{
  "docId": "019dd923-622c-750b-8b99-17900a3ad1c6",
  "docSlug": "4ee8cca82f1a",
  "documentTitle": "Oatly Group AB (OTLY)",
  "authorId": "54_Spruce_Point_Capital",
  "authorName": "Ben Axler",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "short_seller",
  "sourceTypeLabel": "Short seller",
  "presentationDate": "2021-07-14 00:00:00",
  "orientation": "landscape",
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  "pageNumber": 90,
  "pageCount": 124,
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  "nextPage": 91,
  "slideType": "expose_contradiction",
  "function": "expose_contradiction",
  "density": "balanced",
  "nDataPoints": 0,
  "notes": "Uses a visual 'X' mark and arrow to show displacement of Oatly by NotMilk.",
  "elementsJson": [
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  "slideHref": "/slides/019dd923-622c-750b-8b99-17900a3ad1c6/90",
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  "components": [
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      "kind": "callout",
      "text": "Warning: Specialized plant-based vegan food platforms are popping up. We believe an early leader in the space is ShopVejii. Brands are competing to promote their products. We find that NotMilk is positioning itself prominently on the website. Oatly's vegan ice cream was recently bumped from the top five “featured” products on the homepage.",
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    {
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      "kind": "callout",
      "text": "Oatly's vegan ice cream was recently bumped from the top five \"featured\" products on the homepage.",
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      "subkind": null,
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      },
      "kind": "image",
      "text": "ShopVejii marketplace screenshots for July 1st and July 8th",
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      "subkind": "screenshot",
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      "kind": "source-note",
      "text": "Sources: Vejii.com late June 1st and 8th July 2021",
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      "kind": "title",
      "text": "Pea Milk Leader NotMilk Already Promoting On The Largest Vegan Platform",
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      "arcName": "Overcoming the Monster",
      "arcSlug": "overcoming-monster",
      "beatName": "The Victory",
      "beatSlug": "overcoming-monster-the-victory",
      "evidence": "Conclusion and estimation of downside risk, supported by comprehensive evidence.",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Turn",
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  "loops": [
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      "from": 85,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "a1fe7cdd-4962-437d-a94b-36d803b83b6b",
      "evidence": "Analysis of Oatly's market positioning and competitive threats.",
      "position": 1,
      "objective": "What is the cost of not addressing Oatly's competitive disadvantages?",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.6,
      "description": "Quantify what happens if the audience does nothing"
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