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SARRIA - Credit Opportunities
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Ocado - comment

A new competitor for Ocado, with a former Ocado executive as CEO. Veloq launched in 2014 and claims to deliver 1.3m orders a month vs 2.1m for Ocado (globally). Ocado is well-established with its customer base, but the market will become more competitive over time.

https://tech.eu/2025/06/10/rohlik-spins-out-veloq-to-power-the-next-generation-of-ai-driven-grocery-fulfilment/

Aengus McMahon12 June 2025OCADO
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Morrisons - comment

Aengus McMahon12 June 2025MORRISONS
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Virgin Media O2 - comment

Aengus McMahon12 June 2025VMEDO2
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