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Briefing · Leadership

Quarterly Rally: Accelerating Avery Dennison’s Platform Transformation

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['This quarter, we focus on three priorities to drive valuation expansion and category leadership: (1) Scaling our Connected Product Intelligence Platform, (2) Deepening our sustainability compliance backbone, and (3) Monetizing consumer and operational intelligence. These initiatives are designed to shift Avery Dennison from a materials leader to a recurring digital revenue platform, unlocking new growth vectors and market differentiation.', 'Our cultural shift: Move from ‘product-first’ to ‘platform-first’ thinking. Every team must prioritize scalable, data-driven solutions that create recurring value for our customers and partners—especially Walmart, adidas, Gap/Athleta, and Burton Snowboards. This mindset will enable us to capture higher multiples and become indispensable in physical commerce intelligence.', 'The metric we will live or die by: Recurring digital revenue growth rate. This is the clearest signal of our platform success, customer stickiness, and ability to command a premium valuation. All leaders are accountable for driving this metric through their respective initiatives.']

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Quarterly Priorities

  • Scale Connected Product Intelligence Platform: Accelerate atma.io adoption, targeting >30B items live and expand integration with key accounts (Walmart, adidas, Gap/Athleta, Burton).
  • Deepen Sustainability Compliance Backbone: Deploy DPP Generation Engine and Supplier ESG Risk Engine to secure European regulatory leadership and unlock new compliance-driven revenue streams.
  • Monetize Intelligence: Launch Consumer Intelligence and Predictive Inventory Engine pilots to convert operational and consumer data into recurring revenue, targeting at least 10% quarter-on-quarter growth.

Cultural Shift

  • Adopt platform-first thinking: Prioritize scalable, data-driven solutions and recurring value over one-off product sales.
  • Embed cross-functional accountability for digital outcomes.

Critical Metric

  • Recurring digital revenue growth rate: Target minimum 10% QoQ increase; all initiatives must directly contribute.

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