What is Ocado's current strategic focus in the U.S., and what evidence does the article provide for this shift?

Ocado's current strategic focus in the U.S. is actively seeking new retail partners, as stated in the article: 'Ocado was focused on winning new business in the U.S., where it was talking to multiple retailers' and 'it is holding "multiple live engagements" with "significantly evolved solutions".' This pivot follows setbacks with existing U.S. and Canadian partners — specifically, Kroger and Sobeys announcing closures of their robotic customer fulfillment centres due to 'weaker-than-expected demand,' which contributed to a 36% share price decline over six months.

How did Ocado's recent financial performance reflect its partnership challenges, and what key forecast did it reaffirm despite those challenges?

Ocado's recent financial performance reflected partnership challenges through a 12% decline in half-year adjusted earnings to £81 million ($109.63 million) when excluding one-off termination fee payments from Kroger and Sobeys; the article explicitly notes these closures 'blaming weaker-than-expected demand' and that the earnings boost came 'from termination fees,' indicating underlying operational headwinds. Despite this, Ocado 'stuck to forecasts for cash flow to turn positive' — specifically reaffirming it expects cash flow to turn positive in the current six-month period and to be full-year cash flow positive next year.

Ocado Seeks Multiple Potential U.S. Partners

Jul 15, 2026

Ocado is holding live engagements with multiple U.S. retailers for partnerships while maintaining cash flow forecasts, despite recent closures of robotic centers by partners Kroger and Sobeys.

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Ocado Seeks Multiple Potential U.S. Partners

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