Oracle has preached strong RoI from RFID. The success stories could be read here: http://www.oracle.com/industries/retail/oraclerfid_adverto_may04.pdf
On investment's perspective, I am researching generally the real options approach in RFID. The White Paper by Patni analyses this: http://www.patni.com/resource-center/collateral/RFID/tp_RFID_Real-options-approach.pdf
P&G on another hand, has depolyed tagging capabilities in its products - evidencing some potential RoI. Some brief article on its effort in 2005 could be accessed here: http://www.cosmeticsdesign-europe.com/news-by-product/news.asp?id=60052&idCat=74&k=p-g-moves
Interestingly, this article argues that the cost investing in RFID remains difficult to be justified, as for now. The article analyses its views based on an independent Analyst report: http://www.cosmeticsdesign.com/news-by-product/news.asp?id=66805&idCat=63&k=rfid-cost-remains
However, FORBES selectively argued from both sides whether "To RFID or not" - it has opened my eyes larger, being positioned myself as a businessman and economist. The article: http://www.forbes.com/2005/11/01/rfid-walmart-savings-cx_rm_1031rfid2.html
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