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Results: OCDO

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EPIC OCDO
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I like Ocado delivery but I am keeping on avoiding the shares

Once a month or so we do have a household food delivery from Ocado (OCDO) and, as observed back in September, I am a bit of a fan. Helped by its M&S (MKS) link, the quality is a little better in my opinion than our normal delivery faves Morrison and J Sainsbury (SBRY) but the cost is somewhat higher. Still, it is better than going to a rip-off restaurant and - let’s face it - cooking your own food is hardly impossible. However good luck if you fancy a few Christmas specials from the Ocado delivery range because when I last looked the next deliveries are in 2022. Today’s Q4 trading statement was hardly shabby either as it observed ‘strong underlying demand trend…conviction to invest and accelerate growth’, even before the Christmas demand.

EPIC OCDO
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I use Ocado but not JD Sports Fashion. But do I buy either of the shares?

I have got my second Ocado (OCDO) delivery of the month arriving later this week. I admit it, from the perspective of a supermarket shopping delivery, I am a bit of an Ocado fanboy. Of course that does not mean I think the stock is cheap and you may recall during my update on the name here a couple of months ago, the share was a no for me given ‘even next year’s EV/EBITDA multiple is probably over a 40x multiple’. So why are the shares down further today?

EPIC OCDO
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This Space Age Supermarket Wizard Has Ambition in Spades

Hello, Share Shapers. Supermarkets are doing rather well at the mo, motivated I suspect by the take-over interest in Morrisons (MRW). However, I can see more reliable drivers for the online supermarket Ocado (OCDO), which has risen in prominence during the lockdowns. My brighter colleague Chris Bailey has already commented on this baby, but the situation is fascinating so allow me to put in my two bits worth.

EPIC OCDO
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My Ocado delivery is arriving later but how about its shares?

I believe there is a football game at 8pm later today (sorry Italy, but someone has to lose) but - helping to make sure the family has a range of nice things to eat and drink whilst watching the game - Ocado (OCDO) is dropping around at the house in a few hours time. It might describe itself as ‘a publicly-traded company that develops software, robotics, and automation systems for online retailers’, but specifically in the UK it has switched from working with Waitrose to now working with Marks & Spencer (MKS).  

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