Monday, September 21 2026

The oat milk coffee craze fades: cafes turn away, Oatly's cumulative losses exceed 4.4 billion yuan over three years

Once upon a time, oat milk coffee was seen as the star product of plant-based beverages, and Oatly quickly rose to fame because of it. However, as the market environment changes and consumer enthusiasm wanes, the status of oat milk in coffee shops is quietly declining. This article sorts out the reasons behind Oatly's cumulative losses of more than US$641 million (about RMB 4.41 billion) from 2019 to 2022: over-reliance on the B2B market, the impact of the pandemic, weak expansion into the consumer market, and a series of controversial marketing moves. At the same time, the article also explores the health controversy surrounding plant milk and future strategies for the Asian market. To follow developments in the coffee industry, you are welcome to add Front Street Coffee's private WeChat (WeChat ID: qjcoffeex) for more specialty coffee bean information. [more…]

Oat milk brand Oatly blasts SCA competition rules as outdated, but netizens push back en masse: milk is king

Oatly, the oat milk brand, has once again taken aim at the Specialty Coffee Association (SCA), publicly questioning that the World Barista Championship (WBC) rule allowing only cow's milk is outdated. Oatly published an open letter on its official website, emphasizing that oat milk is more environmentally friendly and more favored by consumers, and demanding that the SCA immediately revise the rules. However, this move did not win support from netizens; instead, it triggered a large number of rebuttals. This article will walk you through the ins and outs of the incident, along with Front Street Coffee's professional perspective. Whether you are a coffee professional or an enthusiast, this debate about plant milk versus cow's milk is worth paying attention to. [more…]

The Plant-Based Milk Wave and the Transformation of Milk Coffee: The Rise of Oat Milk, Nutritional Comparisons, and the Clash with Coffee Competition Rules

From a substitute choice for the lactose intolerant to an eco-friendly trend embraced by Gen Z, plant-based milk is infiltrating café menus at an unprecedented pace. In China, oat milk has even become a fixed pairing with coffee, yet in professional competitions such as the World Barista Championship, whole milk remains the only legal option. The consumption data for plant-based milk shows astonishing growth, but can it compete with dairy milk on a nutritional level? Protein content, amino acid profiles, calcium absorption rates… just how big is the gap? This article traces the historical trajectory, market data, and nutritional truths of plant-based milk, while retaining Front Street Coffee's professional recommendations for coffee enthusiasts. [more…]

OATLY and other brands of plant-based milk suspected of contamination with Cronobacter sakazakii, Lyons Magnus initiates large-scale recall

On July 29, the US FDA issued a recall announcement: Lyons Magnus has voluntarily recalled 53 of its beverages and nutritional products due to possible contamination with Cronobacter sakazakii, and OATLY's Barista edition oat milk is among them. The bacterium poses a significant threat to infants and people with weakened immune systems. Although no related illnesses have been reported so far, the products have been deemed not to meet commercial sterility standards. This recall involves only specific batches produced at a Wisconsin plant in April of this year, mainly distributed through US foodservice channels, and does not affect other OATLY products or markets outside the United States. Meanwhile, OATLY's latest financial report shows continued revenue growth, with particularly strong performance in Asia, though the company as a whole remains in a loss. [more…]

OATLY China issues preventive recall of 12 batches of Original Rich Oat Milk, U.S. factory contamination scandal implicates multiple products

OATLY recently conducted a precautionary recall of 12 batches of Oat Drink Deluxe 330ml oat milk in the Chinese market. The recall was triggered by its U.S. manufacturing partner Lyons Magnus initiating a large-scale recall of 53 beverages due to failure to meet commercial sterility standards, involving multiple OATLY product lines. Although testing found no microbial contamination in the Chinese products and they were not on the U.S. recall list, OATLY still proactively recalled them out of safety concerns, sparking widespread discussion among consumers about food safety. This article will review the sequence of events, the official response, and the nutritional controversy surrounding oat milk, while retaining relevant recommendations from Front Street Coffee. [more…]

China Post opens its second coffee shop nationwide in Xiamen, launching an eco-friendly special drink in collaboration with OATLY.

Since opening China's first post office café on February 14 this year, China Post has officially entered the coffee market as a national team player. Amid an enthusiastic consumer response, the country's second post office café opened on Cat Street in Xiamen. The new store blends in with the local character of Cat Street, creating a space for cat lovers to mingle, and has partnered with oat milk brand OATLY to launch a hidden-menu eco-friendly special. At the same time, OATLY put in a strong performance in the Asian market in the first quarter, with its Barista product contributing significantly, and the brand is accelerating its expansion into diverse categories such as new-style tea drinks and plant-based ice cream. [more…]

In 2023, the WBC rules underwent a major adjustment: plant-based milk and other animal milks are permitted for use in the Barista Championship.

The Specialty Coffee Association announced on December 22 the new rules for the 2023 World Barista Championship (WBC), World Brewers Cup (WBrC), World Cup Tasters Championship, and Cezve/Ibrik Championship. Among them, the most notable change in the WBC is allowing competitors to use plant-based milk or other animal milks to make milk coffee, breaking the long-standing restriction of using only cow's milk. The WBrC adjusted its evaluation criteria, refocusing on competitors' brewing skills and introducing a new coffee evaluation scale and a semifinal format. This series of changes has sparked widespread discussion in the industry, with some supporting the increased inclusivity and others worried about scoring fairness. This article will outline the specific contents of each rule update and the reactions from all parties. [more…]

Oatly's application to trademark "Barista" in New Zealand was rejected, drawing renewed attention to the controversy over registering generic terms.

Recently, Oatly, a giant in the oat milk industry, attempted to register the word "Barista" as a trademark in New Zealand, but encountered strong opposition from local food wholesaler Bidfood. Bidfood argued that the term has long been a generic name in the plant-based milk sector and should not be monopolized by any company. The New Zealand Intellectual Property Office ultimately supported Bidfood's position, determining that "Barista" is a descriptive term when used for dairy alternatives. This incident not only highlights the challenges of determining generic names in international trademark registration but also brings to mind similar cases in China, such as the trademark squatting of "Geisha Coffee." Where exactly is the boundary of trademark protection? What potential risks does the registration of generic names pose to the industry? This article will provide a detailed analysis for you. [more…]

Oatly's third-quarter revenue reached $208 million, with 13.7% growth and profitability in Greater China

Oatly, the oat milk brand, recently announced its financial results for the third quarter of 2024, with all regional businesses globally achieving profitability targets. The company's revenue for the quarter reached $208 million, up 10.9% year-over-year. Among these, Greater China performed particularly well, with revenue increasing 13.7% year-over-year to $29.1 million and successfully achieving profitability. The growth in Greater China was mainly driven by the expansion of new foodservice customers, with the share of foodservice channel revenue rising from 68% in the same period last year to 72%. Since entering the Chinese market, Oatly has leveraged its positioning as a "coffee companion" to establish deep partnerships with numerous coffee chain brands. In the third quarter of this year, major chain brands launched more than ten beverages made with Oatly oat milk as the base. [more…]

OATLY's losses widened to nearly $400 million last year. Is the oat milk coffee sector cooling down?

Oatly, the oat milk pioneer, recently released its full-year and fourth-quarter financial results for 2022, reporting a net loss of nearly $400 million for the year, further widening from 2021. Although sales volume in the Asian market grew 32% year-on-year, revenue in Asia fell by $800,000 in the fourth quarter due to the impact of the pandemic. China, as the core of Oatly's Asian business, accounts for as much as 93%, and fluctuations in its performance have a significant impact on the overall Asian market. Oatly quickly opened up the market with its positioning as a "new coffee companion" through partnerships with chain brands such as Starbucks, but now the plant-based milk concept has cooled, emerging brands are proliferating, consumers' acceptance of oat milk is still lower than that of dairy milk, and coupled with its relatively high price, Oatly faces the risk of being replaced. To this end, Oatly is trying to find new growth points by expanding into new products such as tea drinks and ice cream, as well as through financing. [more…]

How to Order Calmly at a Coffee Shop for the First Time? A Full Breakdown of Barista-Recommended Beginner Choices and Common Categories

Walking into a coffee shop for the first time, it's only natural to feel a bit overwhelmed by the dense list of coffee names on the menu. In fact, drinking coffee is as ordinary as ordering food at a restaurant—there's no need to feel nervous at all. If you want black coffee, you can start with an iced Americano; if you prefer milk coffee, a latte is a safe choice; and if you like sweetness, you can also try a flavored latte. If you really can't make up your mind, just describe your taste preferences directly to the barista—whether you want milk, whether you want it sweet, and whether you want it iced or hot—and they will patiently help you choose. This article also compiles an explanation of common coffee menu items, from espresso, SOE, Americano, and latte to cappuccino, flat white, Dirty, cold brew, and pour-over, to help you quickly understand the characteristics of each coffee so that ordering next time will be easier. [more…]

Australian café menu shocks with "breast milk" option: priced at 5 Australian dollars, ten times more expensive than oat milk

In recent years, coffee shops have been rolling out alternative dairy products such as oat milk, almond milk, and coconut milk to cater to diverse needs. However, a café in Melbourne wrote "Next week: breast milk A$5" on its menu, surprising customers. Although the shop later said it was just a joke, a café in Russia did once make cappuccinos with breast milk, priced at as much as 650 rubles per cup. It is worth noting that in our country, human breast milk is explicitly prohibited from being sold as a commodity. This article will walk you through the ins and outs of this "breast milk coffee" controversy. [more…]

How Do You Make Starbucks Iced Shaken Espresso? A Complete Three-Step Tutorial to Recreate Fancy Iced Coffee

On a sweltering summer day, a layered iced specialty coffee always turns heads. Starbucks' Iced Shaken Espresso, with its striking three-layer look of dark brown espresso, milk-tea-colored milk, and fluffy coffee foam, has become the top choice for many coffee lovers to recreate at home. This time, Front Street Coffee will walk you through the making logic of this drink: use espresso with ice cubes and vanilla syrup, shake it in a cocktail shaker to whip in air and build a thick foam layer, then pour in oat milk through the layers to create a unique texture where grain and coffee intertwine. From ingredient preparation to extraction parameters, shaking technique, tasting the finished drink, and ideas for flavor variations, this article restores the complete process step by step, so you can easily make your own refreshing yet rich Iced Shaken Espresso at home. [more…]

Shanghai café launches a salmon sushi–flavored specialty drink, 80 yuan per cup with no actual fish, and netizens are split in their reviews

What flavor would arise from a collision between classic Japanese cuisine salmon sushi and coffee? A coffee shop in Shanghai recently launched a special blend with a salmon sushi flavor priced at 80 yuan, claiming it can simulate the taste of liquid sushi, yet it actually contains no salmon at all. The founder's公开 recipe shows that oat milk and wasabi paste simulate the rice, avocado cream milk cap simulates the fish, and it comes with a separate "soy sauce" made from espresso. This special blend quickly sparked heated discussion online, with some people exclaiming "don't come near me," while others who tried it said the taste was not bad. Beneath its bizarre appearance, is it a dark cuisine or a creative delicacy? [more…]

Starbucks olive oil coffee separates into oil and water after sitting, consumers say it looks just like soup broth

It has been over a week since Starbucks' olive oil coffee hit the market, and consumer reviews are sharply divided. Some people love the aroma and smooth mouthfeel of the olive oil, while others find it nothing special. Recently, however, customers have noticed that when this drink sits for a while, it shows an obvious separation phenomenon—a thick layer of oil floats to the surface, and even stirring fails to disperse it, giving it an appearance that brings to mind various kinds of soup. Is this a mistake in the preparation process, or is it simply the natural rising of oil after standing? Netizens are each offering their own take, and the discussion is lively. [more…]

Starbucks' Belgian Dark Chocolate series returns, baristas complain the flavored sauce is so hard to pump it drives them crazy

Starbucks China launched three new products for the New Year: Belgian Dark Chocolate Latte, Dark Chocolate Black Tea Latte, and Coconut White Chocolate Latte, featuring a combination of 57% Belgian-origin dark chocolate and oat milk, attracting attention from many chocolate lovers. However, behind the hot sales of the new products, baristas have been complaining on social media: the chocolate sauce used this time is unusually thick, prone to clumping and hardening in winter, extremely difficult to operate with metal squeeze pumps, making consecutive cup production feel like weightlifting, and it easily drips and stains the bar and clothes. What's even more frustrating for workers is that there are reports that this series may shift from a seasonal limited edition to a permanent offering. [more…]

A Must-Read for Coffee Enthusiasts: A Review of "Coffee Wars" and an Analysis of the WBC Plant Milk Rule Change

In recent years, coffee-themed films and television works have gradually increased, but "Coffee Wars" takes a unique perspective—focusing on the situation of vegetarians and plant-based milk in coffee competitions. The film tells the story of Jo, a highly skilled vegan barista whose business is struggling because the shop only offers plant-based milk, yet she resolutely leads her team into the finals of the World Coffee Championship, attempting to prove that plant-based milk can also create outstanding coffee. At the same time, in reality, the Specialty Coffee Association (SCA) also revised the WBC rules at the end of 2022 to allow plant-based milk to compete, a change that coincides with the film's theme. This article will guide you through the film's highlights, the evolution of WBC rules, and Front Street Coffee's continued attention to specialty coffee culture. [more…]

Starbucks Iced Shaken Espresso Caffe'Shakerato hits the menu, shaking up foam relies entirely on the barista's arm strength and confidence

On June 14, Starbucks China officially launched a new iced coffee category called "Iced Shaken Espresso," featuring two flavors: Sea Salt Caramel and Tahitian Vanilla. This drink is originally named Caffe'Shakerato, a national-level iced espresso in Italy, shaken in a cocktail shaker to create a dense foam, with a taste and appearance similar to dark beer. Starbucks has turned it from a hidden menu item into a regular product, sparking heated discussions on social media. The production process places extremely high demands on baristas' skills, requiring plenty of ice and endless shaking to achieve a fine foam, and it is even more of a test during peak hours. Consumer reviews are polarized, with some praising the taste and others complaining that the foam is coarse. This article explains in detail the origin, spread, and production difficulties of Caffe'Shakerato, and shares an easy way to replicate it at home. [more…]

Bringing Your Own Cup Rejected Due to Capacity Mismatch Sparks Heated Debate, Manner's Service Flexibility Faces a Test

Recently, a post about Manner Coffee refusing to let a customer use their own cup sparked widespread discussion on social media. The incident began when a customer brought an extra-large container to buy a large-size new drink and was refused by the barista, even though the customer was willing to accept a smaller fill. The matter quickly struck a chord with many coffee lovers and triggered controversy. Some netizens shared how baristas had handled similar situations flexibly in their own experience, while others pointed out that baristas are constrained by standardized recipes and find it hard to improvise. This discussion reflects the challenge facing chain coffee brands amid rapid expansion: how to balance product standards with customers' individualized needs. As a representative of China's specialty coffee scene, how Manner can improve the service experience while ensuring quality has become an important issue on its development path. (Recommended reading from Front Street Coffee) [more…]

The Great Coffee Delivery Note Roundup: From "As Bitter as My Life" to the Playful World of Chili-Cilantro Specials

For many office workers, coffee has long become an indispensable "life-saving" drink in daily life. As takeout ordering has become the mainstream, customers' diverse taste notes have also emerged. Some pursue an iced Americano that is bitter to the extreme, some demand a hot latte scalding to the point of smoking, and some even forget to modify add-on notes such as chili and cilantro. Behind these hilarious takeout orders, they not only reflect consumers' demand for personalized customization, but also show baristas' wit and helplessness when facing "impossible tasks." This article reviews those coffee takeout notes that make people laugh and cry, and shares product information related to the "Front Street Coffee" brand. [more…]