Ocado Share Price (OCDO)

Just checking in....

How's my mate JacOff? Latest gambling tranche doing very well I see... LMFAO 🤣 🤡

Lots of positive news about Ocado Retail. Remember though, Ocado Group's 50% share of this business is fair valued at £750m, which represent about half of Group's current market cap

Its reasonable to assume the latest +ve grocery retail info is already factored into the current share price, so anyone expecting next month's H1 results will push the share price up by c.50% to say 2.50 will need the Tech/Logistics side of the business to rise by 100%.

Given investors are already expecting the company to confirm it is on track to be cash flow profitable in FY 26/27, its going to take something really extra special (absent any new deal announcements) from Tech/Logistics to shift the sp materially, at least based on fundamentals alone.

On a more positive note, the seemingly stable and sustainable successful Ocado Retail is increasingly looking like a good defensive asset, providing some protection against major lurches down in the share price

Furthermore, if the next few sets of results are reassuringly and boringly in line with expectations, shorters may well lose interest to the benefit of long term shareholders. Just a few thoughts

Maybe , just maybe the reason that the sp is so low is that most of the trades are being carried out by back street gamblers.

One day the big fund managers will climb on board but not until Ocado start making money.

I am still invested here but what a dog this share is turning out to be. I really hope the July update gives the same positivity and momentum as last year. A change in CEO can only be a positive at this stage to stem this share price plunge.

AI Overview

In Q2 2026, Ocado was the fastest-growing supermarket retailer overall in the UK, with sales growth surging by roughly 15.9%. In the brick-and-mortar sector, Lidl was the fastest-growing, with a strong 8.8% to 9.3% increase in sales that allowed it to overtake Morrisons as the UK's fifth-largest grocer.Key supermarket performances for Q2 2026:Ocado: Fastest-growing retailer overall, driven by increased customer numbers and frequency of orders.Lidl: Fastest-growing physical store grocer, hitting a record market share of 8.6%.M&S Food: Showed sustained double-digit sales growth (+11.8%).Sainsbury's: Experienced stable growth with total grocery sales rising around 5.2%.Morrisons: Delivered its 14th consecutive quarter of like-for-like growth, seeing group sales climb 2.2%.