Manhattan Associates Inc Stock Price, News & Analysis

Manhattan Associates (NASDAQ: MANH) has scheduled the release of its first quarter 2025 financial results for Tuesday, April 22, 2025, after market close. The company will host a conference call with senior management at 4:30 p.m. Eastern time on the same day.

Investors can access a live webcast through the Investor Relations section at ir.manh.com. A replay will be available via phone at +1-877-660-6853 (U.S./Canada) or +1-201-612-7415 (international) using Access I.D. 13752765, and through the website. Phone replay access will be available for two weeks, while the web broadcast will remain accessible until the Q2 2025 earnings release.

Manhattan Associates (NASDAQ: MANH) has been named a Leader in the Gartner Magic Quadrant for Transportation Management Systems for the seventh consecutive year. The company's cloud-native Manhattan Active TM platform features microservices-based architecture that provides real-time shipment visibility and predictive analytics.

Key platform enhancements include new GenAI capabilities and integration with Manhattan Active Yard Management. The solution can be combined with Warehouse Management and Labor Management systems, offering a unified supply chain execution system that continuously adapts to business needs.

The platform eliminates operational silos and automates manual processes, providing companies with a comprehensive view of their distribution network and optimization opportunities that traditional siloed solutions cannot achieve.

Manhattan Associates (NASDAQ: MANH) has released the 2025 Unified Commerce Benchmark for Specialty Retail, analyzing 220 North American retailers across 300+ capabilities. The study, co-sponsored by Google Cloud and conducted by Incisiv, reveals that top-performing retailers achieve up to 3X revenue growth and 1.7X customer lifetime value.

Only 5% of assessed retailers achieved Leader status, including Apple, Best Buy, Boss, Dicks Sporting Goods, IKEA, Lululemon, Neiman Marcus, Nike, Ralph Lauren, and Sephora. These leaders demonstrated 31% lower fulfillment costs and 24% higher customer satisfaction.

The benchmark identifies four key areas for 2025 leadership:

• Shopping Experience: Multi-channel shoppers spend 15% more per order
• Checkout Experience: Leaders show 20% lower cart abandonment rates
• Fulfillment Experience: 50% of leaders allow post-purchase order modifications
• Service Experience: Leaders experience half as many support escalations

Manhattan Associates (NASDAQ: MANH) announced a significant leadership transition as President and CEO Eddie Capel will retire effective February 12, 2025, moving to the role of Executive Vice-Chairman of the Board. Eric Clark, current CEO of NTT Data North America, will succeed Capel as CEO and join Manhattan's Board.

Capel, who joined Manhattan in 2000 and became CEO in 2013, led the company to become a leading global technology provider in supply chain and omnichannel commerce. Clark brings extensive experience from leadership positions at NTT Data Services, ServiceNow, Dell, Hewlett Packard Enterprise, and other major technology companies.

The transition follows a comprehensive 24-month CEO succession planning process. Manhattan Associates will hold a live webinar discussing the transition on February 12, 2025, hosted by Truist Securities.

Manhattan Associates (NASDAQ: MANH) reported strong Q4 2024 results with revenue of $255.8 million, up from $238.3 million in Q4 2023. Cloud subscription revenue grew significantly to $90.3 million from $71.4 million year-over-year. The company achieved a milestone by surpassing $1 billion in total revenue for 2024.

Q4 2024 GAAP diluted EPS was $0.77, while adjusted EPS reached $1.17. Full-year 2024 GAAP diluted EPS was $3.51, with adjusted EPS at $4.72. The company demonstrated strong cash flow from operations at $104.7 million for Q4 and $295.0 million for the full year.

For 2025, Manhattan Associates projects revenue between $1,060-$1,070 million, representing 2-3% growth. The company plans a restructuring in January 2025, eliminating about 100 positions due to macro-economic uncertainty.

Manhattan Associates (NASDAQ: MANH) has been named a Leader in the 2025 Forrester Wave™ for Order Management Systems (OMS), achieving the highest possible score in 20 out of 27 criteria among eight evaluated solutions. Manhattan Active® Omni stands out as the only solution offering native RFID capabilities in store, a Fulfillment Insights dashboard for real-time peer performance comparison, and the Postgame Spotlight feature for identifying inventory allocation issues.

Major retailers including PacSun, Groupe Dynamite, Brooks Brothers, Skechers, Michaels and At Home are utilizing Manhattan's order management system to transform their stores into sophisticated fulfillment centers, enhancing revenue through improved inventory visibility, reducing delivery costs, and building customer loyalty through controlled fulfillment experiences.

Duluth Trading Company has implemented Manhattan Active® Omni to enhance its omnichannel fulfillment capabilities and improve inventory management. The implementation includes Manhattan Active Order Management and Manhattan Active Store Inventory & Fulfillment solutions, which will integrate inventory across four distribution centers, 65 stores, and digital platforms.

The retailer aims to reach $1 billion in sales by the end of 2025, with this enhanced inventory strategy playing a important role. The new system will analyze key variables like distance to customer, store sell-through rates, and out-of-stocks to determine optimal order fulfillment methods. Store associates will use Manhattan's capabilities to maintain accurate inventory levels and improve order fulfillment accuracy.

Manhattan Associates (NASDAQ: MANH) has launched Postgame Spotlight, a new analytics tool designed to optimize fulfillment performance through real-time dashboard analytics. The solution, part of Manhattan Active® Order Management, analyzes inventory allocation and placement decisions that affect order fulfillment efficiency.

The tool calculates the percentage of orders fulfilled from optimal locations and identifies factors forcing diversions to alternate sites. It examines elements impacting fulfillment effectiveness, including inventory placement, store resource capacity, and service level discrepancies. The solution provides actionable recommendations to inventory planners to eliminate deployment mistakes and reduce fulfillment costs.

This release complements Manhattan's previously introduced Fulfillment Insights capability, offering retailers both peer comparison capabilities and internal performance optimization opportunities.

Manhattan Associates (NASDAQ: MANH) has announced it will release its fourth quarter 2024 financial results on Tuesday, January 28, 2025, after market close. The announcement will be followed by a conference call with senior management at 4:30 p.m. Eastern time.

Investors can access a live webcast through the Investor Relations section at ir.manh.com. Those unable to attend can access a replay by dialing +1-877-660-6853 (U.S./Canada) or +1-201-612-7415 (international) with Access I.D. 13750866. The phone replay will be available for two weeks, while the internet broadcast will remain accessible until the first quarter 2025 earnings release.