Ocado Investor Day Presentation Deck
May 2022, 30 slides
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group modelling for growth may | Ocado
objectives for the session provide a better understanding of the characteristics of the three underlying business models in group provide a framework to assess how revenue and returns for each of these businesses and group as a whole might develop over the next years mid term and beyond take a dive into the workings of our technology solutions business the key future value driver for the group explore why based on progress so far and current visibility we have conviction that investments today will drive attractive returns tomorrow set out a clear path to in the mid term based on the existing contractual commitments from existing partners with a clear opportunity to grow well beyond this | Ocado
agenda a review of current reporting and underlying business models mapping current reporting to our three underlying business models an illustrative representation of results exploring our underlying business models retail logistics technology solutions summary bringing it all together at group level | Ocado
group | Ocado
changing the way the world shops for good | Ocado
a review of reported and underlying business models | Ocado
mapping reported operating segments to underlying models | Ocado
underlying business models overview | Ocado
underlying business models pro results | Ocado
exploring our underlying business models and their key drivers | Ocado
retail | Ocado
retail step change in long term opportunity | Ocado
retail planned capacity roll out will take revenue to sites | Ocado
retail margin potential underpinned by operating leverage and technology high mid single digit margin business in mid term | Ocado
logistics | Ocado
logistics revenue and to track partner volume growth revenues of with broadly stable at in mid term | Ocado
technology solutions | Ocado
technology solutions | Ocado
technology solutions revenue strong ramp as clear path to revenue in the mid term | Ocado
technology solutions low operating costs deliver attractive returns mid single digit fee leads to attractive long term margins at both contribution and at the level | Ocado
technology solutions technology costs costs to run platform reduce as revenue growth materially accelerates | Ocado
technology solutions group support costs group support costs expected to be broadly flat in real terms in mid term | Ocado
technology solutions attractive returns as revenue ramps significant evolution in margin underlying economics of the model come through | Ocado
technology solutions investments in deliver strong returns as sites ramp these returns will become evident | Ocado
delivering attractive returns | Ocado
technology solutions summary driver of group reflects roll out and ongoing innovation mid term mid term imagined technology other total in annual investments that we expect to deliver attractive returns other | Ocado
technology solutions route to strong positive cash flows | Ocado
summary | Ocado
summary bringing it all together revenues and returns scaling significantly | Ocado
summary the for growth | Ocado
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