Ocado Results Presentation Deck

Judging our progress: refreshing our KPIs Aside from Revenue, EBITDA and PBT, we have a number of KPIs. We are updating these to improve clarity on Solutions performance Current ΚΡΙ FY21 FY20 change Context around changes 22% Ocado Retail UK Solutions & Logistics International Solutions New Group Solutions¹ Active customer base (000s) Orders per week (000s) Average basket value (£) Units per hour (UPH) Drops per van per week (DPV) Fees invoiced from partners (£m) Number of modules live ²,3 Number of modules ordered 3,4 Average of 6 modules per CFC ordered to date Direct operating cost of OSP5 (% of live sales capacity) 832 357 129 170 177 143 61 213 2.7% 680 319 137 169 184 124 44 168 3.7% 12% (6%) 1% (4%) 15% 39% 26% 27% To remove now that we are recognising material revenues Evidences progress on execution Adds clarity around short to medium term build plans Shows progress towards guided 2ppts long term target Note: (1) Group Solutions KPIs reflect performance of aggregated UK and International Solutions segments (2) A module is considered live when it has been fully installed and available for use by our partner (3) A module of capacity is assumed as approximately 5,000 eaches per hour dependent on the specific metrics of a partner (4) A module is classified as ordered when a contractual agreement has been signed with a partner and an invoice has been sent for the associated fees. This excludes modules which are required to be ordered in order to maintain exclusivity agreements, but which have not yet been agreed and invoiced (5) Reflecting the exit rate position in the year. Direct operating costs include engineering, cloud, and other technology support costs. Ⓒ2021 Ocado Group plc. All rights reserved. 30

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