This carefully selected group of stocks represents companies at the forefront of grocery automation technology. Our professional analysts have identified these businesses as key players delivering the robotics, software, and logistics systems that power the future of online grocery shopping.
Published on July 20
While most people focus on AI chips and EVs, grocery automation is rapidly transforming a trillion-dollar industry behind the scenes. These companies are building the invisible infrastructure powering your next online grocery order.
Online grocery shopping is still in its early growth phase. As more retailers follow Kroger's lead and invest in automation technology, the companies providing these essential systems have substantial room to expand.
When companies like Kroger commit billions to automation infrastructure, it validates the entire sector. This creates a powerful tailwind for the technology providers in this group as more retailers race to catch up.
The grocery industry is undergoing a fundamental transformation as retailers invest heavily in automation technology. Ocado's reaffirmed partnership with Kroger signals that major players view automation not as experimental, but as essential infrastructure for meeting growing consumer demand for convenient online grocery shopping.
This group offers exposure to various segments of the grocery automation value chain, from AI-powered warehouse robotics to inventory management systems and last-mile delivery solutions. These companies are positioned to benefit from retailers' ongoing investments in automated fulfillment centers and digital platforms.
These companies were selected because they provide the critical technology and services enabling the e-commerce grocery revolution. They represent both established logistics providers and innovative automation specialists that stand to benefit as more retailers adopt similar capabilities to remain competitive.
Market capitalisation breakdown and investor takeaways for a 14-stock basket focused on grocery e-commerce automation.
KR: $44.80B
SHOP: $211.38B
GXO: $6.31B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
+5
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Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+19.55%
On average, analysts expect assets in this group to grow 19.55% over the next year.
11 of 15 assets in this group are rated Buy by professional analysts.
