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<p>週二，英國 Ocado 集團（LON: OCDO）發佈年度業績指引的提升，稱這一調整歸因於其倉儲技術業務的盈利能力改善，令市場感到意外。</p>
<p>這一公告讓投資者放心，導致 Ocado 的股價飆升 18%，在早盤交易中達到 402 便士。</p>
<p>股價上漲標誌着該公司的重大轉機，今年由於機器人站點和模塊為零售合作伙伴的推出放緩，其股價已經暴跌 55%。</p>
<h2>投資者信心在 Ocado 中回升</h2>
<p>Ocado 首席執行官 Tim Steiner 強調，投資者沒有理由對公司失去信心。</p>
<blockquote>
<p>我不擔心投資者失去信心，因為他們不應該失去信心。我們有一個明確的計劃，並且正在執行這一明確的計劃。</p>
</blockquote>
<p>花旗分析師也表達了這種信心，他們指出，股價反應是預期的，考慮到技術和現金預期的升級，以及最近市場的疲軟。</p>
<h2>Ocado 技術解決方案推動盈利能力</h2>
<p>Ocado 的技術解決方案部門負責向全球零售商銷售其最先進的倉儲技術，在提升的指引中發揮了關鍵作用。</p>
<p>公司現在預計該部門在 2023-24 財年實現 “中等青少年” EBITDA 利潤率，較之前的超過 10% 的指引有顯著增長。</p>
<p>考慮到 Ocado 最近面臨的挑戰，包括加拿大 Sobeys 和美國 Kroger 等關鍵合作伙伴項目推出的暫停和放緩，這一改善的前景非常重要。</p>
<h2>Ocado 的財務表現和預測</h2>
<p>今年上半年，Ocado 報告的基礎收益或調整後的 EBITDA 為 7120 萬英鎊，較去年同期的 1660 萬英鎊大幅增長。收入增長 12.6%，達到 15 億英鎊。</p>
<p>此外，公司預計基礎現金流將提高 1.5 億英鎊，高於之前預期的 1 億英鎊。流動性也保持強勁，達到 10.5 億英鎊。</p>
<p>這一財務表現凸顯了 Ocado 的商業戰略的有效性，特別是其技術解決方案部門，儘管整個行業放緩，但該部門仍然實現了實質性增長。</p>
<p>公司在保持強勁流動性的同時增強盈利能力和現金流的能力，為未來的穩定和增長提供了積極的指標。</p>
<h2>挑戰和戰略應對</h2>
<p>儘管前景積極，Ocado 仍面臨持續挑戰。該公司的股價此前受到機器人倉庫系統推出的延遲和減少的影響，這是其商業模式的核心組成部分。</p>
<p>上個月，Ocado 的合作伙伴 Sobeys 暫停了第四個客户履行中心（CFC）的開放，美國的 Kroger 也放緩了新站點的推出。</p>
<p>此外，一些分析師認為 Ocado 可能需要籌集額外資本以繼續擴張和技術發展。</p>
<p>這種猜測突顯了 Ocado 必須在投資增長和保持財務健康之間進行平衡的挑戰。</p>
<h2>市場反應和未來展望</h2>
<p>Ocado 提升的指引立即獲得了市場的積極回應，股價飆升 18%。這一漲勢反映了投資者對公司戰略方向和財務預測的信心得到恢復。</p>
<p>然而，持續的信心將取決於 Ocado 能否繼續兑現承諾，特別是在面臨潛在資本需求和執行風險的情況下。</p>
<p>Ocado 專注於提升其技術解決方案部門的戰略似乎正在取得成效，改善的利潤率和增加的收入有助於更加樂觀地展望財務前景。</p>
<p>公司利用尖端倉儲技術推動盈利能力的能力證明了其創新能力和市場定位。</p>
<p>隨着 Ocado 應對不斷變化的零售和技術格局的挑戰，其明確的執行計劃和強勁的流動性位置為未來增長奠定了堅實基礎。</p>
<p>投資者和分析師都將密切關注公司如何管理資本需求並繼續向全球零售合作伙伴推出技術。</p>
<p>Ocado 集團提高了年度指引，稱其倉儲技術業務的盈利能力改善。這一消息推動了股價上漲 18%，標誌着今年早些時候暴跌 55% 後的復甦。</p>
<p>預計公司的技術解決方案部門將在 2023-24 年實現 “中等青少年” EBITDA 利潤率，基礎現金流預計將提高 1.5 億英鎊。儘管面臨挑戰，Ocado 的戰略重點和強勁的流動性位置預示着積極的前景。</p>
<p>本文來源於 Invezz，原文標題為《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，並報告其倉儲技術業務利潤能力的改善，導致股價上漲 18%。公司的技術解決方案部門預計將實現更高的利潤率和現金流。儘管面臨挑戰，但 Ocado 的戰略重點和強勁的流動性位置預示着積極的前景</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>週二，英國 Ocado 集團（LON: OCDO）發佈年度業績指引的提升，稱這一調整歸因於其倉儲技術業務的盈利能力改善，令市場感到意外。</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>這一公告讓投資者放心，導致 Ocado 的股價飆升 18%，在早盤交易中達到 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>股價上漲標誌着該公司的重大轉機，今年由於機器人站點和模塊為零售合作伙伴的推出放緩，其股價已經暴跌 55%。</p>
</div><h2>Investor confidence rebounds in Ocado</h2>
<div class="lb-trans"><h2>投資者信心在 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 首席執行官 Tim Steiner 強調，投資者沒有理由對公司失去信心。</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>我不擔心投資者失去信心，因為他們不應該失去信心。我們有一個明確的計劃，並且正在執行這一明確的計劃。</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>花旗分析師也表達了這種信心，他們指出，股價反應是預期的，考慮到技術和現金預期的升級，以及最近市場的疲軟。</p>
</div><h2>Ocado technology solutions driving profitability</h2>
<div class="lb-trans"><h2>Ocado 技術解決方案推動盈利能力</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 的技術解決方案部門負責向全球零售商銷售其最先進的倉儲技術，在提升的指引中發揮了關鍵作用。</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>公司現在預計該部門在 2023-24 財年實現 “中等青少年” EBITDA 利潤率，較之前的超過 10% 的指引有顯著增長。</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>考慮到 Ocado 最近面臨的挑戰，包括加拿大 Sobeys 和美國 Kroger 等關鍵合作伙伴項目推出的暫停和放緩，這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 的財務表現和預測</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 報告的基礎收益或調整後的 EBITDA 為 7120 萬英鎊，較去年同期的 1660 萬英鎊大幅增長。收入增長 12.6%，達到 15 億英鎊。</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，公司預計基礎現金流將提高 1.5 億英鎊，高於之前預期的 1 億英鎊。流動性也保持強勁，達到 10.5 億英鎊。</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>這一財務表現凸顯了 Ocado 的商業戰略的有效性，特別是其技術解決方案部門，儘管整個行業放緩，但該部門仍然實現了實質性增長。</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>公司在保持強勁流動性的同時增強盈利能力和現金流的能力，為未來的穩定和增長提供了積極的指標。</p>
</div><h2>Challenges and strategic responses</h2>
<div class="lb-trans"><h2>挑戰和戰略應對</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>儘管前景積極，Ocado 仍面臨持續挑戰。該公司的股價此前受到機器人倉庫系統推出的延遲和減少的影響，這是其商業模式的核心組成部分。</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>上個月，Ocado 的合作伙伴 Sobeys 暫停了第四個客户履行中心（CFC）的開放，美國的 Kroger 也放緩了新站點的推出。</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，一些分析師認為 Ocado 可能需要籌集額外資本以繼續擴張和技術發展。</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>這種猜測突顯了 Ocado 必須在投資增長和保持財務健康之間進行平衡的挑戰。</p>
</div><h2>Market reaction and future outlook</h2>
<div class="lb-trans"><h2>市場反應和未來展望</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 提升的指引立即獲得了市場的積極回應，股價飆升 18%。這一漲勢反映了投資者對公司戰略方向和財務預測的信心得到恢復。</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，持續的信心將取決於 Ocado 能否繼續兑現承諾，特別是在面臨潛在資本需求和執行風險的情況下。</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 專注於提升其技術解決方案部門的戰略似乎正在取得成效，改善的利潤率和增加的收入有助於更加樂觀地展望財務前景。</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>公司利用尖端倉儲技術推動盈利能力的能力證明了其創新能力和市場定位。</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>隨着 Ocado 應對不斷變化的零售和技術格局的挑戰，其明確的執行計劃和強勁的流動性位置為未來增長奠定了堅實基礎。</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>投資者和分析師都將密切關注公司如何管理資本需求並繼續向全球零售合作伙伴推出技術。</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 集團提高了年度指引，稱其倉儲技術業務的盈利能力改善。這一消息推動了股價上漲 18%，標誌着今年早些時候暴跌 55% 後的復甦。</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>預計公司的技術解決方案部門將在 2023-24 年實現 “中等青少年” EBITDA 利潤率，基礎現金流預計將提高 1.5 億英鎊。儘管面臨挑戰，Ocado 的戰略重點和強勁的流動性位置預示着積極的前景。</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>本文來源於 Invezz，原文標題為《Ocado lifts annual guidance, OCDO shares jump 18% amid improved warehouse technology profitability》。</p>
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Ocado 上調年度指引，因倉庫技術盈利能力改善，OCDO 股價上漲 18%