Blue Yonder Releases Q2 2025 Company Highlights and Showcases Q3 2025 Industry Insights

Leading supply chain solutions company accelerates growth in Q2, completes two acquisitions and continues focus on security with a strategic hire

DALLAS--(BUSINESS WIRE)--Blue Yonder Holding, Inc. (Blue Yonder), the world leader of end-to-end digital supply chain transformation, today released its Q2 2025 company highlights, as well as the industry trends that matter most in Q3 2025.

Quarterly Company Highlights

In Q2 2025, Blue Yonder continued to showcase its strong momentum in the market by:

• Adding 31 new customer logos in Q2 2025. New customers who selected Blue Yonder or existing customers who extended their footprint during the quarter include:
  • Americas: Coca-Cola FEMSA, Compañías Cervecerías Unidas (CCU)
  • APAC/EMEA: Morrisons, Royal Mail, Sainsbury’s, The Shoprite Group

• Averaging five customer go-lives per business day in 1H 2025.

• Building on its reputation as an industry leader with inclusion in 27 key technology industry analyst reports in Q2 2025 (see full list below).

• Acquiring Inmar Post-Purchase Solutions (IPPS)—a joint venture between Doddle, a part of Blue Yonder, and Inmar, Inc.—through its subsidiary Doddle Inc. The entity, renamed Blue Yonder Reverse Retail Operations LLC, will continue to support FedEx Easy Returns, which offers FedEx customers access to a low-cost, package- and label-free returns solution. Learn more in the press release.

• Acquiring the business of Pledge Earth Technologies Ltd., including its global supply chain sustainability solution for beneficial cargo owners (BCOs), enterprise supply chain leaders and logistics service providers (LSPs). Blue Yonder’s already robust platform has expanded to include globally accredited logistics CO2e emissions reporting, allowing customers to monitor their own emissions and those of their trading partners and suppliers. Learn more in the press release.

• Hiring Dr. Erika Voss to serve as its Chief Security Officer. Dr. Voss is spearheading the vision, strategy and execution of comprehensive, industry-leading security measures that safeguard digital innovation and business resilience. She is focused on application security, access control, authentication, third-party risk management, and intrusion detection. She leads the implementation of robust security frameworks aligned with the evolving threat landscape. Her leadership ensures strict compliance with industry standards and regulations, driving trust and operational excellence across Blue Yonder.

Solution Highlights

Following the introduction of its Cognitive Solutions at ICON 2025, Blue Yonder continued its innovation momentum in Q2 by unveiling significant enhancements to its Transportation Management solutions to transform transportation operations into a resilient, efficient, and intelligent part of the supply chain. Offering machine-speed precision and cognitive intelligence, the enhancements are powered by the Blue Yonder Network, predictive, generative and agentic artificial intelligence (AI), machine learning, and intuitive design—transcending traditional transportation management to drive operational precision, speed and intelligence. The latest enhancements and future innovations include:

• Network-enabled transportation for seamless data management
• Sustainability optimization through emissions tracking
• AI agents that deliver daily operational insights
• Predictive AI for proactive transportation planning
• Personalized role-based transportation management

With these innovations, Blue Yonder empowers customers to increase precision with intelligent and agentic operations, enhance agility with predictive AI-influenced optimization, make smarter decisions and execute faster with scalable, adaptable solutions, and navigate past disruptions with a collaborating ecosystem.

Industry Insights

As Q3 2025 progresses, Blue Yonder continues to provide valuable insights into the evolving landscape of key industries, driven by its deep expertise and understanding of market dynamics:

• Retail Industry Continues To Be Impacted by Inflation: Retailers are continuing to navigate the current business environment, as inflation puts pressure on consumer spending and retail margins. Retailers who are using AI are pulling ahead, enhancing forecasting accuracy and improving availability while reducing inventory waste. Retailers are also looking to maximize available inventory by accelerating the conversion of returns to sellable inventory and personalizing engagements at scale, thereby remaining both price-competitive and profit-resilient. According to McKinsey, AI-driven forecasting can reduce errors between 20%-50% and lower inventory levels by 20-30%. Generative AI is the next thing supply chain leaders are focused on. According to Blue Yonder’s Supply Chain Compass Report, only 36% are using or implementing generative AI; however, Blue Yonder expects that number to grow as the benefits of using generative AI are realized.
• Consumer Inflation Concerns Impacting Grocery and CPG: As highlighted in Blue Yonder's recent survey, consumers are increasingly shifting their grocery shopping habits due to inflation concerns. In response, grocery retailers and CPG companies should look to embrace AI technologies to enhance supply chain resilience and adapt to changing consumer behaviors. AI-driven demand forecasting and inventory optimization are crucial for maintaining product availability and reducing waste, ensuring that consumers find the products they need. AI can also identify potential demand and supply disruptions to then suggest and execute workflow solutions. Additionally, generative AI can be utilized to design cost-effective packaging solutions and create personalized marketing campaigns that address consumer preferences and budget constraints.
• Tariffs Continue To Challenge Manufacturing: Ongoing trade tensions and tariffs are creating cost challenges across manufacturing, including automotive, high tech, semiconductor, industrial, and life sciences. To counteract these impacts, manufacturers should adopt advanced risk modeling and scenario planning to better assess tariff implications. Manufacturers will also need to consider reshoring or diversifying suppliers to mitigate risks. Learn about the hidden costs of tariffs.
• Logistics Industry Transformation Driven by Intelligent Networks and Bonded Warehouses: Across LSPs globally, there is accelerated investment in intelligent networks and command center-centric operating models. These models deliver measurable bottom-line savings and shift execution from reactive to proactive, SLA-driven performance. As a result, LSPs are re-architecting their footprints with bonded warehouses, nearshored U.S. facilities, and digitally integrated infrastructure to deliver speed. Tariff fatigue is real; hence, agility in their supply chains is top of mind. LSPs are using AI agents to orchestrate planning, inventory, warehousing and transportation decisions in real time—enabling scale and consolidation of multi-site operations decisions under one unit.

"In today's dynamic economic landscape, businesses are facing unprecedented challenges, from inflationary pressures to global tariffs to geopolitical shifts,” said Duncan Angove, CEO, Blue Yonder. “Now has never been a more critical time for businesses to lean into AI and advanced technologies to help them navigate these complexities. We are committed to empowering our customers across retail, manufacturing and logistics with cognitive solutions that offer machine speed and precision to enhance operational efficiency, resilience and sustainability. By leveraging AI agents, our customers can see, analyze, decide and act to quickly mitigate risks, adapt to changing market conditions, and seize new opportunities for growth. Our focus on innovation ensures that our customers are well-equipped to tackle today's challenges and be ready for tomorrow's opportunities."

Customer Highlights

Blue Yonder proudly highlights the achievements of its customers by showcasing their digital transformation journeys through compelling stories. Learn how Blue Yonder customers are successfully navigating supply chain complexity and uncertainty here.

More From Blue Yonder

• Blue Yonder was honored with key partner awards in Q2 2025, including:
  • The "AI Visionary" Award in Hakkoda’s Data Innovation Awards
  • The "2025 Retail & Consumer Goods Data Cloud Product Partner of the Year" in the annual Snowflake Partner of the Year Awards

• Blue Yonder released the results of its inaugural “Supply Chain Compass” report, which highlighted the key strategic priorities for supply chain leaders, including implementing new technology, improving efficiency and productivity, and building more resilient supply chains. The three-part report features responses from senior supply chain leaders in North America and Europe who work in manufacturing, retail and logistics. To learn more about the findings, check out the three-part report: Navigating Complexity, AI and Technology, and Sustainability.

• Blue Yonder launched a Global Consumer Sentiment on Grocery Inflation Survey that gathered insight on consumer shopping behaviors due to inflated grocery prices and their feelings on what is contributing to prices. The survey polled over 6,000 consumers across Australia and New Zealand (ANZ), France, Germany, the Middle East, the U.K., and the U.S. The survey found that the majority of respondents (85%) are concerned about inflation’s impact on grocery prices, with almost half (49%) believing newly introduced global tariffs are the leading factor behind inflated grocery prices. Glean more insights from the survey here.

• Technology industry analyst mentions in Q2 2025:
  • Gartner:
    • Case Study: The Transport Control Tower Empowers People
    • Critical Capabilities for Supply Chain Planning Solutions
    • Critical Capabilities for Warehouse Management Systems
    • Define Next-Generation Application Service Offerings To Drive Growth
    • How To Respond to the 2025-2026 Threat Landscape
    • Implement an Intelligent Front Door With a Phased Approach
    • Innovation Insight: Supply Chain Orchestration Platforms Power the Modern Supply Chain
    • Magic Quadrant for Supply Chain Planning Solutions
    • Magic Quadrant for Warehouse Management Systems
    • Market Guide for Distributed Order Management Systems
    • Market Share: Enterprise Application Software as a Service, Worldwide, 2024
    • Market Share: Enterprise Application Software, Worldwide, 2024
    • Market Share: Enterprise Software, Worldwide, 2024
    • Market Share: Supply Chain Management Software, Worldwide, 2024
    • North America Context: ‘Magic Quadrant for Third-Party Logistics’
    • Predicts 2025: Supply Chain Planning Technology
    • Quick Answer: Should I Use M365 or a Packaged Solution for an Intranet?
    • Tool: Identify Multi-Enterprise Collaboration Network Vendor Candidates
    • Tool: Identify Supply Chain Planning Solution Vendor Candidates
    • Tool: Vendor Identification for Custom Software Development Services
    • Tool: Vendor Identification for Distributed Order Management Solutions
    • Vendor Revenue Profiles Data, 2024
  • IDC
    • Market Glance: Future of Work — Space/Place, 2Q25
    • Worldwide Software Taxonomy, 2025
    • Worldwide Sustainability Software Taxonomy, 2025
  • Nucleus
    • Blue Yonder automates WFM across Industries
    • WFM Technology Value Matrix 2025

About Blue Yonder

Blue Yonder is the world leader in end-to-end digital supply chain transformation. With a unified, AI-driven platform and multi-tier network, Blue Yonder empowers businesses to operate sustainably, scale profitably, and delight their customers — all at machine speed. A pioneer in applying AI solutions to the most complicated supply chain challenges, Blue Yonder’s modern innovations and unmatched industry expertise help more than 3,000 retailers, manufacturers, and logistics service providers confidently navigate supply chain complexity and disruption. blueyonder.com

“Blue Yonder” is a trademark or registered trademark of Blue Yonder Group, Inc. Any trade, product or service name referenced in this document using the name “Blue Yonder” is a trademark and/or property of Blue Yonder Group, Inc. All other company and product names may be trademarks, registered trademarks or service marks of the companies with which they are associated.