Business description: Ocado Group plc

Ocado Group plc is a global technology business redefining e-commerce, fulfilment, and logistics in online grocery and beyond. The Company’s segments include Retail, Logistics, and Technology Solutions. The Retail segment provides online grocery and general merchandise offerings to customers within the United Kingdom and relates entirely to the Ocado Retail joint venture. The Logistics segment provides the customer fulfilment centers (CFCs) and logistics services for customers in the United Kingdom (Wm Morrison Supermarkets Limited and Ocado Retail Limited). The Technology Solutions segment provides end-to-end online retail and automated storage and retrieval solutions for general merchandise to corporate customers both in and outside of the United Kingdom. Technology Solutions includes Ocado Intelligent Automation. Its Ocado Smart Platform (OSP) is a configurable end-to-end e-commerce, fulfilment and logistics solution built to meet the demands of online grocery retail.

Number of employees: 21,367

Sales by Activity: Ocado Group plc

Fiscal Period: November 2021 (GBP) 2022 (GBP) 2023 (GBP) 2024 (GBP) 2025 (GBP)

Logistics

710M 803M 680M 718M 800M

Technology Solutions

66.6M 148M 429M 496M 561M

Retail

2.29B 2.2B 2.41B - -

Unallocated Adjusting Items in Revenue

- - - - 20.2M

Group Eliminations

-568M -640M -693M - -

Others

400K 800K - - -

Geographical breakdown of sales: Ocado Group plc

Fiscal Period: November 2021 (GBP) 2022 (GBP) 2023 (GBP) 2024 (GBP) 2025 (GBP)

United Kingdom (UK)

2.43B 2.37B 2.45B 943M 1.06B

North America

- - - 214M 246M

Asia Pacific

- - - 24.1M 43.7M

Europe (Excluding UK)

- - - 32.9M 28.2M

Overseas

66.6M 148M 376M - -

Executive Committee: Ocado Group plc

Manager TitleAgeSince
Chief Executive Officer 56 12/04/2000
Director of Finance/CFO 61 21/03/2021
Chief Tech/Sci/R&D Officer - 30/04/2024
Chief Operating Officer - 30/09/2022
Corporate Officer/Principal - 13/10/2025

Composition of the Board of Directors: Ocado Group plc

Director TitleAgeSince
Director/Board Member 56 12/04/2000
Director/Board Member 66 12/03/2003
Director/Board Member 56 29/02/2016
Director/Board Member 66 31/08/2018
Director/Board Member 61 21/03/2021
Director/Board Member 56 31/08/2021
Director/Board Member 56 31/12/2022
Director/Board Member 61 31/08/2023
Director/Board Member 57 31/05/2024
Chairman 65 30/11/2024

Shareholders: Ocado Group plc

NameEquities%Valuation
15.34 %
129,104,870 15.34 % 307 M p
Lingotto Investment Management LLP
9.752 %
82,095,339 9.752 % 195 M p
Greenvale Capital LLP
8.434 %
71,000,000 8.434 % 169 M p
5.666 %
47,700,000 5.666 % 113 M p
Capital International Ltd.
5.123 %
43,124,431 5.123 % 102 M p
NameEquities%Valuation
RhumbLine Advisers LP
0.000361 %
1,520 0.000361 % 7 218 p
Baillie Gifford & Co.
0.000088 %
372 0.000088 % 1 767 p

Company details: Ocado Group plc

Ocado Group Plc

Trident Place

AL10 9UL, Hatfield

+44 170 7227800

http://www.ocadogroup.com
address Ocado Group plc(OCDO)

Group companies: Ocado Group plc

NameCategory and Sector
Internet Retail
Internet Retail
Miscellaneous
Miscellaneous

Internet & Mail Order Department Stores

Change 5d. change 1-year change 3-years change Capi.($)
+0.30%+15.17%-23.41%-56.41% 2.45B
+1.13%+1.87%+46.18%+138.35% 2,688B
+0.59%-2.45%-8.82%-11.48% 41.84B
+0.07%-3.88%-5.60%+29.44% 37.31B
+1.60%+6.71%+199.14%+121.73% 10.47B
-1.55%+0.50%-5.37%-9.47% 8.53B
-1.89%+1.16%+35.28%+115.54% 8.11B
-0.23%+16.43% - - 6.27B
+2.32%+3.56%-32.71%-3.33% 5.67B
+0.51%-6.16%-4.35%-13.16% 3.12B
Average +0.28%+4.74%+22.26%+34.58% 281.14B
Weighted average by Cap. +1.08%+0.40%+44.77%+133.46%
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
13
Last Close Price
2.181GBP
Average target price
2.682GBP
Spread / Average Target
+22.99%

Quarterly revenue - Rate of surprise

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