Core Insights - RedCloud Holdings plc has launched an improved version of its RedAI trading platform, specifically enhancing the Red101 experience for retail businesses [1][4] - The company aims to address a significant $2 trillion inventory gap in the Fast Moving Consumer Goods (FMCG) sector, where consumers often encounter empty shelves despite warehouses being overstocked [2][5] - RedCloud's trading networks, Red101 and TradeX, have facilitated transactions worth $3.6 billion in FMCG inventory, generating proprietary data that enhances algorithmic trading decisions [3][5] Company Developments - The upgraded Red101 trading experience is now available to retail customers, starting with Distribuidora El Trébol in Argentina, with plans for expansion into Brazil, Nigeria, South Africa, and Saudi Arabia [4][5] - In the first half of 2025, the company reported a more than 100% increase in customer numbers year-over-year and cumulative revenue of $69.1 million by the end of 2024 [5] - RedCloud has initiated a new partnership strategy for payments and financial services to optimize working capital across supply chains and has expanded its technology ecosystem through the NVIDIA Connect program [5] Industry Context - The FMCG market is projected to trade approximately $14.6 trillion annually, with a compound annual growth rate (CAGR) of 3.8%, indicating persistent structural challenges within the industry [2][10] - The company emphasizes the importance of leveraging AI and machine learning to unlock data trapped in traditional systems, aiming to enhance decision-making in global supply chains [5][6]

Core Insights - RedCloud Holdings plc has launched the TradeX program to facilitate bulk trading of essential FMCG products, addressing supply and demand mismatches in emerging markets [1][4] - The program aims to tackle a significant $2 trillion inventory gap in retail commerce caused by inefficiencies in supply chains and a lack of data-driven decision-making [2] - TradeX utilizes RedAI trading data to enable familiar trading methods through phone and messaging platforms, preserving traditional relationships while transitioning to digital trade [3] Company Overview - RedCloud operates a trading platform that connects brands, distributors, and retailers in high-growth consumer markets, aiming to unlock access to key purchase and sales data [6] - The platform leverages AI-driven insights to facilitate faster B2B purchases and inventory decisions, addressing complex purchasing behaviors in large product catalogs [6] Program Implementation - TradeX has been piloted successfully in Nigeria since early 2025 and is now live in Nigeria, Brazil, South Africa, and Argentina [4] - The company earns transaction fees by matching buyers and sellers in specific categories through the TradeX program [4] - Future enhancements may include the integration of agentic AI brokers to accelerate bulk trade deals and expand FMCG sales reach [5]