Gap's improvements in supply chain efficiency boost confidence for the holiday season.

Gap Inc. reported a nearly 30% boost in supply chain productivity ahead of the 2025 holiday season, attributed to new AI and automation technologies and improved inventory management. CEO Richard Dickson highlighted that these advancements enhance the company's responsiveness to peak demand. Additionally, the company has implemented robotic systems in fulfillment centers and partnered with Google Cloud to upgrade its technology strategy. CFO Katrina O'Connell noted that disciplined inventory management has led to an optimal inventory composition, despite a 5% year-over-year increase in inventory costs.