# Supply Chain and Fulfillment — Investment Areas — Consumer Equity Partners

Source: https://consumerequitypartners.com/pillars/supply-chain-and-fulfillment/

Moving goods through the system, now reshaped by two forces: the friction of last-mile delivery and the structural shifts in global trade. Last-mile delivery robotics, merchant logistics software, physical fulfillment infrastructure (lockers, cold-chain), warehouse automation — plus the strategic services changing where and how goods are sourced: trade compliance, tariff engineering, and nearshoring. Where retail meets the physical-world distribution layer.

## Representative areas

- Last-mile delivery robotics and autonomy
- Merchant logistics and routing software
- Warehouse automation and micro-fulfillment
- Cold-chain and perishables infrastructure (lockers, refrigeration)
- Trade engineering, tariff optimization, and nearshoring services
- Supply-chain visibility and orchestration platforms

## Lens

Supply chains built for catalog retail are mismatched to omnichannel and instant-delivery demand — and now to a shifting trade map. The physics of moving goods is being re-engineered by policy and proximity.