RE: To unveil Improved sales26 Feb 2024 11:34
Yes i agree this affects M&S more than OCDO. M&S enjoyed higher sales and it was down to the partnership. finding a new a well trusted and solid grocery delivery company like OCDO to be associated with M&S in future should they pull out the deal is of a huge risk to M&S.
OCDO has state of the art AI system and there will be in demand regardless. I dont see any partnership break happening!
it is a ploy to get cheaper stock before earning report.
With interest rate to fall in summer, and general increased consumer demand already, this will benefit OCDO and retail in general.