# noodle.ai

**Source:** https://geo.sig.ai/brands/noodleai  
**Vertical:** Logistics & Supply Chain  
**Subcategory:** General  
**Tier:** Emerging  
**Website:** noodle.ai  
**Last Updated:** 2026-04-14

## Summary

San Francisco CPG supply chain AI (rebranded Daybreak) at $35M ARR May 2025; $107M total (Dell/TPG/ServiceNow/In-Q-Tel) focusing on Fill-Rate/OTIF for Estée Lauder/Kellogg's competing with o9 Solutions for AI demand planning.

## Company Overview

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.

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.

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.

## Frequently Asked Questions

### What is Noodle.ai now called?
Noodle.ai has rebranded as Daybreak, delivering precision and clarity to AI-First Supply Chain Planning while maintaining focus on enterprise supply chain solutions.

### What industries does Noodle.ai serve?
Noodle.ai is the only SaaS company focused on improving Fill-Rate, Inventory, and OTIF outcomes for consumer packaged goods (CPG) companies, with additional work in steel manufacturing through partnerships.

### What advanced technologies does Noodle.ai use?
Noodle.ai deploys deep probabilistic pattern detection, constrained quadratic optimization, time series recurrent neural networks, and other advanced mathematics to predict demand, supply, and Value at Risk.

### Who are Noodle.ai's major clients?
Major clients include Estée Lauder and Kellogg's, along with other Fortune 1000 companies in the consumer packaged goods sector.

### How much funding has Noodle.ai raised?
Noodle.ai has raised a total of $107 million, with the latest Series C-II round of $10 million closed in January 2024 from investors including Dell Technologies, TPG, ServiceNow Ventures, and Honeywell Ventures.

### What is Value at Risk in supply chain planning?
Value at Risk is Noodle.ai's quantification of the financial cost of each supply-demand imbalance across the network, measured in dollars to show where actions will have the most bottom-line impact.

### How far in advance can Noodle.ai forecast demand?
The Demand Planning module can predict customers' future orders for specific products up to six months in advance, with forecasts directly incorporated into production planning.

### What is unique about Noodle.ai's approach?
Noodle.ai is the only SaaS platform exclusively focused on improving Fill-Rate, Inventory, and OTIF outcomes for CPGs, using some of the most advanced mathematics on the planet.

### When did leadership changes occur?
In January 2024, Stephen R. Collins was appointed CEO while founder Stephen Pratt transitioned to Senior Strategic Advisor, and Jerome Holbus joined as Chief Product Officer.

### What is the Demand Flow application?
Demand Flow is a breakthrough application that combines historical demand patterns with auto production, commodity features, global news, and macroeconomic events to unlock powerful improvements in forecasting accuracy.

### Where is Noodle.ai headquartered?
Noodle.ai is headquartered in San Francisco, California at 115 Sansome Street, with employees across 6 continents.

### What recognition has Noodle.ai received?
Noodle.ai was named to Deloitte's 2021 Technology Fast 500 and featured in Stanford Graduate School of Business case studies in 2018 and 2024 exploring enterprise AI frontiers.

## Tags

ai-powered, b2b, enterprise, saas, supply-chain, transportation

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*Data from geo.sig.ai Brand Intelligence Database. Updated 2026-04-14.*