Company GuidanceGuidance for Ocado's Solutions in 2024 indicates only 3 new CFC deployments which may signal a slowdown in growth.
Financial PerformanceAnalyst views Ocado's commentary around FY24 EBITDA, focusing on 'increasing efficiencies and demonstrating operational leverage', as conservative and non-specific.
Market ValuationThe market has factored in approximately £3.9 billion of 'optional' value into Ocado's stock for potential future contract wins, which could be overly optimistic.