See more clearly, decide faster: SMCP x Lokad
SMCP and Lokad discuss fashion analytics, supply chain decision automation, and the practical challenges of optimizing inventory allocation in fashion retail.
Podcasts, interviews, and lectures on supply chain optimization and decision-making.
Oct 7, 2026
SMCP and Lokad discuss fashion analytics, supply chain decision automation, and the practical challenges of optimizing inventory allocation in fashion retail.
Supply chains abide by the general economic principles. Yet, these principles are too little known and too frequently misrepresented. Popular supply chain practices and their theories often contradict what is generally agreed upon in economics.
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The balance of supply and demand very much depends on prices. Thus, pricing optimization belongs to the realm of supply chain, at least to a sizeable extent. We will present a series of techniques to optimize the prices of a fictitious automotive aftermarket company. Through this example, we will see the danger associated with abstract lines of reasoning that fail to see the proper context. Knowing what ought to be optimized is more important than the fine print of the optimization itself.
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At the core of a Quantitative Supply Chain initiative, there is the Supply Chain Scientist (SCS) who executes the data preparation, the economic modeling and the KPI reporting. The smart automation of the supply chain decisions is the end-product of the work done by the SCS. The SCS takes ownership of the generated decisions. The SCS delivers human intelligence magnified through machine processing power.
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Conor Doherty interviews André Margoto (Global Supply Chain Director (Juices) at Louis Dreyfus Company), alongside Joannes Vermorel, about decision-making under uncertainty in agribusiness. They explain why biological variability, long production cycles, thin margins, and volatile markets make intuition and single-number forecasts insufficient.
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Generative AI in supply chain practical wins, limits, and the value gap. LokadTV with Joannes Vermorel and McKinsey Knut Alicke on what matters next.
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Rupert Schiessl (Bamboo Rose's Chief AI Officer) joins Lokad’s Joannes Vermorel (CEO) and Conor Doherty (Director of Marketing) for a discussion on how generative AI reshapes Product Lifecycle Management (PLM).
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Scheduling is one of the most complicated areas of supply chain planning, and it doesn't matter what vertical you're operating in. In fact, most attempts at optimizing scheduling fail because they fundamentally miss the very problem they're trying to solve.
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FIFO is simple, but often costly. Discover why it fails in complex repair scenarios—and how AI and financial optimization offer smarter alternatives.
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In a recent discussion, Conor Doherty highlights the critical differences between a bill of materials (BOM) and a bill of resources (BOR) for effective scheduling in manufacturing and repair operations. While a BOM lists the raw materials needed for production, a BOR includes not only these materials but also the necessary tools and skills. Doherty emphasizes that neglecting any component of the BOR can lead to production delays and increased costs. He argues that a comprehensive understanding of both BOM and BOR is essential for optimizing efficiency and minimizing financial risks in industrial processes.
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In this LokadTV interview, Joannes Vermorel explains why fixed lead times distort inventory decisions, waste capital, and create constant supply chain firefighting.
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Joannes Vermorel explains why ABC analysis remains a seductive but costly shortcut for supply chain decisions, and how its arbitrary classes can hide economic reality instead of clarifying it.
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Conor Doherty and Milos Vrzic return to Supply Chain Breakdown for a discussion on supply chain practice, planning, and execution.
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Demonstration of how Lokad optimizes aerospace purchasing, inventory, and repairs by accounting for uncertainty, costs, and operational constraints.
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Conor Doherty interviews Joannes Vermorel (CEO and Founder of Lokad) about Claude Fable 5.1 and its advertised forecasting capabilities. Joannes argues that the real breakthrough lies in agents’ ability to automate analytical and coding tasks.
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Joannes Vermorel and Conor Doherty discuss forward-deployed engineers, AI software experts, and why enterprise software depends on people who can bridge mathematical, technical, and operational realities.
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SMCP and Lokad discuss fashion analytics, supply chain decision automation, and the practical challenges of optimizing inventory allocation in fashion retail.
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Vinicius Tuppy, Material Planning Manager at Azul, explains how the company struggled with complex Excel-based tools and classical statistical models that lacked clarity and failed to properly balance cost efficiency and operational risks.
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Jacques Dauvergne (Director of the AFMAE Training Center) reflects on the 10-year anniversary of Air France & Lokad's supply chain optimization partnership.
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Lokad's Co-founder, Estelle Vermorel, was featured by Capital in Le rendez-vous des pros.
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SMCP and Lokad described supply-chain management as economics, not ritual. Scarce inventory must be allocated where it earns the highest return. Instead of backward-looking “weeks of coverage” and cluster rules, they use probabilistic, store-SKU decisions, explicit about uncertainty, substitution, and capacity.
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Joannes Vermorel, CEO and Founder of Lokad, delivered a lecture in French, sharing his journey in Supply Chain management. Vermorel recounted founding Lokad after graduating from École Normale Supérieure and shifting focus from bioinformatics to Supply Chain challenges. He discussed the development of Envision, Lokad's programming language, and the company's evolution since 2007. Vermorel criticized traditional Supply Chain theories, likening them to astrology, and emphasized the importance of challenging consensus. He highlighted Lokad's success with probabilistic methods and the impact of COVID-19 on Supply Chain robotization. Vermorel predicted the obsolescence of traditional roles and encouraged students to drive the industry's revolution.
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