Member Info for 2phevs

Trying to copy Ocado

On track to open new chilled distribution centre in Aylesford in Summer 2025, leveraging robotic automation to streamline operations, improve efficiency and support our commitment to deliver a seamless shopping experience for customers

Our capital expenditure in the first half was £530m, which was broadly in line with last year. We continue to prioritise investments in high returning areas, including automation in parts of our distribution network and developing our digital platforms, in addition to continued investment in our store estate.

Online performance

H1 24/25

YoY change

Sales inc. VAT

£3.3bn

9.3%

Orders per week

1.29m

9.3%

Basket size*

£108

4.4%

Online % of UK total sales

13.5%

0.6ppts

Ready to Make an impact?

We are looking for a Demand Planner who will work closely with Category Managers to review forecast results and make forward-looking recommendations on opportunities in their respective category. You will also work with sourcing, category management, marketing, process optimization and go-to-market functions to understand forecasts and trends; and support testing, implementation, training, and adoption of the Ocado platform.

https://jobs.sobeyscareers.com/sobeys/job/Toronto-Demand-Planner-ON-M5V-1X6/1219000600/

Mega stuff!!! not just grocery fulfillment

Who uses cubic ASRS

Healthcare and Pharmaceuticals

Third Party Logistics (3PL)

Fashion & Consumer Packaged Goods (CPG)

Industrial & OEM Parts

Grocery

Huge markets great read

https://ocadointelligentautomation.com/insights/cubic-asrs

Now 3rd place Petrofac next

5.95 down to 5.77 now

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

More joining the pass the parcel party wonder who's going to be left holding the baby

First I mentioned measurement to Stephan then politics both times he shot them down

Already posted his email on measurement

Here's his reply to my question in March

Morning Stephan

Can Mirriad do anything on the vote ad spend? From a limitations point of view.

No major content owner will want branding/advertising from the Democrats or the GOP to be integrated in their content…

Couldn't resist watching the webinar

Sleepless nights HA with a 2 month TAN yeah right banging his pen of the table GL LOTM

Could be this paragraph from the FPC meeting minutes....should of put "SMALL" retailers numpties the AI bots would pick this up and place automated orders

Insolvencies had continued to be concentrated among very small businesses associated with a relatively small proportion of bank debt. Firms in more vulnerable sectors such as construction, wholesale and retail trade, and accommodation and food service activities made up around half of cases.

Bit higher and Ocado will be out performing mks & sbry today on a sector down day hopefully the market realises Ocado is not a supermarket

UK Utilities down 3% Vodafone down 2% seems defensive getting hit today

THG ecommerce up 1.5% can't see why Ocado would get pulled into this UK sentiment issue oh well could be good for some

All supermarkets down can't find anything if it's the middle east that's crazy Israel just showed how they can stop anything

I've just bought a few more

Seems upmarket is in trend

Booths has slashed its losses as its sales hit a record high of £300m.

The upmarket grocer’s sales jumped 6.7% to £318.6m in the financial year ending 30 March 2024, as it cut its pre-tax losses from £4m to £1.5m.

https://www.grocerygazette.co.uk/2024/10/02/booths-2024-results/

"QUESTOR" share tip sorry

Although its joint venture with Ocado has proved to be less successful than previously envisaged, Questor believes it still offers long-term growth potential. The proportion of UK retail sales conducted online has risen year on year over recent months, thereby resuming its longstanding pre-Covid trend, with e-commerce penetration in the grocery sector likely to further increase.

As a result of the aforementioned catalysts, Marks and Spencer is forecast to deliver double-digit earnings growth in the next two financial years. This helps to assuage concerns that the company’s market valuation is now overly generous, with its P/E ratio falling to around 13 when financial year 2026’s profit forecasts are factored in

https://www.telegraph.co.uk/money/investing/stocks-shares/marks-spencer-shares-expensive-but-still-buy/

Could be the imminent ballistic missile launch by Iran disclosed by the US across all news networks around 2.30pm today kitty

I know Kitty....when i saw the red dot I thought at last news finally coming out after some leakage just have to wait and watch those closing UTs

Never thought about this angle

He mentioned how he saw a picking robot drop some box on its self just brushing it off...... if this had of been a human there would be accident issues to sort out

Health and safety angle very good

Great article

Consumers are expected to use Lotte Mart's fresh food app from the first half of next year. The next-generation eGroReapp (online grocery app) that Lotte Shopping will introduce will be applied with the Ocado Smart Platform (OSP). Ocado, a British supermarket, achieves distribution efficiency through technology and is a company called Amazon Killer in Europe. Lotte Shopping has joined hands with Okado in 2022 and plans to spend about 1 trillion won in collaboration with the company by 2030.

https://www.mk.co.kr/en/business/11128962

Ocado Tech recruiting like crazy

https://www.linkedin.com/posts/jonathan-trillwood-467382162_tuesday-technology-lifeatocado-activity-7246801471105564673-LOL_?utm_source=share&utm_medium=member_android

"OUR FRIENDS AT KROGER"

https://www.linkedin.com/posts/jxmatthews_working-with-people-all-over-the-world-is-activity-7246835980324806658-XNbJ?utm_source=share&utm_medium=member_android