Member Info for 2phevs

I really like the Ocado Retail poster model NeverSelling as a tool to showcase what they can do and if that's helped someone like M&S to receive multiple Analyst Ugrades due partly to this poster model then it's a great bedrock piece for Ocado

Currently $5 bill projected to $40 bill by 2031 that's some growth

Ocado Tech mentioned in post

https://www.linkedin.com/posts/sd-information-technology_type-application-microfulfillment-activity-7249700427879845888-2gDl?utm_source=share&utm_medium=member_android

Yeah Oneclick and maybe a couple of carefully selected ones end up as Ocado + M&S MFCs

Would imagine all these recent upgrades for M&S mentioning the sustained increase in online sales is going to really cement the partnership and hopefully some extra fees let alone the poster model that can be shown to other retailers

That's 3 now in recent weeks mentioning online growth but this one actually states Ocado

Marks and Spencer Group PLC (LSE:MKS) shares were higher in early trading after Deutsche Bank upgraded its share price target from 350p to 430p, advising investors to 'buy' the stock.

This valuation change reflects strong ongoing sales in M&S's Food division, a pick-up in its Clothing sales, and double-digit percentage growth in sales from its partnership with Ocado Retail.

https://www.proactiveinvestors.co.uk/companies/news/1057935/marks-spencer-shares-higher-on-investment-bank-upgrade-are-the-shares-really-worth-430p-1057935.html

This from one of the world's authorities on customer centricity....has 25,000 followers on LinkedIn

https://www.linkedin.com/posts/martindnewman_im-absolutely-loving-ocados-new-initiative-activity-7249674996220932097-yC7A?utm_source=share&utm_medium=member_android

Wondered what those 2 green boxes were about

Https://www.linkedin.com/posts/iva-todorova-16964a151_operational-site-support-team-lead-activity-7249365127886475264-UNye?utm_source=share&utm_medium=member_android

https://www.linkedin.com/posts/ocado-retail_hiring-winnerwinnerocadodinner-customerhub-activity-7249354272528547840-Rxnt?utm_source=share&utm_medium=member_android

https://www.linkedin.com/posts/sara-hamblin-507287a8_hiring-winning-customerhub-activity-7249352906271789056-bSGH?utm_source=share&utm_medium=member_android

https://www.linkedin.com/posts/melanie-davies-48066182_calling-all-solutions-architects-our-activity-7249341255774531584-s0E9?utm_source=share&utm_medium=member_android

https://www.linkedin.com/posts/jonathan-trillwood-467382162_dataanalysts-dataengineers-datascientists-activity-7249335745000128514-jKfN?utm_source=share&utm_medium=member_android

https://www.linkedin.com/posts/georgia-button-8b1247207_register-your-interest-at-ocado-technology-activity-7249370138003566592-IjkU?utm_source=share&utm_medium=member_android

That's just the last 24 hrs they're recruiting in every department must be very busy

Beat me to it Kums

Here's the full paragraph and article from Kantar

Ocado was the fastest growing grocer for the eighth month running, pushing its sales up by 10.0% over the latest 12 weeks. The online specialist’s market share grew by 0.1 percentage points to 1.8%. The overall online market expanded by 3.5% over the 12 weeks, now worth £3.7 billion, with 22.1% of households shopping online.

https://www.kantar.com/uki/inspiration/fmcg/2024-wp-grocery-price-inflation-edges-up-ahead-of-autumn-budget

Over the 12 weeks to Sept. 29 online supermarket Ocado was again the fastest growing grocer with sales up 10% year-on-year, taking its market share to 1.8%.

Great News literally

https://www.linkedin.com/posts/ocadogroup_coles-unveils-new-ai-powered-distribution-activity-7249314467543494656-dPr8?utm_source=share&utm_medium=member_android

Here's the YouTube link if you don't have LinkedIn

https://www.youtube.com/watch?v=WzEa3ZvuiUc

I think the only one that really matters is D1 Oldmoot.....looking back I reckon if it hits 550 it's going to start some warning signs for them

Only been deep into research here since 12 September Sangi.....I've noticed an American company called United Natural Foods (NYSE: UNFI) reacting a lot to Ocado linkedin posts l....do you know if they have any historical connection to Ocado?

Could be more today (we'll find at 5pm tomorrow)

https://shorttracker.co.uk/company/GB00B3MBS747/

Another large closing auction UT again after being suppressed since US opening bell more taken than the total of all shares sold today

That's my hope John... logic tells me..... the word "NEW", publish date of 11th October 2024 and taken down within minutes means good news coming fingers crossed.....but I have no direct confirmation of this by Ocado

Look back at the full thread John you'll see how this developed today

Maybe Valueplay has seen the Value Add of Ocado and maybe seen all the recent articles mentioning Amazon and Ocado at the forefront of robotics and automation.....the problem for Amazon is....which retailers want to partner with a competitor better to partner with Ocado

Yeah Sang seen a Ocado senior recently visiting Poland and posting about meetings on LinkedIn pretty sure I posted it last week I think

Doesn't matter to me personally really Sang i just see they're probably nearly net long now for all intent and purpose in my book but that's just my view