市场。


在去年7月新获2亿美元融资时,OATLY就曾表示,这笔资金将用于扩大产能和建造新的工厂。上周,OATLY又宣布,其母公司 Havre Global AB拟在美国IPO,但并透露募资金额和用途等信息。彭博此前报道指,OATLY正考虑寻求约100亿美元的上市估值。

在一路狂奔背后,OATLY正经历高速增长。小食代留意到,今天有多家外媒消息指,OATLY 2019年的销售额已达2亿美元,增长接近翻倍,2020年的销售增幅预计也是这一水平。

According to the official data of , oatly, headquartered in Malm ü, Sweden, was founded in the 1990s and now sells its products in more than 20 countries. It is the largest oatmeal beverage company in the world. In addition to oatmeal drinks, the company also launched oatmeal based cream, oatmeal yogurt, oatmeal ice cream and other products. In 2018, oatly officially entered the Chinese market, and its first stop was Ole, a high-end boutique supermarket of China Resources. However, limited by the difficulty in finding the correct product positioning, oatly is “basically ignored” in supermarkets. Later, oatly turned to focus on boutique cafes and achieved initial success in China.

In September last year, Chinese mainland President Zhang Chun said that OATLY has entered more than 10 thousand cafes including Starbucks in mainland China. In addition to catering, oatly has also entered retail, e-commerce and special channels.


据张春形容,中国已经成为OATLY在全球最重要的一个增长市场,该公司也有在华建立本土产能的想法。“目前我们也有考虑在国内建厂,但是准确的时间表还没有出来。”他在上述交流中透露。今天,小食代就中国建厂规划等问题向OATLY方面进行查询,但截至发稿时未收到回复。

对OATLY而言,中国市场的吸引力确实不小。小食代从欧睿国际拿到的数据显示,在中国市场,2020年,RTD即饮类型的牛奶替代品(包括豆奶、杏仁奶、椰奶、燕麦奶等)的市场规模约为398亿元人民币。其中,占比最大的是大豆类饮品,约为112亿元,其他的牛奶替代饮品品类(大多来源于谷物或坚果)则约为285亿元。

张春也认为,中国植物基食品饮料的市场潜力非常庞大。“健康的需求,环保的需求,轻食的需求,素食的需求,包括还有健身的需求。各种消费场景、消费习惯和消费人群的需求会来推动市场。”他当时对小食代说。

Zhang Chun, President of oatly Asia

In fact, oatly has also formulated a new strategy for expansion in China. Zhang Chun previously told xiaoshidai that in the future, oatly will increase its efforts to develop the C-end market. In terms of channels, oatly plans to put its main position on the line, and will also enter some new offline retail channels.

Follow “xiaoshidai” (wechat: foodinc) “and reply” oatly “to see the wonderful news.

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