Online Grocery Retail – Ocado, Tesco, Sainsbury’s – Coronavirus Update – 25 March 2020

  • Public Equity
  • Consumer
  • Europe


Former Head at J Sainsbury plc


  • Ocado (LON: OCDO), Tesco (LON: TSCO) and Sainsbury's (LON: SBRY) – volume growth impact, capacity constraints and ability to deal with increased demand
  • Supply chain challenges and potential cost inflation
  • OPEX headwinds, including labour and distribution inflation


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