供应链技术市场更新——2024年冬春季

Supply ChainTechnologyMarket Update A T L A N T AA U S T I NL O S A N G E L E SM I N N E A P O L I SN A S H V I L L EN E W Y O R KS E A T T L E Disclaimer This presentation is being furnished by Cascadia Capital, LLC (“Cascadia”) to the recipient and is intended as an outline ofmatters for informational and discussion purposes only. The information containedin this presentation, including any market data and industry information, has been derived entirely from material supplied bypublic sources, which Cascadia believes to be accurate; however, noindependent verification of such material has been made and any estimates made by Cascadia based on material from such sources are by their nature inherently inexact. Accordingly, Cascadia does notmake any representation or warranty, nor is any such representation or warranty implied, as to the accuracy or completeness of the information contained herein, and Cascadia is not responsible for anymisstatements or omissions in this presentation. Cascadia has no obligation to update the information contained herein. This presentation may include certain statements, estimates and projections with respect to a company, or industry, includingcertain forward-looking statements. Any such statements, estimates andprojections reflect various assumptions, which may or may not prove to be accurate or correct, concerning anticipated resultsand are subject to significant business, economic and competitive uncertaintiesand contingencies, all of which are beyond the control of Cascadia. Accordingly, there can be no assurance that such statements,estimates and projections will be realized. Such statements, estimates andprojections are likely to vary from actual results and those variations may be material. No such statements, estimates or projections constitute a guarantee, promise, forecast or prediction of the future andCascadia does not represent or warrant that any estimates or projections will be achieved. Cascadia neither: (i) accepts responsibility for or makes representations as to the accuracy or completeness ofany forward-looking statements, estimates or projections contained in this presentation, nor (ii) undertakes any obligation to update or revise any forward-looking statements, estimates or projections for anyreason after the date of this presentation. All financial data in this presentation is provided for informational and discussionpurposes only. Past performance is not necessarily indicative, or a guarantee, of future results. There can be no assurance that any Cascadia project will achieve comparable results as those presented herein. The information contained in this presentation is strictly confidential and may not be reproduced, distributed, disclosed ordisseminated, in whole or in part, to any third party without the prior written consentof Cascadia. Executive Summary Cascadia Capital is pleased to share itsSupply Chain Technology (“SCT”) marketupdate. •Complexsupplychains,tightschedules,increasingcustomerdemands,andpressuretoreducecostsaresomeofthechallengescompaniesfaceintheiroperations.Therateofdisruptionandchangehasaddedcomplexityandputtremendouspressureonsupplynetworks,andbusinesseshaveturnedtosoftwareandtechnologytobecomemoreefficientandnimble.•Acrossthelogisticslandscape,assupplychainshavebecomemorecomplex,sohasthemovementofgoods.Theglobalsupplychaintodayishighlyinterconnected,withrawmaterialsandgoodsshippeddailyacrossvastdistributionnetworksthatspanmultiplecontinentsandrequiremultipletransportationmodes.Totacklevolatiletransportationcosts,organizationsneedtodiversifytransportmodes. Supply ChainInterconnectivity isIntensifying In this report, we provide an overview of theSupply Chain Technology ecosystem andhighlight trends that will continue to shape theindustry. •IntheearlystagesoftheCovid-19pandemic,supplychainplanninggrewinimportanceassupplychainchallengesacrosstheglobeemphasizedtheneedforcomprehensiveandrestructuredplanningprocesses.Companieshistoricallyreliedonamixofapplicationsforspecificfunctionalneeds(e.g.,demandplanning,salesandoperationsplanning),butthedisparatesystemsdidnotprovidetherequiredvisibilityacrosstheenterprise. We also provide an update on M&A and capitalraise activity. While deal activity slowed in 2023,we are optimistic that activity will improveconsiderably in 2024. InterconnectedSupply Chains areat Higher Risk ofDisruption •Recentgeopoliticalevents–includingtheRussia-Ukraineconflict,ongoingU.S.-Chinacompetition,andIsrael/Hamasconflict(andrelatedSuezCanalissues)–haveaddedsignificantstresstoglobalsupplychains.Tocombatsuchdisruptions,companieshavefocusedonimprovingsupplychainresilience,combiningincreasesintheinventoryofcriticalproducts,components,andmaterialswitheffortstodiversifysupplybaseswhilelocalizingorregionalizingsupplyandproductionnetworks. We hope you enjoy our report. Firdaus PohowallaManaging Directorfpohowalla@cascadiacapital.com •Thegrowthinomni-channelhaspressuredbrandsintostreamliningtheirfulfillmen