Ocado Results Presentation Deck
Underlying dynamics reinforce confidence in long term trajectory
Strong underlying demand
supports investments to accelerate growth
Demand for online grocery is strong
17.9%
2025 expected online
share of UK grocery market¹
22%
Ocado Retail active
customer growth in FY21
Ocado Retail is investing to successfully
seize this opportunity for the long term
Capacity Transformation - Marketing
Pipeline to 700k
Brand-driven,
multi channel
OPW in FY23
+60% vs FY20
Note: (1) per GlobalData
m
Data capabilities, IT
infrastructure, buying
and marketing teams
Announced today: two CFCs in the North-West
and South-East to c200k OPW, planned for 2024
Technology underpins long term margins
In addition to operating leverage, significant
efficiency improvements still to come
170 UPH
FY21
200 UPH
Target -
robotic sites
300+ UPH
Ocado
Reimagined
Ⓒ2021 Ocado Group plc. All rights reserved.
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