San Francisco · 3 grocers · Greenfield

the oat milk aisle

San Francisco's oat milk aisle is a competitive shelf with clear leaders: 49 products from 8 brands across 3 grocers. oatly owns the most shelf — 39% of SKUs, ahead of califia farms. The shelf leans vegetarian — 47% of SKUs carry that claim. Verdict: greenfield — wide open — room for a new brand (opportunity 71/100).

49
products
8
brands
$6.85
avg price
$4.49–$9.25
typical range

More in Plant-Based Milk

Who owns the shelf

brands by share of the oat milk shelf.

oatly
39% of shelf19 SKUs
califia farms
27% of shelf13 SKUs
mminor figures
14% of shelf7 SKUs
chobani
6% of shelf3 SKUs
wwilla's
6% of shelf3 SKUs
eelmhurst
4% of shelf2 SKUs
mmalk
2% of shelf1 SKU
pacific foods
2% of shelf1 SKU

How it's positioned

the claims products on this shelf lead with — share of SKUs carrying each.

Vegetarian
47%
Plant-Based
47%
Dairy-Free
37%
Vegan
27%
Nut-Free
18%
Organic
16%
Gluten-Free
14%
Peanut-Free
6%

Brand positioning

every brand by share of shelf × price. bubble size = the brand's total reach across all aisles; color = positioning stance. top-right owns the premium end; bottom-right owns the mainstream.

store
scale
premium leadersmainstream leadersniche premiumvalue playersshare of shelfavg $/fl oz
Color:indulgentbetter-for-you
Size:total brand reach (SKUs across all aisles)
price normalized per fl oz (sizes vary)

All stores combined. Tap a store to see who wins its shelf.

Market structure

36
med
Brand competition
how many brands compete
66
med
Variety of offers
how differentiated the shelf is
25
low
Top-brand grip
how much a few brands dominate
71
high
Launch whitespace
room for a new brand

store-brand share: 0% · scores 0–100.

More aisles

how we measure.prices & assortment are collected from public storefronts of San Franciscogrocers, deduped to distinct products, and normalized to a per-unit price from each product's parsed size. market-structure scores come from brand shares. figures update as we re-measure. full methodology →