Ocado - comment
Whilst Ocado will find Tesco a formidable competitor, it is a lot further down the road in signing customers and delivering a product. Ocado opened its second Customer Fulfilment Centre for Coles in Australia this week. Under the Tesco model, most orders are fulfilled by staff picking items from existing supermarkets rather than using warehouses. It will allow grocers to leverage their store footprint but is less efficient than using warehouse hubs placed and built for logistics. According to press reports, Tesco has one customer who signed up in New Zealand. The space will get more crowded, but online delivery will continue to grow.
https://www.emarketer.com/content/tesco-launch-transcend-retail-solutions