Territory · Substrate signal

03The demand-signal seam.

Google AI Search delivered +10% basket lift upstream. Afresh decides fresh, Gateway decides promo. The seam between basket-demand signals and the multi-modal supply plan is unowned.

The signal flow today

Upstream signal · downstream decision · disconnected.

Customer demand · POS · Google AI search · loyalty

↓

CADDIE · multi-source demand reconciliation · planning-layer feedback

↓

Afresh (fresh demand)

Gateway (promo demand)

Blue Yonder Enterprise Supply Planning

The basket-demand signal that drove +10% lift never reaches the master plan. Caddie closes the loop.

What we read

Upstream wins · downstream gaps.

+10% basket lift · Google AI search

Albertsons used Google AI search to drive 10% bigger grocery baskets. Customer-facing AI is shipping; the supply-side feedback loop is not yet closed.

CX Today

Afresh + Gateway · domain-narrow

Afresh handles fresh; Gateway handles promo. Each is excellent in its lane. The cross-domain demand signal that moves between them is a planner-on-Teams reconciliation today.

4 Big Bets

Bengaluru build mandate

New Global Tech & Innovation Center charter spans cloud, security, data, AI; demand-signal reconciliation is plausible early scope.

BusinessWire

What Enmovil delivers here

Three moves · one signal loop.

Multi-source demand sensing

Ingests POS + loyalty + search + promotion signal alongside Afresh + Gateway baselines, reconciles to the planning forecast at product-week-region grain.

Cross-domain anomaly detection

Flags products where fresh demand and promo demand are moving in opposite directions, surfaces drafted reconciliations.

Planning-layer feedback

Closes the loop back into Blue Yonder so the master plan moves on the new signal, not after the fact.

Proof anchor

Where we have shipped this shape.

88-91%

Forecast accuracy across deployed customer base

8-15%

Logistics cost savings measured across deployments

~99%

Estimated delivery accuracy across multimodal deployments

For the conversation

Questions, fence, timeline.

Does the +10% basket lift signal feed back into the supply plan today, or does it stop at the customer-experience layer?
How are cross-domain demand conflicts (fresh up, promo down on the same product) reconciled today?
Of the 22 distribution centers, which ones see the most demand-signal volatility and would benefit most from a closed-loop reconciliation pilot?

We would touch

Multi-source demand-signal ingestion + reconciliation to Blue Yonder.
Cross-domain anomaly detection (fresh ↔ promo).
Drafted reconciliation actions for planner approval.
Closed-loop feedback into the master plan.

We would not

Afresh replacement (fresh forecasting).
Gateway replacement (promo replenishment).
Blue Yonder Enterprise Supply Planning replacement.
Customer-facing search / personalization (Google territory).

90-day proof · one banner · one product line

First lane: one banner + one product line instrumented for cross-domain signal reconciliation, plus a 6-month historical backtest showing where the demand-signal gap cost forecast accuracy.