Supply Chain and Fulfillment
Moving goods through the system — last-mile, logistics software, fulfillment infrastructure, and the trade policy reshaping where goods are sourced.
What this pillar covers
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.
Where we look
The kinds of companies and infrastructure CEP focuses on here include:
- 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
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.
Explore the rest of the stack.
Shopping Experiences
The front-end of retail — discovery, storefronts, smart carts, marketplace infrastructure.
Pillar 02Merchandising and Store Operations
The operational layer of the physical store is transforming into a data-rich, AI-orchestrated hub that drives real-time merchandising decisions and seamless omnichannel fulfillment.
Pillar 04Retail Media and Advertising
The monetization layer on retailer first-party data — media networks, ad-tech, measurement.
Pillar 05Culinary and Foodservice
The grocery–restaurant intersection — ghost kitchens, prepared meals, and foodservice automation, reshaped by consolidation and the technology operators adopt under margin pressure.
Pillar 06Retail Health Tech
The technology layer of retail health — pharmacy automation, script fulfillment, diagnostics, and the data infrastructure behind consumer health at retail.