Ocado - comment

Ocado have announced a new order for a single next generation CFC from a "fast-growing European national retailer", due to go live in 2028, including the 600s bot, On-Grid Robotic Pick (“OGRP”), and a fully Automated Freezer. Following several larger cancellations from the US in the last two years, the company is working to replace the volume and support its equity story.