Avavav and Oatly Collaborate at Milan Fashion Week
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
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Should l Buy OTLY?
Source: Newsfilter
- Fusion of Fashion and Beverage: Avavav collaborated with Oatly at Milan Fashion Week for the Autumn/Winter 2026 show, showcasing three oat-based drinks inspired by fashion, which enhances brand image and market influence through innovative cross-industry collaboration.
- Disrupting Traditional Runway: The show featured a reversed runway format where guests became the observed, breaking traditional fashion show boundaries and emphasizing fashion as a performance art, thereby enhancing audience engagement and experience.
- Unique Beverage Creations: Oatly developed three signature drinks specifically for the show, including 'New Fashioned' and 'Lace Bottoms Up', which are not just consumables but artistic expressions integrated with fashion design, showcasing the brand's ongoing evolution in beverage innovation.
- Cultural and Experimental Convergence: Avavav's Creative Director Beate Karlsson highlighted that the collaboration with Oatly is rooted in a shared cultural philosophy, where both brands create a boundaryless expression through humor and experimentation, further promoting cultural dialogue between the fashion and beverage industries.
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Analyst Views on OTLY
Wall Street analysts forecast OTLY stock price to rise
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 12.170
Low
14.00
Averages
16.67
High
18.00
Current: 12.170
Low
14.00
Averages
16.67
High
18.00
About OTLY
Oatly Group AB (publ) is a Sweden-based company that is primarily focused on manufacture, distribution and sale oat-based products. The Company's scope of activity concentrates on developing the know-how around oats, and what follows - the alternatives to milk, ice cream, yogurt, cooking creams, spreads and on-the-go drinks. Moreover, the Company distributes their oat-based dairy substitute products primarily under its own brand, Oatly. Apart from oatmilk production, Oatly Group AB (publ) also handles the administration of Oatly Group and its financing. The major operations in the Group take place in underlying companies, primarily in Oatly AB. Oatly Group AB (publ) products are available in over 20 countries.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Fusion of Fashion and Beverage: Avavav collaborated with Oatly at Milan Fashion Week for the Autumn/Winter 2026 show, showcasing three oat-based drinks inspired by fashion, which enhances brand image and market influence through innovative cross-industry collaboration.
- Disrupting Traditional Runway: The show featured a reversed runway format where guests became the observed, breaking traditional fashion show boundaries and emphasizing fashion as a performance art, thereby enhancing audience engagement and experience.
- Unique Beverage Creations: Oatly developed three signature drinks specifically for the show, including 'New Fashioned' and 'Lace Bottoms Up', which are not just consumables but artistic expressions integrated with fashion design, showcasing the brand's ongoing evolution in beverage innovation.
- Cultural and Experimental Convergence: Avavav's Creative Director Beate Karlsson highlighted that the collaboration with Oatly is rooted in a shared cultural philosophy, where both brands create a boundaryless expression through humor and experimentation, further promoting cultural dialogue between the fashion and beverage industries.
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- Earnings Beat: Oatly Group reported Q4 revenue of $233.779 million for 2026, surpassing the consensus estimate of $216.05 million, demonstrating the company's ongoing efforts in achieving profitable growth and reflecting the effectiveness of its strengthened business foundation over the past three years.
- Profitability Improvement: CEO Jean-Christophe Flatin highlighted that a right-sized supply chain and overhead structure enabled the company to achieve profitable growth in both Q4 and the full year, indicating the effectiveness of its refreshed growth strategy and enhanced market competitiveness.
- Future Outlook: Oatly expects constant currency revenue growth of 3% to 5% for 2026, with adjusted EBITDA projected between $25 million and $35 million, and capital expenditures anticipated to be between $20 million and $30 million, showcasing the company's confidence in future growth.
- Rating Adjustment: Morgan Stanley lowered its price target on Oatly to $14.50 while maintaining an Equal Weight rating, reflecting a cautious market sentiment regarding its growth potential, while also indicating a greater focus on AI stocks with higher upside potential.
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