The financial portal onvista describes the potential competitive advantages of Oatly as “soft”. “Compared to real milk, we recognise that there are actually hardly any significant competitive advantages other than a non-animal product. The alternative is more expensive and therefore potentially less accessible. The bottom line, therefore, is that investors and companies have to rely on there being enough consumer will to make a change. As well as being willing to spend more money on alternative products,” is the valuation.
The Oatly share has potential. Competitive advantages are possibly due to product focus and awareness. However: real milk is and will remain cheaper and probably the first choice for the foreseeable future. Let’s see if that can change.