Customer 360
adidas
Apparel · DE · relationship since 2011 · 2.0% of AVY revenue
Health · GOOD
FY25 revenue
$180M
YoY growth
+4.7%
Share of wallet
48%
NPS
71 (+2)
Open pipeline
$58M
Product mix · share of adidas wallet held by AVY
Strong on woven/printed tags; share-take opportunity on intelligent care labels.
Apparel tags & labels · 58%
RFID inlays · 22%
atma.io (Infinite Play) · 18%
DPP service · 2%
Contract: Global Apparel Solutions Agreement · expires Jun 2028 · auto-renew: Yes · price-step-review: Renegotiation in 2027
Open opportunities · 3
$58M total · weighted $29M at 50% blend
Infinite Play global scale-up
Negotiation
$28M
75% prob
DPP for EU regulated lines
Eval
$22M
45% prob
Smart packaging (running shoes)
Pilot
$8M
35% prob
Active risks · 2
$28M exposed across 2 risks
Two competitors in DPP eval
Exposure $22M
HIGH
Footwear sustainability strategy shift
Exposure $6M
LOW
Relationship map
Senior-to-senior engagement is healthy; mid-level coverage gaps in technical procurement
| Their side | Our side | Last touch |
|---|---|---|
| Bjørn Gulden (CEO) | Deon Stander | 2026-03-15 |
| CSO Office | Helen Sahi | 2026-05-09 |
Recent activity timeline
Wins clustered last 30 days; one open risk to track
2026-05-09
DPP joint workshop in Herzogenaurach
2026-04-20
Infinite Play Q1 metrics shared (+38% items)
2026-04-02
Competitor DPP pitch received
AI account plan
What to do next on this account — synthesized from products, opps, risks, relationships and timeline
AI Plan
Win the DPP eval within 8 weeks — propose a co-development POC on two lines, leveraging Infinite Play telemetry. Frame the choice as 'one stack vs three vendors'.
Refreshed on each visit; click "Brief me deeper" to expand any section into a working document.
Cockpit Q&A · adidas
Ask anything about this account
What's the one move that locks the next 24 months on this account?
Draft an email to Bjørn Gulden (CEO).
Top 3 things to bring to the next QBR.