That was an enlightening piece in the Grauniad. So the CEO of the M&S/Ocado shopping bit joined from M&S a year ago! I suspect a lot of the "old team' walked out over to Waitrose too. If they haven''t been able to expand their customer base, why are they struggling to sort out "what you order is what you'll get" stock levels?
I do think the future of grocery shopping will become online fulfilment rather than huge hypermarkets so it is sad that Waitrose had such a big spat with Ocado.
My food shopping habits have become a lot more complicated these past 6 months. A year ago it would have been 70% Ocado, with an occasional foray into an Aldi or Lidl for continental "specials" and cheap wine (none are local), and top up shops in the local Waitrose (unless they sent us some 10% off vouchers to persuade me to do a big shop). These days I doubt that Ocado are getting more than 20% of my spend, Waitrose 40%.
These days most of my veg comes from a wholesaler or the local florist (diversified in lockdown and liked having more customers pop in). The local butchers have websites of sorts and happily deliver, as does the local cheese shop. The little breweries do a lot more bottling/mini casks and beer boxes so that keeps DH happy. Aldi online and the Wine Society bring us wine.
Lockdown has also encouraged to seek out small shops in other parts of the city (a bit like wandering around the International bit of Ocado, but "in person").
Actually I realise I have no clue how much money we spend on food and drink! Ignorance is bliss, I suppose.
Thank you for posting that a link to that spreadsheet PPE. Our local fishmonger is underwhelming and the local fish restaurant didn't bother to open a seafood shop this lockdown.