
Oatly reported strong third-quarter revenue growth and improved adjusted EBITDA, citing increased market share, household penetration, and distribution. The company maintained its 2026 constant-currency revenue growth outlook but said faster-than-expected fuel and freight inflation in North America would pressure fourth-quarter profit and led it to reduce its outlook for that period.
Higher fuel and freight costs may raise costs for food manufacturers, but the report does not establish a material change in oat supply or feed demand. No clear direct price implication for the listed feed commodities is indicated.
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