Retailers Help Mitigate Risk with Oracle's AI-Driven Supply Chain Collaboration
Rhea-AI Summary
Oracle (NYSE:ORCL) unveiled Oracle Retail Supply Chain Collaboration at NRF 2026 (booth #5739, Jan 11-13). The cloud solution offers AI-driven visibility to help retailers detect supply disruptions, improve forecast accuracy, coordinate vendors, streamline merchandising, and manage compliance and sustainability data from pre-selection through order fulfillment. It integrates with Oracle Retail Merchandising Foundation Cloud Service to sync supplier sites and auto-create SKU-level product records, offers categorized activity and assignment views, customizable audit notifications, and planned AI digital assistant features.
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Key Figures
Market Reality Check
Peers on Argus
ORCL gained 4.68% while key software peers showed only modest, mixed moves (e.g., MSFT +1.1%, PANW -1.52%), pointing to a stock-specific reaction to this AI supply chain news.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 18 | Payments solution update | Positive | +0.9% | Expanded Oracle Payments capabilities and geographic/device coverage. |
| Dec 17 | Government cloud win | Positive | -5.4% | City of Manhattan, Kansas chose Oracle Permitting and Licensing. |
| Dec 16 | Healthcare EHR win | Positive | +2.0% | Mt. San Rafael Hospital selected Oracle Health EHR and AI tools. |
| Dec 15 | Cloud apps adoption | Positive | -2.7% | Healthcare organizations moved to Oracle Fusion Cloud Applications. |
| Dec 11 | Database@Google launch | Positive | -10.8% | Oracle Database@Google Cloud launched in Canadian regions. |
Recent product and customer wins often led to mixed reactions, with several positive announcements followed by negative price moves.
Over the past month, Oracle reported multiple product expansions and customer wins across payments, permitting, health, and databases. News on Dec 11, 2025 about Oracle Database@Google Cloud in Canada coincided with a -10.83% move, while a hospital win on Dec 16 saw a +2.02% reaction. Today’s AI-driven retail supply chain launch continues the theme of embedding AI and cloud into industry solutions, but past reactions show that strong news did not always translate into consistent gains.
Market Pulse Summary
This announcement introduces an AI-driven retail supply chain collaboration tool integrated with Oracle Retail Merchandising Foundation Cloud Service, aimed at better forecasting, disruption alerts, and supplier governance. In context, Oracle has steadily expanded AI across ERP, risk, and healthcare, while recent filings highlight strong revenue growth and board transitions. Observers may track retail customer adoption, the effectiveness of MFCS integration, and future AI feature rollouts as key follow-up metrics.
Key Terms
esg financial
ai digital assistant technical
apis technical
sku technical
AI-generated analysis. Not financial advice.
New cloud solution empowers retailers to boost resilience and productivity through intelligent collaboration, compliance, and streamlined operations
The solution helps address supply chain risk by delivering actionable, data-driven insights that improve forecast accuracy and alert retailers to pending supply chain disruptions, such as, shifts in consumer demands or regulatory changes that could disrupt and delay inventory shipments. Within the system, retailers can issue urgent notifications to inform users of changes, expectations, and needed activities and also signal suppliers to expedite next step actions and acknowledgments.
Integrated with Oracle Retail Merchandising Foundation Cloud Service (MFCS), the solution empowers retailers to collaborate directly with suppliers to assess sites, production facilities, and other critical measures to enable a thorough pre-selection and ongoing review process. By doing so, retailers can simplify their merchandising operations utilizing a unified portal to access and analyze valuable supplier data and foster more efficient, effective merchandising strategies.
See the solution in action at NRF, booth #5739, January 11-13 in
"From natural disasters to shifting global trade conditions, retailers are in a constant battle to better balance their supply chains to meet customer expectations, comply with ESG and regulatory requirements, and protect their bottom line," said Paul Woodward, global vice president, Oracle Retail Products. "This solution gives retailers the AI-and data-driven visibility and intelligence needed to navigate complex supply chain and vendor relationships to help mitigate financial, operational, and reputational risks."
Enhanced supplier coordination and compliance
With Oracle Retail Supply Chain Collaboration, retailers can more confidently manage their merchandising operations at a global scale by aligning practices with business objectives, compliance standards, and sustainability goals - from the pre-selection process through order fulfilment. Categorized activity lists help both retailer and suppliers easily organize and filter process activities by status and responsibility while assignment list views offer quick actions for updating process, activity, site, and document statuses directly to streamline workflow management and improve productivity. Retailers can also customize audit notifications to deliver more targeted, manageable communications. Planned AI digital assistant capabilities are being developed to enable retailers to reduce hassle and save time by using simple prompts to find and summarize key supplier information. In addition, the direct integration of supplier sites from Oracle Retail Merchandising Foundation Cloud Service with Supply Chain Collaboration enables the automatic creation of product records at the style or SKU level-based items. This one-way integration leverages MFCS APIs to retrieve items and create or update product records using supplier and item codes as common identifiers to streamline product data synchronization.
Other core benefits of the solution enable retailers to:
- Data Sharing and Collaboration: Share practices, policies, and critical information with suppliers, fostering transparency and better coordination
- Sustainability and Compliance: Collect sustainability certifications, quality assurances, and compliance audits and assessments to make more informed decisions and maintain high standards
- Evaluation and Pre-selection: Evaluate, score, and grade items to pre-select and continuously monitor suppliers, supporting ongoing compliance
- Streamline Merchandising: Delegate specific responsibilities to suppliers and share data through a centralized portal to improve merchandising operations and efficiency
- Contextual Workflows: Create, review, and approve essential merchandising data using contextual workflows, offering a structured and organized process
Join us at NRF booth #5739 or learn more at Oracle.com/retail or LinkedIn.
About Oracle
Oracle offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. For more information about Oracle (NYSE: ORCL), please visit us at www.oracle.com.
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Media Contacts:
Kris Reeves
Oracle Corporate Communications
+1.925.787.6744
kris.reeves@oracle.com
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SOURCE Oracle
FAQ
What is Oracle Retail Supply Chain Collaboration (ORCL) announced at NRF 2026?
When and where did Oracle (ORCL) demonstrate this solution?
How does the ORCL solution help retailers manage supplier data and SKUs?
Can Oracle Retail Supply Chain Collaboration help with sustainability and compliance for retailers?
What workflow and productivity features does Oracle's new retail solution include?
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