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IP Interview
Published January 6, 2021

Ocado & Online Grocery Economics

OCDOOcado GroupTSCOTescoCARTMaplebearWMTWalmart
Executive Bio

Marc de Speville

Founder of Strategic Food Retail and Partner at The Partnering Group

Why is this interview interesting?

  • History of Morrisons working with Ocado
  • Comparison between US and UK picking efficiency and margin
  • The economics of Ocado’s solution and store deleveraging
  • Why micro-fulfilment could be a superior option versus Ocado
  • Cost comparison for grocers adopting Ocado OSP vs Micro-fulfillment or in-store picking
  • Why UK grocers do all their own picking in-house but US grocers do not
  • Challenges for Instacart as US grocers pick more in-store

Interview Transcript

Disclaimer: This interview is for informational purposes only and should not be relied upon as a basis for investment decisions. In Practise is an independent publisher and all opinions expressed by guests are solely their own opinions and do not reflect the opinion of In Practise.

This is a snippet of the transcript.to get full access.

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