Member Info for squadraazzura

Reasons for listing in NY:

hTTs://www.telegraph.co.uk/business/2024/03/27/ocado-marks-and-spencer-new-york-listing-grocery-delivery/

M & S payment should be resolved soon:

hTTps://www.retailgazette.co.uk/blog/2024/03/ocado-ms-payment-row/

Reasons for listing in NYSE:

hTTs://www.telegraph.co.uk/business/2024/03/27/ocado-marks-and-spencer-new-york-listing-grocery-delivery/

M & S payment should also be solved soon:

hTTps://www.retailgazette.co.uk/blog/2024/03/ocado-ms-payment-row/

Asos sales are not growing at all and yet ... Asos is in a very cometitive sector especially with the arrival of Chinese Chein etc. I think OCDO deserves much more than we it is getting today. Its sector is a must have and its efficiency is top class. Hopefully the markets will change their minds very very soon...

Very strange markets. Today Asos where everything was down, where competition from China and everywhere is biting like dog eat dog and where people do not spend as they wish, rose 36p+ or 11%+ ! On here, where OCOD has flagged up eveything positive and growing quarter after quarter, one of the pioneer of on-line food retailing, where people have to spend regardless, is almost breakeven. Very strange indeed.

For instance I checked the price of European beers and found a good variety and even cheaper than many supermarkets.

They can even deliver it chilled to your door.

So as the weather improves, football and Olympic Games start, OCDO will do far better than pubs. and this is only one segment of its products.

hTTps://www.ocado.com/browse/beer-wine-spirits-43510/beer-43517/world-beer-138566

Best place to be as the economy and the weather improve towards summer. Football and Olympic Games in summer will turn things around too. In all cases the best retail place to be in is food as clothes are a hit streched by many factors: Chineese competition and available cash to spend while food is a must at anytime and under any economic condition.

Https://www.cityam.com/lower-prices-help-ocado-win-back-customers-amid-uncertainty-over-marks-joint-venture/?utm_source=CityAM&utm_campaign=a12c0905f3-EMAIL_CAMPAIGN_2024_03_26_06_55&utm_medium=email&utm_term=0_-a12c0905f3-%5BLIST_EMAIL_ID%5D

Excellent update for the biggest online food retailer in the world. Everything steadily growing at all fronts. This will definitely become a takeover target very soon.

Quantas: Your info is already known days ago.

Successful migration of OCDO business systems to Oracle Fusion Cloud Enterprise Resource Management (ERP) and Oracle Fusion Cloud.

hTTps://www.enterprisetimes.co.uk/2024/03/19/ocado-retail-sets-up-shop-with-oracle-fusion-cloud-erp/

Ocado has modernised its platform using Oracle Cloud.

I think the IT Outages that occurred recently at both, TESCO's and Sainbury's are a great lesson to learn from. OCDO has now fully migrated its main business systems into Oracle Cloud.

IMO it will definitely expand quickly into other on-line distribution businesses such as auto parts, medicines/pharmas etc as it has now the most modern platform for on-line shopping, backed by its AI fulfillment centres.

Today you can buy almost anything at Ocado website, from food to pets to clothes. Basically an Amazon Replica.

hTTps://www.itpro.com/cloud/cloud-management/how-ocado-retail-harnessed-cloud-migration-for-newfound-independence

hTTps://www.ocado.com/browse

Morrisons is really the bad example in grocery - based mainly in the north. The rewarding of their loyal customers is crap. So no wonder since taken over by vulturs, it is losing its customer base and making losses. OCDO is expandingfast in the US and Japan and soon in Canada and probably in Europe (Metro/Carrefour/Auchan). while Morrisonns will be stagnating in the North of England.

Exposition: Robotics/Supply Chain Solutions - Atlanta March 11 - 14.

Https://www.youtube.com/watch?v=veOo5MGnOsU

Agree, this should be The Royal Mail. Mixed up with The Post Office. Thanks.

No, only parcels and mail sorting which is OCDO speciality. Not selling stamps .

OCDO fulfilment centres could do wonders to a mismanaged post office.

A very interesting proposal ...

OCDO is expanding the applications of its fulfilment centres using its own AI. This will increase strongly their customer base and will play a larger role in its recurring revenues and thus visibility of its numbers as the technology is progressively adopted worldwide.

At present it is mainly deployed in the US and Japan.

Fulfilment centres already launched abroad and these are a few examples in the US and Japan (next is Canada):

hTTps://www.ocadogroup.com/media/newsroom/ocado-announces-launch-first-cfc-north-america/

hTTps://www.ocadogroup.com/media/newsroom/ocado-and-kroger-announce-new-region-high-tech-customer-fulfilment/

hTTps://www.ocadogroup.com/media/newsroom/ocado-launches-first-cfc-in-asia-with-aeon/

IMO this is AI at its best - Basically a revolution in the whole retail industry. A strong long term hold for me.

hTTps://www.ocadogroup.com/osp/customer-fulfilment-centres/

hTTps://www.ocadogroup.com/osp/our-technology/