Ocado | Investor Day Presentation Deck | 30 slides

Ocado Group · 2022-05
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

30
every slide · same image gating as the playbook
01
Slide 1
front_matter
02
frame_situation
03
front_matter
04
transition
05
The slide uses a series of circular callouts to highlight key business metrics compared to FY17.summarize
Open slide detailBeat · ProblemLoop · Cost Of Inaction
06
transition
Open slide detailBeat · SolutionLoop · Cost Of Inaction
07
Uses a Sankey-like flow diagram to show reclassification of business units.present_framework
Open slide detailBeat · SolutionLoop · Cost Of Inaction
08
The slide uses a three-column layout to compare business models.present_framework
Open slide detailBeat · SolutionLoop · Cost Of Inaction
09
The slide explains the reclassification of segments from 'UK Solutions & Logistics' and 'International Solutions' into 'UK Logistics' and 'Technology Solutions'analyze_data
Open slide detailBeat · SolutionLoop · Cost Of Inaction
10
transition
11
transition
12
The slide uses a two-column layout to contrast market-level growth with company-specific performance.summarize
13
The chart illustrates the relationship between infrastructure expansion (sites/modules) and revenue growth.quantify_opportunity
Open slide detailBeat · Market SizeLoop · Quick Win Big Bet
14
The slide uses a timeline structure to bridge historical performance with future targets, while decomposing the drivers of current margin compression.summarize
Open slide detailBeat · Market SizeLoop · Quick Win Big Bet
15
transition
16
Slide uses a combination of bar charts and bulleted commentary to explain financial trends.analyze_data
Open slide detailBeat · FinancialsLoop · Waterfall Value
17
front_matter
Open slide detailBeat · FinancialsLoop · Waterfall Value
18
Slide 18 of a presentation.summarize
Open slide detailBeat · FinancialsLoop · Waterfall Value
19
The slide uses two bar charts to show the growth of live sites and live modules, linking them to a mid-term revenue potential of over £900m.quantify_opportunity
Open slide detailBeat · FinancialsLoop · Waterfall Value
20
CFC likely stands for Customer Fulfillment Center. Data presented as % of mature client sales capacity.analyze_data
Open slide detailBeat · FinancialsLoop · Waterfall Value
21
The slide uses a combination of bar charts and text boxes to illustrate the transition from investment phase to operational efficiency.analyze_data
Open slide detailBeat · FinancialsLoop · Waterfall Value
22
The slide uses a stacked bar chart to represent the £89m total cost, mapped to a table of four functional categories.analyze_data
Open slide detailBeat · FinancialsLoop · Waterfall Value
23
analyze_data
Open slide detailBeat · FinancialsLoop · Waterfall Value
24
The slide uses a two-column layout to contrast the return profile with the investment phasing requirements.analyze_data
Open slide detailBeat · FinancialsLoop · Waterfall Value
25
The slide uses a case study approach to demonstrate operational and financial success of a specific facility.illustrate_case
26
The slide highlights the drivers of Ocado Group's capex, specifically CFC roll-out and innovation.analyze_data
27
CFC likely stands for Customer Fulfillment Center.present_solution
28
transition
29
The table provides a high-level financial bridge between historical performance and future targets.summarize
30
summarize