The contrasing fortunes of the two companies are displayed in the following, very simple, graph. It shows the peformance of the two companies' share prices over the past year, rebased to 100 at the beginning of the period.
As we discussed on the podcast this week, while Amazon demonstrates a company that is delivering (ahem) on its growth story, Ocado is not.
After failing to distinguish its service offering from the online operations of the major players, it pursued partnership deals instead, but even that growth has been threatened with the entrance of Amazon to the market. It's little surprise that Ocado's stock continues to be one of the most shorted on the index.
