Portfolio · 8 initiatives
Initiative ROI Tracker
Green initiatives
4
on plan
Amber initiatives
4
need leadership air-cover
Red initiatives
0
at risk
Avg IRR (excl. ESG)
53%
portfolio level
Portfolio status
Pricing AI returns 140% IRR — the under-funded initiative; Plant AI Querétaro is the single unblock
WMT-IL · Walmart Intelligent Labels program
Solutions · H2
Budget · spent
$68M / $120M
ARR · actual / target
$85M / $300M
IRR / payback
34% · 18mo
Milestones
4 / 8
Next: Cat-3 UAT exit · Jun 2026 · AI: On plan; cat-4 negotiation is the only material risk.
ATMA-S · atma.io platform SaaS conversion
Solutions · H2
Budget · spent
$31M / $45M
ARR · actual / target
$120M / $250M
IRR / payback
48% · 14mo
Milestones
5 / 7
Next: Apparel vertical analytics GA · Jul · AI: Strongest ROI in the H2 portfolio; consider doubling budget.
DPP-EU · DPPaaS EU expansion
CSO + Solutions · H3
Budget · spent
$11M / $28M
ARR · actual / target
$14M / $80M
IRR / payback
22% · 36mo
Milestones
2 / 6
Next: Inditex RFP outcome · May 28 · AI: Inditex outcome moves status to green or red.
PRICE-AI · Pricing AI in Materials Group
CFO + Materials · H1
Budget · spent
$9M / $12M
ARR · actual / target
$52M / $85M
IRR / payback
140% · 4mo
Milestones
6 / 7
Next: Full APAC rollout · Aug · AI: Best ROI initiative full-stop; protect against descoping.
PLANT-AI · Plant AI: PdM + CV-QC top-10
COO + MFG · H1
Budget · spent
$22M / $38M
ARR · actual / target
$42M / $140M
IRR / payback
31% · 22mo
Milestones
3 / 7
Next: Querétaro CV-QC GO/NO-GO · AI: Querétaro decision is the unblock; rest of network on plan.
CONN-PKG · Connected packaging pilots
CMO + Solutions · H3
Budget · spent
$7M / $18M
ARR · actual / target
$3M / $50M
IRR / payback
12% · 48mo
Milestones
1 / 5
Next: 3 brand POC commitments · Q3 · AI: Pivot to 2 anchor brands; current pilots too thin.
RESTR-60 · $60M restructuring savings
CFO · H1
Budget · spent
$35M / $40M
ARR · actual / target
$48M / $60M
IRR / payback
85% · 9mo
Milestones
5 / 6
Next: EMEA SSC cut-over · Jun · AI: On target; protect the EMEA cut-over date.
ESG-2030 · 2030 ESG roadmap
CSO · H2
Budget · spent
$31M / $60M
ARR · actual / target
$0M / $N/A
IRR / payback
N/A
Milestones
3 / 8
Next: Renewable PPA #4 signed · Q3 · AI: Recycled-content target needs capex acceleration in FY27.
Status flags rebalance on milestone slippage, ARR pacing, or budget burn anomalies.