External signals · impact on AVY
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Action Plan · CFO

30 · 60 · 90 days — Predictive Inventory Engine

Owner: CFO

First 30 days

Foundations
  • Engage Walmart and Gap/Athleta to validate baseline inventory turns and markdown rates using SAP and Oracle ERP data.
  • Define predictive inventory engine requirements with IT and supply chain teams, focusing on SKU-level visibility and forecast accuracy.
  • Establish baseline for attached services revenue ($10M) and identify upsell opportunities for RFID-enabled analytics.

First 60 days

Validate
  • Pilot predictive inventory engine with Walmart using SAP integration, targeting 10% improvement in inventory turns.
  • Collaborate with Gap/Athleta to deploy markdown optimization module, aiming for 5% reduction in markdowns.
  • Develop commercial model for recurring digital services revenue, targeting $50M pipeline expansion.

First 90 days

Decide & scale
  • Report pilot results: Walmart inventory turns lift (target 25%), Gap/Athleta markdown reduction (target 15%).
  • Scale predictive inventory engine to adidas and Burton Snowboards, leveraging Oracle ERP for integration.
  • Launch full-scale attached services offering, targeting $140M annualized recurring revenue.

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