Ocado Group Gestione
Criteri Gestione verificati 4/4
Ocado Group Il CEO è Tim Steiner, nominato in Jan2000, e ha un mandato di 26.42 anni. la retribuzione annua totale è £ 2.11M, composta da 39.1% di stipendio e 60.9% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 2.39% delle azioni della società, per un valore di £ 35.84M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.3 anni e 4.1 anni.
Informazioni chiave
Tim Steiner
Amministratore delegato
UK£2.1m
Compenso totale
| Percentuale dello stipendio del CEO | 39.06% |
| Mandato del CEO | 26.4yrs |
| Proprietà del CEO | 2.4% |
| Durata media del management | 3.3yrs |
| Durata media del Consiglio di amministrazione | 4.1yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • Jun 22
OCDO: Asda Partnership Will Support Cash Flow Turnaround And Future Rerating
Ocado Group's latest narrative update reflects a reduced analyst price target to £3.92 from £4.21, as analysts factor in lower modelled revenue growth, a thinner profit margin profile, a higher discount rate and a much higher future P/E assumption in their valuation work. What’s in the News for Ocado Group Ocado Group and Asda have agreed a partnership to develop Asda's UK online business using the Ocado Smart Platform, replacing and upgrading Asda's existing ecommerce infrastructure.
Aggiornamento della narrazione • Jun 07
OCDO: Asda Partnership Will Support Future Cash Flow Upside Potential
Analysts have adjusted their price targets on Ocado Group, pointing to updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. These factors together feed into a refreshed view of fair value in £ terms.
Aggiornamento della narrazione • May 24
OCDO: Lower Revenue Assumptions And P/E Expectation Will Pressure Future Returns
Analysts have trimmed their price targets for Ocado Group by £5.77 to reflect slightly lower revenue growth assumptions, a modestly reduced discount rate and a lower future P/E expectation, partly offset by a small improvement in projected profit margins. Valuation Changes Fair Value: Held flat at £1.0, with no change in the modelled central estimate.Aggiornamento della narrazione • May 01
OCDO: Stable Long Term Assumptions Will Support Renewed Upside Potential
Analysts have made a small upward adjustment to their price target on Ocado Group to £2.68. This reflects fine tuning of their models around discount rate, revenue growth, profit margin and future P/E assumptions rather than a major change in view.Aggiornamento della narrazione • Apr 17
OCDO: Lower Discount Rate Will Support Renewed Upside Potential
Analysts have made a small upward revision to their Ocado Group fair value estimate to £2.68, citing slightly adjusted assumptions on discount rate, revenue growth, profit margins and future P/E expectations. Valuation Changes Fair Value: Revised slightly higher at £2.68 per share, reflecting a marginal adjustment of around 0.2%.Aggiornamento della narrazione • Apr 01
OCDO: Higher Future P/E Multiple Will Support Renewed Upside Potential
Analysts have updated their price target for Ocado Group to reflect revised assumptions on discount rate, revenue growth, profit margin and future P/E. The new target remains at £2.68, unchanged from the prior £2.68, indicating a stable view of fair value despite the refreshed inputs.Aggiornamento della narrazione • Mar 18
OCDO: Higher Future P/E Multiple Will Support Renewed Upside Potential
Analysts have trimmed their fair value estimate for Ocado Group from £2.79 to £2.68, reflecting updated assumptions for growth, margins and a higher future P/E multiple in their refreshed price target work. Valuation Changes Fair Value: reduced from £2.79 to £2.68, a cut of roughly 4% in the refreshed estimate.Aggiornamento della narrazione • Mar 04
OCDO: Reduced Kroger Rollout Commitments Will Likely Pressure Future Earnings Multiple
Analysts have reduced their price targets for Ocado Group to £1.00, citing updated assumptions that include a higher discount rate, lower forecast revenue growth and margins, and a much higher future P/E multiple. What's in the News Ocado Group and Kroger agreed a one off cash payment of US$350 million to Ocado after Kroger decided to adjust its Customer Fulfilment Center (CFC) network, including the planned closure of three CFCs in January 2026 and a decision not to proceed with the Charlotte, North Carolina CFC that had been scheduled to go live in 2026 (Client Announcements).Aggiornamento della narrazione • Feb 17
OCDO: Kroger Network Reshaping And Automation Will Support Future Upside Potential
Ocado Group's latest narrative update reflects a revised analyst fair value view that aligns with a lower Street price target of £2.90 per share, as analysts cite adjusted assumptions around revenue growth, discount rates, and future P/E levels. Analyst Commentary Recent research, including the revised £2.90 price target from JPMorgan, highlights a mixed but focused view on Ocado Group, with analysts fine tuning expectations around growth, valuation, and execution risk.Aggiornamento della narrazione • Feb 03
OCDO: Automation And Kroger Network Reshaping Will Drive Future Upside Potential
Analysts have trimmed their fair value estimate for Ocado Group, lowering the price target to £2.90 from £3.56, citing recent Street research and updated expectations for growth, profitability, and future P/E levels. Analyst Commentary Bullish and bearish analysts are reacting differently to the trimmed £2.90 fair value, and that gap in views can help you frame your own expectations around Ocado Group.Aggiornamento della narrazione • Jan 20
OCDO: Kroger Network Reshape And Cash Payment Will Drive Future Rerating
Ocado Group's analyst price target has been reduced by £0.16 to £4.21, with analysts pointing to updated fair value and discount rate assumptions and recent Street research, such as JPMorgan's cut in its target to 290 GBp, as key drivers of this reset. Analyst Commentary Recent Street research on Ocado Group has centered on recalibrated price targets and refreshed valuation work.Articolo di analisi • Jan 13
After Leaping 28% Ocado Group plc (LON:OCDO) Shares Are Not Flying Under The Radar
Ocado Group plc ( LON:OCDO ) shareholders have had their patience rewarded with a 28% share price jump in the last...Aggiornamento della narrazione • Jan 06
OCDO: Higher Discount Rate Will Likely Pressure Earnings Multiple And Share Price
Analysts have cut their price targets on Ocado Group, including one move from £3.56 to £2.90. They now see a lower fair value supported by updated assumptions for discount rate, revenue growth, profit margins and a reduced future P/E multiple.Aggiornamento della narrazione • Dec 18
OCDO: Automation Progress And Kroger Network Changes Will Shape Future Upside Potential
Analysts have trimmed their price target on Ocado Group to 290 GBp from 356 GBp, reflecting marginally lower revenue growth assumptions and a slightly reduced fair value and future P E multiple, despite a modestly lower discount rate. Analyst Commentary Street research updates over recent months indicate that, while the absolute price target on Ocado Group shares has been reduced in stages, the prevailing Overweight stance signals that analysts still see upside potential from current levels.Aggiornamento della narrazione • Dec 04
OCDO: Automation Partnerships Will Drive Long Term Upside Despite Softer Outlook
Analysts have trimmed their price target on Ocado Group to £2.90 from £3.56, reflecting slightly softer long term revenue growth and margin assumptions, even as they retain a positive stance on the shares. Analyst Commentary Recent research updates highlight a more tempered outlook on Ocado Group, with successive reductions in price targets offset by the retention of an Overweight stance.Aggiornamento della narrazione • Nov 20
OCDO: Technology And Automation Will Support Upside Amid Shifting Sector Dynamics
Narrative Update on Ocado Group Ocado Group's analyst price target has been reduced from £3.56 to £2.90. This change reflects analysts’ updated view on the company’s growth and profitability outlook in the current market environment.Articolo di analisi • Nov 19
Ocado Group plc's (LON:OCDO) 26% Cheaper Price Remains In Tune With Revenues
To the annoyance of some shareholders, Ocado Group plc ( LON:OCDO ) shares are down a considerable 26% in the last...Aggiornamento della narrazione • Nov 05
OCDO: Cost Efficiencies And Technology Rollout Will Drive Long-Term Upside Potential
Ocado Group's analyst price target has been reduced from £4.37 to £3.56, as analysts cite that a higher discount rate is affecting fair value projections. Analyst Commentary Analyst sentiment around Ocado Group remains mixed, with adjustments to price targets reflecting evolving views on the company's growth prospects, execution risks, and current valuation.Aggiornamento della narrazione • Oct 22
Analyst Commentary Highlights Mixed Outlook and Valuation Adjustments for Ocado Group
Narrative Update on Ocado Group Analysts have reduced Ocado Group's price target by £0.81 to £3.56, citing recent reassessments of company fundamentals and ongoing market challenges. Analyst Commentary Recent analyst activity has centered on Ocado Group's updated valuation and market trajectory.Aggiornamento della narrazione • Oct 08
Automated Fulfilment Will Offer Upside Amid Margin Risks
Narrative Update: Ocado Group Analyst Price Target Adjustment Analysts have revised Ocado Group's price target downward by £0.81 to £3.56. This adjustment is attributed to slightly softer revenue growth expectations, along with a marginal increase in discount rate assumptions.Aggiornamento della narrazione • Sep 20
Automated Fulfilment Will Offer Upside Amid Margin Risks
Ocado Group’s fair value has been revised downward to £3.14, reflecting analyst concerns over sustained cash burn, slower-than-expected international deal flow, rising competition, delayed profitability, and continued weakness in UK retail. Analyst Commentary Bearish analysts are concerned about persistent cash burn and negative free cash flow, impacting Ocado's ability to self-fund growth.Articolo di analisi • Sep 13
Ocado Group plc's (LON:OCDO) Stock Retreats 32% But Revenues Haven't Escaped The Attention Of Investors
Ocado Group plc ( LON:OCDO ) shareholders won't be pleased to see that the share price has had a very rough month...Aggiornamento della narrazione • Sep 04
Automated Fulfilment Will Offer Upside Amid Margin Risks
Ocado Group's consensus analyst price target saw only a marginal increase to £3.24, as ongoing operational challenges, muted order growth, and concerns over profitability and scalability continue to weigh on sentiment. Analyst Commentary Bearish analysts cite ongoing operational challenges and a lack of near-term profitability as key factors driving lower price targets.Articolo di analisi • Aug 20
Newsflash: Ocado Group plc (LON:OCDO) Analysts Have Been Trimming Their Revenue Forecasts
LSE:OCDO 1 Year Share Price vs Fair Value Explore Ocado Group's Fair Values from the Community and select yours Market...Articolo di analisi • Jul 20
Investors Appear Satisfied With Ocado Group plc's (LON:OCDO) Prospects As Shares Rocket 34%
Ocado Group plc ( LON:OCDO ) shareholders would be excited to see that the share price has had a great month, posting a...Articolo di analisi • Jul 03
Calculating The Intrinsic Value Of Ocado Group plc (LON:OCDO)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Ocado Group fair value estimate is UK£2.04 Ocado Group's...Articolo di analisi • May 29
Is Ocado Group (LON:OCDO) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Articolo di analisi • Apr 22
Shareholders May Be More Conservative With Ocado Group plc's (LON:OCDO) CEO Compensation For Now
Key Insights Ocado Group will host its Annual General Meeting on 29th of April Salary of UK£815.0k is part of CEO Tim...Articolo di analisi • Mar 05
Ocado Group plc (LON:OCDO) Shares Slammed 25% But Getting In Cheap Might Be Difficult Regardless
Ocado Group plc ( LON:OCDO ) shareholders that were waiting for something to happen have been dealt a blow with a 25...
Nuova narrazione • Mar 02
Deploying On Grid Robotic Pick Systems Will Reduce Labor Costs And Improve Future Efficiency
Ocado's automation systems and strategic cost control are expected to improve net margins and boost earnings in the coming years.Articolo di analisi • Feb 28
Is Ocado Group (LON:OCDO) Weighed On By Its Debt Load?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Articolo di analisi • Jan 13
Is It Too Late To Consider Buying Ocado Group plc (LON:OCDO)?
Ocado Group plc ( LON:OCDO ), is not the largest company out there, but it received a lot of attention from a...Articolo di analisi • Dec 18
Ocado Group plc's (LON:OCDO) Intrinsic Value Is Potentially 25% Below Its Share Price
Key Insights The projected fair value for Ocado Group is UK£2.28 based on 2 Stage Free Cash Flow to Equity Ocado Group...Articolo di analisi • Nov 20
Revenues Tell The Story For Ocado Group plc (LON:OCDO)
When close to half the companies in the Consumer Retailing industry in the United Kingdom have price-to-sales ratios...Articolo di analisi • Aug 27
Here's Why Ocado Group (LON:OCDO) Can Afford Some Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Articolo di analisi • Jul 23
Why Investors Shouldn't Be Surprised By Ocado Group plc's (LON:OCDO) 36% Share Price Surge
Ocado Group plc ( LON:OCDO ) shares have had a really impressive month, gaining 36% after a shaky period beforehand...Articolo di analisi • May 26
Ocado Group (LON:OCDO) Is Making Moderate Use Of Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Articolo di analisi • Apr 20
Ocado Group plc's (LON:OCDO) Stock Retreats 26% But Revenues Haven't Escaped The Attention Of Investors
Unfortunately for some shareholders, the Ocado Group plc ( LON:OCDO ) share price has dived 26% in the last thirty...Articolo di analisi • Mar 04
Analysts Are Updating Their Ocado Group plc (LON:OCDO) Estimates After Its Yearly Results
Ocado Group plc ( LON:OCDO ) defied analyst predictions to release its full-year results, which were ahead of market...Articolo di analisi • Jan 01
Ocado Group plc's (LON:OCDO) P/S Is Still On The Mark Following 28% Share Price Bounce
The Ocado Group plc ( LON:OCDO ) share price has done very well over the last month, posting an excellent gain of 28...Articolo di analisi • Nov 09
Here's Why Ocado Group (LON:OCDO) Can Afford Some Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Nov 30 2025 | UK£2m | UK£825k | -UK£382m |
| Aug 31 2025 | n/a | n/a | -UK£363m |
| Jun 01 2025 | n/a | n/a | -UK£345m |
| Mar 01 2025 | n/a | n/a | -UK£323m |
| Dec 01 2024 | UK£3m | UK£815k | -UK£301m |
| Jun 02 2024 | n/a | n/a | -UK£78m |
| Mar 02 2024 | n/a | n/a | -UK£134m |
| Dec 03 2023 | UK£2m | UK£784k | -UK£190m |
| Sep 03 2023 | n/a | n/a | -UK£395m |
| May 28 2023 | n/a | n/a | -UK£477m |
| Feb 28 2023 | n/a | n/a | -UK£466m |
| Nov 27 2022 | UK£2m | UK£755k | -UK£455m |
| Aug 27 2022 | n/a | n/a | -UK£405m |
| May 29 2022 | n/a | n/a | -UK£354m |
| Feb 28 2022 | n/a | n/a | -UK£288m |
| Nov 28 2021 | UK£2m | UK£732k | -UK£223m |
| Aug 28 2021 | n/a | n/a | -UK£191m |
| May 30 2021 | n/a | n/a | -UK£159m |
| Feb 28 2021 | n/a | n/a | -UK£147m |
| Nov 29 2020 | UK£6m | UK£708k | -UK£134m |
| Aug 29 2020 | n/a | n/a | -UK£129m |
| May 31 2020 | n/a | n/a | -UK£123m |
| Feb 29 2020 | n/a | n/a | -UK£168m |
| Dec 01 2019 | UK£59m | UK£661k | -UK£213m |
Compensazione vs Mercato: La retribuzione totale di Tim ($USD 2.79M ) è circa la media per le aziende di dimensioni simili nel mercato UK ($USD 2.48M ).
Compensazione vs guadagni: La retribuzione di Tim è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Tim Steiner (57 yo)
26.4yrs
Mandato
UK£2,112,000
Compensazione
Mr. Timothy Steiner, also known as Tim, OBE, serves as the Chief Executive Officer of Ocado Group PLC. He served as the Chief Executive Officer of Ocado Retail Limited until August 2019. Mr. Steiner worked...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Executive Director | 26.4yrs | UK£2.11m | 2.39% £ 35.8m | |
| CFO & Executive Director | 5.3yrs | UK£1.64m | 0.0020% £ 29.4k | |
| Chief solution Officer | no data | Nessun dato | Nessun dato | |
| Chief Operations Officer | no data | Nessun dato | Nessun dato | |
| Group General Counsel | less than a year | Nessun dato | Nessun dato | |
| Head of Communications | no data | Nessun dato | Nessun dato | |
| Chief People Officer | no data | Nessun dato | Nessun dato | |
| Senior Vice President of North America - Ocado Solutions | 8.8yrs | Nessun dato | Nessun dato | |
| Deputy Chief Executive Officer | 1.4yrs | Nessun dato | Nessun dato | |
| Managing Director of Ocado Logistics | no data | Nessun dato | Nessun dato | |
| Chief Revenue Officer | less than a year | Nessun dato | Nessun dato | |
| Chief Partner Success Officer | no data | Nessun dato | Nessun dato |
3.3yrs
Durata media
53yo
Età media
Gestione esperta: Il team dirigenziale di OCDO è considerato esperto (durata media dell'incarico 3.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Executive Director | 26.2yrs | UK£2.11m | 2.39% £ 35.8m | |
| CFO & Executive Director | 5.3yrs | UK£1.64m | 0.0020% £ 29.4k | |
| Group General Counsel | less than a year | Nessun dato | Nessun dato | |
| Independent Non-Executive Director | less than a year | Nessun dato | Nessun dato | |
| Independent Non-Executive Director | 4.8yrs | UK£91.00k | Nessun dato | |
| Independent Non-Executive Director | 23.3yrs | UK£83.00k | 10.41% £ 156.5m | |
| Independent Non-Executive Chair of the Board | 1.6yrs | UK£400.00k | 0.020% £ 298.2k | |
| Senior Independent Director | 10.3yrs | UK£144.00k | 0.0030% £ 45.2k | |
| Independent Non-Executive Director | 2yrs | UK£91.00k | Nessun dato | |
| Independent Non-Executive Director | 7.8yrs | UK£113.00k | 0.00078% £ 11.7k | |
| Independent Non-Executive Director | 3.4yrs | UK£91.00k | Nessun dato | |
| Independent Non-Executive Director | 2.8yrs | UK£105.00k | Nessun dato |
4.1yrs
Durata media
60yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di OCDO sono considerati esperti (durata media dell'incarico 4.1 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/29 07:26 |
| Prezzo dell'azione a fine giornata | 2026/06/26 00:00 |
| Utili | 2025/11/30 |
| Utili annuali | 2025/11/30 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Ocado Group plc è coperta da 30 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Alex Pound | Arete Research Services LLP |
| Thomas Davies | Berenberg |
| William Woods | Bernstein |