Company Overview
About noodle.ai
Noodle.ai (rebranded as Daybreak) is a San Francisco, California-based enterprise AI supply chain planning platform — backed with $107 million in total funding including a $10 million Series C-II in January 2024 from Dell Technologies Capital, TPG, ServiceNow Ventures, Honeywell Ventures, Nexus Venture Partners, and In-Q-Tel — providing CPG (consumer packaged goods) and manufacturing companies including Estée Lauder and Kellogg's with AI-powered inventory planning, demand forecasting, and fill-rate optimization that targets Fill-Rate, Inventory, and OTIF (On-Time-In-Full) outcomes as the primary business metrics. As of May 2025, Noodle.ai/Daybreak reports $35 million in annual recurring revenue with approximately 105 employees across 6 continents. In January 2024, Stephen R. Collins was appointed CEO (founder Stephen Pratt transitioning to Senior Strategic Advisor) and Jerome Holbus joined as Chief Product Officer. Founded in 2016 in San Francisco.
Business Model & Competitive Advantage
Noodle.ai's supply chain AI platform addresses the fill-rate and OTIF failures that cost CPG companies 2-5% of revenue annually: large consumer goods manufacturers (supplying Walmart, Target, Kroger) face retailer fines for on-time-in-full delivery failures and retailer shelf-out-of-stock costs — with demand variability, long supplier lead times, and multi-echelon inventory positioning creating a planning problem that linear programming and spreadsheet-based planning systems cannot solve at the required accuracy. Noodle.ai's deep probabilistic pattern detection (modeling the demand uncertainty distribution rather than a single demand forecast, using recurrent neural networks for time series with constrained quadratic optimization for inventory positioning) provides the probabilistic safety stock recommendations that allow CPG supply chain teams to hit retailer OTIF requirements while reducing excess inventory capital deployed — with backtesting against historical shipment data to validate model performance before deployment.
Competitive Landscape 2025–2026
In 2025, Noodle.ai competes in the AI supply chain planning, demand sensing, and CPG inventory optimization market with Blue Yonder (private, supply chain planning, $1B+ revenue), o9 Solutions (supply chain AI, $900M raised at $2.7B valuation), and Kinaxis (TSX: KXS, supply chain orchestration, $800M+ revenue) for CPG and manufacturing supply chain planning platform adoption and OTIF improvement programs. In-Q-Tel investment (the CIA's strategic investment arm) reflects supply chain resilience applications for national security-adjacent manufacturing. The focused CPG OTIF positioning (rather than general supply chain platform) enables deep specialization in the retailer compliance and fill-rate metrics that CPG procurement teams optimize. The 2025 strategy under CEO Collins focuses on growing the AI replenishment automation for the finished goods inventory positioning use case, expanding the retailer compliance analytics (directly ingesting retailer OTIF scorecards), and building the demand sensing integration for real-time POS data from major retail partners.
The noodle.ai Story
Founders
Recent Activity
View all →Company Timeline
Major milestones in noodle.ai's journey
Leadership Team
Meet the leaders behind noodle.ai
Stephen R. Collins
Appointed CEO in January 2024, leading the company's continued growth and product expansion with additional $10M Series C-II funding.
Stephen Pratt
Co-founder and former CEO who transitioned to advisory role in January 2024. Previously spent time at IBM Watson and Infosys Consulting before founding Noodle.ai in 2016.
Jerome Holbus
Joined in January 2024 to lead product strategy and development of AI-powered supply chain planning solutions.
Raj Joshi
Veteran of Infosys Consulting who co-founded Noodle.ai with Stephen Pratt to bring enterprise AI capabilities to Fortune 1000 companies.
Key Differentiators
Emerging Innovator
noodle.ai is an emerging player bringing innovative solutions to the Logistics & Supply Chain market.
Frequently Asked Questions
Estimated Visibility Trend (Beta)
Simulated 8-week rolling score
Based on estimated brand signals. Historical tracking coming soon.
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