Ocado Investor Day Presentation Deck

Ocado Retail: planned capacity roll out will take revenue to >£4.5bn Steady growth sees path >£4.5bn in revenue in mid term 7 Modules¹ at site maturity 45 Ocado Retail £2.3bn Revenue Sites launched (in addition to Hatfield, Dordon, Erith) FY21 6 Hatfield Dordon Erith Bristol Andover Purfleet 50 FY22 10 Bicester Zoom 1 Zoom 2 Zoom 3 55 FY23 12 Luton Zoom 4 Note: (1) one module equivalent to c.£70m of sales at capacity 61 FY24 13 Northwest FY25 14 Southeast << >£4.5bn revenue mid term Path to mid term target driven by: Customer acquisition and retention o Average eaches shopped per basket o Average sales price (ASP) per each 13

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