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Jul 29, 2024

Ocado Solutions: Customer Painpoints & Sales Process

Partner Interview
Ocado Group•GB•Small CapThe KrogerMorrisonsTescoOEMs w/ Installed BaseConsumer Staples
Jul 15, 2024

Ocado Technology, Kroger & Online Grocery Economics

Partner Interview
Ocado Group•GB•Small CapThe KrogerTescoJ SainsburyOEMs w/ Installed BaseConsumer Staples
Jan 12, 2024

Amazon Fresh, Whole Foods, & US Online Grocery

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IP Interview
Amazon•US•Mega CapOcado GroupWalmartThe KrogerNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksOEMs w/ Installed BaseConsumer DiscretionaryConsumer Staples
Oct 22, 2021

Aldi, Ocado, & Online Grocery Business Models

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IP Interview
AldiCostco WholesaleOcado GroupLidlScale EconomiesLow Cost OperatorsOEMs w/ Installed BaseVertically Integrated RetailerConsumer Staples
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IP Research Analysis
Jul 19, 2021

UK Online and Offline Grocery Models

In Practise Weekly Analysis
Tesco•GB•Large CapOcado GroupJ SainsburyGetirGoodfood MarketOEMs w/ Installed BaseVertically Integrated RetailerConsumer StaplesConsumer Discretionary
Jul 16, 2021

Sainsbury's, Tesco, & UK Dark Grocery Stores

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IP Interview
J Sainsbury•GB•Mid CapTescoOcado GroupThe KrogerOEMs w/ Installed BaseConsumer Staples
Apr 11, 2021

Dematic, Ocado, & Centralised vs Decentralised Online Grocery Fulfilment

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IP Interview
Ocado Group•GB•Small CapThe KrogerOEMs w/ Installed BaseConsumer Staples
Jan 6, 2021

Ocado & Online Grocery Economics

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IP Interview
Ocado Group•GB•Small CapTescoMaplebearWalmartOEMs w/ Installed BaseConsumer StaplesConsumer Discretionary
Sep 22, 2020

Ocado Solutions Platform: Powering Global Online Grocery

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IP Interview
Ocado Group•GB•Small CapWalmartOEMs w/ Installed BaseConsumer Staples

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