Ocado - comment

The McKesson deal is more about proof of concept than the cash flow from the transaction. Signing a non-retail client demonstrates the value of the logistics systems OCADO has developed. McKesson is one customer, so we are not getting too excited, and delivering this project will be critical in signing up other customers.

https://www.ocadogroup.com/ocado-group-announces-first-technology-deal-for-non-grocery/

https://www.reuters.com/markets/deals/ocado-provide-technology-mckesson-canada-first-deal-outside-grocery-retail-2023-11-15/  

Aengus McMahonOCADO