July 23, 2026 02:47 AM GMT Oatly Group AB | North America Q2 Follow-Up: Milk Momentum with Q2 Revenue Upside AlphaSignals Earnings Reaction Unchanged Meaningful upside Largely unchanged Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research An impressive, broad-based regional and volume-led revenue beat in Q2 drove a substantial increase to FY26 revenue guidance, with unchanged EBITDA guidance given reinvestment and Midd ...