ネットスーパーのマーケットリーダー英OcadoのAnnual Reportが発表されました。彼らのGrowthはYoY +35%と堅調だったものの、コロナ禍での市場成長率 YoY +100%を大きく下回りました。今回はその背景を話しました。 参考: https://www.ocadogroup.com/sites/ocado-corp-v2/files/investors/Annual%20Report%20LP/Ocado%20Group%20Annual%20Report%202020.pdf https://www.reuters.com/article/ocado-outlook-idINKBN28K14S https://www.about.sainsburys.co.uk/~/media/Files/S/Sainsburys/documents/reports-and-presentations/2020/rns_interim_results_2020-21/Interims%202021%20Analyst%20slides%20Final.pdf
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