Blue Yonder Releases Q3 2025 Report

Blue Yonder Holding, Inc. (Blue Yonder), the AI company for supply chain, today released its corporate highlights for Q3 2025 as well as key industry trends for Q4 2025. In Q3 2025, Blue Yonder continued to emphasize its strong market momentum.

(Dallas/Stuttgart) The AI company for supply chain, Blue Yonder, releases its quarterly report for the third quarter of 2025. It shows that the tech company continues to experience strong momentum in the market. Here are the highlights from the third period of this year:

• 24 new customers in Q3 2025. Among the new customers who chose Blue Yonder, as well as existing customers who expanded their presence during the quarter, are:
  • Americas: Softys, Ingram Micro, Jugos del Valle
  • APAC/EMEA: 7-Eleven Philippines, Century Pacific, Catom, Dedeman, Mitchell & Butlers, Société Magasin Général (SMG)
• The company enhanced its reputation as an industry leader and was mentioned in 17 prestigious technology analyst reports and awarded four significant industry awards in Q3 2025 (see complete list below).
• Acquisition of Optoro to enhance Blue Yonder’s capabilities in warehouse and retail returns processing. By merging Optoro and Blue Yonder into a consolidated offering, retailers, brand manufacturers, and logistics service providers (LSPs) gain access to a comprehensive end-to-end solution for returns management, enabling them to optimize their services to increase efficiency and transparency while reducing waste.
• Establishment of a new business unit for commerce and returns. Multi-channel activities are increasing in retail, logistics, and manufacturing, but the technology landscape remains fragmented. Blue Yonder addresses this challenge with a unified platform that can optimize order fulfillment, returns management, and customer experience, whether an item is being delivered for the first time or reintroduced into inventory after a return. Tim Robinson, former Corporate Vice President for Returns, has been promoted to Senior Vice President of this area and now leads a cross-functional team focused on delivering market-leading solutions that support multi-channel inventory management and enhance the customer experience.
• Release of the annual Global Consumer Retail Returns Survey, which highlights how increasingly strict return policies in retail affect consumer shopping behavior. Over 6,000 consumers in Australia and New Zealand (ANZ), France, Germany, the Middle East, the UK, and the USA were surveyed for the study. Two key findings are that the majority of consumers (84%) would no longer shop at their preferred retailer if stricter return policies were implemented, and that two out of three consumers hesitate to make a purchase due to stricter return restrictions. Further insights from the survey can be found here.
• Release of the first Environmental Statement and Sustainability Report 2024 – 2025, marking an important milestone on the company’s path to sustainability. The report provides a comprehensive overview of the progress made over the past year, including alignment with the Global Reporting Initiative (GRI) standards and measurable impacts on emissions, waste, circular economy, and social responsibility.

Software Highlights

Blue Yonder continues its innovation momentum at the beginning of Q4, introducing significant improvements to its warehouse management solution to achieve competitive advantages, adaptability, and higher efficiency in warehouse operations. The enhanced solution, based on the Blue Yonder platform, offers predictive planning, transformative agent-based AI, adaptive execution, and unified work and automation processes for improved operational outcomes. The latest enhancements and areas of innovation enable companies to:

• Transparency and speed through AI agents
• Orchestrate and optimize resources in real-time
• Dynamic planning of personnel and resources
• Continuous modeling and updating of slot plans
• Accelerated value creation through robotics and automation
• Seamless migration with AI-powered tools

With these improvements, Blue Yonder enables its customers to enhance collaboration through intelligent and agent-based processes, prepare for peak performance with predictive planning, seamlessly integrate personnel and automation, and optimize activities within a day to achieve outstanding results.

Industry Insights

Throughout Q4 2025, Blue Yonder continues to provide valuable insights into the evolving landscape of key industries thanks to its extensive expertise and understanding of market dynamics:

• Retail faces the challenge of high online return volumes: During the holiday season, online return rates remain high, a trend confirmed by Blue Yonder’s recent survey showing that customers prioritize easy returns. Retailers are forced to hold significantly more inventory than customers will ultimately keep. According to the Deloitte Holiday Retail Survey 2025, consumers expect to make 56 percent of their holiday purchases online. This situation drives investments in AI agents and omni-inventory solutions to enable real-time inventory transparency, forecasting, and redistribution across all channels.
• Manufacturing industry affected by tariffs: Tariffs continue to drive up material and production costs in the automotive, high-tech, and industrial sectors. To counter these challenges, companies are delaying product launches, reducing their manufacturing and logistics costs, and investing in efficiency improvements and scenario planning to minimize cost impacts for their customers.
• Logistics industry preparing for peak season: As the peak season begins, LSPs and 3PLs shift into full readiness mode by refining forecasts, securing transport capacities, and setting up command centers to handle rising demand. Staffing strategies include flexible staffing, automation support, and extended shifts to meet SLA requirements, while warehouses quickly re-sort fast-moving inventory and transport teams recalibrate routes to achieve faster turnaround times. Predictive AI tools forecast volume spikes and prevent bottlenecks, focusing on coordination that connects transport, warehouse, and customer data in real-time to optimize costs, capacities, and service levels. Those successful in this environment are those who turn the chaos of peak season into coordinated precision.

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

Industry Recognition

Blue Yonder was awarded significant industry honors in Q3 2025, including:

• • Andrea Morgan-Vandome, Chief Innovation Officer, was recognized by Supply & Demand Chain Executive as the winner of the Women in Supply Chain Award in the “Trailblazer” category
  • Saskia van Gendt, Chief Sustainability Officer, was named one of the top 100 Chief Sustainability Officers in North America 2025
  • Nominated as a finalist for the annual SaaS Awards in the category of “Best SaaS Solution for Logistics and Transportation”
  • Winner at the dotCOMM Awards in the category of “Website Redesign”

Photo: © Blue Yonder