Member Info for 2phevs

This is the best one 6 hours ago HKK

Cara Houlton

Ocado has remained the fastest growing supermarket for the past 12 weeks, with sales up 15.4%, closely followed by M&S up 12.4%, new data shows.

https://www.grocerygazette.co.uk/2024/09/18/ocado-supermarket-growing/

The shorts desperately trying to keep the downtrend intact whenever the good news keeps coming

Would this really affect the SP so violently?

https://www.retail-systems.com/rs/Waitrose_Lowers_Prices_On_130_Items.php

Slides 5&6 very revealing online market share increasing and an amazing paragraph from the Coles Group CEO on slide 6 basically saying huge focus on CFCs&ADCs great news for Ocado

Here's the post

https://www.linkedin.com/posts/alexey-mironov-au_coles-woolworths-fy24-results-activity-7240121111022026752-VmK-?utm_source=share&utm_medium=member_android

Yeah Sang very revealing interview love the bit about Ocado Ads will be the Northstar within the retail media sector

In the 1st few minutes the Ocado guy mentions Ocado now 15% market share and over1 million customers bodes well for tomorrow

Well worth a listen mentions Meta partner ads and that it's still in house

https://open.spotify.com/episode/4ESOwxHna4LICSohQLTUf5

Looks like other chartist agree

STRONG BUY EASY £5 A SHARE COMING HERE

All aboard, no nonsence fib retrace action event.. buy now and target circa £5 a share or bearish divergence.

by Plat_Hunter

15 minutes ago

https://www.tradingview.com/symbols/LSE-OCDO/ideas/

Up 2.4% against AUG 2023

Jefferies raises Marks & Spencer price target to 410 (330) pence - 'buy'

Really good detailed article on Ocado Ads new offering self serve and A/B testing to get right message before scaling all done through The Trade Desk via Zitcha here's a key paragraph

However, what has been missing is the ‘bridge’ between the two: a combination of insights, tools, advertising and measurement to enable innovations to test, learn and improve in real time. With Ocado Ads. aadvertisers can leverage the Ocado NPD Lab for fast NPD and use A/B testing to optimise creative performance. This is a real USP that is not available in any other RMN.

Article

https://bit.ly/3Ztr1Bs

Bullish One White Soldier confirmed very similar to a Bullish Harami

Market Outlook

We may be at a market bottom or at the start of a reaction rally. The bulls have strong evidence on their side and this evidence prompts us to make a bullish bet. Today’s candlestick has a white body and its close is above the confirmation level. The bullish pattern that was previously identified is finally confirmed and a BUY signal is generated. It is probably the right time to be part of this boost and bullish market sentiment. The market is telling you about a possible new profit. Do not miss this chance.

Pattern Description

This pattern appears in a downtrend and consists of a black candlestick and a white candlestick in which the white candlestick opens above the preceding day’s close and closes above its open. The pattern looks similar to the Bullish Harami pattern. The only difference is that the second day closes higher, which stops the engulfing of the white body by the preceding black body.

Just before THG results on Sky

https://news.sky.com/story/thg-weighs-demerger-of-technology-platform-ingenuity-13216310

Potential for a bullish trend reversal

The bullish harami can be a sign that a bearish trend is ending and a bullish trend may be starting

Be great if the BARC & RBC raise of SP was due in part to Ocado Retail fastest growing sales outpacing even bricks and mortar discounters plus supermarkets

Not surprised really these Amazon Prime Morrisons unfortunate running round Morrisons like Supermarket Sweep on steroids then piling up 20+ brown paper bags in one shopping trolley across the carpark top ones falling off and the bottom ones squashed (imagine the bread) to be thrown into a waiting just eat, uber, delivering or Amazon van very unprofessional

Absolutely Sang only just launched with Zitcha but it sounds like their fully integrated with dashboard, campaign metrics, measurement etc etc so could take off pretty quickly especially with all the existing brand relationships they have.

Here's a good perspective from NamNews

https://www.linkedin.com/posts/brian-moore-038b8112_retailmedia-ocado-activity-7239988609842319360-MEIf?utm_source=share&utm_medium=member_android

It's definitely premium quality Sang global brands would pay highly for this type of precise measurement from Ocado's profile of customers

Once fully utilised could be a separate reporting line in Ocado Retail maybe???

Just a little more info on this announcement yesterday

Walmart retail advertising media has 11 billion impressions a month which generated £3.4 billion in 2023

https://www.statista.com/topics/12250/walmart-connect/#topicOverview

Ocado 1.1 million impressions a month exactly 1% of Walmarts get that Walmarts is in house whereas Ocado have collaborated so maybe give 25% margin away

Income £25+ mill????? got to be quite a few millions once fully utilised

Here's a more detailed article about Ocado Ads from yesterday's The Grocer good explanation of what it is

https://www.thegrocer.co.uk/ocado/ocado-launches-new-retail-media-offering-ocado-ads/695371.article

Not sure anybody has posted about this but from recent strategic moves in the US Ocado are on the money Walmart started Walmart Ads not to long ago and even acquired a TV operating system like ROKU...the reasoning behind this is the death of 3rd party cookies and Google current antitrust issues with media agencies (I won't go into the details but lots of underhand things have gone on behind global brands backs)

The brands don't have direct customer information but the retailers do and measurement is the most important factor for any brand with a £50+ mill advertising budget

Walmart ads linked to DTC through the brands are actually outpacing Amazon recently and the share price this year is reflecting this so Ocado on a good track

Ocado had a supplier meet yesterday with over 700 attending some of the DTC staff in global brands reacted on social media

Global Ad Agencies and their measurement arms will also pay highly for this customer info

Here's the link to Ocado Ads and supplier meet

https://www.linkedin.com/posts/amitchitnis_growtogether-activity-7239951993165807618-vosv?utm_source=share&utm_medium=member_android

Hope so too kage GL

One more thing bb from the AGM all the board seem scared to death of the CEO including the new chair as LOTM alluded to yesterday