Blue Yonder grows with acquisitions & AI as supply chains adapt

Blue Yonder has released its Q2 2025 company highlights, including details of two acquisitions, new customer wins, solution enhancements and industry insights for Q3 2025.

During the second quarter, Blue Yonder reported the addition of 31 new customers, including major names such as Coca-Cola FEMSA, Compañías Cervecerías Unidas (CCU), Morrisons, Royal Mail, Sainsbury's, and The Shoprite Group. The company also noted an average of five customer go-lives per business day in the first half of 2025.

Blue Yonder's solutions and organisational developments have been recognised in 27 technology analyst reports within the quarter, reflecting continued engagement with industry research and evaluation.

Acquisitions and Security Leadership

The company has completed the acquisition of Inmar Post-Purchase Solutions (IPPS), previously a joint venture between Doddle (a part of Blue Yonder) and Inmar. The newly established Blue Yonder Reverse Retail Operations will maintain support for FedEx Easy Returns, providing FedEx customers with a package-free and label-free returns solution.

Another acquisition involved Pledge Earth Technologies, which adds a global supply chain sustainability solution to the platform. This expansion now allows Blue Yonder customers to access logistics CO2e emissions reporting for their own operations and those of their trading partners and suppliers, supporting environmental and regulatory compliance efforts.

Blue Yonder also announced the appointment of Dr. Erika Voss as Chief Security Officer. Dr. Voss is responsible for the company's security strategy and measures, including application security, access control, third-party risk management, and intrusion detection. She leads the implementation of security frameworks to address evolving threats and ensures compliance with industry standards.

Enhancements to Transportation Management

Blue Yonder has introduced enhancements to its Transportation Management solutions. These developments aim to increase operational resilience and efficiency through network-enabled transportation, advanced emissions tracking, predictive AI for transportation planning, and role-based management capabilities. The company highlights the use of AI, machine learning, and intuitive design to support customers in optimising transportation activities and decision-making.

The focus on cognitive solutions reflects a broader push towards offering tools that deliver accuracy and adaptability in response to fluctuating demand and supply chain disruptions. Blue Yonder states these solutions help customers move towards agentic operations and ecosystem-based collaboration.

Market and Industry Trends

Blue Yonder's industry insights for Q3 2025 identify several trends across retail, manufacturing, grocery, consumer packaged goods (CPG), and logistics sectors. The company reports that inflation continues to restrain both consumer spending and retail margins. Retailers are increasingly adopting AI to improve forecasting accuracy, reduce inventory waste, and optimise the management of returns. McKinsey data cited by Blue Yonder suggests that AI-driven forecasting can cut errors by 20-50% and inventory levels by 20-30%.

The company's Supply Chain Compass Report found that only 36% of supply chain leaders are currently using or implementing generative AI, but expects that figure to rise as its benefits become widely recognised.

For grocery and CPG sectors, inflation is prompting shifts in consumer habits. Blue Yonder points to survey evidence that consumers are increasingly price-conscious, and recommends that companies enhance supply chain resilience with AI-driven demand forecasting and inventory management. The implementation of generative AI is also highlighted as a method to design cost-effective packaging and personalised campaigns.

Manufacturing faces cost challenges from ongoing tariffs and trade tensions. Blue Yonder advises manufacturers to adopt risk modelling and scenario planning to address these issues and consider supply chain diversification.

The logistics sector is said to be investing in intelligent networked operations and command centre models. These changes are accompanied by the emergence of bonded warehouses, nearshore facilities, and AI-based operational orchestration, all aimed at improving speed and efficiency while addressing tariff-related fatigue and complexity.

"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 Achievements and Recognition

Blue Yonder continues to highlight the outcomes achieved by its customers, focusing on their digital transformation and ability to manage complex supply chains.

Recognition for Blue Yonder in Q2 2025 included the "AI Visionary" Award in Hakkoda's Data Innovation Awards and "2025 Retail & Consumer Goods Data Cloud Product Partner of the Year" in Snowflake's annual awards.

Research and Survey Initiatives

The release of Blue Yonder's inaugural "Supply Chain Compass" report provided insight into the strategic priorities of supply chain leaders, such as technology implementation and building resilience. The report was based on responses from senior leaders in manufacturing, retail, and logistics from North America and Europe.

Blue Yonder also conducted a Global Consumer Sentiment on Grocery Inflation Survey covering more than 6,000 consumers across ANZ, France, Germany, the Middle East, the UK, and the US. Results showed that 85% of respondents were concerned about grocery price inflation, with 49% attributing rising prices to global tariffs.

Industry Analyst Mentions

Blue Yonder's platforms and initiatives were mentioned in multiple Q2 2025 reports by technology industry analysts, including Gartner, IDC, and Nucleus, spanning areas from warehouse management and supply chain planning to sustainability software taxonomy and workforce management automation.