RE: Robots are so last season, darling!1 Feb 2026 14:25
Ocado has the safest chain from Fridge / Freezer to Customer.
The others have a very Brocken chain.
Financial and Operational Performance
Return to Statutory Profit: In its half-year results for 2025, the Ocado Group reported a statutory profit of £611.8 million, a major improvement from a loss the year prior, primarily due to an accounting gain from deconsolidating the Ocado Retail joint venture.
Revenue and EBITDA Growth: The group's revenue increased by 13.2% to £674 million in the first half of 2025. Adjusted EBITDA (underlying profits) almost doubled to £91.8 million.
Cash Flow Improvement: The company is focused on turning cash flow positive during the 2026 financial year and has already significantly improved its underlying cash outflow, which improved by £93 million in HY25 compared to the previous year.
Fastest-Growing Grocer: Ocado Retail has been consistently highlighted as the fastest-growing grocer in the UK in recent months, reflecting strong customer growth and increasing market share.
Strategic Partnerships & Innovation
Kroger Compensation: After the US partner Kroger scaled back plans, Ocado secured a substantial compensation payment of around £260 million, strengthening its balance sheet.
New International Deals: Following the termination of exclusivity clauses in most markets, Ocado is now free to pursue more deals globally, a move that analysts view as increasing optionality. New partnerships have recently launched with Auchan Polska in Poland and Lotte in South Korea.
Product Innovation: Ocado Retail is at the forefront of identifying and catering to new consumer trends, such as the demand for high-fibre foods and mid-strength wines, and has launched aisles dedicated to specific customer needs, like those using weight-loss medications.
Industry Recognition: Ocado Group was named one of the most innovative companies in Europe by Fortune and Statista in June 2025.
Analyst Sentiment
Positive Catalyst Watch: JPMorgan placed Ocado on a "positive catalyst watch," citing the strengthened balance sheet, improved operational stability, and the potential for new international deals as reasons for a potential upturn in shares.
While recent news also included a Canadian partner (Sobeys) closing a warehouse, the overall picture includes strong financial improvements and strategic moves for future growth.
Please do your own research as always.