Member Info for MKS123

Even with Kroger, the tech in itself hasn't been crucified. I expect TS numbers to show growth come next update in Feb

Https://www.linkedin.com/feed/update/urn:li:share:7397557778938023937/

Alcampo CFC success.

Https://www.retailgazette.co.uk/blog/2025/11/ms-food-australian-debut/

Good news for Ocado with more traffic to Coles CFCs

"A broader assortment will be available via Coles’ online channels and its Melbourne and Sydney Customer Fulfilment Centres."

Similar story at Toyota. Does anyone have specifics of the tie-up between Lenovo/EXR? EXR could have been in this article.

https://www.xrtoday.com/virtual-reality/ai-meets-immersive-learning-how-lenovo-and-vr-vision-are-transforming-workforce-training/

Https://www.xrtoday.com/uncategorized/samsungs-big-bet-using-xr-to-train-20000-employees-a-year/

Would love to see another company use EXR to do the same at the same scale...

Https://www.linkedin.com/posts/steven-sato-223b027_ai-and-learning-a-new-chapter-for-students-activity-7393796472904978432-3rfB

DW liked this post. Does this help/hinder EXR really? It draws more attention to AI in education etc but will students limit themselves to the Gemini Suite. Not exactly the same as EXR products but still...

Https://www.xrtoday.com/virtual-reality/will-success-of-galaxy-xr-kickstart-virtual-realitys-redemption-arc/

How is Instacart/ubereats/doordash/deliveroo comparable to automated bots in a CFC? I get their delivery mopeds can replace Ocado style vans smaller orders but for bigger/weekly shops then you'd need a van anyway

Solid performance from the ORL. Good for Ocado also in light of revenues to TS and Ocado vans. This, and other updates from Coles, for example, seems to be ignored by the market. Odd.

"Surging eCommerce sales growth helped power Coles’ results, with eCommerce soaring 27.9 per cent in supermarkets to $1.3bn and 6.8 per cent to $63m in its liquor division.

Woolworths, by contrast, booked a 12.9 per cent jump in eCommerce sales to $2.2bn."

Ref: https://www.news.com.au/finance/business/retail/coles-reports-4-per-cent-jump-in-revenues-to-11bn-for-q1-2026/news-story/7734141b522143e00bf540c0b3c78d2a

Points to wider ecommerce in grocery moving upwards. Good for Ocado TS. We won't know how good until Feb at the earliest.

Https://www.linkedin.com/feed/update/urn:li:share:7389628549957300224/

The market doesn't like Ocado although its Tech still delivers. Odd to see the SP this low.

"Strong Q1 Results from our Australian partner Coles Group! 🇦🇺

Great to see the two CFCs contributing to eCommerce growth of 27.9%, with a significant uplift in online Net-Promotor Scores.

Coles have also expanded their CFC catchments and launched same-day CFC deliveries in Melbourne. Coles noted CFC-fulfilled sales continued to outpace total eCommerce sales as weekly order volumes increased, supported by targeted customer campaigns and range expansion."

Https://www.xrtoday.com/vr/virtualware-signs-e5m-deal-to-roll-out-xr-training-across-spanish-classrooms/

Hope EXR gets a similar contract in Ireland/UK at least

When reading this article, I wondered what the direct impact was for EXR. EXR partners with Lenovo but there is no mention of EXR. Indirectly, more attention to the world of XR/AR/VR in education is good for EXR. At present, its still a practice in its infancy (but growing)

Https://www.xrtoday.com/virtual-reality/lenovo-brings-ai-powered-xr-to-schools-and-showrooms-across-europe/

Exciting developments in this space. Again, the more XR/VR/AR is adopted, my logic tells me some of this inward capital should filter through to EXR.

Please to see EXR grow its offering. LinkedIn seems to be the place to keep up-to-date even more than the EXR website

https://www.linkedin.com/posts/davidwhelan1980_interactive-education-training-activity-7387162572099067904-30-g

Https://www.xrtoday.com/mixed-reality/samsung-galaxy-xr-is-here/

With greater availability/options out there, I'd expect greater adoption in businesses/home. Interesting use case below from Amazon for their delivery drivers

https://www.bbc.co.uk/news/articles/c0rpzrrgqvlo

Https://www.xrtoday.com/virtual-reality/apple-vs-samsung-vision-pro-2-vs-project-moohan/

Apple not to be outdone...

Https://www.xrtoday.com/augmented-reality/samsung-xr-headset-project-moohan-launch/

Good to see more big name investment in this space. I've yet to see primary schools in the UK use VR/AI in a big way in regular schools. Still, more readily available options for VR/XR bodes well for EXR.

Subscriptions are growing and the firm has some pilot projects out there. It would be good to get news on fresh roll outs in UK education

"Online sales across the sector grew by 12% during the four weeks, and now make up 12.7% of the market - the highest share since March 2022."

This is for the UK but the same upward trend is true for other regions across the globe. All good news for Ocado TS, which was reflected in the last results also.

EXR attended. Few different mentioned in LinkedIn. Good to see the company represented positively at events like this, which has decision makers from across the industry. Hope to see some significant contract type of news in the near future.