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Coles

Q6
Retail · Shield
Researched as of October 2026
ShareLinkedInX
AdaptAugmentAssist
Q3Automator
Q6Optimiser
Q9Conductor
Q2Tactician
Q5Partner
Q8Explorer
Q1Operator
Q4Weaver
Q7Navigator
StructuredDynamicComplex
4/9 cells occupied
Shape Read

Coles' centre of gravity is still the optimiser. The 1H26 transcript has AI running in forecasting, demand planning, ranging, rostering and transport, with replenishment forecasting two years in. Store computer vision stays on Q3. ChatGPT Enterprise is the assistant rollout on Q2, not a separate research-composition cell. Agentic commerce is still described as the next wave, so it is not on the grid.

Trajectory: Stronger machine-led optimisation

Inside the company · not a cell

Nothing quoted yet. A rate or a saving will sit here when it is on the record. It does not light the grid.

Initiative Map
CellInitiativeConfidenceEvidence
Q1Operator✅Task-specific chatbots for team members. Basic operational queries.As of November 2025
Q2Tactician🔶ChatGPT Enterprise across corporate workforce — compliance, data insights. Emerging.As of November 2025
Q3Automator✅Computer vision for fresh produce stock levels. Automated inventory monitoring.As of November 2025
Q6Optimiser✅1H26: AI in forecasting, demand planning, ranging, rostering and transport. Replenishment forecasting is two years in operation.As of October 2026
Published record

The lines this reading rests on. A date is the source date, when the page or the line names one.

We're using AI in forecasting, demand planning, and ranging, to improve accuracy and availability. In stores and in our e-commerce business, AI is helping optimise rostering, improve workflows, peak efficiencies, and dynamic work. Across our supply chain, AI supports optimisation in transport and improved workflows. We're also using AI in stores, for computer vision, for object recognition, and loss technology.

In parallel, we're also now moving into the next wave, agentic commerce, conversational AI, and real-time personalisation, capabilities that will transform how customers engage with us over time.

we've rolled out AI productivity tools, including ChatGPT Enterprise and Microsoft Copilot, and we're partnering with OpenAI on team training.

Strength
Supply chain optimisation at scale with Ocado partnership
Fragility
Customer trust if automation surfaces too visibly
Failure mode
Optimising wrong metrics in supply chain
Governance ceiling
Retail ceiling at Q9 — fewest constraints
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