CEO · Copilot
CEO — Deon Stander Copilot
CEO — Deon Stander Copilot
CEO voice
Frame the Walmart ramp for the next earnings call.
Three growth platforms I should personally champion this year.
How do we turn 28B items on atma.io into recurring revenue?
What is the single biggest unlock for valuation expansion?
What is our single sharpest move this quarter?
What would a competitor do to neutralize this?
What is the 90-day plan?
Talking points
- AI-powered sustainability intelligence can unlock $500M+ in new business by enabling brands like adidas and Gap to meet ESG mandates and win eco-conscious consumers.
- A Connected Product Intelligence Platform positions us as the category leader, driving 20%+ higher recurring digital revenue per SKU across our global label base.
- Building a Global Product Intelligence Network differentiates AVY, creating a defensible data moat and expanding our addressable market by $2B in supply chain traceability.
- Intelligent Consumer Engagement Platform delivers measurable uplift—10%+ increase in repeat purchase rates for partners like Walmart through personalized, data-driven product experiences.
- These growth platforms accelerate valuation expansion by shifting AVY to a higher-multiple, digital-first revenue mix and deepening strategic relationships with Fortune 500 customers.