$OTLY (-4.27%) and $LKNCY (+2%) started a collaboration in April. Luckin Coffee (LKNCY) expanded its plant-based beverage portfolio through a partnership with Oatly, introducing three oat-based drinks across Singapore outlets. This collaboration underscores Luckin’s strategic focus on product innovation and aligns with growing demand for plant-based alternatives in the APAC market.

As of Q1 2025, Luckin Coffee serves an average of 74.3 million monthly transacting customers, reflecting a 24% year-on-year increase. Additionally, the company reported a cumulative total of approximately 355 million trading customers by the end of the first quarter of 2025

$OTLY (-4.27%)

just reported Q1 2025 results: revenue growth continued, margins improved, and the net loss narrowed further.

Management highlighted their asset-light strategy, closing the Singapore plant and halting a China facility to boost efficiency. They reiterated guidance for full-year profitability and positive adjusted EBITDA, with modest 2-4% revenue growth expected. The ADR reverse split was confirmed, but no impact on fundamentals. Overall, the tone was optimistic-Oatly seems on track for its first profitable year as a public company

Revenue was $197.5M, down 0.8% YoY (but up 0.7% at constant currency). Gross margin jumped to 31.6% (+4.5pp YoY), and net loss shrank to $12.4M from $45.8M last year. Adjusted EBITDA loss improved to $3.7M (vs. $13.2M). Greater China was the standout, up 37.6% in revenue, while North America fell 10.6%. Volume rose 9.2% to 144.6M liters. Management reiterated 2025 guidance: 2-4% constant currency revenue growth, positive adjusted EBITDA ($5-15M), and $30-35M in capex. Still on tra

$OTLY (-4.27%) and Nespresso ($NESN (+0.56%) ) have launched a strategic collaboration with the limited-edition Oatly Barista Edition Coffee, available from January 28, 2025, in over 15 countries. This partnership combines Oatly’s leadership in plant-based drinks with Nespresso’s premium coffee expertise, catering to the rising demand for sustainable, plant-based options.

Crafted for Nespresso Vertuo machines, the coffee blend is designed to pair perfectly with Oatly’s oat drink, offering smooth, biscuity notes.

This move responds to strong market trends, with a growing number of consumers worldwide choosing plant-based milks. For investors, this collaboration highlights both brands’ commitment to innovation and sustainability. By targeting health-conscious and environmentally aware consumers, the partnership is positioned to strengthen market presence and drive growth in the premium coffee and plant-based beverage sectors.