RE: Kroger torpedoes Ocado!12 Sep 2025 14:21
You can't argue with the fact that the sp has fallen - ridiculously low, in my opinion. However, when Kroger themselves admit that e-commerce is growing (widely reported as +16%) does that not show that, in fact, the Ocado dimension is good news for Kroger? Yes, I'm aware that Kroger have their own ISF solution, but to anyone who orders online, it's not difficult to see how using online shopping (whether ISF or CFC) is a profitable way forward.
One of the issues at Kroger has been their inability to accept the latest Ocado technologies (whether the webshop; CFC technologies or other last-mile solutions) which would improve their efficiencies markedly.
Let's not also forget that Kroger have a 5% stake in Ocado, too. What would be the point of jeopardising that stake? Although, rumours abound that if Kroger don't build any more CFCs then Ocado will be free to explore other opportunities in USA