External signals · impact on AVY
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Customer 360
Gap Inc. (Athleta)
Apparel · USA · relationship since 2014 · 1.6% of AVY revenue
Health · WATCH
FY25 revenue
$140M
YoY growth
+6.1%
Share of wallet
42%
NPS
63 (-3)
Open pipeline
$53M
Other 360s: Walmart Adidas Gap Burton Inditex
Product mix · share of Gap Inc. (Athleta) wallet held by AVY

Athleta pilot is a wedge into Gap & Old Navy.

Apparel tags · 72%
RFID inlays · 24%
DPP pilot · 4%
Contract: Apparel MSA-2022 · expires Dec 2026 · auto-renew: No · price-step-review: Renewal cycle Q3 2026
Open opportunities · 2

$53M total · weighted $26M at 50% blend

Athleta DPP → full portfolio rollout
Pilot evaluation
$35M
55% prob
Old Navy RFID pilot
Discovery
$18M
30% prob
Active risks · 1

$140M exposed across 1 risks

MSA renewal cycle in Q3'26
Exposure $140M
HIGH
Relationship map

Senior-to-senior engagement is healthy; mid-level coverage gaps in technical procurement

Their sideOur sideLast touch
CEO OfficeNA GM2026-02-12
Recent activity timeline

Wins clustered last 30 days; one open risk to track

2026-05-05
Athleta DPP pilot metrics review
AI account plan

What to do next on this account — synthesized from products, opps, risks, relationships and timeline

AI Plan
MSA renewal is the gating event. Bring renewal forward to Q1'26 in exchange for Athleta DPP commitment + Old Navy RFID pilot. Avoid open RFP.
Refreshed on each visit; click "Brief me deeper" to expand any section into a working document.
Cockpit Q&A · Gap Inc. (Athleta)

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