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Financial firm Hargreaves Lansdown thinks the stay-at-home trade is back on in the U.K. after British Prime Boris Johnson tightened Christmas restrictions for much of the country, including lockdown rules for about 17M people amid concerns over new COVID-19 variant that is thought to be much ...
The Ocado Group's future shines bright with all the potential of joining a very exclusive group of big, market-dominating tech companies in the years to come. Ocado's market performance to date is three times that of the Tesco food group, a bricks-and-mortar company with 4,000 stores ...
Ocado's valuation has been on a tear. That treats the lossmaking group like a tech company, but in its essential characteristics I assess it to be a logistics company. That means the valuation is out of whack. However, as long as the market buys the tech story (which it has for ye...
Many countries recently reimposed lockdowns, which looks like a positive to companies like Ocado. Ocado Group is expanding internationally but its financials do not paint a very bright picture. Since the food delivery sector is growing fast, investors are enthusiastic about Ocado'...
ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. With a nearly 60% weighting in the benchmark, U.S. stock ...
ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. While our emerging growth stocks again led Strategyperfor...
Back in November I recommended Ocado on the grounds that the switch to being a technology supplier was going to lead to a rerating. This has now happened, the profit is - if you took the advice - 148%. Time to bank some of those profits. The future is, of course, unknown so perhap...
Ocado Retail, a joint venture between Ocado Group ( OTCPK:OCDGF ) and Marks & Spencer Group ( OTCQX:MAKSF ) reports Q3 retail revenue grew 52% to £587.3M, as channel shift to online grocery in UK continues. More news on: Marks and Spencer Group plc, Ocado Group plc, Ocad...
The following slide deck was published by Ocado Group plc in conjunction with their 2020 Q2 earnings Read more ...
Ocado Group plc (OCDGF) Q2 2020 Earnings Conference Call July 14, 2020 4:30 a.m. ET Company Participants Stuart Rose - Non-Executive Chairman Duncan Tatton-Brown - CFO Timothy Steiner - CEO Mel Smith - CEO of Ocado Retail Luke Giles William Jensen - CEO of Ocado Solutions J...
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