RedCloud Expands AI Platform Addressing $2Tn Inventory Crisis For Retail Businesses
Rhea-AI Summary
RedCloud (AIM:RCT) launched an upgraded Red101 retail trading experience on Dec 2, 2025, powered by its RedAI platform to target an estimated $2.0Tn inventory gap in FMCG supply chains.
The company says its two trade networks, Red101 and TradeX, have transacted $3.6Bn of FMCG inventory to date and produced proprietary data used to train agentic AI and machine learning. RedCloud reported cumulative revenue of $69.1m to end‑2024 and more than doubled customer numbers YoY in H1 2025. Initial rollout starts with Distribuidora El Trébol in Argentina; wider market rollouts (Brazil, Nigeria, South Africa, Saudi Arabia) are to be confirmed.
Positive
- $3.6Bn of FMCG inventory transacted to date
- Cumulative revenue of $69.1m to end 2024
- Customer base >2x YoY growth in H1 2025
- Integrated with NVIDIA Connect to expand technology ecosystem
- Initial commercial launch with Distribuidora El Trébol in Argentina
Negative
- Rollout outside Argentina (Brazil, Nigeria, South Africa, Saudi Arabia) is unconfirmed
- Cumulative revenue of $69.1m indicates early-stage scale relative to global FMCG flows
- Initial live deployment tied to a single distributor partner
News Market Reaction
On the day this news was published, RCT declined 8.98%, reflecting a notable negative market reaction. Argus tracked a peak move of +6.5% during that session. Argus tracked a trough of -3.2% from its starting point during tracking. Our momentum scanner triggered 9 alerts that day, indicating moderate trading interest and price volatility. This price movement removed approximately $7M from the company's valuation, bringing the market cap to $69M at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
Peers show mixed moves: HKIT (-0.34%), INLX (-0.76%), MFI (-0.14%), NTWK (-0.69%), while NVNI gained (+1.93%). With no peers in momentum scanners and no same‑day peer news, trading around RCT appears more stock‑specific than sector‑driven.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 10 | JV expansion | Positive | -3.1% | Joint venture to deploy RedAI in Türkiye targeting $166B FMCG market. |
| Dec 05 | C-suite change | Positive | -4.2% | Appointment of new CFO to support RedAI platform expansion and growth. |
| Dec 04 | Earnings timing | Positive | +8.4% | Announcement of H1 2025 results date with highlighted operational milestones. |
| Dec 02 | AI product upgrade | Positive | -9.0% | Launch of upgraded Red101 AI-driven trading experience addressing inventory gap. |
| Nov 25 | AI conferences | Positive | -1.7% | CEO participation in high-profile AI summits highlighting platform progress. |
Across recent positive strategic and AI updates, RCT has more often traded down than up in the following 24 hours, with only the H1 2025 earnings date announcement showing a clearly positive reaction.
Over the last few weeks, RedCloud has stacked a series of expansion and AI milestones. It launched the upgraded Red101 experience and reiterated its RedAI strategy to tackle a $2Tn FMCG inventory gap, supported by cumulative $69.1m revenue to end 2024. Management highlighted strong growth metrics and visibility through AI conferences, a new CFO appointment, and a major Turkish joint venture targeting a $166B market. Despite these seemingly positive updates, share reactions have frequently been negative or muted, underscoring a pattern of selling into good news.
Market Pulse Summary
The stock moved -9.0% in the session following this news. A negative reaction despite an AI-driven product upgrade would fit RedCloud’s recent tendency to trade lower after seemingly positive strategic news. Several prior AI and expansion updates saw declines within 24 hours, suggesting investors may be waiting for clearer profitability or cash-flow visibility rather than top-line or transaction milestones alone. With concentrated insider and large-holder stakes disclosed in recent 13D filings, downside moves could reflect limited marginal buyers rather than purely news quality.
Key Terms
agentic AI technical
machine learning technical
algorithmic trading technical
erp systems technical
AI-generated analysis. Not financial advice.
LONDON, Dec. 02, 2025 (GLOBE NEWSWIRE) -- RedCloud Holdings plc (“RCT”) (“RedCloud” or “Company”) the RedAI trading platform (“RedAI”) used by Fast Moving Consumer Goods (FMCG) businesses, today announced closed launch of an improved Red101 experience for retail businesses.
The company believes that leveraging AI for the intelligent trade of inventory should address the estimated
Within its flagship RedAI product, the Company operates two wholly owned trade networks: Red101—where retailers stock their stores with consistent supply of product—and TradeX for bulk trade of goods between distributors and wholesalers. These trading networks have transacted
The upgraded Red101 trading experience is available from today with retail customers of Distribuidora El Trébol, a leading FMCG distributor with over 30 years in market. Rollout plans for the Company’s other markets including Brazil, Nigeria, South Africa and Saudi Arabia will be confirmed in due course.
“We are delighted to be the first to partner with RedCloud as it launches a new and more intelligent retailer experience in Argentina,” said Ruiz Pablo Matias, Partner and Owner of P.M.R Trebol SRL. "We are excited by RedCloud's future plans to deliver AI-powered recommendations and predictions directly to Red101 customers, helping them choose the best stock to ensure solid provision and optimal assortment on the shelves. As a leading multi-category supplier to retailers, we are ideally positioned to fulfil those recommendations, providing unparalleled sourcing to stores as they build a profitable retail business that maximizes traffic and market share.”
"We’re building an intelligent foundation for global trade, whereby digital algorithmic trade in everyday goods between businesses in the supply chain unlocks smarter decision making based on data and insight previously trapped in ERP systems and spreadsheets," said Justin Floyd, CEO and Co-Founder at RedCloud. “Global supply chains are burning
The announcement follows significant operational momentum: the Company more than doubled customer numbers year-over-year in the first half of 2025, reported cumulative revenue of
About RedCloud Holdings plc
RedCloud has developed and operates the RedAI trading platform (“RedAI”), that facilitates more intelligent digital exchange of everyday consumer supplies of fast-moving consumer goods (“FMCG”) products across business supply chains. RedCloud believes its Platform solves a decades old problem of how to unlock and enable access to key purchase and sales data between brands, distributors and retailers in high growth consumer markets.
Through RedCloud’s Platform, retailers are empowered by data driven market insights backed by artificial intelligence (“AI”) to help make faster and easier business-to-business (“B2B”) purchases and inventory decisions from brands and distributors by breaking down complex purchasing behaviors of large product inventory catalogues. For more information about RedCloud and its Platform, please visit www.redcloudtechnology.com and connect on LinkedIn.
Forward-Looking Statements
The information in this press release may include forward-looking statements within the meaning of the federal securities laws. These statements generally relate to future events or our future financial or operating performance. When used in this press release, words such as “expect,” “project,” “estimate,” “believe,” “anticipate,” “intend,” “plan,” “seek,” “forecast,” “target,” “predict,” “may,” “should,” “would,” “could,” and “will,” the negative of these terms and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain such identifying words. Forward-looking statements are based on management’s current expectations and assumptions, and are subject to inherent uncertainties, risks and changes in circumstances that are difficult to predict, including, but not limited to, the success of the Company’s partnerships with Mercado-Pago, Shop2Shop or Moniepoint, the utility of the additional payment, lending and trade finance options provided by those partners to distributors and retailers on the Platform, delivery of a future Universal Payments Protocol, and the Company’s ability to partner with additional payments providers to grow the range of payment and trade finance options. As a result, actual results could differ materially from those indicated in these forward-looking statements. When considering these forward-looking statements, you should keep in mind the risk factors and other cautionary statements in RedCloud’s described in “Cautionary Note Regarding Forward-Looking Statements,” “Item 3. Key Information – D. Risk Factors” and “Item 5. Operating and Financial Review and Prospects” in RedCloud’s Annual Report on Form 20-F for the year ended December 31, 2024, which was filed with the Securities and Exchange Commission (the “SEC”) on May 16, 2025, as well as other documents filed by the Company with the SEC. RedCloud undertakes no obligation and does not intend to update these forward-looking statements to reflect events or circumstances occurring after this press release. You are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date of this press release. Information contained on, or that can be accessed through, the Company's website or any other website or any social media is expressly not incorporated by reference into and is not a part of this press release.
Footnotes:
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Contacts:
Investor Relations
Ryan Flanagan
Investor.relations@redcloudtechnology.com
Media Relations
James McCarthy
media@redcloudtechnology.com
FAQ
What did RedCloud (RCT) announce on December 2, 2025?
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Which markets will RedCloud (RCT) roll out Red101 to after Argentina?
How does RedCloud (RCT) use AI in Red101 and TradeX?
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