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  "documentTitle": "Oatly Group AB (OTLY)",
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  "authorName": "Ben Axler",
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  "sourceTypeLabel": "Short seller",
  "presentationDate": "2021-07-14 00:00:00",
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  "notes": "Includes red flag icon, photographic evidence of shelf gaps, and direct quotes from distributors.",
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      "kind": "callout",
      "text": "Poor product placement, out-of-stock and more expensive than Target house brand. In addition, now Silk Oat is promoting 2 for $5.0. How loyal will customers be if they can't purchase Oatly?",
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      "kind": "callout",
      "text": "How loyal will customers be if they can't purchase Oatly?",
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      "text": "Shelf photos showing Oatly out of stock and Silk promotion",
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      "text": "Oatly would like investors to believe that demand is so strong that it's sold out, but Spruce Point believes that it is having issues producing adequate supply in the U.S. In fact, Oatly has suffered from production challenges in Europe too.",
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      "kind": "quote",
      "text": "We are currently experiencing a minor shortage of Oatly... We also have other great oat milks such as Califia Oat, Chobani Oat, Pacific Oat, and Chobani Oat.",
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      "text": "Our stock of Oatly has been unreliable and unstable lately. We have been experiencing frequent shortages... I think that coffee shops prefer either Minor Figures or Elmhurst over Pacific.",
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      "text": "“We are currently experiencing a minor shortage of Oatly, but we should be fine in a couple of weeks. Pricing would not change from your first order; it generally says the same price. We also have other great oat milks such as Califia Oat, Chobani Oat, Pacific Oat, and Chobani Oat. Pricing for these other brands vary between $1 - $2 dollars more or less.” — Spruce Point distributor check, Northeast. “Our stock of Oatly has been unreliable and unstable lately. We have been experiencing frequent shortages. It’s currently out of stock again, and it may be out of stock for a few weeks. For this reason, we brought in 3 other brands of Barista oat milk.” — Spruce Point distributor check, Pacific Northwest.",
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      "text": "Source: Target channel check mid and late June 2021",
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      "kind": "title",
      "text": "Oatly Is Having Stocking Issues, And Competitors Are Taking Advantage",
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