RE: Kroger owns 5% of Ocado?2 Dec 2025 13:06
Yes, its a big chunk. Kroger have a huge vested interest in Ocados success. However even they are shutting many of their Ocado CFC facilities. If they are cutting back its very logical that others will follow. Sobeys in Canada have already done so. Likelihood of big new deals being signed by Ocado solutions remains low, meanwhile development costs continue to run very high.
More downside to come. Shorting this share is the obvious position to take.