Food and Beverage Retail

Ocado Group PLC

UK Supermarkets Forecast Christmas Sales Growth of 2.8% to 20 Billion Pounds

Ocado Continues to Collaborate with Kroger in U.S. for E-commerce Development

Ocado and Kroger Reach One-off $350 Million Compensation Agreement

Ocado Group's stock trading volume surges while price falls

Ocado Expands Partnership with Bon Preu to Establish New Customer Fulfillment Center

Ocado Group PLC draws $152 million letter of credit

Ocado Group plc redeems bonds

OCDO

Morgan Stanley has acquired or disposed of voting rights in Ocado Group PLC, crossing the 5% threshold on December 19, 2025. The total voting rights held by Morgan Stanley amount to 5.353291%, with 2.654504% attached to shares and 2.698787% through financial instruments. The notification was completed on December 23, 2025.

London Stock Exchange

REG - Ocado Group PLC Morgan Stanley - Holding(s) in Company

Ocado Group plc insider Tim Steiner acquired 65 shares at GBX 228 per share, totaling £148.20 on December 15th. Previously, he bought 68 shares at GBX 221 per share on November 17th and 65 shares at GBX 233 per share on October 15th. Ocado's stock is down 0.2%, trading at GBX 231.30. The company has a market cap of £1.92 billion and a PE ratio of 4.92.

Market Beat

Ocado Group (LON:OCDO) Insider Buys £148.20 in Stock

Bernstein analyst William Woods maintained a Sell rating on Ocado Group with a price target of p100.00, while the stock closed at p220.20. Woods, a 4-star analyst, has an average return of 8.5% and a 59.09% success rate. The general analyst consensus is a Moderate Sell with a $2.95 average price target, indicating a -98.66% downside. Morgan Stanley also maintained a Sell rating with a p150.00 target.

Tip Ranks

Bernstein Sticks to Their Sell Rating for Ocado Group (OCDGF)

Shares of Ocado Group (LON:OCDO) surged 7.7% on Wednesday, trading as high as GBX 235 before closing at GBX 209.73. The trading volume increased by 126% from the average session. Ocado Group, a UK-based technology company, provides online grocery fulfilment solutions and holds a 50% share in Ocado Retail Ltd with Marks & Spencer.

Ocado Group (LON:OCDO) Shares Up 7.7%  - Here's What Happened

Ocado Group's shares rose by 18.8% during Wednesday trading, reaching a high of GBX 232.60. The trading volume increased by 61% compared to the average. Despite the rise, analysts suggest other stocks may be better investments. Ocado Group is a UK-based technology company specializing in online grocery solutions.

Ocado Group (LON:OCDO) Trading Up 18.8%  - Here's Why

UK supermarket sales are projected to reach £20 billion for Christmas, with a 2.8% increase from last year. NIQ reports a focus on affordability, with 40% of households using loyalty points and vouchers. Ocado leads retailer growth at 14%. Premium private label products grew 8% in value sales. Fresh foods saw a 5.3% increase, and seasonal ingredients like chestnuts and almonds showed notable growth.

Reuters

UK Supermarket Sales Set to Hit £20bn for Christmas, Says NIQ

Ocado Group PLC announced the redemption of its 0.875% Guaranteed Senior Unsecured Convertible Bonds due 2025, with a principal amount of £55.8 million, on 9 December 2025. All outstanding bonds have been redeemed in full, including accrued interest, and will be cancelled. This announcement is informational and does not constitute an offer to sell or purchase securities.

REG - Ocado Group PLC - Redemption of Convertible Bonds

TSCDY

UK supermarkets, including Ocado, Sainsbury's, and Tesco, reported increased sales and market share gains during the festive season. Grocery sales rose 3.6% to GBP35.90 billion, with promotional spending up. Ocado's online sales grew 15.8%, reaching a market share of 2.2%. Sainsbury's and Tesco also saw market share increases. Despite inflation, retailers are using promotions to attract consumers. Online sales surged, but physical stores remain dominant. Lidl and Aldi also gained market share, while Co-op and Asda saw declines. Marks & Spencer's food sales grew 8.9%.

marketscreener

Tesco

Ocado, Sainsbury's, Tesco gain UK market share with festive boost

Ocado Group PLC has appointed Cathy Graham as an Independent Non-Executive Director, effective 1 February 2026. She will join the People and Audit Committees. Cathy brings extensive experience from her previous roles, including as CFO at Darktrace plc. Her appointment is seen as a valuable addition to Ocado's Board, enhancing its technology and finance expertise. Cathy expressed her admiration for Ocado and looks forward to contributing during this exciting period for the company.

REG - Ocado Group PLC - Directorate change

Goldman Sachs analyst Richard Edwards maintained a Hold rating on Ocado Group with a price target of p240.00. Edwards, who covers the Consumer Cyclical sector, has an average return of -4.8% and a 45.36% success rate. Ocado also received a Hold from TR | OpenAI – 4o’s Bart Basketlin, while Morgan Stanley maintained a Sell rating.