OCADO OR THE SURVIVAL OF THE LEANEST (ADD; 22% UPDSIDE)
18/03/26 -" It takes a series of systemic missteps to cede 90% of market value in four years. Ocado (Add, The UK) is the poster child for this erosion. For years, the investment case rested on aggressive ..."
Pages
50
Language
English
Published on
18/03/26
You may also be interested by these reports :
18/03/26
It takes a series of systemic missteps to cede 90% of market value in four years. Ocado (Add, The UK) is the poster child for this erosion. For ...
18/03/26
Encouraging earnings improvements in 2H25 – Strong FY26E guidance
18/03/26
We are raising our target price by c.40% with major resets to our DCF and NAV, driven by structural changes in both the top and bottom line in the ...
17/03/26
We reduce our target price to better reflect current market conditions and a more cautious outlook given the challenges ahead. That said, we continue ...