Oatly很快将以OTLY的名字在纳斯达克上市。以下是其IPO招股说明书中的一些要点：
2020年，收入同比增长106%，达到4.214亿美元，而2019年的收入同比增长了73%。该公司的亏损从2019年的3560万美元扩大至6040万美元。
作为类比，美国Beyond Meat 2018年销售额为8800万美元，亏损了3000万美元。Beyond Meat 于 2019年5月上市。
Oatly计划从2020年到2021年将产能翻一番，达到6亿升，并在2022年进一步增加到10亿升，2023年达到14亿升。
全球范围内，餐饮服务(咖啡和茶店)和零售商店和其它渠道的销售占比是 25%：75%。Oatly在亚洲的零售和餐饮服务网点与美国的一样多，其中包括4700家星巴克在中国的门店。
亚洲是增长最快的地区，2020年的年增长率超过5倍，美洲为2.5倍，欧洲和其它新兴市场为1.7倍。
在中国，2020年电子商务占其收入的21%。它的招股说明书称，在天猫上，它的销量至少是其它植物基饮料竞争对手的3倍。
该公司从瑞典、加拿大、波罗的海国家、马来西亚和芬兰购买燕麦，最重要的销售市场是瑞典、英国和德国。我们的品牌在2020年对植物奶类别的销售增长贡献最大。”
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Vital Statistics of Oatly
Oatly is soon going public as OTLY on Nasdaq. Here are some highlights of their IPO prospectus:
In 2020 its revenue improved by 106% to $421.4m, while in 2019 the revenue rose 73% YOY. Its loss also expanded to $60.4m. from $35.6m in 2019.
The losses were nothing surprising when one recalls that Beyond Meat's sales was $88m, with a loss of $30m (2018) when it went IPO in May 2019.
The company plans to double its production capacity to 600m litres in 2021 from 2020, and further increase to one billion in 2022 litres, 1.4 billion litres in 2023.
Foodservice (coffee and tea shops): retail stores and other = 25% /75%. Oatly is present at as many retail and foodservice outlets in Asia as in the US (approx. 17k each), including 4,700 Starbucks stores in China
Asia is also the fastest-growing region, more than 5x YoY in 2020 vs. 2.5x in Americas vs. 1.7x in Europe & ME.
In China, e-commerce accounted for 21% of its revenue In 2020. Its prospectus claimed that on Tmall.com it outsold plant-based competitors by at least three times.
"We purchase our oats from farmers in Sweden, Canada, the Baltic states, Malaysia, and Finland," it claimed. "Within our core markets of Sweden, UK and Germany, our brand contributed the most sales growth to the plant-based milk category in 2020."
Full prospectus: https://bit.ly/3tIs79t
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