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A meaningful European contract win raises MANH's revenue visibility and expands its international install base, with AI-enabled WMS as a differentiator. Enterprise software wins often lead to multi-year services revenue and pipeline expansion, though near-term impact depends on deployment milestones and revenue recognition timing.
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Finnish retailer Kesko has chosen Manhattan Associates' ActiveWarehouse to replace its legacy grocery WMS, signaling momentum in EU supply-chain modernization. The cloud-native system with agentic AI capabilities could lift throughput and accuracy across Kesko's stores and distribution network. The deal expands MANH's Nordic footprint and may spur additional Europe-based deployments and services over the next 12–24 months.
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