There's a press release I've been thinking about for a week. DHL Supply Chain and Locus Robotics just crossed one billion cumulative picks on their joint AMR fleet. The billionth item, the one that actually tripped the counter, was a pink beanie. I don't…
A small number from a grocery slotting project caught me this week and I want to write it down before I forget it. A grocery distributor, one of the big ones, ran a generative AI model across twelve months of order lines and its own warehouse slotting. The model came…
I was scrolling through humanoid robot coverage last week and ended up in a spot I didn't expect. The press coverage is going one way, the actual shipment numbers are going a different way, and I can't stop thinking about the gap. At the start of…
The micro-fulfillment category moved past the "is this real?" conversation sometime in 2025. The numbers and the retailer case studies are all pointing the same way, which doesn't happen often in supply chain. The micro-fulfillment centre market The MFC market reached 12.4 billion dollars in…
I used to think of warehouse sustainability as an ESG slide in the corporate deck. In 2026 it's a line item in the project budget, usually with regulation sitting behind it and finance checking the math. The stakes Green logistics is already a 1.43 trillion dollar market…
Five vendors come up in almost every AMR-era conversation I have in 2026. A short note on each, mostly to keep them straight in my own head. Symbotic The numbers are hard to ignore. 2.247 billion dollars in fiscal 2025 revenue, up 26 percent. 22.3 billion dollar backlog.…
AutoStore has been a defining warehouse automation product for years, but the company had its biggest portfolio expansion since the original grid in 2025-2026. Four product lines shipped in that window, and a framework deal on top of them tells you where they think the market is going. The four…
Two of the older names in warehouse automation made their biggest platform moves in years during the 2025-2026 window, and they did basically the same thing. Both stopped selling mechanics and started selling orchestration. Dematic: a factory expansion plus a command center In January 2026 Dematic kicked off a 150…