External signals · impact on AVY
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Pipeline · RICE-scored

Opportunity Backlog

15 qualified opportunities · $333M total · weighted $166M at 50% blend
H2 opportunities
6
$144M total
H3 opportunities
9
$189M total
Top-quartile RICE
4
≥ 500 RICE score
Avg probability
49%
across all stages
Opportunity backlog

Walmart Cat-4 (RICE 1,560) and Inditex DPP (RICE 880) are the two opportunities that must close in Q2

RICE
Opportunity
Customer
Size ($M)
Prob
Stage
Owner
Horizon
ETA wks
1560
Walmart Cat-4 GM expansion
Walmart
$48M
65%
Negotiation
Solutions GM
H2
8w
880
Inditex EU DPP RFP
Inditex
$48M
55%
RFP
EU GM
H3
4w
700
adidas Infinite Play global scale
adidas
$28M
75%
Negotiation
EU GM
H2
12w
641
Athleta DPP → Gap portfolio
Gap Inc.
$35M
55%
Pilot eval
NA GM
H3
24w
495
Walmart atma.io analytics SaaS
Walmart
$18M
55%
POC
Solutions
H2
12w
450
Maersk pallet-RFID expansion
Maersk (3PL)
$18M
50%
Qualified
Logistics
H2
10w
385
Pfizer cold-chain RFID expansion
Pfizer
$14M
55%
Negotiation
Pharma vertical
H2
10w
330
adidas DPP regulated lines
adidas
$22M
45%
Eval
EU GM
H3
12w
240
H&M apparel resale program
H&M
$24M
40%
Discovery
CMO Solutions
H3
16w
240
Carrefour EU DPP eval
Carrefour
$18M
40%
Eval
EU GM
H3
16w
240
Burton Hardgoods DPP
Burton
$3M
80%
Negotiation
CSO
H3
6w
180
Old Navy RFID pilot
Gap Inc.
$18M
30%
Discovery
NA GM
H2
16w
175
L'Oréal connected packaging
L'Oréal
$15M
35%
Discovery
CMO Solutions
H3
18w
105
BMW EV battery DPP pilot
BMW
$12M
35%
Intro
Auto vertical
H3
20w
90
Walmart cold-chain food RFID
Walmart
$12M
30%
Discovery
Solutions
H3
24w
RICE = Reach × Impact × Confidence ÷ Effort. Reach approximated by size, impact by probability.