Intelligence Node · AI-09
Daily AI Briefing → Chief of Staff Briefing
Top-3 brand suppliers (Adidas + Puma + Nike) = 60% of Sept-25 sales. House-brand sourcing (AL / ALX / MA7CH) protects against this concentration with 50–60% GM.
Tier-1 global brands carry strict MAP (Minimum Advertised Price) rules — limits our pricing flexibility, drives 25–30% GM. Tier-2 house brands manufactured via OEM partners in China & Vietnam deliver 50–60% GM and absorb FX exposure differently.
Exclusive Malaysia license deals (notably Liverpool FC merchandise) carry scarcity premium. Vendor management focus FY26: lock annual rebates with top-5 brands ahead of any exit transaction.
Sources · Internal ERP + Bloomberg + AI scrape