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Research & KnowledgeEvent: September 4, 2026

Kodiact published market intelligence reports on food prices, sugar prices, freight lanes, container board increases, and Canada's surtax deadline.

Published

Signal category

Research & Knowledge

Quote

Food prices rose, sugar hit a 16-month high, Trans-Pacific freight lanes diverged, container board increases took effect, and Canada’s Sept. 8 surtax deadline is fixed.

Kodiact team

Company

Kodiact

Direct materials strategy to execution. Simulated.

Industry
Software Development
Location
San Francisco, US
Company size
5 employees

Manufacturing has a trillion‑dollar blind spot. Global enterprises spend 35–60% of revenue on direct raw materials. Yet the decisions governing that exposure still run on annual category plans, fragmented ERPs, and manual data work that consumes ~70% of every buyer’s day. When a commodity moves, most leadership teams can’t calculate the product‑level margin impact until it’s already embedded in the P&L. Kodiact changes that. We are the data, operating, and simulation layer for direct materials, connecting every material to its price drivers and every decision to one ledger, so teams can rehearse decisions before they take them and see every ripple before it reaches the P&L. The Three Layers: → Data Layer — What is true Every material resolved to its price drivers. Canonical Model. Decision Ledger. Margin Record. → Operating Layer — What you do Where strategy becomes execution. Every action written to one unified ledger. → Simulation Layer — What happens next Rehearse decisions. Trace shocks to magnitude, month, and SKU. See margin‑at‑risk before it hits the business. Why it matters: Direct materials represent the largest cost line in manufacturing, up to 60% of revenue. Most teams rely on spreadsheets and siloed tools that break under volatility. Kodiact replaces this with a unified model built on three layers. Built for every stakeholder: Procurement — see margin at risk early and rehearse sourcing decisions before committing. Supply Chain — trace shocks to month and SKU and align demand, supply, and cost signals. Finance — get forward‑looking margin‑at‑risk and automated PPV with fewer surprises at period close. IT / CTO / CIO — deploy a tenant‑isolated, model‑agnostic domain SLM with a unified data layer across ERP, CLM, QA, BOMs, suppliers, and markets. Built with operators from across FMCG and CPG. Stop reacting to the market. Anticipate it.

Founded 2026

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