NAICS 4931Industry group · 4-digitregional market1 market record

Warehousing and storage

SoftwareWarehouse Management Systems · Supply Chain & Inventory Optimisation — Forecasting, Positioning and Replenishment 493

This industry group comprises establishments primarily engaged in operating general merchandise, refrigerated and other warehousing and storage facilities. Included in this industry group are third-party warehouses serving retail chains and wholesalers. Establishments in this industry group provide facilities to store goods for customers. They do not take title to the goods they handle. These establishments take responsibility for storing the goods and keeping them secure. They may also provide a range of services, often referred to as logistics services, related to the distribution of a customer's goods. Logistics services can include labelling, breaking bulk, inventory control and management, light assembly, order entry and fulfillment, packaging, pick and pack, price marking and ticketing and transportation arrangement. However, establishments in this industry group always provide storage services in addition to any logistics services. Furthermore, the storage of goods must be more than incidental to the performance of a service such as price marking. — Statistics Canada, NAICS 2022A

Establishments · CanadaA: 2,947
Under 10 employeesA: 54%
Establishments · USA: 19,979
Employment · USA: 1,295,120
Payroll · USA: $64.9B

Size and shape

How many businesses there are and how small they are. Fragmentation is the first thing an entrant — or anyone selling software into this industry — needs to know, and it is one of the few things that is actually measured.

Canadian establishments by number of employeesA

1–41,00834%

5–957820%

10–1945415%

20–4946216%

50–992368%

100–1991124%

200–499642%

500+331%

Of 2,947 Canadian establishments with employees, 54% have fewer than ten — mostly small operators.

Where they areA

Ontario1,14239%

Quebec52418%

British Columbia46416%

Alberta40514%

Largest four provinces by establishment count. Establishments with employees only — sole operators with no payroll are not in this table, so in trades and personal services the true number of businesses is higher.

How many new establishments are still tradingA

Transportation and Warehousing, US · opened 2020

84.1%

1 year

67.4%

3 years

52.7%

5 years

36.1%

10 years

opened 2015

Measured, not forecast: the share of US establishments opening in one year that were still active later. It counts good operators and bad ones together, which is exactly why it is the honest answer to “what are the odds”. It is for the whole sector rather than this market, and the ten-year figure comes from an older cohort because no younger one has reached ten years.

How businesses here compete

The structural profile of subsector 493, which every industry beneath it inherits. This is analyst judgment from how the subsector is organised — not research into this industry, and not a measurement.

regional competitionhigh capitalUNVERIFIEDinherited from 493 Warehousing and storage

A real-estate business with a labour operation inside it. Third-party logistics is entered through a specialty — cold, hazmat, e-commerce fulfilment.

Who sets the price: Industrial rents and contract logistics bids.
The software it runs on: Warehouse management systems.

Market screens and studies

Market-entry records filed along this branch of the hierarchy. A record at or beneath this code is about this industry; one above it is about something wider that contains it.

No operating-business record sits in this industry — the record filed here is a software market, shown in the next section.

Software serving this industry

The vertical software markets filed along the same branch — who sells to these businesses and who they would have to displace — and then the generic categories every business buys whatever it does.

Vertical softwareScreened

Warehouse Management SystemsStructure decides

binding constraint: entry cost

Incumbent Manhattan Associates (NASDAQ: MANH)

A WMS runs the physical building — mis-picks, mis-ships and downtime are immediate and expensive, so buyers select on reference and integrator depth rather than on price or interface. Implementation runs through system integrators, the same distribution problem that cut the MES record at 333. The top five hold only 25–30%, but the tail is regional integrators rather than a soft middle.

NAICS 49315 vendors named3 sourced figuresOpen →

Sold across the wider branch

Cross-industry softwareScreenedfiled at 493 Warehousing and storage

Supply Chain & Inventory Optimisation — Forecasting, Positioning and ReplenishmentOne thing must be true

binding constraint: incumbent vulnerability

Incumbent Blue Yonder and SAP IBP at the top of the enterprise, with Manhattan Associates (NASDAQ: MANH) the strongest anchor that actually files

This sits between the ERP suite above it and the warehouse system below it, both of which keep extending into it — and the pure-plays are leaving rather than winning. Two of the largest independents stopped reporting inside three years. E2open shrank in each of its last three published years — $652.2M for the year to February 2023, $634.6M to February 2024, $607.7M to February 2025 — and was taken private by WiseTech Global, the merger closing 2025-08-03 with delisting the next day and Form 15 on 2025-08-14 [A]. Coupa, which had bought LLamasoft to get network design, last published $725.3M for the year to January 2022 before Thoma Bravo took it out; Form 25 on 2023-02-28, Form 15 on 2023-03-10 [A]. The strongest anchor still filing is Manhattan Associates: FY2025 revenue $1.0814B, cloud subscriptions $408.1M growing 21% — but services down 4%, maintenance down 6% and licence revenue down to $14.8M [A]. Manhattan reports three geographic segments and nothing else, so even the best-documented company in the field publishes no planning line, and neither does SAP for IBP nor Oracle for Fusion SCM. That absence is itself the finding: this capability is sold as a module of something larger by incumbents who can afford to bundle it, and standalone by companies that have twice now been bought rather than scaled. An entrant is not displacing a weak incumbent — it is asking a buyer to run planning outside the suite that already ships it, which is a harder sale than being better. The 493 anchor is navigational: warehousing is where the inventory physically sits, not where this software is bought.

NAICS 4939 vendors named5 sourced figuresOpen →

And what every business buys · 25 generic categories

Sold to every industry rather than this one, so they are filed against the software industry's own code. The same few vendors recur across most of them.

Companies in this industry · 5

Every company this research names that is filed here or beneath — the operators, and the vendors that sell to them — largest disclosed revenue first. The rank is within the company’s own six-digit industry.

Company	Filed under	Revenue	Rank
Manhattan AssocNASDAQ:MANH	Warehousing and storage4931	—	1/5
Körber Supply ChainPrivate	Warehousing and storage4931	—	2/5
MasonHubPrivate	Warehousing and storage4931	—	3/5
Oracle WMSPrivate	Warehousing and storage4931	—	4/5
SAP EWMPrivate	Warehousing and storage4931	—	5/5

Who works here

The occupations employed in Transportation and warehousing, most concentrated in it first. The share is measured against the whole sector, not this industry — the published cross-tabulation stops there.

Tagged to this industry

Managers in transportation and postal and courier services

Concentrated in this sectorA

Mail and message distribution occupations One industry 90.8%

Train crew operating occupations One industry 90.7%

Transportation officers and controllers One industry 75.7%

Transport truck and transit drivers Mostly one sector 65.4%

Managers in transportation and postal and courier services Mostly one sector 63.9%

Taxi, personal service and delivery service drivers Mostly one sector 57.7%

Contractors and supervisors, technical maintenance trades and heavy equipment and transport operators Mostly one sector 22.6%

Water and rail transport operators and labourers and related occupations Mostly one sector 11.4%

Automotive service technicians Mostly one sector 9.1%

Crane operators and water well drillers Mostly one sector 6.6%

These jobs are mostly done here. An operator in this industry is competing for them against others in the same industry, not against the whole economy.

And the jobs every business has

Administrative and financial supervisors Across the economy 13.9%

Customer and information services representatives Across the economy 5.8%

Financial, insurance and related administrative support workers Across the economy 5.1%

Survey, statistical and data entry occupations Across the economy 5%

Technical inspectors and regulatory officers Across the economy 3.9%

Technical occupations in electronics and electrical engineering Across the economy 3.7%

Legislative and senior managers Across the economy 3.3%

Administrative services managers Across the economy 3.1%

Administrative, property and payroll officers Across the economy 2.7%

Shoe repairers, shoemakers and upholsterers Across the economy 2.7%

Found across at least fourteen of the twenty sectors. In a small establishment several of these are usually one person, or an outside provider.

All 162 occupations →

Inside this industry

4 rows sit directly beneath 4931, and 8 in all once every level is counted. Each has a base report of its own.

Code	Industry	Establishments · CA	What is known
49311	General warehousing and storage	1,726	screened at 4931
49312	Refrigerated warehousing and storage	269	screened at 4931
49313	Farm product warehousing and storage	199	screened at 4931
49319	Other warehousing and storage	753	screened at 4931