RE: Casino Amazon tie up29 Mar 2018 00:33
Can't see Tim selling out to Amazon, not just yet anyways he still has a point to prove I believe
Ocado needs to build up a lot more scale yet, so much so that the incumbents will find it difficult to compete in the online arena (the fastest growing channel) and rely more and more on the bricks and mortar stores to compliment their online offering which will gradually shrink. This change certainly wont be overnight, we're still talking many years into the future yet but it will happen. We may see some consolidation yet in the market as the share of the pie shrinks with the rise of Ocado, LIDL and ALDI taking bigger chunks versus the big 4. When competition withers away Ocado can then afford to increase its prices.