INVESTORS

Analyst consensus

The analyst consensus data below is compiled and updated by Ocado Group on a periodic basis. It represents a summary of the forecasts made by sell side investment analysts who provide their own research analyses and earnings estimates in respect of Ocado. The table below is based on a 52 week view.

2024


£m   Median

High 

Low
Revenue Ocado Retail 2,563 2,626 2,551
Ocado Logistics 702 720 662
Technology Solutions 494 542 461
Eliminations (707) (667) (753)
Group 3,048
3,155 2,990
Adjusted EBITDA Ocado Retail 34 48 31
Ocado Logistics 30 34 27
Technology Solutions 75 111 49
Group 142 184 105
Adjusted PBT Group (339) (263) (457)

The forecasts are prepared by the sell side analysts and provided to Ocado Group. The consensus data is presented by Ocado Group for information only. Ocado Group does not endorse or express any view on any forecasts or information provided. Ocado Group does not publish guidance or forecasts for these measures of financial performance.

Although Ocado will endeavour to procure that the information is kept updated, Ocado assumes no obligation to update or revise such information to reflect circumstances existing after the date hereof. It should be noted that forecasts are by definition forward looking and are therefore subject to risks and uncertainties that may materially affect eventual results. Ocado Group does not accept any liability for reliance upon, or actions taken based on, any of the information set out in this consensus data.

In order for the consensus to accurately reflect the current views of the analyst community, we reserve the right to exclude any forecast which is not current. This is defined as those forecasts which do not reflect any commentary or guidance reported by management within 30 days of the most recent results announcement.

Last updated on 27/09/24

Analysts

The following analysts provide research coverage on Ocado:

Bank of America - changing coverage

Barclays - Sarah Roberts

Bernstein - William Woods

BNP Exane - changing coverage

Deutsche Bank Numis - Tintin Stormont

Goldman Sachs - Richard Edwards

HSBC - Paul Rossington / Pankaj Agarwala

Jefferies - Giles Thorne

JP Morgan - Marcus Diebul

Morgan Stanley - Luke Holbrook

Peel Hunt - James Lockyer

RBC - Wassachon Udomsilpa

UBS - Sreedhar Mahamkali

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