Member Info for HereKittyKitty

“Shorting any UK mid-cap is insane, literally insane,” said one hedge fund executive who specialises in shorting stocks.

https://www.ft.com/content/e4d32fb6-4f42-41bc-adf1-9a10edec4928

Shorttracker will be interesting tomorrow 👀

So much potential starting to unravel …

🇬🇧 UK

M&S rev £13B

7 Customer Fulfilment Centres and a network of spokes around the UK with expansion in Luton

82% of the UK population (22.4m households) covered with 1M+ active customers

🇺🇸 US

Kroger rev $150B

20 CFCs

Ocado in-store fulfilment (2,750 stores)

CEO of Kroger “Our partnership with Ocado Group is a critical component to the ecosystem that helps us deliver that seamless experience.”

🇯🇵 Japan

AEON rev $65.48 B

100M customers over 20,000 stores

2 initial CFCs

Exec chairman “We see Ocado Group as a state-of-the-art, exciting and transformative partner, aligned with our strategy of accelerating AEON's Digital Shift to serve Japan's consumers”

🇪🇸 Spain

Auchan Retail - Alcampo rev €32.3B

🇫🇷 France

Groupe Casino rev €9B

And many more

https://www.ocadogroup.com/our-business/osp-partners/

Who wouldn’t want to buyout Ocado at these levels to gain access to such huge potential 🤔

There has to be a private equity or US listed company with eagle eyes on buying Ocado at this current market cap

I presume you’ve added today to? 😂 🤡

Market has read the forward looking statement the right way

🤡

“ as well as the efficiency of Kroger’s operations in live and future CFCs.”

In case you missed the last sentence

Today marks another exciting milestone in our partnership with Kroger. Our current CFCs are already helping to deliver a game-changing quality of service to their customers across the USA. We are excited for these latest technologies to further enhance that proposition, as well as the efficiency of Kroger’s operations in live and future CFCs.”

Kroger results state in June “ Increased delivery sales by 17% over last year led by Customer Fulfillment Centers”

As the US largest retailer, Kroger is

2,750 grocery retail stores

$150B revenue & growing

Market Cap $39.34B

M&S growing

Kroger growing

New CFC for largest Japan retailer

New CFCs for US largest retailer

Luton CFCs expanding in UK

Growth across all business lines

Profitability next year

They are such a huge buyout bargain with the footholds they are building

Canada is only on pause

What else is coming?

In June the US largest retailer released their results

▪️Sales were $45.3 billion in the first quarter

▪️ Increased delivery sales by 17% over last year led by Customer Fulfillment Centers 💥

https://ir.kroger.com/news/news-details/2024/Kroger-Reports-First-Quarter-2024-Results-and-Reaffirms-Guidance/default.aspx

Nuff said

Errrr Kroger is the USAs largest grocer with nearly 2,800 stores in 35 states - lots more CFCs to come !!!

This deal with Kroger will certainly open up interest in US investment to buy Ocado

I wonder if valueplay will get a chance after opening auction to close his new 391 short he took out 😂

I expect new broker ratings now

Kroger

Great results across all business lines

AEON

Could easily be like last July / Aug 2023

600+ I put out there 2 months post results looking very real with the 3 latest RNSs

US grocery giant Kroger ordered two of Ocado's newest technology solutions for its existing and future customer fulfilment centres.

https://www.lse.co.uk/news/kroger-places-order-for-new-ocado-automated-technologies-b78svmtfwxqqkps.html?utm_source=alerts&utm_medium=email&utm_campaign=2024-07-22&utm_term=news&nl_key=ad563f280c6ab93734af836dde10042dc4f6cc32e31e991b61228b3788f80d61

Get the Fire Extinguishers ready for the Shorts

🔥 🔥 🔥 🔥 🔥 🔥 🔥 🔥 🔥 🔥

Ocado and Kroger to roll out new technology enhancements across CFCs

Ocado Group ("Ocado") has announced a significant development of its partnership with Kroger, a leading US grocery retailer. Kroger has placed an order for a wide range of new automated technologies to roll out in Customer Fulfilment Centres (CFCs) across its network.

https://www.lse.co.uk/rns/kroger-roll-out-of-new-technology-enhancements-2v4tuzudye3a266.html?utm_source=alerts&utm_medium=email&utm_campaign=2024-07-22&utm_term=rns&nl_key=ad563f280c6ab93734af836dde10042dc4f6cc32e31e991b61228b3788f80d61

Over 10% wiped off them $7.5B