RedCloud Holdings plc (“RedCloud” or the “Company”), the company building intelligent infrastructure for global trade, today announced the commercial launch of RedAI Strategy — its first AI-native, agentic application and the initial delivery from its platform rewrite first announced in November 2025. RedAI Strategy is available today to enterprise FMCG customers across Nigeria, with 30 enterprise customers participating at launch, with a planned rollout for other RedCloud markets.
RedCloud launches RedAI Strategy, first commercial AI application for FMCG market intelligence.
30 enterprise customers participating at launch in Nigeria with planned global rollout.
RedAI Strategy delivers visual alerts, insights, and conversational intelligence from Market Planning Agent.
RedCloud leverages AWS partnerships and NVIDIA Connect for AI infrastructure.
$14.6Tn global FMCG industry with estimated $2Tn lost inventory value annually.
Company targets 2026 revenue guidance of $120M following FY25 revenue of $48.5M.
The $14.6Tn global FMCG industry runs on decisions made without real-time supply and demand data, and without visibility of what competitors are doing across the same distribution network. The Company estimates this data deficit contributes to approximately $2Tn in lost inventory value annually — driven by stockouts, excess inventory, demand forecasting failures, and reactive pricing across fragmented route-to-market and supply chain networks. RedAI Strategy converts RedCloud's proprietary trade intelligence into forward-looking, data-driven recommendations embedded directly within the daily workflows of strategy and commercial leaders.
The RedAI Strategy application delivers visual alerts, insights and predictions, alongside conversational intelligence from the RedAI Market Planning Agent throughout the user's working day. Built on RedCloud's AI-native architecture and trained on a customer's own trading and inventory data, it works alongside the people who already own strategy and commercial decisions, surfacing forward-looking insights at the moment they are needed. Capabilities at launch include Pulse performance metrics and alerts, competitive performance tracking with verified cross-supply-chain visibility, and revealing changing consumer demand for specific sub-categories.
Justin Floyd, CEO and Co-Founder of RedCloud, stated: "In Q4 2025, we announced our decision to completely rewrite RedAI from the ground up as an AI-native infrastructure, trained on our $6.9Bn FMCG trade Data Foundation. RedAI Strategy is the first agentic application intended to run on it — a future where specialist agents built to know the market, continuously reading the signals, and designed to surface a recommendation before a commercial leader has had the chance to ask. To me, that's more than a feature. It feels like a structural shift in how the best decisions get made."
Soumaya Hamzaoui, Chief Product Officer and Co-Founder of RedCloud, added: "In the future, RAID is expected to sit at the heart of every recommendation RedAI Strategy makes. It runs continuous inference models on proprietary, cross-customer FMCG transactional data to predict what is going to happen at the SKU level — demand shifts, pricing pressure, supply risk — and surfaces those predictions and recommendations directly into the working day of the people who need to act on them. Systems of record tell you what happened yesterday. RedAI Strategy tells you what you need to know about tomorrow."
Future monthly product releases will include predictive recommendations on live FMCG transactional data, and human-in-the-loop execution where recommendations are reviewed and approved by the user with autonomous execution through agents within strictly defined decisions. The Market Planning Agent is expected to coordinate specialist sub-agents across market share monitoring, channel performance analysis, and SKU-level demand forecasting. RedCloud leverages partnerships with Amazon Web Services (AWS) and is a member of NVIDIA Connect, accelerating the development of AI-native models through AWS Bedrock and NVIDIA infrastructure.
About RedCloud
RedCloud's mission is to build the intelligence infrastructure of global trade, through generation and aggregation of proprietary trading and market data from across the FMCG industry through its RedAI infrastructure and associated products. RedCloud provides market intelligence based on proprietary trading data across categories in each of its markets. The Company also delivers a trading infrastructure and related products for use by its customers, to enable intelligent digital exchange of everyday consumer supplies across business supply chains, supported by a payments and lending ecosystem intended to streamline trade.
