Ocado Group PLC

OCDO: XLON (GBR)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Ocado Earnings: Near-Term Guidance Is Modest, Technology Changes Underway; Lowering Valuation

Verushka Shetty

Feb 26, 2026

Ocado’s full-year 2025 results included year-over-year top-line growth of 12%, with technology revenue up 13% and logistics revenue up 12%. Adjusted EBITDA margin was 25%, up from 16%. Shares fell around 6% at the market open on Feb. 26.

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Ocado Group PLC

Ocado Earnings: Near-Term Guidance Is Modest, Technology Changes Underway; Lowering Valuation

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