Exclusivity with International Partners

Summary by AI ^BETAClose X

Ocado Group plc has announced the end of mutual exclusivity with international retail partners in most markets, including the USA with Kroger, as anticipated from its Half Year 2025 results. This development allows Ocado to re-enter major global grocery markets with its advanced AI-powered and robotic fulfilment solutions, which now encompass store-based automation, in-store and dark store manual fulfilment, and automated Customer Fulfilment Centres of all sizes. The company expects to initiate new commercial activities in multiple international markets and is well-positioned to assist more retailers in capturing market share in the rapidly growing online grocery sector as it enters 2026.

Disclaimer*

Ocado Group PLC

30 December 2025

THIS ANNOUNCEMENT RELATES TO THE DISCLOSURE OF INFORMATION THAT QUALIFIED OR MAY HAVE QUALIFIED AS INSIDE INFORMATION WITHIN THE MEANING OF ARTICLE 7(1) OF THE MARKET ABUSE REGULATION (EU) 596/2014, AS AMENDED (AND INCLUDING AS IT FORMS PART OF UNITED KINGDOM DOMESTIC LAW BY VIRTUE OF THE EUROPEAN UNION (WITHDRAWAL) ACT 2018, AS AMENDED).

Ocado Group plc

30 December 2025

Ocado Group plc

Exclusivity with International Partners

Ocado Group plc ("Ocado" or the "Company") has announced that mutual exclusivity has now ended with retailers in the majority of markets where Ocado's technology is currently live, including the USA with Kroger.

As the Company announced at its Half Year 2025 results in July, it expected to roll off exclusivity arrangements by the end of the year in the majority of markets. This enables Ocado to bring its proven and much evolved technology offering back to market in many of the world's largest grocery markets.

Ocado continues to work closely with its grocery retail partners across the world and will continue to build on the positive progress it is making with partners. The Company now also expects to commence new commercial activity in multiple international grocery markets.

Tim Steiner, CEO of Ocado Group, said:

"As we continue to support all of our partners to improve and grow their online businesses, we will also now bring the full range of Ocado's AI-powered and robotic solutions back to multiple markets. In the five years since our first international CFCs went live we have substantially evolved our market-leading solutions and broadened our offering to meet retailers wherever they are on their online journey"

"Today, our fulfilment solutions span Store-Based Automation, AI-powered manual fulfilment in stores and dark stores, and automated CFCs of all sizes, ranging from micro-fulfillment to larger facilities. Together, they enable our partners to deliver a world-leading customer experience, including delivery options from immediacy to same-day, next day, and click-and-collect. As we enter 2026, Ocado is well positioned to help more retailers capture market share in the world's fastest-growing grocery channel."

Contacts

Tim Steiner, Chief Executive Officer on +44 (0)1707 228 000

Stephen Daintith, Chief Financial Officer on +44 (0)1707 228 000

Nick Coulter, VP of Group Capital Markets and FP&A, on +44 (0)1707 228 000

Jamie Kerr, Director of Communications, on +44 (0)1707 228 000

Lucy Legh, Matt Denham, Dan Mahoney, Headland Consultancy - ocadogroup@headlandconsultancy.com, on +44 (0)20 3805 4822

Person responsible for arranging the release of this announcement:

Mollie Stoker
Group General Counsel and Company Secretary

Ocado Group plc

Buildings One & Two, Trident Place, Mosquito Way,

Hatfield, Hertfordshire AL10 9UL

email: company.secretary@ocado.com

Ocado Group plc LEI: 213800LO8F61YB8MBC74

Further information about Ocado is available on its website at www.ocadogroup.com.

This information is provided by RNS, the news service of the London Stock Exchange. RNS is approved by the Financial Conduct Authority to act as a Primary Information Provider in the United Kingdom. Terms and conditions relating to the use and distribution of this information may apply. For further information, please contact rns@lseg.com or visit www.rns.com.

RNS may use your IP address to confirm compliance with the terms and conditions, to analyse how you engage with the information contained in this communication, and to share such analysis on an anonymised basis with others as part of our commercial services. For further information about how RNS and the London Stock Exchange use the personal data you provide us, please see our Privacy Policy.

END