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Ocado Ends Key Exclusivity Deals, Opening Door to Wider Global Grocery Push

Story Highlights
  • Ocado has ended most mutual exclusivity deals, including with Kroger in the US.
  • The company will now market its AI-driven fulfilment solutions to more global grocers, aiming to expand its online footprint.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Ocado Ends Key Exclusivity Deals, Opening Door to Wider Global Grocery Push

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Ocado Group ( (GB:OCDO) ) just unveiled an update.

Ocado Group has confirmed that mutual exclusivity arrangements with retailers in most of its live markets, including its key US partner Kroger, have now ended, as previously signalled for completion by year-end 2025. The move frees the company to actively market its evolved suite of AI-driven and robotic fulfilment solutions to additional grocery retailers across multiple international markets, potentially accelerating commercial activity and expanding its global footprint in online grocery. Management emphasised that Ocado will continue to support existing partners while using its broader offering—spanning store-based and dark-store automation as well as automated customer fulfilment centres of various sizes—to help more retailers capture share in what it describes as the fastest-growing segment of the grocery industry as it enters 2026.

The most recent analyst rating on (GB:OCDO) stock is a Sell with a £100.00 price target. To see the full list of analyst forecasts on Ocado Group stock, see the GB:OCDO Stock Forecast page.

Spark’s Take on GB:OCDO Stock

According to Spark, TipRanks’ AI Analyst, GB:OCDO is a Neutral.

Ocado Group’s overall stock score is primarily impacted by its challenging financial performance, with declining revenues and persistent losses. Technical analysis indicates a bearish trend, further weighing down the score. The absence of valuation metrics adds uncertainty, suggesting potential overvaluation. Despite some positive developments in the earnings call, such as revenue growth and strong liquidity, these are not enough to offset the financial and technical challenges.

To see Spark’s full report on GB:OCDO stock, click here.

More about Ocado Group

Ocado Group is a UK-based technology and logistics company specialising in automated grocery fulfilment solutions for retailers. Leveraging AI-powered software, robotics and a range of fulfilment formats—from store-based automation and dark stores to micro-fulfilment and large customer fulfilment centres—it targets some of the world’s largest and fastest-growing online grocery markets, helping partners enhance delivery options from rapid to next-day services.

Average Trading Volume: 3,407,339

Technical Sentiment Signal: Sell

Current Market Cap: £2B

For an in-depth examination of OCDO stock, go to TipRanks’ Overview page.

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