Blue Yonder Releases Q3 2025 Company Highlights and Showcases Q4 2025 Industry Insights

Leading AI-driven supply chain solutions company accelerates growth in Q3, completes key acquisition, and continues to focus on sustainability

DALLAS--(BUSINESS WIRE)--Blue Yonder Holding, Inc. (Blue Yonder), the AI company for supply chain, today released its Q3 2025 company highlights, as well as the industry trends that matter most in Q4 2025.

Quarterly Company Highlights

In Q3 2025, Blue Yonder continued to showcase its strong momentum in the market by:

• Adding 24 new customer logos. New customers who selected Blue Yonder or existing customers who extended their footprint during the quarter include:
  • Americas: Softys, Ingram Micro, Jugos del Valle
  • APAC/EMEA: 7-Eleven Philippines, Century Pacific, Catom, Dedeman, Mitchell & Butlers, Société Magasin Général (SMG)
• Building on its reputation as an industry leader with inclusion in 17 key technology industry analyst reports and recognition by four key industry awards in Q3 2025 (see full list below).
• Acquiring Optoro, a leading technology provider for returns, to enhance Blue Yonder's warehouse and in-store returns processing capabilities. With Optoro and Blue Yonder coming together with a consolidated offering, retailers, brands and logistics service providers (LSPs) gain access to a comprehensive end-to-end Returns Management solution, which allows them to streamline services for greater efficiency, visibility and waste reduction. Learn more in the press release.
• Establishing a new Commerce and Returns business unit. Multi-channel operations are growing across retail, logistics and manufacturing but the technology landscape remains fragmented. Blue Yonder is addressing this challenge with a unified platform that can optimize order fulfillment, returns management and customer experience whether an item is making its first delivery or being reintroduced to inventory after a return. Tim Robinson, former Corporate Vice President for Returns, has been promoted to Senior Vice President of this unit to lead a cross-functional team focused on delivering market-leading solutions that power multi-channel inventory management and elevate customer experiences.
• Launching its annual Global Consumer Retail Returns Survey, which reveals how increasingly tight retail returns policies are influencing consumer shopping behaviors. 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. Two key findings include that the majority of consumers (84%) will stop shopping at their favorite retailer if stricter returns policies are implemented, and 2 in 3 consumers are reluctant to make a purchase due to tighter returns restrictions. Glean more insights from the survey here.
• Publishing its first Environmental Statement and 2024–2025 Sustainability Report, marking a significant milestone in the company’s sustainability journey. The report provides a comprehensive look at progress made over the past year, including alignment with Global Reporting Initiative (GRI) standards and measurable impact across emissions, waste, circularity, and social responsibility. Learn more in the report.

Solution Highlights

Blue Yonder continues its innovation momentum as we enter Q4, unveiling significant enhancements to its Warehouse Management Solution to drive competitive advantage, adaptability and greater efficiency in warehouse operations. Built on the Blue Yonder Platform, the enhanced solution delivers predictive planning, transformational agentic AI, adaptive execution, and unified labor and automation for improved operational outcomes. The latest enhancements and areas of innovation allow companies to:

• Gain visibility and speed with AI agents
• Orchestrate and optimize resources in real time
• Dynamically plan labor and resources
• Continuously model and update slot plans
• Accelerate value from robotics and automation
• Ensure seamless migration with AI-powered tools

With these enhancements, Blue Yonder empowers customers to enhance collaboration with intelligent and agentic operations, prepare for top performance with predictive planning, unify labor and automation seamlessly, and optimize intraday activities for superior outcomes.

Industry Insights

As Q4 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 faces challenge of high online returns: With the holiday season ongoing, online return rates persist at elevated levels, a trend confirmed by Blue Yonder’s recent survey indicating that customers prioritize easy returns. Retailers are being forced to stock considerably more than customers will ultimately retain, and according to the 2025 Deloitte Holiday Retail Survey, consumers are expecting to make 56% of their holiday purchases online. This situation propels investment in AI agents and omni-inventory solutions to enable real-time inventory visibility, prediction and redeployment across channels.
• Manufacturing industry impacted by tariffs: Tariffs continue to elevate material and production costs across automotive, high tech and industrial sectors. To counter these obstacles, companies delay product launches, reduce manufacturing and logistics expenses, and invest in efficiency and scenario planning to minimize cost impacts on customers.
• Logistics industry preparedness for peak season: As the peak season arrives, LSPs and 3PLs enter full readiness mode by tightening forecasts, securing carrier capacity, and establishing command centers to manage surging demand. Labor strategies include flexible staffing, automation support and extended shifts to meet fulfillment SLAs, while warehouses re-slot high-velocity inventory and transportation teams recalibrate routes for faster turnaround. Predictive AI tools forecast volume spikes and prevent bottlenecks, emphasizing orchestration that connects transportation, warehouse and customer data in real time to optimize cost, capacity and service performance. Success in this environment will be marked by those who transform peak season chaos into coordinated precision.

“Businesses today are facing a convergence of challenges, from global tariffs to rising return rates to peak season pressures,” said Duncan Angove, CEO, Blue Yonder. “Our continued momentum reflects our commitment to helping customers overcome these complexities with AI-powered solutions that deliver speed, precision and resilience, empowering them to achieve operational excellence and better outcomes across the supply chain.”

Industry Recognition

• Blue Yonder was honored with key industry awards in Q3 2025, including:
  • Andrea Morgan-Vandome, Chief Innovation Officer, being named a Women in Supply Chain Award winner in the “Trailblazer” category by Supply & Demand Chain Executive.
  • Saskia van Gendt, Chief Sustainability Officer, being named a Top 100 Chief Sustainability Officer in North America 2025.
  • Named a Finalist for the annual SaaS Awards in the “Best SaaS Solution for Logistics and Transportation” category.
  • Named a winner in the “Website Redesign” category by the dotCOMM Awards.

• Technology industry analyst mentions in Q3 2025:

• Gartner
  • Voice of the Customer for Transportation Management Systems
  • Hype Cycle for Supply Chain Execution and Logistics Technologies, 2025
  • Hype Cycle for Retail Technologies, 2025
  • Europe Context: Magic Quadrant for Warehouse Management Systems
  • Hype Cycle for Digital Commerce, 2025
  • Tool: Digital Commerce Technology Vendor Guide, 2025
• IDC
  • Market Glance: AI-Integrated Workspace, 3Q25
  • MarketScape: Worldwide Advanced Production Planning and Scheduling 2025 Vendor Assessment
  • Reimagining the Supply Chain: Blue Yonder's Unified, AI-Driven Platform for a Sustainable Future
  • China Supply Chain Planning and APS Market Share, 2024: The Fourth Suite for Industrial Enterprises
  • Market Glance: Transportation and Global Trade Applications, 3Q25
  • IDC European SCM Applications Market Shares, 2024: Strong Growth Driven by Increased Demand for Modern Cloud-Based Solutions
• Nucleus
  • Control Tower Technology Value Matrix 2025
  • Supply Chain Planning Technology Value Matrix 2025
• Forrester
  • Global Commercial Software Forecast, 2025 To 2029
• IHL
  • The Order Management Market-2025
• Verdantix
  • Verdantix Buyer’s Guide: Supply Chain Sustainability Solutions (2025)

About Blue Yonder

Blue Yonder is the AI company for supply chain. As the world leader in end-to-end digital supply chain transformation, Blue Yonder offers a unified, AI-driven platform and multi-tier network that 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.