OCDOLondon Stock Exchange
Ocado Group
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Has the technology business earned its capital?
Ocado has spent a long time being valued as a technology licensor while spending like a warehouse builder. That is not a criticism, it is the tension: the robotics platform has to scale profitably enough to justify what has already gone into it. Meanwhile the UK retail joint venture has to hold its own against much larger grocers. Which half do you actually own this for, and does the other half help or hinder?
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Key questions
Can Ocado's technology and logistics licensing business scale profitably enough to justify the capital invested in its warehouses and robotics platform? Is the core UK retail joint venture generating sustainable cash flow and market share against larger, well-capitalised grocery competitors?
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