Oatly Group AB (FRA:9ZX0) Tariff Resilience Score: 5/10 (As of Jun. 27, 2026)


FRA:9ZX0 Oatly Group AB FRA:9ZX0
62 GF Score
Price €7.74
GF Value €16.56
Valuation Possible Value Trap
! 3 Warning Signs
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What is Oatly Group AB Tariff Resilience Score?

Oatly Group AB FRA:9ZX0 +1.57% 62 Tariff Resilience Score is 5 as of Jun. 27, 2026. GuruFocus rates FRA:9ZX0 with a GF Score™ of 62/100 and a GF Value™ of €16.56 (Possible Value Trap). The stock has 3 warning signs investors should review. Among 2,051 Consumer Packaged Goods companies, Oatly Group AB ranks better than 94.25% on this metric.

Oatly Group AB has the Tariff Resilience Score of 5, which implies that the company might have Average Resilient.

Oatly Group AB has Oatly's global supply chain and manufacturing in various regions expose it to tariffs. The company has some pricing power but is still vulnerable to raw material tariffs. Past tariffs have impacted costs.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Oatly Group AB might have Average Resilient.


Oatly Group AB  (FRA:9ZX0) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Oatly Group AB Tariff Resilience Score Related Terms


FRA:9ZX0 vs BGS, AMNF, USNA: Tariff Resilience Score Comparison

For the Packaged Foods subindustry, Oatly Group AB's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Oatly Group AB Tariff Resilience Score vs Consumer Packaged Goods Industry

For the Consumer Packaged Goods industry and Consumer Defensive sector, Oatly Group AB's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Oatly Group AB's Tariff Resilience Score falls into.


FRA:9ZX0
62GF Score
Oatly Group AB FRA:9ZX0
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 5 mean?
Oatly Group AB (FRA:9ZX0) has a Tariff Resilience Score of 5 as of Jun. 27, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Oatly Group AB ranks #118 out of 2051 companies in the Consumer Packaged Goods industry, placing it in the top 5.8%.
Is Oatly Group AB's Tariff Resilience Score too high?
Oatly Group AB's current Tariff Resilience Score is 5. Based on the distribution chart, Oatly Group AB ranks #118 out of 2051 companies in the Consumer Packaged Goods industry, which is in the top quartile — a strong position relative to peers. Overall, Oatly Group AB has a GF Score™ of 62/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Oatly Group AB's Tariff Resilience Score compare to BGS and AMNF?
According to the Consumer Packaged Goods industry distribution chart, Oatly Group AB ranks #118 out of 2051 companies for Tariff Resilience Score. This places Oatly Group AB in the top 6% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Consumer Packaged Goods company?
A good Tariff Resilience Score depends on the Consumer Packaged Goods industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Oatly Group AB's current Tariff Resilience Score is 5. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Oatly Group AB stock overvalued right now?
Based on GuruFocus' analysis, Oatly Group AB (FRA:9ZX0) is currently considered Possible Value Trap. The stock's GF Value™ is €16.56, compared to a current price of €7.74 — trading 53.3% below its estimated fair value. The current Tariff Resilience Score is 5. Oatly Group AB's overall GF Score™ is 62/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Oatly Group AB (FRA:9ZX0), the current Tariff Resilience Score is 5 as of Jun. 27, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Oatly Group AB (FRA:9ZX0) Overvalued in 2026?

Based on GuruFocus' analysis, Oatly Group AB stock appears to be undervalued. The current stock price of €7.74 is trading 53.3% below its estimated GF Value™ of €16.56. GuruFocus considers Oatly Group AB to be Possible Value Trap.

Key valuation signals for FRA:9ZX0:

  • Tariff Resilience Score: 5
  • GF Value™: €16.56 vs. price of €7.74 (53.3% below fair value)
  • GF Score™: 62/100 with 3 warning signs

No single metric tells the full story. See the FRA:9ZX0 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Oatly Group AB Business Description

Other Exchanges OTLY:USA9ZX0:Germany
Address Angfarekajen 8, Malmo, SWE, 211 19
Oatly Group AB produces and distributes oat-based food and beverage products. Its offerings include milk, cooking creams, spreads, and yogurts. The company's products are sold through retail stores, coffee shops, and restaurants across multiple countries. It generates revenue from sales of oatmilk and other oat-based products. The company's geographical segments include Europe & International, North America and Greater China. The Europe & International segment is its maximum revenue-producing segment, followed by the North America and Greater China segments.
62GF Score

Get the complete analysis for FRA:9ZX0

Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€7.74
Price
€16.56
GF Value