Ocado Group

Name

Ocado Group

Legal name

Ocado Group plc

Website

https://ocadogroup.com

Company type

Public

Founded year

2000

Operating status

Operating

Headcount range

5,001–10,000 employees

Ownership category

akta.pro rank

Product category

Online Grocery Technology Platform

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)

SIC

Services-Prepackaged Software (7372), Arrangement Of Transportation Of Freight & Cargo (4731), Services-Facilities Support Management Services (8744)

akta.pro primary industry

Offshore Development Center (ODC) / Dedicated Team Services (BPAEAMAL)

Keywords

• Online grocery automation
• Warehouse robotics
• Grocery ecommerce platform
• Fulfilment centre technology
• Retail supply chain software

Headquarters

HQ city

Hatfield

HQ country

United Kingdom

HQ region

Europe

Offices20 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Infrastructure, Marketing or Sales

Revenue model

1. Technology Solutions — Ocado Solutions (online grocery): Licensing of OSP hardware and software to grocery retail partners. Recurring fees driven by number of Customer Fulfilment Centres (CFCs) and drawn capacity (live modules). Ongoing fees of ~5% of retail partner sales. Partners fund the warehouse shell; Ocado funds automation installation. Ocado targets ~c.1.5% of retail sales as direct operating cost, yielding ~70% contribution gross margin.
2. Technology Solutions — Ocado Intelligent Automation (non-grocery): Capital-light model selling automation solutions in predominantly one-off transactions to non-grocery sectors including pharmaceutical and distribution. First deal with McKesson Canada for OSP-based storage and retrieval system.
3. Ocado Logistics: UK-based 3PL providing logistics, fulfilment and delivery for Ocado Retail and Morrisons. Earns fees from UK partners with vast proportion of revenues reflecting costs managed on behalf of its two partners. ~£800m revenue (FY25).
4. Ocado Retail (deconsolidated from April 2025): 50/50 Joint Venture with Marks & Spencer. Ocado Group equity accounts its investment. Previously fully consolidated. M&S now reports Ocado Retail results. Ocado's economic interest unchanged.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core offering

Ocado Group licenses its proprietary Ocado Smart Platform (OSP) — an end-to-end integrated technology stack covering ecommerce webshop, AI-driven supply chain, automated fulfilment via proprietary robotic Customer Fulfilment Centres, and last-mile delivery optimisation — to grocery retailers globally. Partners retain ownership of the customer relationship while Ocado supplies hardware, software, automation installation, and operational support under multi-year licensing agreements, with the company also operating a UK-based third-party logistics arm.

Product overview

Ocado Group operates as a global retail technology company providing the Ocado Smart Platform (OSP), an end-to-end integrated e-commerce, fulfillment, and logistics platform for grocery retailers. The platform architecture comprises multiple interconnected modules: OSP Ecommerce (webshop with AI personalization), OSP Supply Chain (demand forecasting and inventory optimization), Fulfilment solutions (Customer Fulfilment Centres using proprietary robotic systems, In-Store Fulfilment for manual picking, and Store Based Automation for compact in-store robotics), and OSP Last Mile (route optimization and delivery management). The technology stack includes proprietary innovations such as the 600 Series Bot (lightweight fulfillment robot), On-Grid Robotic Pick (AI-powered robotic arm), Ocado Orbit (AI orchestration for distributed fulfillment), and Ocado Swift Router (flexible routing for mixed orders). Ocado serves 13 grocery partners across 11 markets and has expanded into non-grocery sectors including pharmaceutical logistics through McKesson Canada. The company holds approximately 1,300 granted patents and 1,800 pending patent applications.

Differentiator

Problem solved

Functional benefit

Brands

• Ocado Smart Platform (OSP): Proprietary end-to-end technology platform for online grocery ecommerce, fulfillment, supply chain, and last-mile delivery
• Ocado Re:Imagined
• Oocado Zoom
• Ocado Retail
• Ocado Logistics
• Ocado Technology Solutions

Products and services

• Ocado Smart Platform (OSP) End-to-end integrated e-commerce, fulfilment, and logistics platform licensed to grocery retailers, encompassing webshop, supply chain, automated and manual fulfilment, and last-mile delivery across a global partner network.
• OSP Last Mile Route optimisation and slot availability platform achieving average 92% route utilisation and up to 95% on-time performance; integrates scheduled, same-day, and aggregator delivery missions.
• OSP Supply Chain AI-powered demand forecasting, stock replenishment, and waste reduction software performing 70M+ supply chain calculations per day, achieving up to 98% product availability and 0.49% food waste.
• OSP Ecommerce Configurable ecommerce webshop solution featuring AI personalisation, smart search, flexible promotions, and subscription tools serving as the growth engine for partner retailers' online grocery business.
• Customer Fulfilment Centres (CFCs) Highly automated warehouse facilities using proprietary robotic grid systems for high-throughput online grocery order fulfilment, with over 99% order accuracy, up to 99% on-time dispatch, and 236 items/m² space density.
• In-Store Fulfilment AI-powered store pick software with optimised routing enabling up to 300 UPH productivity in retail stores and dark stores, with express pick capability for sub-20-minute on-demand fulfilment.
• Store Based Automation Compact automated fulfilment solution fitting within or adjacent to retail stores; on-grid robotic pick reduces labour by 50%, with grid extending capacity to 20,000+ SKUs alongside existing store range.
• Ocado Storage and Retrieval System (OSRS) OSP-based automated storage and retrieval system adapted for non-grocery distribution; deployed at McKesson Canada's Montreal distribution site to support pharmaceutical logistics with regulatory compliance and traceability.
• Ocado Logistics UK-based 3PL service providing logistics, fulfilment, and last-mile delivery for Ocado Retail and Morrisons, generating approximately £800m in revenue in FY25.
• Ocado Re:Imagined Next-generation automation technology suite announced January 2022, encompassing the 600 Series Bot (world's lightest grocery fulfilment bot with over half 3D-printed components), 600 Grid, Automated Frameload, On-Grid Robotic Pick, Ocado Orbit, and Ocado Swift Router.
• Same Day Delivery Slots Consumer-facing same-day grocery delivery service offering morning order placement with pre-dinner delivery; free for Smart Pass subscribers, otherwise £6.50–£7.50 per hourly slot with £40 minimum spend.

Quantifiable outcome

• Order accuracy >99%
• +7 more outcomes

Named customers10 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability11 records

Feature10 records

Partnerships

13 partnerships are on record, tiered flagship, minor, core, strategic (new vertical) and new market entry.

• AsdaflagshipStrategic or Co-development Partner · 29 May 2026Ocado Group and Asda agreed to a partnership under which Ocado will provide its Smart Platform technology to power Asda's online grocery operations across the UK. Solutions include webshop, in-store fulfilment, and last-mile planning software. Rollout across Asda's ~1,100 stores and dark stores targeted for early 2027. Also integrates third-party aggregators (Uber Eats, Deliveroo, Just Eat). Asda retains full control of customer pricing and online operations. Deal valued as strategically significant for Ocado following setbacks in North America.
• Oxa (Autonomy)minorStrategic or Co-development Partner · 4 March 2026Ocado invested in Oxa's $103M funding round (led by UK's National Wealth Fund and Nvidia). Ocado vans equipped with Oxa video recording devices for R&D pilot programme to develop autonomy software for delivery vehicles.
• Auchan Polska (Poland)coreStrategic or Co-development Partner · 1 February 2026Auchan Polska opened its first automated CFC in Poland in partnership with Ocado Group.
• Sobeys (Canada)minorStrategic or Co-development Partner · 29 January 2026Canadian partner closed its robotic CFC in Calgary citing smaller and slower-than-expected growth in Alberta's online grocery market. Ocado received £18M compensation. Remaining sites in Toronto and Montreal operational. Vancouver facility remains paused. Sobeys ended exclusivity in 2024.
• MorrisonscoreStrategic or Co-development Partner · 30 December 2025UK grocery partner continuing with OSP for logistics and fulfilment despite cessation of deliveries from Erith CFC (5 modules lost). Morrisons retains multiple CFCs in Ocado network.
• AEON (Japan)coreStrategic or Co-development Partner · 1 December 2025Third Customer Fulfilment Centre opened in Saitama, Japan — expansion of existing partnership with AEON, one of Japan's leading grocery retailers.
• KrogerminorStrategic or Co-development Partner · 1 November 2025US partnership restructured: Kroger closed 3 of 8 automated CFCs and cancelled planned Charlotte NC facility, paying Ocado $350M settlement. Remaining 5 CFCs continue. Kroger pivoting to store-based fulfilment and third-party delivery partnerships (Instacart, DoorDash, Uber). Exclusivity arrangements concluded.
• McKesson Canadastrategic (new vertical)Strategic or Co-development Partner · 1 November 2025First non-grocery deal: Ocado deployed its OSP-based Ocado Storage and Retrieval System (OSRS) at McKesson Canada's Montreal distribution site. Supports pharmaceutical logistics with AI, advanced software, and robotic hardware enabling real-time visibility and traceability. Marks Ocado's entry into the healthcare/pharmaceutical sector.
• Lotte (South Korea)coreStrategic or Co-development Partner · 1 July 2025New CFC went live in South Korea — one of the world's most developed online grocery markets — marking continued expansion with Lotte.
• Panda (Saudi Arabia)new market entryStrategic or Co-development Partner · 1 July 2025New market entry in Saudi Arabia with Panda — a market in early stage of online grocery development.
• Bon Preu (Catalonia, Spain)coreStrategic or Co-development Partner · 1 July 2025Expanded long-standing partnership with Bon Preu in Catalonia, Spain.
• Uber Eats, Deliveroo, Just Eat (Aggregator Integration)minorChannel Partner/ Reseller/ Distributor · 29 May 2025Third-party rapid delivery aggregators integrated into OSP for partner retailers (including Asda) to offer on-demand grocery delivery alongside scheduled slots.
• Marks & Spencer (Ocado Retail JV)coreStrategic or Co-development Partner · 1 April 202450/50 Joint Venture between Ocado Group and Marks & Spencer. As of April 2025, responsibility for reporting Ocado Retail results shifted to M&S. Ocado's economic interest remains unchanged. Ocado Retail is the UK's largest pureplay online grocer and has been fastest-growing UK grocer for multiple consecutive periods.

Scale indicators14 records

Recent moves4 records

Expansion highlights6 records

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/ocado
• YouTubeyoutube.com/c/ocadogroup
• Facebookfacebook.com/ocado
• LinkedInlinkedin.com/company/ocadogroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries18 records

Funding overview

Funding rounds6 records

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments10 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ocado Group