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<p>周二，英国 Ocado 集团（LON: OCDO）发布年度业绩指引的提升，称这一调整归因于其仓储技术业务的盈利能力改善，令市场感到意外。</p>
<p>这一公告让投资者放心，导致 Ocado 的股价飙升 18%，在早盘交易中达到 402 便士。</p>
<p>股价上涨标志着该公司的重大转机，今年由于机器人站点和模块为零售合作伙伴的推出放缓，其股价已经暴跌 55%。</p>
<h2>投资者信心在 Ocado 中回升</h2>
<p>Ocado 首席执行官 Tim Steiner 强调，投资者没有理由对公司失去信心。</p>
<blockquote>
<p>我不担心投资者失去信心，因为他们不应该失去信心。我们有一个明确的计划，并且正在执行这一明确的计划。</p>
</blockquote>
<p>花旗分析师也表达了这种信心，他们指出，股价反应是预期的，考虑到技术和现金预期的升级，以及最近市场的疲软。</p>
<h2>Ocado 技术解决方案推动盈利能力</h2>
<p>Ocado 的技术解决方案部门负责向全球零售商销售其最先进的仓储技术，在提升的指引中发挥了关键作用。</p>
<p>公司现在预计该部门在 2023-24 财年实现 “中等青少年” EBITDA 利润率，较之前的超过 10% 的指引有显著增长。</p>
<p>考虑到 Ocado 最近面临的挑战，包括加拿大 Sobeys 和美国 Kroger 等关键合作伙伴项目推出的暂停和放缓，这一改善的前景非常重要。</p>
<h2>Ocado 的财务表现和预测</h2>
<p>今年上半年，Ocado 报告的基础收益或调整后的 EBITDA 为 7120 万英镑，较去年同期的 1660 万英镑大幅增长。收入增长 12.6%，达到 15 亿英镑。</p>
<p>此外，公司预计基础现金流将提高 1.5 亿英镑，高于之前预期的 1 亿英镑。流动性也保持强劲，达到 10.5 亿英镑。</p>
<p>这一财务表现凸显了 Ocado 的商业战略的有效性，特别是其技术解决方案部门，尽管整个行业放缓，但该部门仍然实现了实质性增长。</p>
<p>公司在保持强劲流动性的同时增强盈利能力和现金流的能力，为未来的稳定和增长提供了积极的指标。</p>
<h2>挑战和战略应对</h2>
<p>尽管前景积极，Ocado 仍面临持续挑战。该公司的股价此前受到机器人仓库系统推出的延迟和减少的影响，这是其商业模式的核心组成部分。</p>
<p>上个月，Ocado 的合作伙伴 Sobeys 暂停了第四个客户履行中心（CFC）的开放，美国的 Kroger 也放缓了新站点的推出。</p>
<p>此外，一些分析师认为 Ocado 可能需要筹集额外资本以继续扩张和技术发展。</p>
<p>这种猜测突显了 Ocado 必须在投资增长和保持财务健康之间进行平衡的挑战。</p>
<h2>市场反应和未来展望</h2>
<p>Ocado 提升的指引立即获得了市场的积极回应，股价飙升 18%。这一涨势反映了投资者对公司战略方向和财务预测的信心得到恢复。</p>
<p>然而，持续的信心将取决于 Ocado 能否继续兑现承诺，特别是在面临潜在资本需求和执行风险的情况下。</p>
<p>Ocado 专注于提升其技术解决方案部门的战略似乎正在取得成效，改善的利润率和增加的收入有助于更加乐观地展望财务前景。</p>
<p>公司利用尖端仓储技术推动盈利能力的能力证明了其创新能力和市场定位。</p>
<p>随着 Ocado 应对不断变化的零售和技术格局的挑战，其明确的执行计划和强劲的流动性位置为未来增长奠定了坚实基础。</p>
<p>投资者和分析师都将密切关注公司如何管理资本需求并继续向全球零售合作伙伴推出技术。</p>
<p>Ocado 集团提高了年度指引，称其仓储技术业务的盈利能力改善。这一消息推动了股价上涨 18%，标志着今年早些时候暴跌 55% 后的复苏。</p>
<p>预计公司的技术解决方案部门将在 2023-24 年实现 “中等青少年” EBITDA 利润率，基础现金流预计将提高 1.5 亿英镑。尽管面临挑战，Ocado 的战略重点和强劲的流动性位置预示着积极的前景。</p>
<p>本文来源于 Invezz，原文标题为《Ocado lifts annual guidance, OCDO shares jump 18% amid improved warehouse technology profitability》。</p>

OCDO

<p>Ocado Group 提高了年度指引，并报告其仓储技术业务利润能力的改善，导致股价上涨 18%。公司的技术解决方案部门预计将实现更高的利润率和现金流。尽管面临挑战，但 Ocado 的战略重点和强劲的流动性位置预示着积极的前景</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2023/06/86408528-m-normal-none.jpg" alt="" original-src="https://invezz.com/wp-content/uploads/2023/06/86408528-m-normal-none.jpg"/></p>
<p>On Tuesday, Britain’s Ocado Group (LON: OCDO) surprised the market by raising its annual guidance, attributing the adjustment to improved profitability in its warehouse technology business.</p>
<div class="lb-trans"><p>周二，英国 Ocado 集团（LON: OCDO）发布年度业绩指引的提升，称这一调整归因于其仓储技术业务的盈利能力改善，令市场感到意外。</p>
</div><p>This announcement reassured investors and sent Ocado’s shares soaring by 18%, trading at 402 pence in early deals.</p>
<div class="lb-trans"><p>这一公告让投资者放心，导致 Ocado 的股价飙升 18%，在早盘交易中达到 402 便士。</p>
</div><p>The rise in share price marks a significant turnaround for the company, which has seen its shares plummet 55% this year due to a slowdown in the rollout of robotic sites and modules for its retail partners.</p>
<div class="lb-trans"><p>股价上涨标志着该公司的重大转机，今年由于机器人站点和模块为零售合作伙伴的推出放缓，其股价已经暴跌 55%。</p>
</div><h2>Investor confidence rebounds in Ocado</h2>
<div class="lb-trans"><h2>投资者信心在 Ocado 中回升</h2>
</div><p>Ocado’s CEO, Tim Steiner, emphasized that investors have no reason to lose confidence in the company.</p>
<blockquote>
</blockquote>
<div class="lb-trans"><p>Ocado 首席执行官 Tim Steiner 强调，投资者没有理由对公司失去信心。</p>
</div><p>I’m not concerned in investors losing confidence because they shouldn’t be losing confidence. We’ve got a clear plan and we’re executing to that clear plan.</p>
<div class="lb-trans"><blockquote>
<p>我不担心投资者失去信心，因为他们不应该失去信心。我们有一个明确的计划，并且正在执行这一明确的计划。</p>
</blockquote>
</div><p>This confidence was echoed by Citi analysts who noted that the share price reaction was expected given the upgrades to technology and cash expectations, coupled with recent market weakness.</p>
<div class="lb-trans"><p>花旗分析师也表达了这种信心，他们指出，股价反应是预期的，考虑到技术和现金预期的升级，以及最近市场的疲软。</p>
</div><h2>Ocado technology solutions driving profitability</h2>
<div class="lb-trans"><h2>Ocado 技术解决方案推动盈利能力</h2>
</div><p>Ocado’s technology solutions division, which is responsible for selling its state-of-the-art warehouse technology to retailers worldwide, played a crucial role in the upgraded guidance.</p>
<div class="lb-trans"><p>Ocado 的技术解决方案部门负责向全球零售商销售其最先进的仓储技术，在提升的指引中发挥了关键作用。</p>
</div><p>The company now expects this division to achieve a “mid-teens” EBITDA margin for the full 2023-24 year, a notable increase from the previous guidance of over 10%.</p>
<div class="lb-trans"><p>公司现在预计该部门在 2023-24 财年实现 “中等青少年” EBITDA 利润率，较之前的超过 10% 的指引有显著增长。</p>
</div><p>This improved outlook is significant given the recent challenges faced by Ocado, including pauses and slowdowns in project rollouts by key partners such as Canada’s Sobeys and the United States’ Kroger.</p>
<div class="lb-trans"><p>考虑到 Ocado 最近面临的挑战，包括加拿大 Sobeys 和美国 Kroger 等关键合作伙伴项目推出的暂停和放缓，这一改善的前景非常重要。</p>
</div><h2>Ocado’s financial performance and projections</h2>
<div class="lb-trans"><h2>Ocado 的财务表现和预测</h2>
</div><p>In the first half of the year, Ocado reported underlying earnings, or adjusted EBITDA, of £71.2 million, a sharp rise from £16.6 million in the same period last year. Revenue increased by 12.6% to £1.5 billion.</p>
<div class="lb-trans"><p>今年上半年，Ocado 报告的基础收益或调整后的 EBITDA 为 7120 万英镑，较去年同期的 1660 万英镑大幅增长。收入增长 12.6%，达到 15 亿英镑。</p>
</div><p>Additionally, the company forecast an improvement in underlying cash flow by £150 million, up from a previous expectation of £100 million. Liquidity also remains strong, standing at £1.05 billion.</p>
<div class="lb-trans"><p>此外，公司预计基础现金流将提高 1.5 亿英镑，高于之前预期的 1 亿英镑。流动性也保持强劲，达到 10.5 亿英镑。</p>
</div><p>This financial performance underscores the effectiveness of Ocado’s business strategy, particularly in its technology solutions division, which has seen substantial growth despite broader industry slowdowns.</p>
<div class="lb-trans"><p>这一财务表现凸显了 Ocado 的商业战略的有效性，特别是其技术解决方案部门，尽管整个行业放缓，但该部门仍然实现了实质性增长。</p>
</div><p>The company’s ability to enhance profitability and cash flow while maintaining strong liquidity is a positive indicator for future stability and growth.</p>
<div class="lb-trans"><p>公司在保持强劲流动性的同时增强盈利能力和现金流的能力，为未来的稳定和增长提供了积极的指标。</p>
</div><h2>Challenges and strategic responses</h2>
<div class="lb-trans"><h2>挑战和战略应对</h2>
</div><p>Despite the positive outlook, Ocado faces ongoing challenges. The company’s shares had previously been impacted by delays and reduced rollouts of its robotic warehouse systems, which are a core component of its business model.</p>
<div class="lb-trans"><p>尽管前景积极，Ocado 仍面临持续挑战。该公司的股价此前受到机器人仓库系统推出的延迟和减少的影响，这是其商业模式的核心组成部分。</p>
</div><p>Last month, Ocado’s partner Sobeys paused the opening of a fourth customer fulfilment centre (CFC), and Kroger in the U.S. has also slowed its rollout of new sites.</p>
<div class="lb-trans"><p>上个月，Ocado 的合作伙伴 Sobeys 暂停了第四个客户履行中心（CFC）的开放，美国的 Kroger 也放缓了新站点的推出。</p>
</div><p>Moreover, some analysts suggest that Ocado may need to raise additional capital to continue its expansion and technology development.</p>
<div class="lb-trans"><p>此外，一些分析师认为 Ocado 可能需要筹集额外资本以继续扩张和技术发展。</p>
</div><p>This speculation highlights the balancing act Ocado must perform between investing in growth and maintaining financial health.</p>
<div class="lb-trans"><p>这种猜测突显了 Ocado 必须在投资增长和保持财务健康之间进行平衡的挑战。</p>
</div><h2>Market reaction and future outlook</h2>
<div class="lb-trans"><h2>市场反应和未来展望</h2>
</div><p>The immediate market reaction to Ocado’s upgraded guidance was overwhelmingly positive, as evidenced by the 18% jump in share price. This surge reflects renewed investor confidence in the company’s strategic direction and financial projections.</p>
<div class="lb-trans"><p>Ocado 提升的指引立即获得了市场的积极回应，股价飙升 18%。这一涨势反映了投资者对公司战略方向和财务预测的信心得到恢复。</p>
</div><p>However, sustained confidence will depend on Ocado’s ability to continue delivering on its promises, particularly in the face of potential capital requirements and execution risks.</p>
<div class="lb-trans"><p>然而，持续的信心将取决于 Ocado 能否继续兑现承诺，特别是在面临潜在资本需求和执行风险的情况下。</p>
</div><p>Ocado’s strategic focus on enhancing its technology solutions division appears to be paying off, with improved margins and increased revenue contributing to a more optimistic financial outlook.</p>
<div class="lb-trans"><p>Ocado 专注于提升其技术解决方案部门的战略似乎正在取得成效，改善的利润率和增加的收入有助于更加乐观地展望财务前景。</p>
</div><p>The company’s ability to leverage its cutting-edge warehouse technology to drive profitability is a testament to its innovative capabilities and market positioning.</p>
<div class="lb-trans"><p>公司利用尖端仓储技术推动盈利能力的能力证明了其创新能力和市场定位。</p>
</div><p>As Ocado navigates the challenges of the evolving retail and technology landscape, its clear execution plan and strong liquidity position provide a solid foundation for future growth.</p>
<div class="lb-trans"><p>随着 Ocado 应对不断变化的零售和技术格局的挑战，其明确的执行计划和强劲的流动性位置为未来增长奠定了坚实基础。</p>
</div><p>Investors and analysts alike will be watching closely to see how the company manages its capital needs and continues to roll out its technology to retail partners worldwide.</p>
<div class="lb-trans"><p>投资者和分析师都将密切关注公司如何管理资本需求并继续向全球零售合作伙伴推出技术。</p>
</div><p>Ocado Group has raised its annual guidance, citing improved profitability in its warehouse technology business. This news has driven an 18% increase in share price, marking a recovery from a 55% decline earlier this year.</p>
<div class="lb-trans"><p>Ocado 集团提高了年度指引，称其仓储技术业务的盈利能力改善。这一消息推动了股价上涨 18%，标志着今年早些时候暴跌 55% 后的复苏。</p>
</div><p>The company’s technology solutions division is expected to achieve a “mid-teens” EBITDA margin for 2023-24, and underlying cash flow is projected to improve by £150 million. Despite challenges, Ocado’s strategic focus and strong liquidity position signal a positive outlook.</p>
<div class="lb-trans"><p>预计公司的技术解决方案部门将在 2023-24 年实现 “中等青少年” EBITDA 利润率，基础现金流预计将提高 1.5 亿英镑。尽管面临挑战，Ocado 的战略重点和强劲的流动性位置预示着积极的前景。</p>
</div><p>The post Ocado lifts annual guidance, OCDO shares jump 18% amid improved warehouse technology profitability appeared first on Invezz</p>
<div class="lb-trans"><p>本文来源于 Invezz，原文标题为《Ocado lifts annual guidance, OCDO shares jump 18% amid improved warehouse technology profitability》。</p>
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Ocado 上调年度指引，因仓库技术盈利能力改善，OCDO 股价上涨 18%