Supply Chain & Inventory Optimisation — Forecasting, Positioning and Replenishment
Entry signal — what decides who wins here
One thing must be trueEntry turns on a single condition that can be named and tested before much is spent. Clear it and this becomes an execution question; fail it and no amount of operating skill helps.
Displace an incumbent the screen found well defended — payments attached to the workflow, data that does not leave, a contract that renews itself. Share here means giving a buyer a reason to break something that currently works, which is a higher bar than being better.
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.
This is not a probability of success, and it is not a verdict on you. No survival probability is published per market, and inventing one would be worse than saying so. What the bar reads is how much of the outcome sits inside an operator's control: green means the hurdles are ones a better operator clears, red means the binding constraint is capital, an asset or a permission rather than execution. Someone arriving with an advantage this screen did not assume can win a market shown in red.
Companies named in this market · 11
The binding constraint — incumbent vulnerability
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.
The incumbent
Who owns this market and who is coming for it. Fields a screen never reached say so rather than guessing.
Financials & market size — sourced
Figures that came from a filing, a results release or reputable reporting, each carrying its evidence tier.
Market size, derived
Built from the competitor set upward rather than quoted from a forecast. Published TAMs in these categories are frequently reverse-engineered from each other, so any published figure is checked against the vendor arithmetic rather than trusted on its own.
Disclosed revenue from 1 of 9 named vendors. The market is at least this large.
No vendor has both a disclosed revenue and a published share.
Only a revenue floor is known — the true market is larger by whatever the undisclosed vendors earn.
Competitor set · 9 named · 1 disclose revenue
| Name | Revenue | Share | Note |
|---|---|---|---|
| E2open (WiseTech Global)A | $608M | — | Fiscal year ended 2025-02-28, from its final Form 10-K filed 2025-04-29. This is the last year it published, not a current figure. WiseTech Global Limited completed the merger on 2025-08-03 under an agreement dated 2025-05-25 (8-K filed 2025-08-04, Items 2.01, 3.01 and 5.01); Form 25-NSE followed on 2025-08-04 and Form 15-12G on 2025-08-14, and it has reported nothing since. The three published years before it went were $652.215M, $634.554M and $607.688M — a decline in each — The largest supply-chain software pure-play ever to file US accounts, shrinking for three straight years before being bought. The single most useful fact on this record |
| Manhattan AssociatesNASDAQ: MANHA | not disclosed | — | Confirmed still listed and filing. FY2025 10-K for the year ended 2025-12-31, filed 2026-02-04: total revenue $1,081.392M (+4%), cloud subscriptions $408.138M (+21%), software licence $14.819M, maintenance $129.972M, services $503.044M, hardware $25.419M. It reports three segments — Americas, EMEA, APAC — and discloses revenue only by that geography and by those five categories, so no supply-chain-planning line exists. The total is not entered as revenue here because most of it is warehouse, transport and omnichannel execution rather than planning, and summing it into this market's floor would overstate it — The strongest tier-A anchor in the category, and it still cannot size it |
| Blue Yonder (Panasonic)C | not disclosed | — | No separate line. Held inside Panasonic Connect; Panasonic reports in yen and does not disclose a Blue Yonder revenue figure — The reference enterprise planning platform, now owned by a hardware conglomerate — the same absorption pattern as E2open and Coupa |
| KinaxisTSX: KXSC | not disclosed | — | Canadian issuer filing to SEDAR+, not EDGAR. An EDGAR company search on 2026-09-20 returned no filer record, so nothing was opened and no figure is cited here. Its financials are public in Canada and were NOT retrieved — The strongest remaining listed pure-play in concurrent planning, and the obvious next check for anyone taking this further |
| o9 SolutionsC | not disclosed | — | Private; no revenue published — The best-funded private challenger at the enterprise tier |
| RELEX Solutions, ToolsGroupC | not disclosed | — | Both private; neither publishes revenue — RELEX is retail-weighted, ToolsGroup service-level-led. Both compete on forecast accuracy, which no buyer can verify before implementation |
| SAP IBP / Oracle Fusion Cloud SCMC | not disclosed | — | Modules inside suites. Neither SAP nor Oracle discloses a planning or IBP line, and SAP reports in euros in any case, so no figure is available or summable — The bundle that sets the mid-market price. This is the pressure from above that cuts the record |
| Coupa Software (Thoma Bravo)A | not disclosed | — | Private since 2023, so no ticker. Its last published year was the fiscal year ended 2022-01-31 at $725.289M, from the 10-K filed 2022-03-16; Form 25-NSE followed on 2023-02-28 and Form 15-12G on 2023-03-10. That figure is not entered as revenue because Coupa is mostly spend management and procurement rather than supply-chain planning — the relevant part is the LLamasoft network-design business inside it, which was never broken out — The second large independent in this neighbourhood to be taken private inside three years |
| Netstock, Inventory PlannerC | not disclosed | — | Both private; no disclosure — The SMB tier — priced per warehouse or per store and sold on top of an existing ERP or commerce platform. A different business from everything above, and the only part of this market an entrant could plausibly start in |
Startups & challengers
Newer and smaller vendors going at the incumbent — funded challengers first. Named, not researched to the depth of the field above; a company with a page here links to it.
| Company | Stage | What it does | Raised |
|---|---|---|---|
| Anvyl | Funded challenger | Purchase-order and supplier collaboration platform for consumer brands sourcing from factories | — |
Vendor landscape
Market leaders, the full paid field, and every open-source alternative. Where a free tier exists it is what sets the price floor, so it is analysis rather than an appendix.
FY2025 revenue $1.0814B; cloud subscriptions $408.1M, +21%. No planning line disclosed [A]
No figure published [C]
Last published year $607.7M, FY ended 2025-02-28; private since 2025-08-03 [A]
Canadian issuer; SEDAR+ only, NOT retrieved [C]
Modules; no line disclosed by either [C]
Paid field · 12 vendors
Panasonic-owned; the reference platform
Private; the best-funded challenger
Listed in Canada; concurrent planning
The only US-listed anchor that still files
Sold into a renewal the buyer is signing anyway
Same bundle dynamic
Private since August 2025
Private since 2023
Private
Private
Private; ERP add-on pricing
Private; commerce-platform add-on
Open source · 4 projects — the price floor
Production-grade statistical and ML forecasting at scale. The demand-forecasting mathematics that vendors charge for is genuinely free and genuinely good — what is not free is the data plumbing, the exception workflow and somebody accountable for the number
Meta's time-series forecaster. Widely used as the in-house baseline that a planning vendor has to beat in a bake-off
Reordering rules, min/max and lead-time replenishment inside a free ERP. Adequate for a small distributor, which is precisely the tier an entrant would try to start in
Same pattern — self-hosted ERP with reorder-level replenishment built in, free of licence
Nobody in this category publishes what the category is worth, including the one company with a clean balance sheet and a 10-K. Manhattan Associates discloses five revenue categories and three geographies and no capability split; SAP and Oracle disclose nothing for IBP or Fusion SCM; every remaining independent of scale is private. The only capability-level figures that ever existed came from E2open and Coupa, and both stopped publishing. A market that was once measurable from filings has gone dark by acquisition.
Evidence
Evidence. Sourced from EDGAR by direct retrieval, 2026-09-20. Every public company cited was re-checked for current status, and two of the four named in the brief had left. Tier A and opened: E2open's final 10-K (FY ended 2025-02-28, $607.688M, filed 2025-04-29), its 8-K of 2025-08-04 confirming the WiseTech Global merger closed 2025-08-03 under an agreement dated 2025-05-25, its Form 25-NSE of 2025-08-04 and Form 15-12G of 2025-08-14 — so E2open is NOT listed, the NYSE: ETWO ticker in the brief is dead, and its figure is labelled as its last published year. Coupa's final 10-K (FY ended 2022-01-31, $725.289M, filed 2022-03-16), Form 25-NSE of 2023-02-28 and Form 15-12G of 2023-03-10 confirm it has been private since 2023. Manhattan Associates' FY2025 10-K (year ended 2025-12-31, filed 2026-02-04) was opened: it is still listed and filing, revenue $1,081.392M with cloud subscriptions $408.138M, licence $14.819M, maintenance $129.972M, services $503.044M and hardware $25.419M, and it reports only Americas / EMEA / APAC segments — the tier A on that row covers the totals and the ABSENCE of a planning line, not any planning figure. NOT sourced, stated plainly: Kinaxis was checked on EDGAR and has no filer record there, which is consistent with a Canadian issuer filing to SEDAR+; nothing of theirs was opened and no Kinaxis figure appears here. Blue Yonder, o9, RELEX, ToolsGroup, Netstock and Inventory Planner are private and publish nothing — that silence is the finding, not a gap to be filled with an estimate. No market size for supply-chain planning was found and none is asserted; the revenue floor shown is a single last-published figure and understates the market by whatever the private vendors and the bundled suite modules earn. Analyst quadrant placements were deliberately NOT used as evidence of share. The 493 anchor is navigational, not a claim about where this market sits. On the absence of a planning line: no vendor discloses revenue at the capability level. Manhattan Associates segments geographically only; SAP and Oracle report planning inside much larger cloud lines; the independents are private. So no figure for the planning market itself exists anywhere on this record, and none is estimated — the market-size question is UNVERIFIED and the screen turns on structure instead.
Where the industry talks
The associations, forums and events where people in this trade actually talk shop — where to listen before entering, and where the first customers are found. Each link was opened on the date shown.
Individual members in sourcing, procurement, logistics and inventory roles, per its Who We Are page. Awards the SCMP designation.
Body behind the CPIM and CSCP planning certifications that inventory planners hold. Site blocked automated access (Incapsula); confirmed live via search results.
Professional association since 1963 with local roundtables; no member count stated on its site.
CSCMP's annual conference; EDGE 2026 runs 4-7 Oct 2026 at Gaylord Opryland, Nashville. No attendance figure stated.
Informa TechTarget daily on procurement, planning, logistics and technology; articles dated 16 Sept 2026.
Podcast and webinar network for supply chain practitioners; episodes dated 22 Sept 2026.
r/supplychain could not be verified (Reddit blocked automated access and the search index returned no posts), so it is left off.